Everything you need to go from first login to fully automated prospecting. Open your dashboard at app.clientgen.ai and follow along.
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.
Before sending anything, connect your email profile in the Marketing Hub. This is required for campaigns and takes about two minutes.
Bulk-upload your contacts via CSV (or search one at a time by name, phone, or email). Full profiles unlock for one credit each.
Pick up to 100 prospects and clients to watch for money-in-motion events, so you know exactly when to reach out.
Create your first campaign with email templates, delays, and LinkedIn steps. Then turn on UnlockFlows with a monthly prospect target and let ClientGen run discovery and outreach hands-free.
Five focused walkthroughs, each just a few minutes long.
Run a location-based search, apply filters, switch between list, card, and map views, unlock detailed prospect information, and save searches for future use.
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.
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.
Tour the Marketing Hub: contact metrics, daily outreach limits, email and LinkedIn engagement tracking, and UnlockFlows — automated discovery and outreach from your saved searches.
Set up your email profile, create a campaign, select or build email templates, add delays and LinkedIn message steps, and save campaigns for reuse.
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.
Every event shows when it was detected. Fresher events mean warmer outreach — prioritize the most recent signals in your searches.
Saved searches power UnlockFlows. Dial in your ideal criteria first, then set a monthly target and let the platform work in the background.