Onboarding: Setting Up Your Account
When you first sign into MachFive, you'll be guided through the onboarding process. This is where MachFive learns about your business so it can write emails that actually sound like you.
How Onboarding Works
You'll be presented with a series of sections to complete. Each section asks for specific information about your company:
- Company name and website
- What you sell (products/services)
- Who you sell to
- Your value propositions
- Case studies and results you've achieved
- Testimonials and credentials
- Your existing offers and lead magnets
Click through each section and provide your answers. The more detail you give, the better MachFive's outputs will be.
Speedrun Mode (AI-Assisted Onboarding)
Short on time? Click "Speedrun" to have MachFive search the internet for your company information and prefill the fields for you.
How Speedrun works:
- MachFive searches publicly available information about your company
- Fields are prefilled with what MachFive finds
- You review and edit each answer
- You add information for any sections that weren't found
Note: Speedrun is convenient, but manually completing onboarding is recommended. Your own words and specific details will produce better-tailored emails.
Uploading Your Own Documents
You can also upload existing documents (pitch decks, case study PDFs, sales collateral, etc.) directly into your onboarding section. MachFive will extract key information from these files and use it during campaign building and email creation.
Supported file types: PDF, DOCX, TXT
What Happens After Onboarding
Once you complete onboarding, MachFive processes your inputs and generates two foundational documents:
- Company Summary — A strategic profile of your business, value props, and proof points
- Market Research Report — Analysis of your competitive landscape and market positioning
These documents are used in every campaign you build. They ensure your emails are grounded in your actual business context—not generic AI output.