All Collections
Charm Features
New Users: Here are 5 tips to get started
New Users: Here are 5 tips to get started
A
Written by Andrew
Updated over a week ago

Getting started with charm.io can be a bit overwhelming at first, but with these 5 tips, you can make the transition smoother and more efficient.

Familiarize yourself with the Prospector

Maximize the value of Charm by quickly getting familiar with the Prospector tool. Experience the convenience of easily identifying ideal targets that align with your key criteria. Choose from a multitude of over 60 filters to cast a tailored or broad net. Save your criteria for seamless access and save time for your future searches.

Start simple: Don't try to tackle everything at once

Begin your journey with Charm by uploading a list of your current clients. This simple step will give you a clear understanding of the valuable data points and help you effortlessly discover similar brands. Additionally, you have the option to exclude these companies from your searches, ensuring that your results are tailored to finding only new, untapped opportunities. Read more here: Lists

Let Charm do the work for you

Effortlessly streamline your target identification process with a custom dynamic list created using your ideal client criteria. Let Charm do the heavy lifting by automatically surfacing the best targets for your business. Enjoy the convenience of receiving weekly updates directly to your inbox, freeing up valuable time to focus on driving growth and success. Get started today and see the results for yourself.

Download the Chrome Extension

Make informed decisions on the fly with Charm insights at your fingertips. Seamlessly surface information as you navigate a prospect's website or during a call, using Charm as your trusty quick reference guide. The platform is designed to be highly customizable, allowing you to utilize its data in the most convenient and effective manner for your unique needs. Get it here: Charm Chrome Extension

Subscribe to the Newsletter

Stay ahead of the curve with the latest updates from Charm. Keep informed of our Hot List highlights, featuring the most dynamic and rapidly-growing brands across multiple categories. Don't miss out on the action, sign up now to stay in the loop: https://info.charm.io/en/blog

Embrace the power of Charm by incorporating these tips into your workflow. You'll be effortlessly navigating the platform in no time, unlocking its full potential and revolutionizing the way you work. Happy building!

Did this answer your question?