ONBOARDING · FREQUENTLY ASKED QUESTIONS
What gets created when onboarding finishes?
The workspace, saved business context, and sandbox setup created by Onboarding.
For a new account, onboarding creates and activates the workspace. It also:
- Saves the confirmed website, business type, sales method, and bottleneck as workspace business context.
- Applies the workspace name and optional workspace image.
- Updates your full name.
- Confirms the supported Pro monthly subscription.
- Provisions the workspace's sandbox setup.
Created separately
Onboarding does not create a Niche Researcher report, Offer Creator report, cold email campaign or sequence, CRM contacts, or client workspace records. Open those tools after onboarding to create that data.