Three sessions. The first takes about fifteen minutes and ends with a cold email you would send. Stop anywhere: nothing resets, nothing reminds you, and this page is where you pick it up again.
Each step is one task and one screen. Where a step raises a question, the link under it goes to the one page that answers it.
The same ground is taught in the studio twice over. Next steps, at the foot of the sidebar, is this path as five steps (six once you have said you already have customers: the deals you won come in from your CRM or a list), each ticked by the thing it asks for and each one press away. And Learn, in Settings, holds the eight lessons of the getting-started course as cards, in three groups (Your first day, Your first week, After that), with Take the one-minute tour beside them. Open a card and it shows you how, with a button for the screen it is about and Mark as done. A lesson the studio can see you did (a glance run, a pitch finished, an edit saved, an outcome recorded, a network imported) is ticked for you, on whatever device you did it. A lesson you mark done here is not emailed to you. Nothing counts you and nothing resets. This page stays.
Session 1: one email you would send
About fifteen minutes. You leave with a pitch on a real company and an email in your own words.
1. Check the brief
The studio read your website and wrote who you hunt and how you sound. Every pitch is written from that, so a wrong line here is a wrong line everywhere.
Task: open Your brief. Read Who you are and How you sound. Fix one thing that is wrong.
If the top of the page says your brief was researched before you typed your goal, press Rescan your site at its foot. Nothing changes until you accept what comes back.
How-to: the brief.
<!-- Video slot, 40 seconds: Your brief opens, the reader finds one wrong line under How you sound, presses Edit, fixes it, saves. -->
2. Say who you already sell to
Two things happen the moment you do. Nobody on that list is ever pitched. And the list steers what the studio suggests, because who buys from you is the best evidence of who will.
Task: on Ideal customer, name two or three customers, each with why they are a good one. Upload a list under the box takes the whole customer list as a CSV: an export straight out of your CRM works, because the header row says which column is the company and which the website, and every other column is ignored. The list lands on Do not contact, and the count under the box opens it, so a wrong row comes off there.
How-to: Ideal customer.
<!-- Video slot, 30 seconds: the customers box on Ideal customer, three names typed with a reason each, Save. -->
3. Run one company and make the email yours
Task: open Leads for you and press Glance on the top card. Fifteen seconds later you have the fit score and the one thing. Press Prospekt →. The run takes a few minutes; leave it and come back. When it lands, open the cold email, press the ✎ pencil, rewrite it until you would send it, and press Save.
On a free workspace the glance is part of your one run: pressing Glance opens a screen that offers Prospekt on that company straight away.
The save is the step. An edit you save teaches the studio how you write, and the next run starts from it. An edit you copy out and never save teaches it nothing.
If Leads for you is still empty, name a company you already wanted to write to on Research prospekts instead.
How-to: reading a pitch, and editing it.
<!-- Video slot, 60 seconds: Glance pressed on a card, the fifteen-second read, Prospekt pressed, the six stages, the cold email opened, two sentences rewritten, Save, the "teaches the studio your voice" line. -->
Send that email.
Session 2: teach it what happened
Ten minutes, some time in the first week, once a reply has come in or not.
4. Record what happened
This is the one thing that makes the tenth pitch better than the first. What you record is read into every later pitch, call sheet and evaluation.
Task: in Library, press the badge on the card. It reads What happened? until you set it. Pick one: found the right contact, had a meeting, closed the deal, went quiet, not a fit, lost.
Paste the reply into Add a note… and the studio says what to do next.
How-to: outcomes.
<!-- Video slot, 30 seconds: the badge on a Library card, the picker, a reply pasted into the note, the next step read back. -->
5. Hunt a competitor's customers
Their client list is your prospect list.
Task: open Counterprospekt. The competitors you named are chips under the box; press one, or name a rival and press Run the report. The report lists who they sell to, each with the page that says so, and each client is one press to a pitch of your own.
How-to: Counterprospekt.
<!-- Video slot, 45 seconds: a chip pressed, the report, the client list, Prospekt on one client. -->
Session 3: warm paths
Ten minutes, plus the wait for a file from LinkedIn. Do it the day you want an introduction rather than a cold email.
6. Bring in who you know
A cold email is the last resort. If somebody on your team already knows somebody at the company, the studio finds that path and drafts both messages: the ask to your contact, and the email for them to send on.
Task: on LinkedIn, Settings & Privacy, then Data privacy, then Get a copy of your data, tick Connections, request the archive. LinkedIn emails a Connections.csv in about ten minutes. Upload it on Your network under Import LinkedIn connections. Then open Warm intro and name the company from step 3.
Email addresses in the file are dropped at import and never stored.
How-to: your network, and warm paths.
<!-- Video slot, 45 seconds: the LinkedIn export clicks, the upload, Warm intro with the company named, the two drafts. -->
What this leaves out
The sidebar has seven rows and this path uses five. Decision-makers, Meeting prep, Inbound, Your agents, sharing a pitch, the CRM push and the Claude connector each have a page in this help and none of them is needed in the first week. The first visit, in detail is the long version of the screens above, and the screens is the map of all of them.