Getting started with Enki IQ

Enki IQ is a sales intelligence platform for account executives. This guide walks you through the first session, from sign-up to the moment you have a working territory in the app. It is written for AEs setting up their own workspace and is short enough for a sales leader to read before rolling the product out to a team. For a one-page map of every surface in the product, see the Features article "Enki IQ at a glance."

What to expect

Onboarding is a seven-step wizard. You will tell Enki about yourself, your company, your value proposition, and your ideal customer. Then you will load in your target accounts, fix any missing company domains, and review the tier assignments and key decision makers that Enki proposes. At the end you land on the Territory page while your first territory plan generates in the background.

The shape of the flow is: profile → company → value prop → ideal customer → account import → domain enrichment → tier and KDM review. The whole sequence is designed to be done in one sitting, but your progress is saved as you go, so closing the tab and coming back later will resume where you left off.

Prerequisites

You need an Enki IQ sign-in. Authentication is handled by Clerk, so you can create an account with email, Google, or whatever sign-in methods your administrator has enabled. If your company uses single sign-on, sign in through that path before opening onboarding.

You will be asked to pick a billing plan during sign-up. Choose Professional or Enterprise (monthly or annual) on the plan selection screen; the plan determines your monthly quotas for deep research, contact enrichment, foresights, and territory plans. The exact tier definitions and what each tier unlocks are covered in the Features article on territory and scoring.

You do not need to connect any integrations to finish onboarding. Apollo, Zoom, and Google Calendar are all optional and can be added later from the Settings page. If you already know you want enriched contacts from day one, connect Apollo before you start onboarding so the enrichment flows can use it immediately; otherwise leave it for after.

The profile you build in steps one through four

The first four steps collect the context Enki needs to score accounts and write personalized research. In step one you give your name, title, seniority, annual quota, the industries you sell into, your market segment, your typical deal size, and your typical sales cycle. Deal sizes are bucketed (under $25K, $25K-$100K, $100K-$500K, $500K-$1M, $1M+) and sales cycles are bucketed in months (1-2, 3-6, 6-12, 12+).

Step two captures your company: company name, website, the industries you actively track for news and signals (up to five), your timezone, your geographic focus, and an optional company description. The timezone list covers the major US zones plus London, Paris, Tokyo, Shanghai, and Sydney. The industries list is fixed; pick the closest match.

Step three asks for your value proposition (at least 200 characters), two to five differentiators, and two to five typical pain points your product solves. Step four asks for your ideal customer profile (at least 50 characters), competitive win/loss context (at least 100 characters), and an optional list of known competitors (up to ten). The detail matters: this is what the AI uses to grade fit and to draft talking points later.

What you have when onboarding finishes

Once you click through tier and KDM review at step seven, three things happen at once. Your accounts are saved with their tier assignments. Your confirmed key decision makers are flagged for prioritized research. And your first territory plan starts generating in the background. The app navigates you to the Territory page so you can watch the plan come together.

From there, the rest of the product opens up. You can drill into individual accounts and contacts, run deep research on tier-one accounts, generate foresights against accounts where you sense pain, prepare for upcoming meetings, and track every opportunity through MEDDPIC. The articles in Importing accounts, Tier review and KDMs, and Your first territory plan cover the onboarding steps in detail. Once you are through the wizard, the best-practices articles cover day-to-day workflow.

Next steps

Read Importing accounts next to prepare your CSV or manual list. After that, Tier review and KDMs explains how Enki scores your accounts and how you confirm key decision makers. Your first territory plan picks up where onboarding leaves off and shows you how to read the plan once it lands.