01
Create your account
- 1Choose Sign Up Free on the website.
- 2Provide your name, work email, company name, and password, or continue with Google.
- 3Complete any account confirmation steps shown. If asked, enter Your name and Company name, then choose Create workspace.
Keep in mind
A customer reference should open the business’s invitation link instead of registering an unrelated business workspace.
02
Complete the Overview checklist
- 1Set payout values: choose your default request reward and conversion bonus in Settings.
- 2Add your first reference: invite a customer who is comfortable sharing their experience.
- 3Set reply email: configure the account reply-email setting in Settings.
- 4Send your first request: select an eligible active reference and create a conversation offer.
Proofly · Acme workspace · Fictional example
Workspace / OverviewMK
Overview
Requests sent
24
Referenced pipeline
$180,000
Deals won
6
Won deal value
$72,000
Closed-won revenue
May
Jun
Jul
Aug
Sep
Oct
Onboarding: payout values → reference → work email → first request
03
Start thoughtfully
Your customer relationship comes first. Confirm willingness before sending invitations and set accurate expectations about requests and rewards.
Invitation emails are available. SMS sending is paused pending setup, and Stripe funding and cash-outs remain test-only. Do not use the simulator as evidence of a live payout.