When you first log in to LeadHQL, you'll see a setup checklist on your dashboard. Complete these four steps to start receiving buyer introductions.
1. Set Up Billing
Add a payment method so you can fund your account and pay for introductions.
How to do it:
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Go to Billing in the sidebar
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Click Add Payment Method
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Enter your card details
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Optionally, add your company billing information
Your account works on a prepaid balance. Add funds, and they're deducted as you receive introductions.
2. Subscribe to a Lead Group
Lead Groups are geographic areas where you want to receive buyer introductions. Each has its own pricing (cost per introduction) based on the market.
How to do it:
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Go to Lead Groups in the sidebar
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Browse available groups by location (use Grid or Map view)
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Click on a group to see details and pricing
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Set your monthly budget and subscribe
You can subscribe to multiple Lead Groups and adjust budgets anytime.
3. Connect Zapier (Recommended)
Zapier automatically syncs your introductions to your CRM, so you never miss a follow-up.
How to do it:
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Go to Organization → Integrations in the sidebar
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Click Get Zapier Invite to access our private integration
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Create a Zap that connects LeadHQL to your CRM (Close, HubSpot, Salesforce, etc.)
This step is optional but strongly recommended. Manual lead management often leads to missed opportunities.
4. Customize Your Branding
Add your logo and brand colors. This is used when promoting your agency across our platforms.
How to do it:
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Go to Organization → Branding in the sidebar
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Upload your logo (light and dark versions)
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Set your brand colors
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Submit for approval
Branding goes through a quick approval process before going live.
Tracking Your Progress
Your dashboard shows a progress bar tracking these four steps. Once complete, you're ready to receive introductions.
Need help? Contact support via the chat widget or email.