Running Closely as a service, Sales Automation

Closely Agency Implementation, White-Label LinkedIn Automation for Resellers

Learn how to set up Closely's white-label platform for multiple client accounts, configure LinkedIn sequence automation and email enrichment workflows, and deliver measurable lead generation results. This course covers client onboarding, campaign setup, CRM integration, and pricing strategies for agencies reselling Closely as a managed service.

Open the decision record for Closely

What does running Closely for clients commit you to?

Published figures for this service. Blank fields are not published.

Monthly tool cost
$999/month for Closely agency plan
Time to first value
Low setup; value achieved in days
Payback
Break-even in 1 month with 2 clients at $2,997/month each

Is Closely worth running as a client service?

Closely offers a compelling fixed-cost white-label solution for lead gen agencies looking to scale with high margins.

An agency-fit judgement for reselling this service. It is separate from the tool description on the decision record.

Before you start

What has to be in place before the first client engagement.

Tools and subscriptions

  • Closely agency subscription ($999/month)
  • CRM integration (HubSpot, Salesforce, Pipedrive, or GoHighLevel)
  • LinkedIn Sales Navigator (required for some features)
  • Email account (for multi-channel campaigns)

People and inputs

  • Client onboarding template (scope of work)
  • AI message personalization guidelines
  • Campaign performance dashboard template

Included with the course

7 working documents for delivering this service.

  • Closely White-Label Setup Checklistchecklist
  • LinkedIn Sequence Campaign Templatetemplate
  • Client Onboarding SOP for Closelysop
  • Email Enrichment Workflow Worksheetworksheet
  • CRM Integration Guide (HubSpot, Salesforce, Pipedrive, GoHighLevel)guide
  • Closely Pricing and Packaging Strategyworksheet
  • Campaign Analytics Reporting Templatetemplate

Listed by name. These documents are not yet published as individual downloads.