Help Center

Go to Settings. Fill in your name, stage, and role. Hit Save Changes.

Click the + New Project button on the Projects screen. Give it a name and description, then hit Save.

The Dashboard shows a summary of your projects, interviews, and tasks. It updates automatically as you add data.

Use the left sidebar to switch between screens: Dashboard, Projects, Interviews, Customers, Competitors, Partners, and Settings.

Click on any project card. Use the tabs to fill in the Overview, Target Customer, Problem, Solution, and Pricing sections. Click Save when done.

Open the project, scroll to the bottom, and click Delete Project. You'll be asked to confirm. This cannot be undone.

Open the project and click Mark Complete. The status changes to Completed on your projects list.

Open a project and click the Readiness Progress tab. Click Generate Report. The report opens in a new tab. This is a Premium feature.

Open a project and use the tabs at the top. The Target Customer tab covers who your customer is. The Problem tab is where you describe the pain you're solving. Fill in as much detail as you can — it helps the Readiness Report.

Go to Interviews and click + New Interview. Fill in the contact's name, email, and which project it's linked to. Click Save.

Open an interview and click Send Invite. An email goes to the contact with the interview details. Requires a valid email address.

Open the interview, add your notes and insights, set the status to Completed, then click Save.

When creating or editing an interview, pick the project from the Linked Project dropdown. This ties the interview data to that project's Readiness Report.

Go to Customers and click + Add Customer. Fill in their name, email, and company. Click Save.

When you save an interview, the contact's name and company are automatically synced to your Customers list. You don't need to add them separately.

On the Customers screen, use the Filter by Project dropdown at the top to see only customers linked to a specific project.

Go to Competitors and click + Add Competitor. Enter their name, website, and any notes. Click Save.

Click the Edit button on any competitor card. Make your changes and click Save.

Click Delete on the competitor card. Confirm when asked. This cannot be undone.

Go to Partners and click + Add Partner. Fill in their name, type, and which project they're linked to. Click Save.

You can categorize partners as: Advisor, Supplier, Distribution, Technology, or Strategic. This helps organize who helps you with what.

Go to Settings → Subscription & Billing and click Upgrade to Premium. You'll be taken to a secure checkout page. Premium is $9.99/month.

Go to Settings → Subscription & Billing and click Cancel Plan. Your Premium access stays active until the end of your billing period.

Premium unlocks: Launch Readiness Reports and advanced validation features.

Go to Settings. Under Profile Picture, click Upload Photo. Pick a JPG, PNG, or WebP image under 2MB. It saves automatically.

Sign out and click Forgot Password on the login page. You'll get a reset email. Follow the link to set a new password.

Go to Settings, scroll to the bottom, and click Sign Out.

Go to Settings → Danger Zone and click Delete my account. You'll be asked to confirm. All your data is permanently removed. This cannot be undone.