Quick Start
From sign-up to your first workable accounts in about ten minutes.
The whole loop as a checklist: add your Product, confirm the Audience, work the first accounts. For the same flow on a concrete company, see A complete example.
Before you start
- A CatchIntent account. Sign up here.
- Your domain, two or three competitor domains, and the roles you sell to.
The trial is 7 days with a card on file. You get up to 50 leads to evaluate and are not charged until it ends. The card filters out wrong-fit signups; you are never billed during the trial.
Step 1: Add your Product
Enter product name and domain
On first sign-in you create a workspace and your first Product. The domain is what the AI draft hangs off — be exact.
Let CatchIntent draft your Audience
We read your site and propose the four Audience blocks: Self (what you sell), Fit (who you sell to — industries, headcount, geos), Path (the roles you want to reach), and Signals (which why-now triggers are on).
Review the chips
Read every chip. The draft is usually slightly too broad. Narrow roles to real titles ("VP of Sales", not "decision maker"), remove industries you do not sell to, and drop any competitor that is not really a competitor. Saving locks the Audience in.
Step 2: Watch the book build
The orchestrator starts the moment your trial card is on file. The dashboard shows live progress: signals scanned, candidates evaluated, contacts being pulled.
Within about five minutes you should see at least three Accounts in the book, each with a live signal and at least one lead attached. We never leave you with an empty book — if the strongest signals are thin, we surface the next-best candidates with a low-confidence flag.
Step 3: Work your accounts
Open Accounts. The book is ranked: highest workable accounts at the top. For each row you see:
- The company, its fit tier, and the live signals stacked on it.
- The leads attached — the real people inside that account, with warmth and a drafted opener.
- A state you set as you work: New → Working → Snoozed / Dismissed / Won.
Open the top account, read the why-now, open the strongest lead, edit the opener, and send it from your own LinkedIn account with the browser extension. Or push the lead to your CRM from the same screen.
You should now have at least one account in Working state, with a message sent.