Start Guide
Get an overview of Toolblocks features, integrations, and how to use them.
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What is Toolblocks?
Relationship and pursuit intelligence for AEC teams—signals, preparation, and follow-through.
Your first win
One concrete outcome in your first session—usually in 10 minutes or less.
Win work
Prospects, contacts, accounts, events, and signals in one pursuit loop.
Create your account
Sign up, finish onboarding, and land in the workspace ready to work.
Get started
Concepts
How workspace, contacts, research, and projects fit together.
Who Toolblocks is for
BD leads, marketers, principals, and delivery teams at AEC firms.
Navigate the workspace
Sidebar views, daily loops, and where to find pursuit vs delivery work.
Command menu
Jump to views, contacts, and actions with Cmd+K or Ctrl+K.
Keyboard shortcuts
Patterns for moving faster once you know the workspace.
Win work
Contacts
People and organizations, categories, strength, and follow-up timing.
Discover prospects
Search firms and people by industry, location, and headcount.
Events and shortlists
Plan conference strategy and who to meet before and after travel.
Signals
Timely reasons to engage—job changes, activity, and event context.
Research and delivery
Research in Toolblocks
Evidence-backed municipality, address, and custom research workflows.
Address research
Property, zoning, utilities, and department links with sources.
Research on contacts
Account and contact briefs for meetings and outreach prep.
Run projects
Pipeline, tasks, templates, and delivery after you win the work.