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docs: Add onboarding docs
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‎audiences/find-leads.mdx

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‎audiences/import-csv.mdx

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description: Import an existing audience using CSVs
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---
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To import an existing audience, for example from your CRM, you can use a CSV (comma-separated values) file. The first row of the file should include the header "Email":
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To import an existing audience, for example from your CRM, you can use a CSV (comma-separated values) file. The first row of the file should include at least the header **Contact Email**:
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| Email |
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| Contact Email |
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| ------------------ |
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| `[email protected]` |
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| `[email protected]` |
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## Additional columns
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You can optionally include several other columns in your CSV. You can leave any of these optional values empty, but not "Email":
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You can optionally include several other columns in your CSV. You can leave any of these optional values empty, but not **Contact Email**:
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| Email | Person Name | Person Time Zone |
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| ------------------ | ----------- | ------------------- |
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| `[email protected]` | Jane Doe | America/Los_Angeles |
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| `[email protected]` | John Doe |
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| Contact Email | Contact Name | Contact Time Zone |
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| ------------------ | ------------ | ------------------- |
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| `[email protected]` | Jane Doe | America/Los_Angeles |
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| `[email protected]` | John Doe |
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### Available optional columns
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| Header | Description | Example |
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| ------------------------ | -------------------------------------------- | --------------- |
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| Person Name | Full name of the lead | `Jane Doe` |
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| Person Headline | Headline of the lead | `CTO of Pabio` |
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| Person Time Zone | IATA timezone identifier | `Asia/Kolkata` |
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| Organization Name | Name of the organization | `Pabio` |
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| Organization Description | Paragraph of description of the organization | `Pabio is a...` |
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| Header | Description |
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| -------------------------------------- | --------------------------------------------------------------------------------------- |
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| Contact Email | Email address of the contact |
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| Contact Hashed Email | MD5 hash of the contact's email address |
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| Contact First Name | First name of the contact |
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| Contact Last Name | Last name of the contact |
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| Contact Name | Full name of the contact |
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| Contact Phone | Phone number of the contact |
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| Contact Apollo ID | Person ID exported from Apollo.io |
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| Contact LinkedIn URL | LinkedIn personal profile URL |
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| Contact Bio | Short description, e.g., biography from social media profiles |
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| Contact Avatar URL | URL of a profile picture for the contact |
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| Contact Website URL | URL of the personal website of the contact |
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| Contact Location | Personal home address of the contact, e.g., city |
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| Contact Time Zone | IATA time zone identifier of the location of the contact |
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| Contact City | Name of the city where the contact lives |
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| Contact State | Name of the state where the contact lives |
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| Contact Country Code | ISO 3166-1 alpha-2 two-letter country codes for where the contact lives |
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| Contact Latitude | Latitude of the geographic position for where the contact lives |
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| Contact Longitude | Longitude of the geographic position for where the contact lives |
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| Contact Employment Title | Current job title of the contact |
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| Contact Employment Seniority | Current management position of the contact, can be one of the below options |
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| Contact Twitter URL | URL of the X/Twitter profile of the contact |
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| Contact Facebook URL | URL of the Facebook profile of the contact |
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| Contact GitHub URL | URL of the GitHub account of the contact |
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| Contact Company Name | Name of the company |
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| Contact Company Domain | Domain name of the company |
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| Contact Company Nickname | Nickname of the company without suffixes like Inc. or LLC |
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| Contact Company Bio | One paragraph description of the company |
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| Contact Company Avatar URL | URL of a profile picture for the company |
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| Contact Company Website URL | URL of the website of the company |
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| Contact Company Street | Street name part of the headquarters address of the company |
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| Contact Company City | Name of the city where the headquarters of the company is |
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| Contact Company State | Name of the state where the headquarters of the company is |
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| Contact Company Postal Code | Postal code for where the headquarters of the company is |
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| Contact Company Country | ISO 3166-1 alpha-2 two-letter country codes for where the headquarter of the company is |
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| Contact Company Raw Address | Raw, formatted, complete address of the headquarters of the company |
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| Contact Company Founded Year | Year the company was founded |
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| Contact Company Employees Count | Estimated number of employees that currently work at the company |
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| Contact Company Alexa Global Rank | Website rank of the company provided by Alexa |
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| Contact Company Retail Locations Count | Estimated number of retail locations of the company |
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| Contact Company Annual Revenue | Estimated annual revenue of the company is US$ |
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| Contact Company Funding Total | Total funding raised by the company in US$ |
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| Contact Company Funding Stage | Stage of the last funding raised by the company, can be one of the below options |
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| Contact Company Ticker | Public stock market ticker for the company from any exchange |
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| Contact Company Primary Industry | Primary industry the company operates in |
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| Contact Company Secondary Industries | Additional industries apart from the primary that the company operates in |
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| Contact Company Tags | Tags associated with the company |
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| Contact Company Languages | Spoken languages available on the company's website |
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| Contact Company Tech Stack | Technology stack used by the company |
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| Contact Company Phone | Primary phone number to contact the company with country code |
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| Contact Company Blog URL | URL of the company blog |
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| Contact Company AngelList URL | URL of the Wellfound/AngelList profile of the company |
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| Contact Company LinkedIn URL | URL of the LinkedIn company page |
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| Contact Company Twitter URL | URL of the X/Twitter profile of the company |
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| Contact Company Facebook URL | URL of the Facebook profile of the company |
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| Contact Company Crunchbase URL | URL of the Crunchbase profile of the company |
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Each additional column can be up to 2,000 characters long.
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Each additional column can be up to 2,000 characters long. The list of options are:
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- **Contact Employment Seniority**: `c_suite`, `director`, `entry`, `founder`, `head`, `intern`, `manager`, `owner`, `partner`, `senior`, `vp`
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- **Contact Company Funding Stage**: `Angel`, `Convertible Note`, `Debt Financing`, `Equity Crowdfunding`, `Other`, `Private Equity`, `Seed`, `Series A`, `Series B`, `Series C`, `Series D`, `Series E`, `Series F`, `Series G`, `Series H`, `Venture (Round not Specified)`
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## Import status
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‎mint.json

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"navigation": [
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{
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"group": "Documentation",
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"pages": ["introduction"]
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"pages": ["introduction", "onboarding"]
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},
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{
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"group": "Audiences",
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"pages": ["audiences/find-leads", "audiences/import-csv"]
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"pages": ["audiences/import-csv"]
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},
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{
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"group": "Mailboxes",

‎onboarding.mdx

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---
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title: Onboarding
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description: How to get started with FirstQuadrant
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---
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## Deliverability
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**Purchase at least 2 `.com` domains that will be used exclusively for your outbound campaigns.** Since we don't want to use your primary domain for outbound; if you have any dormant domains, we can also use those as well. We prefer `.com` domains for outbound if you are buying fresh ones, but other TLDs like `.co` and `.io` work too if you already own them. This is because `.com` domains have the highest sender reputation, but a domain with a history and good reputation is also a good choice.
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**Set up 6 mailboxes through an email provider which we can use for sending out our outbound campaigns.** The names used for these mailboxes should correspond with the name of the person that's sending out the emails. Many of our customers use [Google Workspace](https://workspace.google.com) to set up the domains and mailboxes; they have the highest sender reputation. Alternatively, we can also recommend [Mailforge](https://mailforge.ai), where you can purchase both domains and mailboxes in one place. Mailforge is a lot cheaper and easier to set up, so we suggest getting started with Mailforge and switching over to Google Workspace in case too many emails end up in spam.
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**After you've set up the mailboxes, we also recommend setting up email warming.** We recommend using a provider like [MailReach](https://www.mailreach.co) or [Instantly](https://instantly.ai) which can connect to the mailboxes you created. Learn more about deliverability on our free [email deliverability guide](https://deliverabilityguide.com).
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## Campaign
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**Write a summary of what your company/product is offering.** The summary serves as contextual knowledge for our AI model and should be anywhere from 500 to 1000 characters long. This content is not directly used in the emails, but it helps the AI to understand the context of your product and company, and to generate more relevant emails.
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**Export a CSV file of contacts you don't want to reach out to as a Suppression list.** You can import a list of email addresses, contact names, LinkedIn profile URLs, company names, or company domains. Alternatively, you can connect your HubSpot account and exclude all contacts that are already in your CRM.
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**Develop one or multiple clear ICPs (Ideal Customer Profile).** Write down who exactly you need to reach, ideally being as specific as possible. For example, the ICP for FirstQuadrant is "Founders of late seed to series B, B2B SaaS startups in the US that sell to other US software companies".
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**Write a personalized email sequence for your first outbound campaign.** FirstQuadrant works best if the outbound sequence is truly personalized to the recipient. To get started, it's easiest if you pick one real person that matches your ICP and write an email + follow-ups to that specific person. We will then help you to generalize this email during our onboarding call.
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### Example sequence
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#### First contact
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**Subject:** Connecting with YC founder
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> Hi Samrah, I came across Koxa and saw that you're selling an accounting-to-banking API. We can help you find the right CFOs at the right software companies and scale up sales without increasing your headcount.
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>
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> I'm the co-founder of Y Combinator funded FirstQuadrant. An AI sales automation platform. We're helping some of the fastest growing startups in Silicon Valley to scale sales on autopilot with our GPT-based platform. We're in private beta right now but I thought you may be interested in giving 1Q a try. Happy to prioritize you.
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>
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> Cheers, Carlo
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#### Follow-up 1
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> Hi Samrah, just bumping this up since I haven't heard back from you yet. Other API-first companies like Svix have already increased their sales by 30% through us. Happy to jump on a call and discuss how we can help you guys out too.
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#### Follow-up 2
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> Hi Samrah, since I haven't heard back from you yet, I assume automating sales with AI is not relevant to you at this point. If there's someone else in your team who might be the right point of contact, please connect me. Sorry if I bothered you, and wish you all the best!

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