Ask TODD
Open Ask TODD

Help

How to use Ask TODD.

Getting started

  1. 1Type a question, or tap one of the suggestions.
  2. 2Read the answer and any diagram that comes with it.
  3. 3Tap a follow-up question to go deeper.
  4. 4Sign in to save answers.

Questions

Do I need to sign in?

No. Sign in only to save answers.

What is a Momentum System?

A system that turns scattered information into clear next moves.

How is TODD different from a CRM?

A CRM stores history. TODD helps you decide what to do next.

Where are my saved answers?

Saved, in the header or the menu.

Set up TODD once

Getting started with TODD

Ask TODD answers questions about TODD for anyone. To have TODD help with your own work, set it up once.

1Sign in

TODD needs to know who you are and which workspace to use before it can help with your own work.

2Update your profile

Tell TODD who you are and what you do, so its guidance fits your actual work.

3Set up your sending address

If your workspace uses Outreach, TODD needs a provisioned sending address before it can send anything on your behalf.

4Add or import your contacts

TODD connects contacts, emails, documents, feedback, tasks and signals. The more it can see, the sharper its answers.

Good places to start

Questions worth asking

“What is TODD?”
The short version, with a diagram of how TODD turns information into next moves.
“How can TODD help me?”
What changes when contacts, emails, documents and signals are connected.
“What is a Momentum System?”
The idea TODD is built around.
“How is TODD different from a CRM?”
Why storing history isn’t the same as knowing what to do next.
“How do I get started?”
The setup steps, in order.

More questions

What people ask about Ask TODD

Is Ask TODD free?

Yes. Ask as many questions as you like, signed in or not.

Is my conversation saved?

While you are signed in, your conversation is saved automatically and will be here when you come back.

Can I keep an answer?

Choose Copy under an answer, or Download for the whole conversation as a text file.

What are Awards?

Awards you unlock by asking good questions. Some stay hidden until you find them. Open them from the menu.

Where do I change my profile or settings?

On the TODD site. Your name in the menu opens your profile; Settings and Daily Momentum are in the menu too.

Which apps are part of TODD?

Network, Outreach, Moves, Pulse, Social, Docs, Lead Vault, Maya, Find and more. They are all in the menu.