AeroLeads Client Credit Allocation (Onboarding)

AeroLeads Client Credit Allocation (Onboarding)

1. 01

   Log into AeroLeads and navigate to the Workspace settings

   Access the workspace where client projects will be managed. Review the current plan tier to confirm the monthly credit allowance, such as 2,000 credits on the Take off plan or 8,000 on the Climb plan.

2. 02

   Create a separate workspace for each client

   Use the workspace creation feature to isolate client data. Since AeroLeads lacks white-label branding, clients will see the AeroLeads brand, so set expectations accordingly.

3. 03

   Configure user roles and permissions

   In the workspace settings, add client team members as users. The Climb plan supports up to 5 users, allowing client access without exposing other clients' data.

4. 04

   Set up credit usage tracking

   Monitor credit consumption per workspace via the dashboard. Because credits are allocated per plan tier, not per client, track usage manually or via exports to avoid overages.

5. 05

   Enable the Chrome extension for client workflows

   Install the AeroLeads Chrome extension in the client's browser to capture contacts from LinkedIn and company websites. Ensure the extension is connected to the correct workspace.

6. 06

   Integrate with client's CRM

   Connect the workspace to HubSpot, Salesforce, Zoho, or Mailchimp via native integrations. Test the sync to ensure enriched data flows correctly.

7. 07

   Document credit usage and billing rules

   Create a shared document outlining how credits are consumed and how overages are billed. Since AeroLeads doesn't support granular per-client billing, define a pass-through model.