Autobound Client Signal Workflow Provisioning (Onboarding)

Autobound Client Signal Workflow Provisioning (Onboarding)

1. 01

   Generate a scoped API key in the Autobound dashboard for the new client

   Issue one key per client so credit consumption can be attributed back to that retainer. Record the key against the client record before any endpoint calls are made.

2. 02

   Test the search endpoint against the client's ideal customer profile before committing credits

   Run sample queries covering the client's target titles, industries, and geographies. Zero-result requests are free, so iterate on filters until each query returns matches rather than burning paid credits on dead filters.

3. 03

   Map the client's buying signals to specific Autobound signal types

   Pick a small set from the 700+ available (funding events, hiring activity, leadership changes) and document why each one maps to the client's offer. Keep the mapping in the client's delivery doc so the logic survives staff turnover.

4. 04

   Choose the delivery path: REST API, scheduled batch file export, or MCP server

   Clients with an in-house CRM integration get the REST API. Clients without engineering capacity get scheduled batch exports to cloud storage or a sheet. Confirm the choice in writing before build starts.

5. 05

   Set the refresh cadence and credit budget per client

   Estimate monthly credit draw from the query volume agreed at kickoff, then size the credit pack against it. Credits never expire, so a larger one-time pack at the $149 Scale tier (19,867 credits) can cover several months of a mid-volume client.

6. 06

   Wire enrichment fields into the client's CRM or outreach tool and validate a sample

   Push a test batch of enriched contacts through the full path and check field mapping, deduplication, and timestamping before the first live run. Fix mapping errors here rather than after the client sees bad records.

7. 07

   Hand off with a written signal logic and refresh document

   Deliver the signal mapping, query definitions, cadence, and credit consumption baseline to the client contact and the internal account owner. This document is the basis for the monthly delivery review.