From signup to your first Introduction

A complete route through your first Kite workspace, mission and qualified handoff, with a clear next step at every stage.

Objective → Right People → Introduction. Kite is an introductions platform. It gets you into phone or video meetings with qualified people who have a reason to do business with you.

Before you begin#

No existing mission required. Keep your objective in plain language.

Follow the steps#

1. Create or sign in to your account. You may explore your goal on Kite’s public site before creating an account. The account guide explains the sign-in choices and email verification.
2. Give Kite accurate business context. Confirm what you offer, where you operate and what you can truthfully promise. Use Memory to keep that context useful.
3. Choose one objective. Start from what you want to achieve. You can describe an audience you already know or ask Kite to help work out the right people. A finished ICP is not required.
4. Build your first mission. Work through Describe, Decision-makers, Qualify, Execution and Review. Confirm the people and required Introduction criteria.
5. Prepare the work. Confirm sending and booking, your involvement, messages and Reach. Compare plans and Reach when you want Kite to carry out the work. Optional integrations can come later.
6. Review and start in Kite. Resolve the named readiness checks, then use the product’s own start controls. Follow the launch guide to distinguish saved, starting and confirmed work.
7. Stay available for decisions. Read progress, answer questions that need your business judgment and review the conversation when a person is ready.
8. Review the handoff and continue. Check the first Introduction, then take the next step. An Introduction is the start of a business conversation, not proof of a sale or investment.

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Describe your objective

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What you should see#

You should have one understandable objective, a reviewed saved mission and a way to recognize a qualified handoff. There is no guaranteed Introduction count or delivery date. A draft, a matched profile, a reply and a booking each describe different progress; none alone proves the outcome.

If something is missing#

Work on the earliest unfinished stage. If the sender is preparing, check that status before assuming sending has begun. If a campaign, criterion or calendar needs a decision, fix that requirement rather than creating a duplicate mission. Use first-run recovery when you are blocked.

Work with your agent#

Use the task below to prepare a useful next step. Give your agent current University guidance and only the business information it needs. Ask it to separate facts, assumptions and decisions that need your answer. If its tools cannot read something, the answer is unknown.

Help me navigate signup to my first qualified Introduction. First ask what stage I have reached and what I want to achieve. Read the relevant University lessons, create a short checklist of completed, unknown and next steps, and explain what evidence would establish completion. Do not infer that reading a lesson changed my account.

Prepare guidance only. Do not change settings, create or start work, connect accounts, send messages, enroll contacts or spend money. Use current tool discovery; never invent capabilities or record IDs. Show missing evidence and the next step for me to review in Kite.

Check your next step#

I know my next unfinished stage. Complete the readiness notes below, then use your Kite workspace to confirm what is actually saved. Checking a box here does not change your account.