Business Edition is a managed rollout. Once your contract is signed, your Account Executive drives every step — your team needs to be available, not technical. Here's how it works end to end.
Step 1: Onboarding form
Shortly after signing, you'll receive an onboarding form from your Account Executive. This collects the information CTD needs to configure your workspace:
- Your Google Workspace or Microsoft 365 admin contact (for email authorization)
- Your CRM admin contact (for optional Salesforce or HubSpot integration)
- The initial list of users who should have CTD accounts
- Your preferred email access scope (see below)
Step 2: Authorize email access
CTD accesses company email via domain-wide delegation — a standard mechanism in Google Workspace and Microsoft 365 that lets your IT admin grant CTD access at the domain level. No individual employees need to do anything.
You choose one of four access scopes, which controls how much email data CTD can read:
| Scope | What CTD can access | Best for |
|---|---|---|
| Metadata only | From, To, CC, BCC, Date, Subject | Maximum privacy; still covers most use cases |
| Metadata + Send | Above + full ability to send emails from CTD | Warm path intelligence + ghost email, without full read access |
| Read-only | Metadata + email bodies + signature processing (phone, Calendly, etc.) | Richest contact data, no ghost email |
| Read-only + Send | Full email read access + Sent folder | Full contact intelligence + ghost email capability |
The technical setup differs between Google Workspace and Microsoft 365. See Google Workspace setup or Microsoft 365 setup for step-by-step instructions.
Step 3: CTD processes your data
Once domain-wide delegation is authorized, CTD begins building relationship graphs for the users on your list. This happens entirely in the background — no action needed from anyone on your team. Processing time depends on the volume of email history, typically a few hours to a couple of days.
Step 4: CRM integration (recommended)
While CTD is processing, we recommend setting up your CRM integration in parallel. CTD has native integrations for Salesforce and HubSpot, which let your team query warm intro paths against their actual pipeline — for example: "Show me the best paths from our CEO to the VP of Sales at my top 10 target accounts."
CTD's full data set is also available via API, so your CRM admin can use it to enrich records with relationship scores, warm path counts, and job change signals. See Salesforce integration or HubSpot integration.
Step 5: Training and launch
When graphs are ready and integrations are live, your Account Executive schedules the team launch. CTD offers several training formats depending on your company's size and preferences:
- Company-wide training — one session covering everyone
- Team-by-team training — separate sessions for sales, recruiting, leadership, etc.
- 1:1 onboarding — for champions, power users, or exec team members
Training covers the basics (searching warm paths, requesting intros, ghost email) plus use-case-specific workflows tailored to each team's goals.
Step 6: Champion check-ins
After launch, CTD schedules weekly check-ins with the person running the rollout on your side — typically for the first month to six weeks. These are short working sessions: reviewing adoption, unblocking individual users, and tuning the integration. Once the team is up and running and getting value, check-ins shift to a quarterly cadence.