Step 1: Create a Campaign
Go to the Campaigns tab.
Click Create Campaign.
Choose a source for your ICP.
Not sure which source to select? Check the videos that explain each option.
Step 2: Build Your ICP
Complete your ICP details.
Click Save and Continue.
Step 3: Edit the Pitch
You’ll land in the Pitch section.
By default, the pitch will include the information you set in the Compass area.
If it looks good, you can keep it as is.
If not, you can edit directly:
Update the website name
Add/remove pain points
Adjust value propositions
Change the language of the pitch
Step 4: Use AI Chat Assistance
You can also use the chat to make edits automatically.
For example, type in: “Add a pain point about [X]” or “Change the value to highlight [Y].”
Press Send and the changes will appear instantly.
Step 5: Save and Continue
Once you’re satisfied with the edits, click Save or Save and Continue.
The next step will be Touchpoints, where you define the sequence of messages.
✅ Now Katie knows what to say about your company when creating outreach messages.