Getting started
with Leadswitch
From the first time you open it to a finished profile — thirteen steps, about five minutes, all on your phone.
One good turn.
Swipe to begin ›Click the arrow to begin ›or use your keyboard
Before you start
Three things, and nothing else.
Your phone
Everything here happens in the browser you already use — Safari on an iPhone, Chrome on an Android.
Your email address
This is your username. There’s no separate one to invent or remember.
A few minutes
And access to your email inbox, because one step needs you to open a message.
1Open the app
Tap the link somebody sent you, or type app.leadswitch.org into your phone’s browser.
There is no username
Your email address is how you sign in. Type it into the box and nothing else is needed yet.
2Tap Continue
Leadswitch checks the address and figures out on its own whether you are new here or already have an account.
If you would rather not have another password at all, “Continue with Google” at the top does the whole thing in two taps.
3Give your name
It says “Looks like you’re new here” — so fill in the two boxes it shows you.
Use your real name
This is the name members see when you send them business, and the name they look for when they have work to send back.
4Pick a password
Type a password, then tap Create account.
Watch the little bar
The colored bar under the box turns green when the password is strong enough. You’ll only need it if you sign out.
5Add your photo
The setup screen opens. Tap “Add a photo” and choose a picture of yourself from your phone.
Optional — but do it anyway
Members pass work to a face they recognize. A profile with a photo gets noticeably more leads than one without.
6Fill in the red stars
Scroll down the same screen and complete every box that has a red star beside it.
Four boxes, that’s all
Your name, your business name, your business category, and your phone number. Everything else on this screen can wait.
7You’re in
Tap “Finish and enter Leadswitch” at the bottom. This screen appears, and the account is done.
Tap “Let’s go”. You can share and receive leads on your own right away — joining a chapter can come later.
8Check your email
Leadswitch has just emailed you a confirmation link. Open your email and tap it.
Careful with one button
“Not spam” and “Report spam” sit next to each other and look almost the same. Tap the first one.
Until that link is tapped, nobody can send you a lead.
9Green means ready
Tapping the link brings you back to Leadswitch with this message at the top of the screen.
That was the important one
Your address is confirmed, so members can now send business to you. If you ever miss the email, there is a “Send it again” button on the orange notice.
10Keep it on your phone
On an Android phone, Leadswitch offers to add itself. Tap “Add to home screen”.
Why bother
It gets its own icon, opens with one tap, stays signed in, and shows a dot when a lead arrives — no hunting through browser tabs.
11On an iPhone
Safari never offers, so you add it by hand. Tap the Share button at the bottom of the screen.
Then scroll and tap
Scroll down the list that slides up, tap “Add to Home Screen”, then tap “Add” in the top corner. That’s it.
12What you end up with
An icon sitting on your home screen, next to everything else you use.
Tap it and Leadswitch opens full screen, already signed in. A small dot appears on the icon when someone has sent you a lead.
13Profile complete
Open the menu under your picture, tap “My profile”, and look at the bar at the top.
6 of 6
Six green bars means members can see everything they need in order to refer business to you. That’s the finish line.
What happens next depends on you
You are in Leadswitch on your own account, and you can share and receive leads straight away. An invitation brings you into Leadswitch, not into anybody’s chapter — so there is nothing you have been signed up to. Read “Using Leadswitch” next.
Exactly the same. You are a Solo member and can send and receive leads from day one.
Open the Members tab, look at the chapters there and their reports, and ask to join one when it suits you. Or gather your own people and tap “Create my chapter”.
That button is on the Quick Start card and in the menu under your picture. Starting a chapter gives you a link to invite your own contacts, and makes you its captain.
Ready?
Five things stand between you and your first lead. They take about five minutes.
Account created with your email address
Confirmation link tapped — check Spam if you never saw it
Photo added, so members recognize you
Profile showing 6 of 6
Leadswitch icon on your home screen
Where next
Using LeadswitchThe main course — sharing leads, and what to do when one lands › All the fixin’sThe reports, the roster, and the Planets ›One good turn.
Stuck? Ask your captain — or if you are on your own, just start your own chapter.