How Onboarding Works
Key Takeaway
Onboarding is a quick 3-step wizard: your business, your assistant, and your first goal. When you finish, LeadClaw sets up a dedicated AI agent for you in a couple of minutes.
When you sign up, a short 3-step wizard sets up your AI agent. It takes a few minutes, and you can change anything later from Settings.
The 3 steps
Step 1: Business
Enter your business name, type (like Plumbing or Marketing Agency), and location. If you have a website, the AI scans it and fills in your services and description automatically. Everything it pulls in is yours to edit.
Step 2: Assistant
Give your agent a name and choose the email address it sends from. Its writing tone starts out professional. You can shape that voice later in Brand voice under Settings, where you describe the tone in your own words and see sample drafts.
Step 3: Goal
Set your first goal, like booking 10 roofing inspections in Dallas. Then pick the channels your agent should work: cold email, paid ads, social content, or a mix. Your agent plans the tactics under that goal.
What happens next
When you finish the goal step, LeadClaw sets up a dedicated agent just for you. This takes a few minutes. Once it's ready, your agent comes online and shows up on your Home page.
From there you can chat with it, watch it start working your goal, and connect any social or ad accounts you want it to use. Hot lead alerts and the weekly report arrive by email on Pro and Ultra.
Tip: You can update your business profile, your agent's name, and its tone anytime from Settings.
Related Articles
Setting Up Your Email Address
This article explains email setup in LeadClaw: how your agent gets a managed @leadclaw.io address with SPF, DKIM, and DMARC configured automatically.
Your First Campaign
Learn how to launch your first campaign in LeadClaw: set a goal with your target audience and channels, then let your agent draft and start the outreach.
How Goals Work
A goal is what you want your agent to achieve. Email, paid ads, and social content run as tactics underneath it. Here is how goals work in LeadClaw.
Ready to automate your outreach?
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