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GTM Engine

Getting started

The setup steps in order, what each one unlocks, and how to pick up where you left off.

After you confirm your email, GTM Engine walks you through setup. Every step can be skipped and finished later: the dashboard's Get set up checklist shows the same steps and links back to the wizard.

  1. Workspace — name, address and timezone (schedules and reports use the timezone).
  2. Company — your website, then Analyze website, or describe the company by hand. See the company profile feature.
  3. Ideal customer — titles, seniorities, departments, company sizes, industries, locations and keywords, suggested from the profile. You can edit every value.
  4. Email account — connect Microsoft 365 or any SMTP/IMAP mailbox. See Google Workspace app passwords and Microsoft 365.
  5. Pipeline engine — the built-in engine works without any setup; n8n is for teams that want the provider calls (AI, sourcing, verification) to go through their own n8n instance. See n8n engine.
  6. First list — find leads from the ICP (with a credit estimate before you start) or import a CSV.

Before your first campaign, check your sending domain's SPF, DKIM and DMARC records: see DNS authentication.