Apollo Client Workspace Setup (Onboarding)

Apollo Client Workspace Setup (Onboarding)

1. 01

   Create the client workspace on the Free plan and confirm the credit grant before touching paid seats

   Free grants 900 credits per seat per year, released monthly, with a 5-chat AI Assistant cap and 2 Sequences. Use it to validate list quality and sequence logic for the client before any agency seat is billed.

2. 02

   Connect the client's mailbox and CRM from the Integrations screen

   Apollo ships Gmail and Salesforce extensions plus native HubSpot and Salesforce connections. Wire the client's own mailbox and CRM instance, not an agency-owned one, so reply data and deal records stay in the client's tenant at handoff.

3. 03

   Turn on the Deliverability Suite and email warmup before the first send

   Warmup is a Basic-tier feature. If the client is still on Free, either hold outbound or upgrade the seat, because sending cold from an unwarmed domain puts the client's primary domain at risk.

4. 04

   Build the first prospect list with Advanced Filters and save the filter set as a reusable view

   Apollo holds 230M+ contacts and 30M+ companies. Save the filter combination per client so the agency can rebuild the same segment monthly without re-deriving the targeting logic.

5. 05

   Configure the first multichannel sequence combining email steps and manual tasks

   Free caps sequences at 2; Basic removes the cap. Keep the onboarding sequence to email plus a call task so the client sees activity in week one without a full channel build.

6. 06

   Enable inbound lead qualification on the client's website forms and visitor tracking

   Real-time form enrichment and anonymous visitor identification run off the website URL connected at setup. Confirm the tracking snippet fires on the client's main conversion pages before promising inbound coverage.

7. 07

   Switch on call recording with AI summaries for any seat that dials

   AI call summaries feed the client's CRM record. Decide at onboarding whether recordings live in the client's CRM or the agency's, since that choice determines what the agency can review during delivery.

8. 08

   Document the seat count, plan tier, and renewal date in the client file

   Apollo bills per seat, starting at $49/month on Basic with 30,000 credits per seat per year granted upfront. Record the exact seat count so retainer margin is checked against real cost, not an estimate.