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Gather Your Contacts
Export your existing contacts from your current CRM, email client, or spreadsheet. A CSV file with name, email, and phone number is all you need to hit the ground running.
- Export from Gmail, Outlook, or your current CRM
- Spreadsheet columns: First Name, Last Name, Email, Phone
- Include any tags or notes to keep context
Your Logos & Brand Colors
Having your brand assets ready will let you customize your account the moment you log in — so every email and funnel looks like you from day one.
- Logo in PNG or SVG format (transparent background preferred)
- Primary & secondary brand hex color codes
- Any fonts or brand guidelines you use
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