Sortlist

Why do "we know your agency" ?

What to expect in the coming days as you search for your provider match.

Next Steps: Your Sortlist Journey

First things first - set up your profile.

1. Building a killing profile

3. Setting your target markets

4. Understanding Your Sortlist Reporting Page

You're new to Sortlist and want to be registered as one of our providers? Follow this step by step guide.

How to be listed as a provider on Sortlist?

5. Mastering B2B Outreach Using Sortlist

Can I register to Sortlist? (Listing conditions)

These are the clients you could meet through Sortlist.

What type of clients use Sortlist to find an agency?

Clients using Sortlist to find a provider do not pay for the service we provide them with.

Does the client pay for your service?

Macarena Vayá

Nicolas Finet

Kevin Boyer

If you are a new member of Sortlist, here you will find all you need to know!

Getting Started

List my agency

Launch a project on Sortlist

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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