STEP 01
Create your login
Add your name, work email, company details and a password.
Workspace setup · Guide 1 of 2
Set up once, ready for every event.
You teach CardToClose about your business one time, before your next event. After that, every follow-up you draft reads in your voice and is ready while the conversation is still warm.
5 clear steps · One setup for every event · 5 pages
Set up once
Two things shape every draft.
Business profile
Collateral link library
Your workspace
Five clear steps. Set up for good.
Use the guide alongside the web workspace. It shows what to enter, why it matters and which fields can wait until later.
STEP 02
Confirm your email
Open the confirmation email and use the link inside to confirm your address.
STEP 03
Sign in to your workspace
Log in at cardtoclose.com and open the workspace that shapes your drafts.
STEP 04
Fill out business profile or add your website
Add your business profile, including the key differentiator and brand voice that shape every draft.
STEP 05
Add your approved links
Add collateral once so you can choose the right next-step link for each follow-up.
Back to resources
Find every guide and practical tip in one place.
Resources is the main library for both onboarding guides and the tips to use once you are in the rhythm. Next, open Guide 2 to capture your first contact.
The finish line
Set up once. Every event starts ready.
Your workspace now knows your business context and your links. You stay in control of every draft before it leaves the app.