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Getting Started

SecondTouch is designed to become more valuable over time. You do not need to fully configure the system upfront. Instead, you start with a small amount of input and the platform builds a richer understanding of your relationships, activity, and opportunities as you use it.

Focus on getting a minimal setup in place, then let your ongoing usage drive the intelligence.

How to Begin

1. Create Your Account

Sign up and log in. There is no required configuration before you begin.

Once inside, you will land on an empty workspace. This is expected and part of the normal starting point.

2. Add Your First Relationships

Start by adding 5–10 people you actively work with.

These should be:

  • Clients or prospects
  • Internal stakeholders
  • Partners or collaborators

For each person:

  • Add their name
  • Include any basic details you have (company, role)
  • Optionally add a short note for context

Do not try to add your entire network. A small, high-quality set of relationships is more effective.

Goal: Seed the system with meaningful relationships so it has context to build from.

3. Log Your First Interactions

For each relationship, log recent activity such as:

  • Meetings
  • Calls
  • Emails
  • Any meaningful touchpoint

Keep entries short and simple:

  • 1–2 sentences is enough
  • Focus on what happened and any key takeaway

Examples:

  • “Intro call, interested in pricing next quarter”
  • “Reviewed proposal, waiting on feedback”
  • “Quick check-in, no immediate needs”

You are not documenting everything—you are providing signal.

Goal: Give the system enough input to begin identifying patterns and priorities.

4. Review Your First Daily Brief

Once you’ve added relationships and interactions, open your Daily Brief.

You will begin to see:

  • Suggested follow-ups
  • Relationship summaries
  • Early signals based on your activity

At this stage, the brief may feel simple or incomplete. That is expected.

Goal: Start building the habit of reviewing and acting on surfaced insights.

What to Expect Early On

In the first few days, the system has limited context. As a result:

  • Suggestions may be basic
  • Signals may be sparse
  • Prioritization may feel generic

As you continue to:

  • Add interactions
  • Update relationships
  • Engage with the brief

...the system will:

  • Identify patterns in your activity
  • Surface more relevant follow-ups
  • Provide more precise and contextual insights

You are not setting up a static tool. You are training a system that improves with consistent use.

Tips

  • Start with 5–10 relationships, not your entire network
  • Keep interaction notes short and lightweight
  • Log activity consistently, especially after meetings or calls
  • Review your daily brief every day, even if you take no action
  • Do not over-structure your data—let the system evolve naturally

Consistency matters more than completeness.

How the System Evolves

As you continue using SecondTouch, you will notice a progression:

  • Early: Basic tracking and simple suggestions
  • Mid: Clearer prioritization and emerging patterns
  • Later: Contextual signals, timing insights, and actionable intelligence

The system becomes more accurate and more useful as your activity increases.

Your role is to provide consistent input. The system handles the complexity over time.