HomePlatformGuided onboarding

Workspace 08 · Guided onboardingAvailable

The first thirty minutes, by doing the work.

Onboarding walks registration readiness, a first qualified list, a first recorded decision, and the habits the rest of the product expects. It is the product teaching its own discipline, not a training course.

Availability on this page follows the Customer guide dated 15 Aug 2026. Synthetic fragments are design previews.

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Onboarding pathFig. 16
ProfileSave explicitly
TodayEmpty can be correct
Next
Design preview · synthetic record, not a live solicitation

The job

Complete `/onboarding`: firm profile, SAM, import, preferences, first pursuit. Save the profile explicitly. Match scoring reads those fields.

What it is not

  • Invented activity on Today to fill an empty desk.
  • A finished first proposal generated without your evidence.
  • Profile changes that stick without Save profile.

Customer guide dated 15 Aug 2026

What onboarding sets, and what it refuses to fake.

Profile

Identity, NAICS, set-asides, voice

Match scoring and drafting read this. Changes are not authoritative until you save.

Available
Import

A notice you already possess

URL, PDF, or CSV into a pursuit pack. Not a scrape of a login-walled portal.

Available
Today

Empty can be correct

Save or follow a real opportunity, create a pursuit with a due date, or connect an entitled source.

Available

Next action

Start or resume onboarding and click Save profile before you trust match scores.

Winrove assists; it does not replace professional judgment.

Open onboarding in the app Book a walkthrough