---
title: "Lead Gen Agency Playbook: Run LinkedIn Outreach for Clients"
description: "How lead generation agencies set up Prosyo for multiple clients and senders: teams, seats, per-client mailboxes, reporting and alerts."
url: "https://prosyo.com/docs/playbooks/agencies/"
image: "https://prosyo.com/wp-content/uploads/2026/10/Prosyo-wordmark-white-vector.svg"
language: "es"
---

# Lead Gen Agency Playbook: Run LinkedIn Outreach for Clients

1. [Prosyo Docs](https://prosyo.com/es/docs/)
2. [Playbooks](https://prosyo.com/es/docs/playbooks/)
3. Playbook: Agencies running client outreach

Last updated November 6, 2026 4 min read

**On this page**

- Recommended structure
- Seats and senders
- Onboarding a new client (checklist)
- Reporting to clients
- Scale without risk
- Pricing your outreach service
- Weekly client report template
- Common mistakes
- Tools used in this playbook

| 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](https://prosyo.com/es/docs/billing/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](https://prosyo.com/es/docs/billing/client-workspaces/#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](https://prosyo.com/es/docs/billing/client-workspaces/#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](https://prosyo.com/es/docs/campaigns/one-click-templates-and-ai/#example-prompts))
- 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](https://prosyo.com/es/docs/integrations/n8n/), [Zapier](https://prosyo.com/es/docs/integrations/zapier/) or [Make](https://prosyo.com/es/docs/integrations/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](https://prosyo.com/es/docs/integrations/hubspot/) and [Pipedrive](https://prosyo.com/es/docs/integrations/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](https://prosyo.com/es/docs/billing/add-ons-and-upgrades/).

## 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](https://prosyo.com/es/docs/integrations/webhooks/) into a spreadsheet per client with [n8n](https://prosyo.com/es/docs/integrations/n8n/) or [Zapier](https://prosyo.com/es/docs/integrations/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](https://prosyo.com/es/docs/billing/client-workspaces/) · [Team seats](https://prosyo.com/es/docs/billing/team-seats/) · [Slack](https://prosyo.com/es/docs/integrations/slack/) · [Webhooks](https://prosyo.com/es/docs/integrations/webhooks/) · [B2B service providers playbook](https://prosyo.com/es/docs/playbooks/b2b-service-providers/)

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## Related guides

[SaaS go-to-market A complete B2B SaaS outbound GTM system: tiered ICP, persona sequences, trial-user triggers, multithreading, weekly rhythm and metrics.](https://prosyo.com/es/docs/playbooks/saas-gtm/) [B2B service providers Win clients for dev shops, IT services and marketing agencies with proof-led LinkedIn outreach, a free audit offer and full message templates.](https://prosyo.com/es/docs/playbooks/b2b-service-providers/) [Consultants and coaches Get consulting clients on LinkedIn with a point-of-view sequence, diagnostic offer and content flywheel. For consultants, coaches and fractional execs.](https://prosyo.com/es/docs/playbooks/consultants-and-coaches/) [Local businesses Reach local business owners by city with LinkedIn and email: list building by location, a short neighbourly sequence and industry examples.](https://prosyo.com/es/docs/playbooks/local-businesses/)