Guided setup: the three steps that matter

Where to find it

Open app.fundz.net/welcome. A new account lands there on first login. If you skipped a step, the same page picks up where you left off, and your dashboard shows a short Finish setting up Fundz list with whatever is still open.

The steps, in order

1. 1
   Tell Fundz who you sell to. Answer in your own words: what you sell, who buys it and where. It takes about two minutes. Your first list of leads starts building the moment you save and is usually ready in about five minutes. No leads go out until this step is done, so do it first. You can change it any time under Account, Targeting.
2. 2
   Add Fundz to ChatGPT or Claude. On Pro and Strategic, Fundz works inside both. Pick the one you use, or both, and the page shows each click with the address to paste. It takes about two minutes each. Then ask one question each morning, "Who are we going to sell to today?", and get your day: who to contact, why now, and who you already know. Go straight to this step at Add Fundz to ChatGPT or Claude.
3. 3
   Pick companies to keep an eye on. Type a few company websites: customers, companies you would like to work with, competitors, partners. Fundz tells you whenever one of them raises money, hires or loses an executive, makes an acquisition, signs a deal or files with the SEC. Fundz also suggests companies from the customers you named. Go straight to this step at Pick companies. They all live in My Accounts.
4. 4
   See your leads. The last screen shows your first list as soon as it is ready, with more questions to ask in ChatGPT or Claude.

Prefer to set up by chat?

Once Fundz is connected to ChatGPT or Claude you never have to open a form. Say Set up Fundz. in a new chat. It asks what you sell, where and to whom, one question at a time, saves your answers to your Fundz account, tells you when your first list is ready, and can go on to draft your first outreach for you to approve. See Set up Fundz with one prompt.

Inside the app, Set up with Claude on Account, Targeting does the same for your targeting, alerts and emails.

Someone else works your leads?

Pro and Strategic include one seat for an assistant or a colleague. Before the first step, the guided setup asks Who will work your leads? Name them and they get their own login and work your list, and you get the results by email each week with no login needed. See Your included seat.

The dashboard list

Until setup is finished, your dashboard shows Finish setting up Fundz with one row for each open step: add Fundz to ChatGPT or Claude, add it to the second one if you use both, pick companies to keep an eye on, add your LinkedIn connections, and save a search with a daily email. Each row opens the right screen. A finished step drops off the list by itself, and you can hide the list for a week.