Getting started

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Your link is live. This guide covers everything you need — where to share it, what happens when someone clicks it, how to read what comes back, and what to do next. Read it once and you'll know exactly how Thayne fits into your working day.

Where to share your link

The single most common reason subscribers don't get conversations in their first week is also the simplest: they haven't shared the link anywhere. The link is live the moment you create it, but it can't find its own audience — you need to put it where the people who enquire about your work are already looking.

Here are the three fastest places. Pick one and do it before you close this tab.

  1. 1
    Your Instagram bio. Replace whatever's there with your Thayne link. Add a line above it — something like "Enquire here before we speak" or just "Start here." Anyone who lands on your profile and wants to work with you will click that link and go straight into a qualifying conversation. You don't need to be online. You don't need to do anything. It runs itself.
  2. 2
    Your email signature. Every email you send is a touchpoint with someone who already knows who you are. Add your link at the bottom — "Thinking of working together? Start here." — and every email you write from this point forward becomes a passive lead source. The people who enquire via your signature are almost always the warmest leads you'll get.
  3. 3
    Direct messages and WhatsApp. When someone slides into your DMs or messages you asking about your services, send them your link before you get on a call with them. It pre-qualifies them before you invest a single minute, and it signals that your time is structured. People who go through a qualifying conversation before a call are better prepared, better qualified, and more serious.

For direct messages, here's copy that works — use it as is or adjust the tone to match yours:

Copy and paste

"Before we jump on a call, I use a quick AI chat to make sure I can actually help you — it takes about 2 minutes and means our conversation will be much more focused. Here's the link: [your link]"

You don't need to explain what Thayne is to your enquirer. The conversation page explains the process when they land. You just need to share the link.

What happens when someone clicks your link

When someone clicks your link, they land on a clean conversation page. No sign-up. No form. No friction. They just start talking to an AI that sounds like you — because it's configured entirely around your voice, your business, and the kind of enquiries you want.

The AI works through the conversation naturally. It asks the probe questions you set up, picks up on fit signals and red flags, collects their contact details, and closes the conversation in one of two ways: a warm handoff to you if they qualify, or a clean, respectful exit if they don't. Either way, your enquirer leaves the conversation feeling like they spoke to someone who knew what they were talking about.

Once the conversation ends, an intelligence profile is generated automatically and appears in your Conversations dashboard. The whole thing runs without you. Conversations can come in at midnight on a bank holiday and the profile is sitting there waiting when you next open your laptop.

You never need to be available in real time. That's the point. The AI handles it whenever the enquirer starts — your job is to look at what came back and decide what to do with it.

Reading an intelligence profile

Every completed conversation generates an intelligence profile in your dashboard. This is the core of what Thayne does — it takes a raw conversation and turns it into something actionable. Here's what each part means. The four fit ratings shown below are the defaults — you can rename them or reduce the number of tiers in the link editor to match your use case.

Field
What it tells you
What to do
Exceptional
Strong match across multiple signals. Clear need, high intent, no red flags raised.
Call today. These are rare — don't sit on them.
Good Fit
Solid match. Worth pursuing. May need one more clarifying question before committing to a call.
Follow up today. Send the draft Thayne generates for you.
Possible Fit
Some fit signals, some uncertainty. Not enough to commit to a call yet.
Send a short exploratory message before you invest call time.
Not a Fit
Clear reasons surfaced in the conversation that this person isn't right for what you offer.
No action needed. The AI has already closed them out cleanly.
Intent level
How ready they are to act, separate from whether they're a fit. High, Medium, or Low.
Prioritise Exceptional + High intent above everything else.
MIT
The single most important thing Thayne surfaced from the conversation.
Start your call with it. It's the thing that makes the enquirer feel genuinely heard.
Contact details
Name, email, and phone if they provided them. If they skipped the form, that's noted.
If no details were left, the follow-up draft will handle this automatically.

Intent level is worth understanding properly. Someone can be a strong fit but low intent — they're exactly the right kind of person but they're not ready to move yet. Someone can be high intent but a poor fit — they want to act immediately but they're not right for what you offer. The combination that matters most is Exceptional or Good Fit with High intent. Those are the people to call first, every time.

What to do with a good fit

When an Exceptional or Good Fit conversation comes in, the workflow is the same every time. Follow it consistently and you won't miss a lead worth having.

  1. 1
    Read the intelligence profile. Open the conversation in your dashboard. The profile is at the top — fit assessment, intent level, MIT, flags. This takes 30 seconds and gives you everything you need before you do anything else. Don't skip it even when you're busy.
  2. 2
    Generate the follow-up draft. Click Follow Up on the conversation. Thayne generates a personalised message based on what was actually said — not a template, a draft that references their specific situation. Read it, adjust the tone if needed, and send it from your own inbox or WhatsApp. It takes about 90 seconds.
  3. 3
    Open the briefing doc before your call. Click Briefing Doc on the conversation before you pick up the phone. It gives you five sections: who this person is, how to open the call, what to establish, the one flag to watch for, and a suggested close. Read it in two minutes and you'll walk into the call knowing more about this person than you would from a 20-minute intake form.
  4. 4
    Mark the outcome afterwards. Update the pipeline state on the conversation — Call booked or Converted. This keeps your dashboard clean, your data accurate, and helps Thayne Intelligence give you better briefings the longer you use it. It's two clicks and it compounds over time.

If your link is configured well, Not a Fit conversations should never reach your phone. The AI closes them out before you ever have to deal with them. Your only job is to focus on the people who are actually worth your time.

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