Botdog Multi-Account Client Workspace Setup (Onboarding)

Botdog Multi-Account Client Workspace Setup (Onboarding)

1. 01

   Create the agency workspace and pick the plan tier that matches the client profile count

   Solo at $79/month covers unlimited safe campaigns and multi-account and team management; Agency at $299/month adds white-glove onboarding, done-for-you migration, and volume discounts. Move to Agency once you are running more than a handful of client LinkedIn profiles, because migration help is the difference between a two-day and a two-week onboarding.

2. 02

   Connect each client's LinkedIn account under multi-account and team management

   Keep one Botdog account per client profile so sending limits and safety features apply per identity. Never stack two clients on one LinkedIn login; a restriction on one client's profile then takes down the other client's pipeline.

3. 03

   Import the prospect list via CSV or LinkedIn Sales Navigator

   Use the import and export leads function. Confirm the CSV columns map cleanly to first name, company, role, and a personalization field before saving, since AI-powered campaign building draws personalization from those fields.

4. 04

   Build the sequence with AI-powered campaign building, then edit every message template by hand

   Generate the draft, then rewrite the opening line for the client's offer. Run a 20-prospect test batch and read the replies before scaling; AI personalization that misfires on a client's brand voice is a retainer risk, not a tooling quirk.

5. 05

   Wire the client's CRM through the HubSpot, Salesforce, Zapier, or Make integration

   Map Botdog prospect fields to the client's CRM properties and confirm a test record lands in the right pipeline stage. This is the handoff point where delivery stops being a spreadsheet and starts feeding the client's own reporting.

6. 06

   Set the follow-up cadence and conditional logic, then lock the sending limits

   Three-step follow-up is the default in the productized starter offer. Keep daily connection and message caps conservative per profile and document them in the client onboarding note so nobody raises them mid-campaign without sign-off.

7. 07

   Configure the AI-powered Unified Inbox routing for the delivery team

   Assign reply ownership so booked meetings reach the client's calendar and objections reach your account manager. Decide in advance which replies get a human response within the same business day.

8. 08

   Record the branding constraint in the client agreement before kickoff

   Botdog has no verified white-label program, so client-facing dashboards and reports carry Botdog branding. Set that expectation in writing at onboarding rather than explaining it after the first monthly report.