Onboarding & Guides
Master ClientGen in five short videos.
Everything you need to go from first login to fully automated prospecting. Open your dashboard at app.clientgen.ai and follow along.
Quick Start
Your first week with ClientGen
- Log in and run your first Discover search.
Head to app.clientgen.ai, open the Discover tool, and search your county or metro. Filter by life event and view results as a list, cards, or map. Save the search — you'll reuse it later.
- Set up your email profile.
Before sending anything, connect your email profile in the Marketing Hub — campaigns send from a dedicated sub-domain set up for your practice. Takes about two minutes.
- Enrich your existing book.
Bulk-upload your contacts via CSV (or search one at a time by name, phone, or email). Full profiles unlock for one credit each.
- Add your top contacts to Monitor.
Pick up to 100 prospects and clients to watch for money-in-motion events, so you know exactly when to reach out.
- Build a campaign — then automate it.
Create your first campaign with email templates, delays, and LinkedIn steps — and add handwritten notes or postcards for the prospects worth a stamp. Then turn on Unlock Flows with a monthly prospect target and let ClientGen run discovery and outreach hands-free.
Video Series
The ClientGen walkthrough, in five parts.
Discovering High-Value Prospects
Run a location-based search, apply filters, switch between list, card, and map views, unlock detailed prospect information, and save searches for future use.
Maximizing Opportunities with Enrich
Enhance your client and prospect database with financial data — search by name, phone, or email, bulk-upload via CSV, and manage results in the Recently Purchased and Bulk Uploads tabs.
Client Engagement with Monitor
Track money-in-motion catalysts for up to 100 contacts, read key metrics on the Monitor Dashboard, and manage your monitored list so you reach out at the right moment.
Automating Prospect Outreach
Tour the Marketing Hub: contact metrics, daily outreach limits, email and LinkedIn engagement tracking, and Unlock Flows — automated discovery and outreach from your saved searches.
Creating Effective Campaigns and Templates
Set up your email profile, create a campaign, select or build email templates, add delays and LinkedIn message steps, and save campaigns for reuse.
Good to Know
Tips for getting the most out of ClientGen
Credits, explained
Enrich unlocks cost 1 credit, Discover unlocks cost 2, and making a money-in-motion event exclusive to you costs 10 — removing it from the platform for everyone else.
Watch the Event Month tag
Every event shows when it was detected. Fresher events mean warmer outreach — prioritize the most recent signals in your searches.
Save searches, then automate
Saved searches power Unlock Flows. Dial in your ideal criteria first, then set a monthly target and let the platform work in the background.
Save the stamps for the big fish
Email and LinkedIn scale; handwritten notes and postcards convert attention. Use physical mail on your highest-value signals — a business exit deserves more than an inbox.
Live on Your Market
Watch it run on your ZIP codes.
Live setup and onboarding support is available — or book a call and we'll walk through your use case together, on your own market's data.
- You give us two or three ZIP codes.
- We pull the freshest month of life events in those ZIP codes, live on the call.
- You see real signals — labeled as estimates where they're estimates.
- You meet Pete — not an SDR.
And if you'd rather we run the whole thing for you, ask about our concierge service.