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DocsGetting startedOnboarding | Getting Started

Onboarding | Getting Started

Set up your profile so Ergate can write proposals that match your expertise and style.

1 min read

What you'll learn

  • How to complete the 4-step onboarding wizard
  • What each step does and why it matters

The onboarding wizard

After signing up, you'll walk through 4 quick steps. The information you provide here directly improves the quality of your AI-generated proposals.

Select your industry

Choose your primary industry (e.g., Web Development, Design, Copywriting, Marketing, Consulting). This helps Ergate use the right terminology and structure.

Choose your skills

Select the services you offer. You can pick multiple. Ergate uses these to match the right deliverables to client briefs.

Set your pricing

  • Hourly rate — your base rate for time-based work
  • Currency — USD, EUR, GBP, and more
  • Preferred pricing model — hourly, fixed price, retainer, or value-based

Ergate uses these defaults when generating pricing estimates. You can always adjust them per proposal.

Define your writing style (optional)

Choose a tone preset (Professional, Friendly, Technical, or Creative) or write a custom description of your preferred voice. This shapes how Ergate writes your proposals.

You can update all of these settings later in Settings → Profile.

Create your first proposal →

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Your First Proposal

On this page

  • What you'll learn
  • The onboarding wizard
  • Select your industry
  • Choose your skills
  • Set your pricing
  • Define your writing style (optional)
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