Let’s set up your Herald

A few easy questions. It takes about 3 minutes, and you can go back anytime.

Step 1 of 8You

First, who are you?

So we know who to send your login to.

Your nameLike: Dana Reyes Your emailLike: dana@yourcompany.com Phone (you can skip this)

What’s your company called?

This is the name your emails will come from.

Company nameLike: Northwind Supply Your websiteLike: northwindsupply.com

What do you sell?

Say it like you’d tell a friend. One or two sentences is perfect.

What you sellLike: “We deliver restaurant supplies the next day, so kitchens never run out.”

Who do you want to reach?

The kind of companies, and the person there you’d like to talk to.

Who you want to reachLike: “Independent restaurants in Texas. We want to talk to the owner or head chef.”

Who on your team will send emails?

These are your “reps”. Each one gets their own Herald login.

How many reps?

Do they use Gmail for work email?If your work email opens in Gmail (Google Workspace), pick Yes. Herald sends from each rep’s own Gmail.

YesWe use GmailNoSomething elseNot sureWe’ll check for you

Does each rep have Claude?

Claude is the AI that finds your leads. It runs on each rep’s own Claude account, so every rep needs one. A $20/month Claude Pro plan is enough for about 200–300 new leads a day.

Claude accounts

YesEveryone has ClaudeSomeA few still need itNot yetWe’ll walk you through it

No problem either way. Right after you pay, a short guide shows each rep how to make an account in 2 minutes.

Make it yours

All of this is optional. Skip anything you don’t have handy.

Your logoPNG, JPG, SVG or WebP, up to 1 MB.

Your main brand color How emails should be signedLike: Dana Reyes, Account Executive A link to put in your emailsLike a booking page or your website.

Anything else?

Last one. Both are optional.

How did you hear about Herald? Anything we should know?

Check your answers

Look it over, then press Send. Tap Edit to change anything.