Completing the Onboarding Wizard

The 6-Step Onboarding Architecture

The Onboarding Wizard calibrates Marketora's AI models. Rather than relying on generic prompt engineering, Marketora automatically injects your verified business attributes into every generation prompt.

Step 1: Business Identity

Establish foundational parameters including your company name, official website, industry vertical, organization size, and target geographical territories. This anchors the AI in your market reality.

Step 2: Offerings & Products

Catalog your key products and services. Define what each offering does, primary value propositions, and tangible competitive differentiators against alternatives in the market.

Step 3: Target Audiences

Create your first customer persona. Input job titles, daily operational pain points, buying triggers, and common sales objections so content speaks directly to buyer needs.

Step 4: Brand Voice & Rules

Define your brand's unique tone of voice (e.g., authoritative, conversational, bold, or technical). Configure preferred terminology and forbidden buzzwords that must never appear in generated drafts.

Step 5: Strategy & Channels

Set primary marketing goals (customer acquisition, thought leadership, retention) and declare your active distribution channels (Email, LinkedIn, X/Twitter, Blog, Meta Ads).

Step 6: AI Governance & Review

Configure review modes and approval thresholds. Choose between strict human-in-the-loop sign-off for all drafts or automated progression based on content quality scores.

Updating Your Context Later

Every setting configured in the Onboarding Wizard is stored in the Business Context Hub and can be edited, expanded, or refined at any time as your business grows.