Agent Jesse Client Workspace Setup (Onboarding)

Agent Jesse Client Workspace Setup (Onboarding)

1. 01

   Run the ICP validation search on the free tier before any client contract is signed

   The free plan includes 1,000 Agent Jesse Credits, people and company search, saved lists, and 1 alert per day. Enter the client's website URL or a plain-language ICP description and confirm the crawl returns in-market prospects from permit filings, conference pages, or job boards. If the vertical returns nothing usable, decline the retainer rather than burn delivery hours.

2. 02

   Paste the client's website URL into the ICP field so Agent Jesse auto-suggests target roles

   The platform proposes decision-maker roles from the domain. Select no more than 5 roles per company to keep the prospect list focused. This selection is what the daily alert will filter against for the life of the retainer.

3. 03

   Choose the plan tier that matches the client's monthly lead volume

   Pro is $9 per month and carries 1,000 Agent Jesse Credits per month, 3 customisable alerts per day, free CSV export, lookalike searches, email enrichment at 5 credits each, and phone enrichment at 30 credits each. Business is $29 per month with 8,000 Agent Jesse Credits per month plus MCP server, n8n access, and API access. Phone enrichment is the credit sink, so size the tier against how many phone numbers the client actually needs.

4. 04

   Build the first saved list and export it as CSV

   Each prospect arrives enriched with 50+ verified data points including email, phone, and LinkedIn profile. Export the list and spot-check 10 records against the client's own CRM before the first delivery. CSV export is free on Pro, so there is no per-export penalty for re-running the list after a filter change.

5. 05

   Wire the daily alert into the client's stack

   Agent Jesse integrates with HubSpot, Salesforce, Zapier, Google Sheets, and n8n. On Pro the account supports 3 customisable alerts per day. Route new matches into the client's CRM or a shared sheet so the client sees fresh prospects without an agency login.

6. 06

   Set up a lookalike search from the client's best existing customers

   Lookalike searches are available on Pro. Seed them with the client's closed-won accounts so the crawl widens beyond the initial ICP description. Review the lookalike output at the end of month one before it feeds the standing alert.

7. 07

   Document the sourcing criteria and hand the workspace to the delivery owner

   Record the ICP description, the 5 selected roles, alert keywords, and the credit cost per enriched lead (5 for email, 30 for phone). The delivery owner needs these numbers to forecast monthly credit burn and to justify the retainer fee against lead volume.