Dispatch Onboarding - Preview
Dispatch AI Agents

Client Onboarding

Welcome aboard! This form collects everything we need to build your personalized outreach campaigns and set up your account. Most sections take 2-3 minutes.

Some fields are already filled in based on information we have on file. Fields with a green border and a "We have this" badge are pre-filled. Review each one and update anything that needs to change.
Step 1 of 9
Primary Contact Details
Basic contact information for your account setup and communications.
This email will be used for sending and receiving communications.
Appears in outreach emails, booking page, and email signature.
Step 2 of 9
Business Details
Tell us about your company so we can accurately represent you in outreach.
Business Address
Step 3 of 9
Brand & Email Signature
So we can keep everything on-brand when we set up email, funnels, and signatures.
Click to upload
PNG or JPG
Click to upload
PNG or JPG
Full name, title, company, phone, website, and booking link are always included.
Step 4 of 9
Offer & Ideal Client Profile
So your campaign talks to the right people with the right offer.
Think about your best client from the last year. What made them a perfect fit?
Step 5 of 9
Lead Generation & Sales Pipeline
Helps us calibrate expectations and understand your sales process.
e.g., New Lead, Contacted, Meeting Scheduled, Proposal Sent, Won/Lost
Step 6 of 9
Geography & Target Areas
Be as granular as you can. ZIP codes and city names work better than broad regions.
PST default if none selected.
Step 7 of 9
Calendars, Scheduling & Meetings
We need this so we can send appointments to the right calendar and set up your booking page correctly.
Click days, set time windows, copy across days.
Step 8 of 9
Additional Team Members
If you have an assistant or team members who need account access, add them here. They'll be able to see everything you can, including leads, conversations, and appointments. All outreach still sends as you (the primary contact).
No team members to add? Just click Continue.
Step 9 of 9
Email & Domain Setup
The email address your outreach sends from has a big impact on whether prospects actually see your messages. Let us walk you through the options.
Why does the sending email address matter?

When we send outreach on your behalf, prospects see an email address in their inbox. That address makes a big difference in three ways:

1. Whether your email gets seen at all. Email providers like Gmail and Outlook look at who the email is coming from. An email from a professional business address like is treated as more trustworthy than one from . That means it's more likely to land in their primary inbox instead of going to spam or the promotions tab.

2. How the conversation looks when they reply. When a prospect responds to your outreach, you want to be able to respond from the same professional address so the whole thread stays clean. If we send from a business address and you reply from , the prospect sees two different email addresses in the same conversation, which can look inconsistent.

3. Your existing email stays completely protected. If you already have a business domain (like bigredbarnsales.com), we never send outreach from it directly. Instead, we create a separate sending lane using what's called a subdomain (like mail.bigredbarnsales.com). Think of it as a separate mailroom for outreach that keeps your everyday business email reputation and deliverability completely untouched. Your regular email at continues to work exactly as it does today.

Bottom line: a branded email address gives you better deliverability, a more professional look, and keeps your existing email protected. Here are your options:

How the subdomain works

We'll add a subdomain to your existing domain specifically for outreach. For example, if your domain is bigredbarnsales.com, we create mail.bigredbarnsales.com. Your outreach sends from an address like .

This is a one-time setup that requires adding a few DNS records to your domain. It does not change anything about your current email, website, or any other services running on your domain.

Your regular email at continues to work exactly as it does today.

Just the domain name itself. For example, if your website is www.bigredbarnsales.com, enter "bigredbarnsales.com"
We need to add a few settings to your domain for email deliverability. This means either you own the domain and can access its settings, or you have an IT person who can make changes on your behalf. If you work for a larger company that provides your email but you don't own or manage the domain, the answer is probably no.
If someone else handles the technical side, we'll coordinate with them directly.
Name and email so we can reach out about the one-time DNS setup.
No problem. Since we can't add the email settings to your company's domain, we'll register a personal domain for you instead. Your outreach stays completely independent of your company's infrastructure, and it's included with your Dispatch account at no extra cost.
Try your full name or a variation of it. We'll register it and set everything up for you.
Here's how it works

We'll register a brand new domain name for you at no extra cost (for example, joesmith.com) and set it up so your outreach sends from a professional address like . Since this is a new domain just for outreach, we send directly from it. To the prospect, it looks like a normal business email.

The domain registration is included with your Dispatch account for as long as your account is active. You don't need to purchase or renew anything yourself.

You don't need to do any of the technical setup. We handle all of it.

Type a name you'd like (your company name, your full name, etc.) and we'll check if the .com is available. Try a few variations.
Enter your top choice. We'll confirm it's available and register it for you.
When a prospect responds to your outreach, the reply needs to go somewhere you can see it and respond from.
Outreach from personal email addresses (Gmail, Yahoo, AOL, etc.) typically sees lower inbox placement rates compared to a branded business address. That said, it still works, and we can always set up a professional address for you later.
This is the address prospects will see your outreach coming from, and where their replies will go.
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