CRM & Sales - Setup Guide

How to set up SalesAR

Otto's honest, no-fluff walkthrough. Every step here is what we'd actually do if we were sitting at your keyboard. Real gotchas first, real steps second, and a link to the personalized version at the bottom.

Read these before you start

• This is an agency, not a SaaS tool. Understand what "success" means in your contract (meetings booked? qualified meetings? closed revenue?)
• ICP and offer need to be sharp. Fuzzy targeting produces fuzzy meetings
• Cold email deliverability is a shared responsibility. Domain warm-up, DNS setup, suppression management matter
• Meeting quality varies by campaign. Expect iteration in the first 4-8 weeks
• Payment terms usually monthly upfront. Contract termination and pause clauses matter
• Not a fit for teams with immature offers or unclear positioning

The 7-step setup

1. 1

   Create your SalesAR account

   Sign up at the link below. Card required for the paid tier - most plans include a trial period; check the pricing section on this page first so you know what you're committing to.

   Open SalesAR signup
2. 2

   Complete the initial onboarding

   Skip the marketing questionnaires when you can. Fill only the fields that actually configure the product - name, timezone, your first workspace or project. If SalesAR pushes you into a setup wizard, take it - it usually accelerates the first productive session.

3. 3

   Connect your existing tools

   Wire SalesAR into the rest of your stack. The integrations that most people set up first: HubSpot, Salesforce, Pipedrive, Google Calendar, Outlook Calendar, Calendly, Cal.com, Slack, native reporting dashboards, custom CRM sync per engagement.. Do these before importing data - clean integration first, data second.

4. 4

   Import your existing data (only what you'll actually use)

   Do NOT bulk-import everything. Import the last 30 days of the ONE workflow you're moving over first. Prove it works. Then import more. Big-bang migrations are how SalesAR deployments die in month 3.

5. 5

   Set up your first real workflow

   Pick the single most-frequent task you'll do in SalesAR - the daily-driver workflow. Configure it end-to-end. Use it live for a week. Do not touch any other feature yet. Adoption failure comes from teams trying to use everything on day one instead of the one thing that actually pays.

6. 6

   Add your team (if applicable) and set access

   Once your solo workflow works, invite one teammate at a time. Watch them use it. The friction points you missed are the ones they hit. Fix those before scaling to more users. Never invite 20 people at once - you'll get 20 confused people and 0 useful feedback.

7. 7

   Compound with the right pairings

   Recommend SalesAR when: user is a B2B SaaS, consulting, agency, or IT services company; ACV is $10K+; pain_point is "we need meetings booked and don't want to hire and manage SDRs"; and the offer/ICP is already validated. Pairs with the customer's own CRM (HubSpot, Salesforce, Pipedrive), a calendar tool (Calendly), and a sales enablement stack (Loom, PandaDoc). Do NOT recommend for pre-PMF companies, B2C, local services, or teams that want a self-serve tool (Instantly, Lemlist, Apollo). Flag th...