A step-by-step guide to signing up, enabling AI features, and setting up security
Follow these steps to set up your Strategy Cards account and customize your preferences:
Enter your personal details
On the first screen:
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First Name: Enter your first name.
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Last Name: Enter your last name.
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Work Email: Use your professional email address (e.g., name@company.com).
Tip: Your work email is used to verify your organization and send login codes.
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Click Next to continue.
Provide your team and organization info
On the next screen, you’ll be asked about your organization:
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Organization Name: Enter the full name of your company or team.
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Headquarters Location: Select your organization’s country from the dropdown.
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Language: Pick your preferred interface language (e.g., English).
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AI Features Toggle:
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Enable AI Features: Switch this on if you’d like to access AI-powered recommendations and insights inside Strategy Cards.
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Leave off: If you prefer to use the platform without AI assistance, you can keep this off and enable it later in your settings.
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Click Next to continue.
Create a secure password
You’ll be prompted to set your password. Your password must include:
✅ At least 8 characters
✅ Uppercase and lowercase letters
✅ A number
✅ A special character (e.g., !, @, #)
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Type your password into the field.
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Review and agree to the Terms and Conditions by checking the box.
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Click Create my account.
Validate your account
To confirm your email, Strategy Cards will send you a confirmation code:
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Check your inbox for the email (it may take a minute).
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Enter the confirmation code in the field provided.
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Click Confirm to proceed.
💡 Tip: If you didn’t receive the code, click Resend code to generate a new one.
Set up multi-factor authentication (MFA)
To secure your account, you’ll choose how you’d like to receive verification codes when you log in:
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SMS: Codes will be sent to your phone via text message.
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Authenticator App: Use an app like Google Authenticator or Microsoft Authenticator for added security.
Note: You can change this setting later in your user profile.
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Select your preferred method to complete MFA setup.
Complete onboarding
After setup, you’ll see a Welcome screen introducing you to Strategy Cards. From here, you can:
✅ Explore all available cards
✅ Create workbooks and playbooks
✅ Start building your strategy right away
Already have an account?
If you’ve registered before, click “Already have an account? Click here” on any step to log in.