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A Breakdown Of Your Initial Onboarding
A Breakdown Of Your Initial Onboarding

Here's our list of tasks you should complete during your initial onboarding.

Dalal Alkaldy avatar
Written by Dalal Alkaldy
Updated over a week ago

Let’s get you set up on Gazelle.ai so you can start reaching out to fast-growing companies!

First, we need to get all your users logged into the platform. From here you will be able to customize your password, which we recommend you do as soon as possible.

Once you've customized your password, make sure to whitelist the Gazelle.ai domain so you won't miss our great newsletter made by our very own Janelle Mansfield. If you haven't been receiving Janelle's newsletters, check your spam folder and mark her email address as safe.

Now that we've covered some of our technical bases, it's time to take a step back and look at the bigger picture. What sets Gazelle.ai apart from the pack? The G-Score is a number that the AI gives a company that tells us how likely an expansion is in the next 18 months or so.  If you need to get more familiar with the G-Score and how it works you can read our 'How Do G-Scores Work?' article.

We can go ahead and set up your Gazelle.ai feed too! Our recommendation is to start off by looking at your region's top employers. For this example, we will be taking a look at Texas and even closer to the region of Dallas. Here is a quick step-by-step guide, but you can always look at the image below for more details: we are going to start with the Map tab. Then, select the state of Texas. This will produce a list of companies that are located in that state. From this list, you can then filter or organize by employees.

Now let's get a little more specific than just the whole state of Texas. Instead of using the 'State' option, we'll go back and select 'County'. You can see how this is done with the gif below:

If you would like to learn more about our Map, you can read more about it in this article.

Continuing with the example of Dallas, we can start to build our search using any of the filters at the top of the page. We can start looking at an industry, such as the automotive industry. We can select all of this industry’s top keywords by selecting keywords from the drop-down menu. If you'd like a step-by-step guide on how to build your own list, you can read more here.

Keywords can help you find companies that fall under the industry that you are focused on. This is especially true if you're looking into an emerging technology sector, or searching for a specific component. If you have a keyword that is not listed in the keyword section, you can make a custom keyword by typing it into the search bar at the top of the page and hitting the magnifying glass. 

Now that you’ve built your very own list, you should save your search criteria for future reference! This will save you from having to take add in your industry criteria over and over again. 

For more information on how to save your search criteria, click this link!

Projects

We upload an average of 20 new active investment projects per month. This information can be found in the 'Projects' section. To refine the list of projects to suit your needs, we have filters at the top of the page that allows you to pinpoint the projects that would be most interesting to you. Some options include filtering by project type, when this project was published, as well as the general region where the company is seeking to make an investment.

Don't forget to schedule some time to chat with our Customer Success Team! To set up an appointment, just click here to email us.

Happy Gazelle-ing! 

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