The sign-up questions explained
What each sign-up question is for, which answers are saved, and what the app does with them today.
After you create an account, the sign-up pages ask a short run of questions in four chapters. Each answer is saved on your account as you go, so you can leave and come back.
| Chapter | Step | What it asks | Required to continue |
|---|---|---|---|
| About you | Account | Name, work email, business name, password, or Google | Yes |
| About you | Nice to meet you | Your role (picked from a list, or Other in your own words) and your job title | Yes |
| About you | About your business | What the business does (a list), telephone and website (both optional) | What it does, yes |
| About you | Who do you sell to | Kinds of business (up to ten to choose from) and places (town, postcode area or county) | At least one of each |
| Your tools | Chrome extension | Download and add the extension. It turns green when it checks in. | No, there is Do this later |
| Your tools | LinkedIn profile | Your linkedin.com/in address, confirmed when the extension sees your profile | No |
| Your tools | Your business in the UK book | Searches the book for your business so you can pick it | You can continue |
| Your voice | Five spoken questions | See The five spoken questions at sign-up | No, Skip this for now |
| Your voice | Words that are not yours | Words you never say and subjects you never write about | No |
| Your voice | Your business in your words | What the business does and your ideal customer, as text | You can edit |
| Your team | Bring your team in | Email addresses and Member or Admin | No |
| Your team | What your team shares | Switches for CRM, Email campaigns, LinkedIn and Call console | You can finish |
What the team step really does
What is saved and where
Everything except your password is stored with your workspace state under "onboarding". Your password is hashed. The recordings of your spoken answers are not kept, only the words.
Leaving and coming back
Sign in again and you return to the step you were on. When you press Open Adapt Leads on the last page, the questions are marked done and sign-in goes straight to the app.