How do I start the onboarding process?
To start the Wrench.ai onboarding process, create an account, integrate with your CRM, add teammates, utilize the AI virtual assistant, and configure HubSpot with Wrench.ai data by following the provided mini-guides and videos.
Answer:
To get started with the Wrench.ai onboarding process, click below to follow a step-by-step process for creating an account, integrating it with your CRM, and exploring insights.
Step 1: Create a Wrench.ai Account
Click on the link below to access a mini guide, or watch the video below.
Step 2: Get Started in Your Wrench.ai Account
Click the link below to access a mini guide, or watch the video below.
Step 3: How to Add Teammates to Your Account
Click the link below to access a short mini-guide on adding teammates to your account.
Step 4: How to Make the Most of Your Personas for Sales and Marketing
Click the link below to access a mini guide, or watch the video below.
Step 5: How to Use the AI Virtual Assistant for LinkedIn
Click the link below to access a mini guide, or watch the video below.
Step 6: How to Create a 1:1 Campaign Using the AI Virtual Assistant
Click on the link below to read through the mini guide; an excerpt is listed below.
How do I create a one-to-one outreach campaign using the AI Virtual Assistant on LinkedIn?
Step 7: Before Creating Content, Review “Tips on Positioning”
Click on the link below to read through the mini guide; an excerpt is listed below.
Step 8: Configure HubSpot and Set Up Views with Wrench.ai Data
Click on the link below to read through the mini-guide; an excerpt is listed below.