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.


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.

Step 9: How to Track Data Usage

Click on the link below to read through the mini guide; an excerpt is listed below.


Step 10: How to Monitor AI Predictions

Click on the link below to read through the mini guide; an excerpt is listed below.

Data-driven A.I. personalization driving acquisition, growth, and engagement.

Contact us for consultation

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Data-driven A.I. personalization driving acquisition, growth, and engagement.

Contact us for consultation

Get In Touch

Hours: Mon-Fri 9:00AM - 5:00PM

© All Rights Reserved.

Data-driven A.I. personalization driving acquisition, growth, and engagement.

Contact us for consultation

Get In Touch

Hours: Mon-Fri 9:00AM - 5:00PM

© All Rights Reserved.

Data-driven A.I. personalization driving acquisition, growth, and engagement.

Contact us for consultation

Get In Touch

Hours: Mon-Fri 9:00AM - 5:00PM

© All Rights Reserved.