Workspace setup

Let's build your operator workspace.

Five short steps. Every key stays local to your workspace. Takes about 4 minutes.

Step 01 — Account verified

Payment received. Workspace reserved.

Your Stripe checkout succeeded. A magic link has been sent to your billing email — open it to activate this workspace on every device. You can continue the setup here in the meantime.

Step 02 — Workspace basics

Name this workspace.

Workspaces are isolated. Each workspace keeps its own keys, leads, campaigns, and analytics — never shared with another tenant.

Step 03 — API keys & integrations

Bring your own keys. We never ship defaults.

SourceDeck is BYOK — you connect your own Airtable, Instantly, and optional enrichment providers. Keys are stored in your browser's workspace and never transmitted except as part of an outbound integration call.

Step 04 — Lead criteria

Tell SourceDeck who counts.

Set NAICS / industry tags, target geography, and exclusion rules. The discovery engine enforces these on every run.

Step 05 — First campaign

Launch with the default 4-step diagnosis sequence.

The factory sequence (Diagnosis Hook → Problem Exposure → Visual + System Intro → Pricing + Close) ships pre-loaded. You can edit any step before activating.