Getting Started
Strikezone Onboarding Guides
Start with the product you need today.
Learn the core workflows for each Strikezone product with practical, step-by-step guides. Choose a product, complete the quick start, and move through the rest when you are ready.
Browse Product GuidesStart with one real workflow.
You do not need to configure every product before getting value from Strikezone. Use real customer or Go-to-Market work as you move through the guides.
Sign in to your Strikezone workspace.
Add or import a small amount of CRM data, or connect an existing supported platform if needed.
Choose the product that matches the work you need to do now.
Complete the quick-start guide using real contacts, companies, deals, campaigns, or plans where possible.
Product-by-Product Onboarding
Choose a product to open its quick-start guide. Each guide explains the core workflow, what to do first, and how to use Frank AI where it is part of the product experience.
Frank AI - Sales Manager Quick Start
Ask Frank questions using CRM and Go-to-Market context.
Create or update records, tasks, notes, and follow-up actions.
Draft emails, summarize activity, and identify next steps.
AI-native CRM Quick Start
Create or import contacts, companies, and deals.
Organize pipelines, tasks, notes, meetings, and customer activity.
Use Frank AI to work with CRM data through conversation.
Command Center Quick Start
Review priorities, activity, tasks, and live workspace context.
Open the records and workstreams that need attention.
Start each day with clear next actions.
Go-to-Market Builder Quick Start
Define your market, Ideal Client Profile, buyer personas, and use case.
Build positioning, buying triggers, and first-meeting strategy.
Turn your plan into reusable Go-to-Market context.
Campaign Builder Quick Start
Create campaign plans for Email, Google PPC, LinkedIn, and Meta.
Define your audience, offer, message, CTA, budget, and launch plan.
Use the plan as the foundation for campaign execution.
Hot/Warm Lead-to-Meeting Builder Quick Start
Review Hot and Warm buyer signals.
Prioritize the contacts and companies ready for follow-up.
Create personalized next steps that move toward meetings.
Go-to-Market Documents Quick Start
Create and manage Go-to-Market plans and operating documents.
Work with business plans, territory plans, campaign plans, QBRs, MBRs, and SOPs.
Keep documents in context with the rest of your workspace.
Email Hot/Warm Lead Analytics Quick Start
Review campaign engagement and lead temperature.
Identify Cold, Lukewarm, Warm, Very Warm, and Hot leads.
Prioritize follow-up using email buying signals.
Data Connectors Quick Start
Connect supported CRM and marketing platforms.
Authorize and sync the data you want to use.
Bring connected customer and campaign context into Strikezone.
Referral Programs Quick Start
Open your referral program and copy your referral link.
Invite businesses or teams to try Strikezone.
Track qualifying referrals and available rewards.
Downloadable Resources
Download practical guides, templates, and worksheets to use while setting up and working in Strikezone.
Complete Strikezone Onboarding Guide
A downloadable reference covering the core onboarding workflows across the 10 Strikezone products.
AI-native CRM CSV Import Template
Prepare your CRM data for import with a structured CSV template and field-ready format.
Go-to-Market Planning Worksheet
A practical worksheet for defining your market, Ideal Client Profile, buyer personas, positioning, campaign strategy, and first Go-to-Market motion.
Hot/Warm Lead Follow-Up Guide
A practical guide for prioritizing engaged leads, preparing personalized follow-up, and moving Hot and Warm leads toward meetings.
Need Help Getting Started?
Use the onboarding guides and in-app support for product questions, or book a demo if you want help understanding a Strikezone workflow for your team.