Install Chrome Extension: Users begin by installing the ProspectIn Chrome extension, which integrates directly with LinkedIn.
Account Setup: Create a ProspectIn account and link it to your LinkedIn profile.
Campaign Configuration: Use the scenario builder to set up automated workflows (e.g., connection requests, follow-ups).
CRM Integration (Optional): Connect with external CRMs via Zapier if needed.
Testing & Optimization: Run initial campaigns to test performance and adjust messaging or targeting.
Timeframe: Most users can fully implement and launch campaigns within 1 to 3 days, depending on complexity and customization.
Customisation
Scenario Builder: Create personalized, multi-step outreach sequences with conditional logic.
Dynamic Fields: Customize messages with variables like first name, company, or job title.
Lead Segmentation: Organize contacts into categories for targeted campaigns.
Custom Triggers: Automate actions based on user behavior (e.g., message after profile visit).
CRM Flexibility: Use the built-in CRM or integrate with external platforms via Zapier.
Team Collaboration: Manage multiple users and share campaign templates across teams.
Safe Mode Settings: Adjust automation speed and daily limits to match business risk tolerance.
Analytics Dashboard: Customize performance tracking to focus on KPIs relevant to your goals.
Additional Costs
Setup Fees: Typically none for standard users; enterprise setups may require onboarding support.
Subscription Tiers: Paid plans vary based on features and usage limits (monthly or annual billing).
Add-ons: Premium features like advanced analytics or team management may be part of higher-tier plans.
Maintenance: No separate maintenance fees; updates are included in the subscription.
Support Charges: Basic support is free; priority support may be included in premium plans.
Training: Optional training resources are available, but personalized onboarding may incur a fee for large teams.
Training
Onboarding Tutorials: Step-by-step guides help users set up campaigns, use the scenario builder, and manage leads.
Knowledge Base: A searchable library of articles, FAQs, and best practices for troubleshooting and strategy tips.
Video Guides: Visual walkthroughs for mastering features and optimizing outreach.
Customer Support: Available via email and chat; premium plans may include priority support.
Community Access: Users can join forums or groups to exchange ideas and get peer support.
Blog Resources: Regular posts with tips, feature updates, and campaign strategies.
No Technical Skills Required: Designed for ease of use, even for non-technical professionals.
Security Measures
Encrypted Data Transmission: All data exchanged between users and servers is encrypted to prevent interception.
Secure Authentication: Login and account access are protected with secure protocols.
No Storage of LinkedIn Credentials: ProspectIn does not store sensitive LinkedIn login data.
Daily Action Limits: Built-in safeguards to prevent suspicious activity and protect LinkedIn accounts.
GDPR & CCPA Compliance: Adheres to global data protection standards for user privacy and control.
Data Export & Deletion Options: Users can request data export or deletion upon account closure.
Updates
Regular Updates: ProspectIn releases updates frequently to improve performance, add features, and maintain compliance.
Automatic Deployment: Updates are pushed through the Chrome extension, requiring no manual installation.
Changelog Access: Users are informed of new features and fixes via changelogs or blog announcements.
User Feedback Loop: Updates often reflect user suggestions and evolving LinkedIn policies.
Data Ownership and Portability
User Ownership: Users retain full ownership of the data they provide or generate through ProspectIn.
Data Portability: ProspectIn allows users to export their data, including leads and campaign metrics, typically via CSV or through integrations like Zapier.
No Unauthorized Use: ProspectIn does not sell or transfer user data to third parties without consent.
De-identified Data Use: Aggregated and anonymized data may be used internally to improve services, but not in a way that identifies individual users.
Data Return Upon Termination: Upon contract termination, users can request the return or deletion of their data, and ProspectIn is expected to comply.
Scaling Up / Down
Flexible Plans: ProspectIn offers multiple subscription tiers that users can upgrade or downgrade based on their needs.
No Long-Term Lock-In: Monthly billing options allow users to scale usage without long-term commitments.
Team Features: Higher-tier plans support team collaboration and shared campaign management, making it easier to scale across departments.
Usage Limits: Each plan comes with defined daily action limits (e.g., number of messages or connection requests), which can be adjusted by switching plans.
The terms & conditions for contract renewal and cancellation
Automatic Renewal: Subscriptions typically auto-renew unless canceled before the renewal date.
Cancellation Policy: Users can cancel at any time via their account dashboard; cancellation stops future billing but does not refund the current period.
No Setup Fees: Most plans do not include setup fees, making it easy to start or stop without financial penalties.
Refunds: Refunds are generally not offered for unused time unless there’s a technical fault or special case.
Data Retention Post-Cancellation: Users may request data deletion or export before account closure.
Compliance
GDPR: ProspectIn complies with the General Data Protection Regulation (GDPR), ensuring user consent and data protection for EU users.
CCPA: The platform aligns with California Consumer Privacy Act (CCPA) standards for data transparency and control.
Secure Data Handling: ProspectIn uses encrypted transmission and secure authentication protocols to protect user data.
LinkedIn Policy Compliance: ProspectIn enforces daily usage limits and safe automation practices to remain compliant with LinkedIn’s terms of service.
