The short answer
Paste your website, answer a few questions, connect the accounts you use, and tell Cosmo where to text you. He builds a brand kit, a 30-day plan and your first approval cards. Nothing goes out until you say yes.
Onboarding at /onboarding has seven steps:
- Your site. Paste your website address. Cosmo scans it in the background while you carry on.
- Goals. Pick what a win looks like in the next 90 days, where you are now (pre-launch, launched, or growing), and your monthly ad budget. The budget is optional, and "None yet, organic only" is a choice.
- Interview. Three short questions about your customers. Cosmo reuses your exact words in ads and emails.
- Brand kit. Check what Cosmo found on your site: name, one-liner, audience, competitors and keywords. Fix anything that's off.
- Connect. Sign in to the accounts you use (Google, Meta, LinkedIn, TikTok and so on). Each is one sign-in on that platform's own page, and Cosmo never sees your passwords. You can skip this and connect later.
- Reach you. Pick where Cosmo texts you, the time of your morning brief, whether Cosmo leads or follows, and how much he should ask.
- Your plan. Your 30-day plan, plus your first-day wins as cards.
After onboarding
- Confirm your contact (a 6-digit code or an email link). Until you do, Cosmo doesn't message you there. See Where Cosmo talks to you.
- Every morning, at the time you picked (8:00 by default, in your time zone), Cosmo sends a short brief with cards to approve.
- The dashboard at /app has chat, Approvals, your Growth plan and Connections.
You can see the plan and the drafted cards before you pay. Approving a card is what starts things going out, and that needs the 7-day free trial (see Billing, trial and cancelling).
Still stuck?
Email roy@cosmocmo.com and tell us what you tried. We'll help.