Managing client accounts effectively is crucial for agencies using SalesMind.
SalesMind offers three flexible options for onboarding client accounts, each designed to give you control while keeping the process simple.
Let’s explore these methods, step-by-step, to help you choose the one that fits your needs best.
Option 1: Onboarding with Client Involvement
This method allows agencies to onboard clients by creating an agent and inviting clients to participate directly in the setup process. It’s quick, intuitive, and gives clients a role in managing their accounts.
Steps to Connect a Client Account
Create a New Agent: In the SalesMind dashboard, create a new agent for the client. This agent will serve as a dedicated workspace for their activities.
Invite the Member:
Go to the "Members" tab in the agent.
Add the client’s email address to invite them.
The client will receive an email invitation and sign up to SalesMind, gaining access to their agent.
Add the LinkedIn Account:
Instruct the client to add their LinkedIn account within the agent menu.
Ask them to install the SalesMind Google Chrome extension.
Save and Connect: Once they add their LinkedIn account, they should click "Save" to complete the setup.
Key Benefits
Quick Setup: The entire process takes less than 10 minutes, making it ideal for onboarding existing client accounts.
Collaboration: This option allows clients to actively manage their accounts, handle conversations, and execute actions.
Use Case
This approach works best for agencies managing a few clients who want to be actively involved in handling their outreach campaigns.
Option 2: Brand less connection with no client access
For agencies that need control, this option enables you to manage all activities on behalf of the client—from sending messages to running campaigns—without any client involvement. The process is streamlined, and the plugin used is brandless to maintain a white-label experience.
Steps to Connect a Client Account
Create a New Agent: Create a dedicated agent for the client within SalesMind.
Client Installs the Brand less Google Chrome Extension
Ask the client to install the brandless SalesMind Google Chrome extension.
The client opens the extension, copies the integration information, and sends it back to your agency.
Agency Handles Integration: Paste the information provided by the client into the agent to connect their LinkedIn account.
Agent
Add new sender
LinkedIn Account
Advance settings
Key Benefits
Full Control: This option gives your agency complete control over client campaigns without requiring any input from the client.
Scalability: Each agent can handle up to 10-15 clients, allowing a single person to efficiently manage multiple accounts.
White-Label Branding: The use of a brandless plugin ensures seamless integration under your agency’s brand.
Use Case
This is ideal for agencies that want to run campaigns independently while managing all aspects of outreach, messaging, and activity for their clients.
Option 3: White-Label Approach with Optional Client Access
This third option gives you the flexibility to decide whether clients should have direct access to SalesMind or if the agency will handle everything on their behalf. It provides a fully white-labeled solution, giving agencies the ability to offer a branded experience.
Steps to Connect a Client Account
Choose Access Level: Decide if you want to provide clients with access to the tool under your branding or manage the account entirely on their behalf.
If Providing Access:
Go to the agent and invite the client as a member.
The client installs the SalesMind plugin, which is white-labeled under your agency’s brand.
If Not Providing Access:
Ask the client to install the brandless Google Chrome extension.
The client sends the integration details back to your agency.
Your agency integrates their LinkedIn account into the agent you created.
Key Benefits
Complete Flexibility: Choose whether to provide clients access or handle everything yourself.
Personalized Experience: Offers a white-label experience that keeps the focus on your brand.
Efficient Account Management: Retain full control over campaign management and inbox activities while deciding on the level of client involvement.
Use Case
This option is perfect for agencies managing multiple clients who wish to offer a branded experience while having the option to keep clients involved or maintain complete control.
Summary of Options
| Description | Client Access | Best For | Resource Link |
SalesMind Plugin (Client Access) | Install the SalesMind plugin to provide client access for onboarding. This setup gives clients maximum control, ideal for initial onboardings and trial purposes. | Maximal | Best for trials and first onboardings where client involvement is key. |
|
Add Clients without SalesMind Branding | Use a brandless Google Chrome extension for clients, adding them as agents with minimal client access. Clients have no direct access to SalesMind, but they can see updates. | Minimal | Suitable for managing campaigns independently without client input. |
|
White-Label Integration | Use the brandless plugin for full control, allowing agencies to manage all activities. Offers complete independence with a white-labeled experience. | Full | Perfect for agencies looking to manage everything while maintaining complete branding. | Your own link |
SalesMind provides flexible onboarding options to suit every agency’s needs, ensuring efficient client account management and seamless integration. With the right approach, your agency can streamline client onboarding, maintain control, and enhance the effectiveness of lead generation activities.