New client onboarding

Back
1. Client
Where welcome email + Friday performance reports are sent. Not a sending address — recipients never see this.
2. Targeting
3500 categories grouped under 183 top-level industries. Type to filter; hold Ctrl/⌘ to pick multiple. 0 selected
Pick All UK for no postcode restriction. Hold Ctrl to multi-select.
Comma- or newline-separated. Combined with regions above. Leave empty if the regions cover what you want.
3. Outbound mailbox (SMTP)
This is the mailbox emails are sent from. The From email below is what recipients see — and when they hit Reply, replies land in this same mailbox. The system polls it via IMAP separately (configured later from the company's settings page).
What recipients see. Replies arrive here.
The hostname after @. Used for DKIM/SPF + warmup tracking.
Connects + authenticates without sending an email. No data is saved.
4. Voice & content
Without these the AI will only know the company name and the target categories — emails will be generic. Fill at least About the business; the example email is optional but the most powerful one if the client supplies it.
Drives the AI's tone and positioning. Saved to companies.company_about.
Wrapped with a "match this style" instruction and saved to companies.prompt_extra_instructions. Leave empty to use the default house style.
Appended to every email sent. Saved to companies.email_footer.
Defaults
GDPR note
For client companies do not set bcc_email. That field BCCs every cold send to a monitor address — fine for your own demo (Mad Out Reach, iPrecious) but a leak of recipient personal data otherwise. The wizard leaves it empty by default; you can opt in from the company settings page later if needed.
What happens next
  1. The companies row is created with is_active = 0.
  2. You'll generate a sample email aimed at Mad Out Reach.
  3. Once approved, a welcome email recap goes out to the contact.
  4. When they reply YES, click Activate.