unpitchdocs

Your first three steps

Work through the Getting started checklist and finish your first full loop, from persona to simulated reaction.

You are in the app for the first time and there is a card in the sidebar, just above your name, headed Getting started. It holds three steps and a small ring showing how many are done. Working through them takes you once around the whole loop, which is the fastest way to understand what unpitch actually does.

The three steps

Create a persona. Pick the buyer whose reaction you want to see. If business research ran, it has already prepared recommended buyers as starting points on Personas, so you are choosing rather than inventing. The step ticks as soon as your workspace holds a persona, however you made it.

Check a message. The step opens a message and points at the Quality Check panel, headed Is this ready to send? Press Run. One run checks the text across every factor, and the result is the first thing in the product to tell you something you did not already know about your own draft. The step ticks when a Quality Check finishes.

See if it would get a reply. Open Simulation on the same message and press Simulate. Your Persona reads the complete message privately while the panel shows the current phase, then returns a structured reaction. This step always spends credits: 10 of them, out of the 60 a new Free organisation gets in its first month. The step ticks when a Simulation finishes.

Each step in the card also carries a small link to its own guide, which opens in a new tab.

The example message

Steps two and three both open a message called Example cold sequence, seeded into your workspace when you activated it. It is a cold email sequence with a first touch and a follow-up, and it is deliberately ordinary rather than good. That is the point. An excellent message gives the first check nothing to say and the first reader nothing to react to.

The example is only created for a workspace that had no documents at activation. If you delete or archive it, steps two and three stop linking to a message and point at the app home instead, and you open one of your own documents to do the same work.

How steps tick themselves off

Nothing here completes because you pressed something on the checklist. Each step reads work that exists in the workspace: a persona, a finished check, a finished simulation. So if you created a persona last week and ran a check before the card ever caught your eye, both steps are already ticked when you open it.

The reverse is also true. Opening the persona screen and leaving without making one does not count, and neither does starting a run you abandon.

While the card is expanded, the current step draws a soft halo around the real control it is asking for, elsewhere on screen: the Run button in the Quality Check panel, or Simulate in the persona panel. Collapse the card and the halo goes with it, because the cue only makes sense while the sentence naming it is visible.

Finishing and reopening

With all three done the title changes to Loop complete and a Done button appears. Pressing it hides the card. It does not delete anything: the account menu at the bottom of the sidebar keeps a Getting started item that brings the card straight back, expanded.

A few things worth knowing about the card itself:

  • It is per workspace. Switching workspaces shows that workspace's own progress, so a second workspace starts at zero.
  • If expanding, collapsing or dismissing it fails to save you will see Could not update Getting Started. Please try again. and the card snaps back to how it was.
  • If it does not appear at all, nothing is broken and nothing is lost. The card is a decoration on top of your real work, and the app loads without it.

Where to go next