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Open Kite
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Before you start

Get your first mission ready

Prepare the people, criteria, connections, messages and permissions for a thoughtful launch.

7 lessons49 minutesAt your own pace
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0 of 7 lessons completeOne clear step at a time.
01

Choose one clear first mission

Turn your objective into a mission brief, whether you already know your audience or want Kite to help find the right people.

7 min
02

Choose roles, locations and exclusions

Build a target that follows your objective, with relevant people and clear boundaries instead of a large undirected prospect list.

7 min
03

Set a standard for your first Introduction

Define the required conditions for a relevant conversation, and keep useful preferences separate. Unconfirmed required facts stay visible for the call; a fact recorded as not met rules the person out.

7 min
04

Prepare your sending identity and meeting handoff

Confirm how Kite introduces your business, connect only what the mission needs and decide whether the handoff includes a booked meeting.

7 min
05

Choose how involved you want to be

Select a review level that suits your business and confirm the saved permissions that govern what Kite can do.

7 min
06

Prepare messages you can stand behind

Create or select the campaign for your mission, check the offer and audience, and finish the current message review before starting.

7 min
07

Review and start your first mission

Check the exact saved setup, resolve readiness holds and confirm the result of starting without duplicating work.

7 min

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