What do I need to provide to get started?

To get started, we need the following from you:

Website access: So we can install the visitor identification pixel. This is a small script tag added to your site header, similar to Google Analytics.

ICP details: Information about your ideal customer including industry, geography, company size, job titles, and any specific intent signals you want to target.

CRM credentials: If you want leads delivered directly to your existing CRM. If you do not have a CRM, we provide one through the Cursive platform.

Team member list: Names and emails for anyone who needs access to the Cursive dashboard.

For Outbound and Engine clients, we also need:

3 to 5 sending domains for email campaigns (we can help you purchase and configure these)

Approval on email copy and sequences before campaigns go live

Calendar access for meeting booking (Engine tier only)

We handle all technical configuration, domain warmup, and platform setup. Your team does not need any technical expertise.

Updated on: 11/02/2026