Quick Start Checklist

Use this checklist to get up and running on FINNY in under 20 minutes.

✅ Step 1: Create Your Account

• Fill out your advisor profile (location, certifications, value proposition).

• Define your ideal client personas (demographics, interests, life events).

• Upload a sample outreach email so FINNY learns your tone.

✅ Step 2: Set Up Your Workspace

• Update your basic info (name, email, password).

• Connect your email provider (Gmail or Outlook).

• Link LinkedIn to view social connections.

• Upload proof points (articles, awards, YouTube content).

• Update your email signature.

✅ Step 3: Explore Your Feed

• Review your personalized Feed of high-match prospects.

• Save top matches into lists.

• Remove irrelevant prospects with ❌.

✅ Step 4: Launch Your First Campaign

• Define your campaign (goal, key message, audience).

• Select your audience (lists, saved prospects, past searches, or feed).

• Design your sequence (emails, LinkedIn invites, voicemails).

• Hit Launch and track results in your Campaign Center.

✅ Step 5: Manage Prospects

• Check the My Prospects tab for saved and uploaded contacts.

• Update statuses (contacted, unsubscribed, etc.).

• Log notes and track interactions.

🎉 That’s it—you’re ready to start growing with FINNY!