GGlobalLeadSuite

Onboarding

Everything you need to get started with GlobalLeadSuite.

Launching your first autonomous lead campaign takes 15 minutes. This onboarding guide walks you through account setup, plan selection, pipeline configuration, and your first lead batch.

1. Create your account

  1. Register at /register with email or Google.
  2. Verify your email (link arrives within 2 minutes).
  3. Complete the onboarding stepper on your first login.
  4. Claim your +100 free credits welcome bonus.
  5. Jump into /dashboard and explore.

2. Choose your plan

  • Start on Free: 100 credits, 10 leads/month, 1 campaign — perfect for testing.
  • Upgrade when you need more: Starter $199/mo for solopreneurs, Growth $399/mo for small teams, Scale $899/mo for agencies.
  • Enterprise: contact sales for custom (unlimited leads, SLA, dedicated onboarding).

See all plans at /pricing.

3. Connect your tools

  • Email: Resend is pre-configured for transactional messages — no setup needed.
  • Outreach: Growth and above can connect Instantly via API key under Settings → Integrations.
  • CRM: not natively integrated yet. Export CSV for HubSpot, Salesforce, or Pipedrive import.
  • Payments: Stripe is pre-configured for subscriptions and credit packs — no setup needed.

4. Build your first campaign

  1. Define your Ideal Customer Profile (ICP): industry, role, company size, geography.
  2. Discovery: run the pipeline to find matching leads (consumes credits per lead).
  3. Enrichment: automatic via PDL + fallback chain (consumes 10–30 credits per lead).
  4. Verification: emails validated via NeverBounce (consumes 1–2 credits).
  5. Scoring: automatic A–F grading based on fit + email quality.
  6. Outreach: automatic for grade A/B via Instantly sequences.
  7. Monitor: /dashboard shows metrics, replies, and conversions in real time.

5. Enterprise onboarding

Scale and Enterprise customers get:

  • Dedicated onboarding call (60 min).
  • Custom ICP consultation with our growth team.
  • Multi-user team setup and role management.
  • SSO integration (SAML, OIDC) for Enterprise.
  • Custom reporting dashboards.
  • Priority support with a dedicated account manager.
  • Legal review: DPA, custom SLA, security questionnaire.

Book your Enterprise onboarding: cs@globalleadsuite.io (subject: “Enterprise onboarding”).

6. Learning resources

  • /docs — Developer and user documentation.
  • /academy — Video tutorials and courses (coming soon).
  • /community — Join other users and share playbooks.
  • AI Assistant FAB (bottom-right) — ask anything about plans, features, or billing.

7. Troubleshooting first-time issues

  • “I can’t log in” → check email verification, try password reset.
  • “My credits are depleting fast” → check /dashboard/credits for a consumption breakdown by operation.
  • “No leads are being generated” → verify your ICP is specific enough and that your plan has an active campaign slot.
  • “Emails aren’t sending” → verify your Instantly API key is connected (Growth+ only).

8. Contact

Questions? Contact us →