First Steps After Signing Up

Just created your LeadHQL account? Here's what to do first.

1. Complete Your Setup Checklist

Your dashboard shows a progress tracker with four setup steps. Work through them in order:

1. Add a payment method - Go to Billing and add your card

2. Subscribe to a Lead Group - Choose your first geographic area

3. Connect Zapier - Set up automatic CRM sync (recommended)

4. Add your branding - Upload logo and colors

2. Add Funds to Your Account

LeadHQL uses a prepaid balance model:

1. Go to Billing

2. Click Make a Payment

3. Choose an amount and confirm

Your balance is drawn down as you receive introductions, based on each Lead Group's cost per introduction.

3. Subscribe to Your First Lead Group

Start with one or two Lead Groups in your core market:

1. Go to Lead Groups

2. Find groups matching your target locations

3. Review the cost per introduction

4. Set a monthly budget you're comfortable with

5. Subscribe

You can always add more groups or adjust budgets later.

4. Set Up Your CRM Integration

Don't let introductions sit in your inbox. Connect Zapier to automatically send new introductions to your CRM:

1. Go to Organization → Integrations

2. Get your Zapier invite

3. Create a Zap: LeadHQL → Your CRM

Popular CRMs: Close, HubSpot, Salesforce, Pipedrive.

5. Watch for Your First Introductions

Once subscribed, introductions will appear in My Leads as buyers respond to our campaigns. You'll also receive email notifications.

Tip: Aim to follow up within 24-48 hours. These buyers clicked on properties they're interested in - timely response matters.

What's Next?

Your account manager will reach out to guide you on conversion methodology - including sales scripts, CRM best practices, and pipeline management.

For platform questions, use the chat widget or browse the help center.