Get Up and Running
Go from sign-up to sending your first outreach campaign in under 15 minutes. This guide walks you through every step.
Your quickstart path
Follow these five steps in order to set up your workspace and launch your first campaign:
| Step | What you’ll do | Time |
|---|---|---|
| 1. Create your account | Sign up with email or Google | 1 min |
| 2. Set up your workspace | Configure your business details and sending defaults | 2 min |
| 3. Connect a mailbox | Link your Gmail account for sending and receiving | 2 min |
| 4. Import your contacts | Upload a CSV or XLSX file with your prospects | 3 min |
| 5. Launch your first campaign | Create a sequence, pick your list, and hit send | 5 min |
Already have an account? Skip ahead to whichever step you need. Each guide works on its own.
What you’ll need
Before you start, make sure you have:
- A Gmail account you want to send outreach from
- A CSV or XLSX file with your prospect contacts (at minimum, an email column)
- A few minutes of uninterrupted time
After setup
Once your first campaign is live, explore the rest of WorkOnward Reach:
- Design email templates with the visual builder or AI
- Track campaign performance with real-time analytics
- Manage replies with AI-powered classification
- Configure your brand for consistent email styling