Quick Start

Here's the process for getting rolling with SmartDirectoryAI

Last updated on 21 Apr, 2026

Welcome to SmartDirectoryAI.

This article gives you a clear, high-level overview of the steps required to launch your directory successfully.

Each step below links to a dedicated help article with detailed instructions. Follow them in order for the fastest path to launch.

Click here to download the "Quick Start Checklist" PDF for easy reference

There are three phases:

  1. Customize Website

  2. Customize Emails

  3. Operate

Phase 1: Customize Website

Configure your directory so it’s branded, monetized, and ready for traffic.

1. Customize Theme

2. Connect Payment Integration

3. Connect Custom Domain

Phase 2: Customize Emails

Customize your emails templates and setup LeadConnector.

1. Customize Email Templates

2. Enable Email Sending

Phase 3: Operate

Once installed and customized, you’re ready to launch and start generating activity.

1. Add Listings

2. Start Outreach Workflow

Optional Next Steps

These are not required to launch, but can enhance your directory’s authority and performance.

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