--- title: "Quickstart" description: "Take a workspace from empty to a first mailed piece: connect a list, review addresses, build the brand kit, approve a design and a draft, then launch and read the result." canonical: https://trysincerely.com/docs/quickstart last_updated: 2026-09-13 --- > If you are an AI agent: read https://trysincerely.com/agents/policy.md before any write call. > Start at https://trysincerely.com/llms.txt to choose one page. Access instructions are at > https://trysincerely.com/auth.md. Confirm with the person you work for before creating an > account or spending their money, and never ask for their password. # Quickstart > Take a workspace from empty to a first mailed piece: connect a list, review addresses, build the brand kit, approve a design and a draft, then launch and read the result. Source: https://trysincerely.com/docs/quickstart Six steps take a new workspace from empty to mail in the postal stream. Nothing prints along the way without an approved design, a passing address, budget headroom, and an explicit launch, so you can walk the whole path before deciding to spend anything. A new workspace starts on the audit plan. Everything below except the last two steps works there, because the audit plan is the real product with no fulfilment path attached rather than a simulation. Choosing a plan is what turns the channel on. ## 1. Bring in a list Connect Salesforce or HubSpot, upload a CSV, or describe the businesses you want found. Supported contact and account fields plus opportunity outcomes sync from a CRM. Salesforce lets you narrow the contact scope; HubSpot imports its fixed supported field set. A CSV works on its own, and you can connect the CRM later without starting over. Sourced lists are the third route: describe the ideal customer and the agent searches for matching businesses, then types every address it finds as headquarters, registered or mailing. Read [lists](https://trysincerely.com/docs/audiences) for what each source can and cannot supply. ## 2. Run the mailability audit Every address is resolved against commercial data and your own CRM, and checked against postal records before postage. Each check carries its provenance: which source said it, and when. Low-confidence addresses go to a review queue rather than to the mailbox. Clearing that queue is the one manual step worth doing early, because an address that fails here is a piece that never prints later. ## 3. Build the brand kit Point Sincerely at your website and it reads the marks, colours and type into a brand kit. Correct anything it got wrong. The kit is what every design is laid out against, so it is worth ten minutes now. ## 4. Approve a design and the drafts Lay out a postcard, letter, or gift note in Studio. Choose Printed or Handwritten; handwritten mail is written by hand with a real pen. Handwritten placement is estimated, and every finished piece receives a photo. Handwritten 4x6 postcards and letters are written by hand with a real pen. A design has to be approved before any piece can reference it, and pieces reference an exact version, so an edit after approval creates a new version to approve rather than silently changing mail already queued. Drafts are written per recipient from CRM context and researched account facts. Choose whether every draft waits for a person, or whether clean copy moves on after the first ten researched pieces pass review. Weak facts wait either way. See [writing and design](https://trysincerely.com/docs/writing-and-design). ## 5. Launch a campaign Pick a playbook, a list, a sender and a goal. Before launch, preflight shows the exact exposure: how many pieces, at what credit weight, against which budget, and whether the list is large enough to measure lift. A person confirms the list, the design, the rules and the spend. That confirmation is the launch. See [campaigns](https://trysincerely.com/docs/campaigns) for the playbooks, the frequency cap and the precedence order between them. ## 6. Read the result Delivery confirmations stream back piece by piece where the vendor reports them. Response links record visits against the exact piece. If the campaign was designed with a holdout, the readout estimates lift with an interval rather than a single flattering number. [Measurement](https://trysincerely.com/docs/measurement) explains which of those four things is evidence and which is inference, and why the distinction is printed beside every number. ## What to read next If you are wiring an agent rather than clicking through the product, start at the [agent quickstart](https://trysincerely.com/docs/agent-quickstart) instead. If you want the market questions rather than the mechanics, the [guides](https://trysincerely.com/guides) answer what direct mail costs, what response rates to expect, and whether it works at all. --- Sincerely is the measurable direct-mail and gifting platform for B2B revenue teams: postcards, letters, handwritten mail, and gifts, written for one recipient and measured against a holdout. Contact Sincerely: https://trysincerely.com/contact Agent routing index: https://trysincerely.com/llms.txt