This guide walks new users through the onboarding process for using Rocketbrew, from creating an account to fully setting up the platform for seamless autonomous operations.
1. Account Creation
Make an Account (SSO Available) and Join Team
Step 1: Go to https://app.therocketbrew.com/register
Step 2: Choose Sign Up With Email Address to create an account with your company email address.
Step 3: Select Join a Team.
Step 4: Enter your unique team code provided by Rocketbrew.
2. Account Setup
Fill out your Model Settings
Step 1: Select Manage Settings from the white navigation bar. Under Account Settings, add your booking link to be sent to leads.
Step 2: Under Lead Search Settings, connect your CRM account to Rocketbrew. You will be redirected to the corresponding login page where can you enter credentials to establish the connection.
Step 3: Integrating your LinkedIn account
In order for your LinkedIn account to successfully connect to Rocketbrew, ensure you have the LinkedIn app downloaded to your personal device.
- Ensure that Two-step verification is ON
- Settings > Sign in & security > Two-step verification > On > Choose either SMS or Authenticator app as your verification method
- Ensure that Verifications notifications are ON for your device and turned OFF for email
- Settings > Notifications > scroll down to Verifications > On > Get verified > Turn OFF Email
- Ensure that your phone's notifications are temporarily ON (Settings app) in order to receive LinkedIn push notifications for this integration step
Under LinkedIn Settings, enter your LinkedIn login credentials to connect your account and follow the instructions on screen — it may take up to 5 minutes for the connection to establish.
Note: You will be prompted to tap "Yes" twice on the LinkedIn app.
Step 4: Under Calendar Settings, integrate your calendar (e.g., Google, Outlook) to allow for meeting scheduling and tracking.
Step 5: Under Calendar Settings, add a link to your meeting room (e.g., Zoom, Teams) without a passcode so it can be used for scheduling meeting invites.
Notes: Zoom users can access this link at zoom.com or zoom.us by logging in > selecting Meetings from the side bar > selecting Personal Room > clicking Edit > and selecting Waiting Room in place of the Passcode option.
Then, return to Personal Room to copy the invite link.
Notes: Google Meet users can access this link at meet.google.com by logging in > selecting New Meeting > selecting Start an Instant meeting
In the meeting room, a pop-up window will appear > click Copy link to copy the custom link to your clipboard.
What to Expect Once Setup
Model Runs Autonomously
Rocketbrew’s AI takes over after setup, running campaigns and generating outreach messages without requiring your constant input.
No Need to Respond to Conversations
All conversations are handled by the system. Best practices are to minimize manual intervention to avoid potential drop offs or scheduling errors.
How Outreach is Sent
LinkedIn: Organic connection requests and follow-ups are sent directly from your profile.
Email: Outreach messages are sent through a secondary inbox to keep your primary inbox clean. Note that a secondary email inbox for sending outreach via Rocketbrew will be automatically set up and connected to your account.
What Happens When a Meeting is Booked
Email Notification
You'll receive an email notification confirming the meeting details.
See Notes in Your CRM
Rocketbrew automatically logs the meeting notes, including all conversations, in your CRM. Access them under the contact record or 'Activities' tab.
