On this page
| At a glance | |
|---|---|
| Best for | Lead-gen agencies, consultancies, sales teams |
| Goal | Meetings for several clients |
| Channels | LinkedIn + email, many senders |
| Plan | Agency / Team |
| Setup time | About 1 hour per client |
Recommended structure#
| Setup | When to use it |
|---|---|
| A client workspace per client (recommended) | Add each client in Settings → Clients. Each has its own website and Intent, ideal customer, accounts, prospects, campaigns, inbox and integrations, and runs on your Agency / Team plan. Move between them from the workspace menu. See Client workspaces. |
| One workspace with a campaign per client | Very small agencies. Name campaigns and lists with a client prefix, for example ACME – CFOs UK. Intent, the ideal customer and integrations are shared, so prefer client workspaces once you have more than one client. |
Your agency workspace holds the plan, seats, invoices and credits. Client workspaces share that allowance: connected accounts, active campaigns, new people a month, AI credits, Intent people, storage and, if your plan includes them, minutes on Penny's computer. Owners and admins see a Shared allowance box at the top of Settings → Clients with how many LinkedIn accounts and mailboxes are in use and your agency's credits this month. See One shared allowance.
If your agency's plan ends unpaid (or a cancellation reaches its end date), every client pauses with it and their LinkedIn and Gmail/Outlook accounts are disconnected. After you renew, reconnect the accounts in each client's Settings → Accounts and resume its campaigns. See If your plan changes.
Seats and senders#
- Each Agency / Team seat = one agency teammate login + 1 LinkedIn + 1 mailbox. Seats are shared across your agency and all client workspaces.
- Invite the client's own people into their client workspace. Their logins don't use a seat. A client who sends from their own LinkedIn joins as a Member and connects it there (the account itself counts toward your shared LinkedIn accounts). A Viewer can read only what's their own, so they won't see campaigns sent from your agency's accounts.
- Share a client with an agency member from Settings → Clients → Team access. Agency owners and admins open every client.
- Need more senders than teammates? An extra LinkedIn/email seat ($19/month) adds one LinkedIn, Gmail or Outlook account without a login.
- Use extra SMTP/IMAP seats ($2/month) to send from each client's domain.
Onboarding a new client (checklist)#
- Add the client in Settings → Clients and open it
- Fill in Settings → Workspace in the client's voice: Company website, Ideal customer profile, Outreach / AI instructions and Booking link, plus the Ideal customer and What you sell tabs
- Connect the sender's LinkedIn and mailbox in the client's Settings → Accounts
- Import the client's target list
- Generate a sequence with AI using the client brief (example prompt)
- Preview with real prospects and get client sign-off
- Set Cautious limits for week one
- Add the client's website code from Intent → Website
- Invite the client's people (free) and share the client with the agency teammates who run it
- Connect a Slack channel for the client's replies
- Launch
Reporting to clients#
- A campaign's Reports tab: pick a Date range and share screenshots.
- A webhook feed into a spreadsheet or dashboard tool for live client reports. See n8n, Zapier or Make.
- A client who sends from their own LinkedIn sees that account's campaigns and replies in their workspace. A Viewer only sees records that are their own, so for clients who don't send, share Reports screenshots or a webhook feed.
- CRM sync if the client uses HubSpot or Pipedrive. See HubSpot and Pipedrive.
Scale without risk#
- Keep each LinkedIn account under 20 invites a day. Add senders, not volume: a campaign can send from up to 10 accounts per channel under Sending & safety → Sending accounts, with the daily limits applied to each account.
- Spread email over several mailboxes and domains.
- Send the Account needs reconnect alert to Slack so someone reconnects a client's account the same day.
Pricing your outreach service#
Common models agencies use with Prosyo:
| Model | How it works | Watch out for |
|---|---|---|
| Retainer | Monthly fee for running campaigns, e.g. per sender | Agree on the targeting and volume up front |
| Pay per meeting | Fee per qualified meeting held | Define "qualified" in writing |
| Hybrid | Lower retainer + meeting bonus | Keep reporting transparent |
Your Prosyo costs scale with senders: an Agency / Team seat for each agency teammate (it includes 1 LinkedIn account and 1 mailbox), an extra LinkedIn/email seat ($19/month) for each further LinkedIn, Gmail or Outlook sender, and $2/month SMTP/IMAP mailboxes per client domain. Client logins are free. See Add-ons.
Weekly client report template#
| Section | Source in Prosyo |
|---|---|
| People contacted this week | Campaign → Reports (Date range: Last 7 days) |
| Acceptance and reply rate | The Conversion cards on Reports: Accepted invitations and Answered messages |
| Positive replies and meetings | Prospects → Board (Interested, Meeting) |
| Best-performing message | Per-step performance on Reports, plus Inbox |
| Next week's plan | New lists, tests, and changes |
Automate it: send the Stage changed and Reply received events from a webhook into a spreadsheet per client with n8n or Zapier.
Common mistakes#
- One client's lists mixed with another's. Use a client workspace per client.
- Sending from a brand-new client LinkedIn at full speed. Start Cautious for 2 weeks.
- Client copy written without client input. Get sign-off on every message.
- Missing the reconnect alert. When a client's only LinkedIn account or mailbox in a campaign stops working, the campaign pauses until it's reconnected or you choose another sending account. Prosyo tells the person concerned and your owners and admins, but routing Account needs reconnect to Slack gets it fixed faster.
Tools used in this playbook#
Client workspaces · Team seats · Slack · Webhooks · B2B service providers playbook
