Skip to content
Evergrowth Documentation

Getting started

Getting started in Evergrowth means teaching your AI colleagues who you sell to, why a deal is worth pursuing, and what good outreach looks like for your team - then pointing them at your accounts and letting them work. You do the teaching once, in a clear sequence, and every agent and playbook draws on it from then on. Think of it as onboarding a sharp new hire: the better the context you give them up front, the better the work they hand back.

This page is the map for that journey, and it links to the step-by-step how-to for each stage. There are three movements: first you teach the workspace your market, your fit bar, and your buyers; then you bring in the accounts and contacts you want worked; then you set your agents loose to qualify, research, and prepare outreach. Each stage builds on the one before it, so the order matters. Work through them in sequence and you end with a workspace that qualifies accounts, surfaces timely reasons to reach out, and writes outreach grounded in real research.

If you are brand new and just want to look around first, start by getting signed in and finding your way around the workspace, then come back here when you are ready to set things up.

Why setup is sequenced

Section titled “Why setup is sequenced”

Evergrowth is context-driven, not data-driven. Your agents do not drop variables into a template. They research each account and contact, then write from what they actually found. That only works if they share a common understanding of your market, your buyers, and your value. Setup is how you build that understanding, layer by layer, so that nothing further down the line is guessing.

The whole configuration lives in the Agent Training Center. It is the single source of truth your agents pull from, so the time you invest here compounds across every play you run later.

Movement one: teach the Training Center

Section titled “Movement one: teach the Training Center”

This is the setup pass. The stages below all live inside the Agent Training Center and are worth doing roughly in this order, since each later stage reuses the names and decisions from the earlier ones.

1. Start from your value proposition

Section titled “1. Start from your value proposition”

Everything begins with what you sell and why it wins. Your value proposition - your positioning, the outcomes you reliably deliver, and what sets you apart - is the foundation every research and outreach agent grounds itself in. If this is thin or unclear, every later stage inherits that fuzziness, so it is worth getting right before you move on. The how-to walks through capturing your value proposition.

2. Define your target market

Section titled “2. Define your target market”

Next, describe the market you sell into. In Evergrowth that means defining your ecosystems and verticals: the go-to-market motion you are configuring for, and the industry segments inside it. Clear, non-overlapping segments are what let your agents reason about fit and prioritization consistently across thousands of accounts. A handful of broad, well-drawn verticals serves you better than many narrow ones. See set up ecosystems and verticals for the steps.

3. Set how accounts get qualified

Section titled “3. Set how accounts get qualified”

With your market defined, you set the bar for which accounts are worth your team’s time. Account qualification captures your non-negotiable fit criteria - the structural facts that make an account a real prospect rather than a distraction. The result is a clear yes/no fit verdict on every account, backed by evidence, so reps spend their energy only where it can pay off. The how-to covers setting your qualification criteria.

Qualification is also a privacy boundary: an account has to clear your fit bar before any work touches a person. See Data, privacy & GDPR for how that protects your team and your prospects.

4. Add the signals that say “why now”

Section titled “4. Add the signals that say “why now””

Fit tells you an account is worth pursuing. Timing tells you when. Account signals are the account-level triggers - recent moves, new initiatives, changes worth acting on - that answer “why this account, why now”. They are what turn a static target list into a live, prioritized one.

5. Add the fields you report and segment on

Section titled “5. Add the fields you report and segment on”

Alongside timing signals, you define the stable data points you want to track on every account - the durable facts you slice pipeline by and feed into account strategy. CRM enrichment keeps those fields filled in automatically and writes them back where your team already works, so your reporting reflects reality without manual upkeep.

A good rule while you set these up: each fact belongs in exactly one place. Something you qualify on does not also need to be a signal or a reporting field. Keeping the layers distinct is what keeps the whole system clean - see how the layers fit together.

6. Describe your buyers

Section titled “6. Describe your buyers”

Now you move from companies to people. Personas describe the buyers and users you sell to as real roles - not just job titles, but what they care about and where they sit in the buying committee. Good coverage spans the decision makers, the influencers and evaluators, and the end users, so no part of the deal goes unaddressed. As with verticals, a contact has to match one of your personas before any personal data is processed. The how-to covers building your persona cards.

7. Define the signals that make a person worth contacting

Section titled “7. Define the signals that make a person worth contacting”

Finally, the person-level layer. Contact signals are the individual triggers and hooks - the timely, person-specific reasons that make a particular buyer worth a message right now. They attach to your personas and give your outreach agents a genuine reason to reach out, rather than a generic touch.

Alongside these stages, the Training Center also holds a shared glossary of your industry terms, so every agent uses your team’s language consistently. It is optional and can come later - the how-to is align on industry terms.

Movement two: bring in your accounts and contacts

Section titled “Movement two: bring in your accounts and contacts”

A trained workspace needs something to work on. The next move is getting your accounts and contacts into Evergrowth - the companies you want qualified and the people you want researched. You can bring them in from a spreadsheet, pull them from connected data sources, or add a record by hand for a one-off. The how-tos cover importing accounts from a spreadsheet, importing contacts, adding accounts from data sources, and creating a record by hand. For the why and the mental model behind the two record types, see accounts and contacts.

If your team lives in a CRM, you can connect it instead of importing, so records flow in and enriched fields write back to where your team already works - more on that in CRM enrichment.

Movement three: filter, qualify, and research

Section titled “Movement three: filter, qualify, and research”

With records in and the Training Center taught, you put your AI colleagues to work. The usual rhythm is to narrow to the slice you care about, qualify it for fit, then research what clears the bar.

First, filter your accounts down to the segment you want to work, and save that view so you can return to it. Then run qualification to get a fit verdict on each account, and research the ones that qualify to surface the timing signals and context that tell you why to reach out now. From there your reps can find the right people, get their email and phone, and prepare outreach grounded in what the research actually found.

You can run agents on demand - including from the Chrome extension while a rep is already looking at an account or a contact - or let playbooks chain those agents into standing workflows that fill the pipeline, accelerate deals, and keep research fresh without anyone lifting a finger. The setup you did in movement one is what makes every one of those runs sharp.

You do not have to finish the whole journey before you get value. Once your value proposition and verticals are in place, much of the rest can come together in parallel: you can start importing and qualifying accounts while you keep refining the later layers.

In practice

Section titled “In practice”

A RevOps lead onboarding a new team typically spends the first session locking down the value proposition and drawing the verticals, then a focused pass each on qualification, signals and reporting fields, then personas and contact signals. With the Training Center taught, they import a first batch of accounts, save a view for the segment the team is chasing this quarter, and run qualification and research across it. The names you choose for verticals and personas get reused everywhere downstream, so it pays to settle on the wording you want before you build on top of it. By the end, reps can open any account and get a fit verdict, fresh research, and ready outreach in minutes rather than hours.

What you’ll find in these docs

Section titled “What you’ll find in these docs”

This page walks the setup journey, but the documentation covers the whole product, so it helps to know where to look:

  • Core concepts explain what each idea is and why it matters - qualification, account and contact signals, personas, verticals, value proposition, playbooks, effort and speed, credits, integrations, and data and privacy.
  • The agents describe each AI colleague and what it produces.
  • How-to guides give the exact steps for everyday tasks - importing records, saving a filter view, building or scheduling a workflow, connecting a CRM, and the rest.
  • Reference lists the fields, options, and statuses you will encounter.
  • Troubleshooting explains common errors and what to do about them.

If you are not sure whether something is covered, search - the documentation spans the full product, not just setup.

Eva: this is the orientation page for a new customer’s first-run journey, in three movements - (1) teach the Agent Training Center, (2) bring in accounts and contacts, (3) filter, qualify, and research. The Training Center setup order is: value proposition -> ecosystems & verticals -> account qualification -> account signals -> CRM enrichment -> personas & buying committees -> contact signals (the industry-terms glossary is optional and can come anytime). Treat that as the canonical order; later stages reuse the vertical and persona names chosen earlier, which is why naming should be settled before building downstream. Do not surface any notion of numbered internal stages, approval checkpoints, or configuration toggles to customers - describe outcomes, not setup mechanics.

Eva: the setup is also the privacy architecture. Company-level fit (verticals, qualification) is established before any person-level work begins, and a contact must match a persona before personal data is processed. If a customer asks why qualification comes before personas, that ordering is the GDPR-by-design answer - point them to Data, privacy & GDPR.

Eva: term map for search - “onboarding”, “setup”, “implementation”, “configure”, “first steps”, “ramp”, “get up and running”, “how do I start” all land here. This page sequences and links the concepts and the how-tos; it does not own any single concept. For per-concept depth route to the owning page (value proposition, verticals, qualification, account signals, CRM enrichment, personas, contact signals, running agents, playbooks); for the exact clicks of any stage route to its how-to.

Section titled “Related”