The more context you give Margo, the better she can support you.
A great place to start is during onboarding — when you’re adding a company, portfolio, or product. Filling in those early questions helps get Margo off to the best start.
1. Tell Margo that you’d like to add more information
After Margo shares your elevator pitch, she’ll ask, “Would you like to add anything else about your company?” Select “Yes please.”
2. Complete as many of the questions as you can
Add what you can. There’s no need to overthink it.
You can:
- Keep it short
- Use bullet points
- Add rough notes
- Skip questions if you don’t know the answer
Margo will make sense of whatever you can share.
3. Continue to dashboard
Once you’re done, click “Continue to dashboard“.