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Guides, walkthroughs and answers for getting the most out of ProspectScout.

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Getting started

Welcome to ProspectScout

What the platform does, and what happens after you sign up.

Getting started

Your setup checklist

The three steps new accounts complete before outreach starts.

Getting started

Understanding the approval process

Why targeting, messaging and agent changes wait for our team.

FAQ

Frequently asked questions

Quick answers to the questions clients ask most.

Getting started

Welcome to ProspectScoutWhat the platform does, and what happens after you sign up.Your setup checklistThe three steps new accounts complete before outreach starts.Understanding the approval processWhy targeting, messaging and agent changes wait for our team.

Lead Targeting

Setting your lead targetingEvery targeting field explained, and how they combine.How to write good targeting criteriaPractical guidance and the mistakes that hurt lead volume.What happens after you submit targeting changesThe review, activation, and when new leads start to appear.

Messaging

How the message sequence worksThe connection request, the follow-ups, and the pitch on a positive reply.Personalization tokensWhat each token fills in, and how to use them safely.Editing and submitting messages for approvalHow to change your wording and what happens next.Writing messages that get repliesWhat tends to work on LinkedIn, and what gets ignored.

LinkedIn Senders

What a LinkedIn Sender isThe accounts that do the outreach on your behalf.Choosing your LinkedIn SendersHow to pick LinkedIn Senders during onboarding and what happens after.Editing a sender's headline, job and companyTailor how your LinkedIn Senders present themselves to prospects.Why sender edits need approvalProfile changes touch live LinkedIn accounts, so we review them.

Leads

Reading the Leads tableColumns, statuses and badges explained.Reply detected, positive and negative repliesHow replies are classified and what to do with each.Viewing a lead's full conversationOpen the detail panel to read every message exchanged.Replying to a lead from the portalWrite a message and have your agent send it from your LinkedIn account.Marking a lead as Appointment SetTrack which conversations turned into booked meetings.Favoriting leadsStar important leads to pin them to the top of your list.Exporting leads to CSVDownload your leads for your CRM or a spreadsheet.

Dashboard & reporting

Reading your dashboard metricsNew Connections, Messages Sent and Replies Received explained.Choosing days, weeks or monthsWhat each timeframe covers and when to use it.Your weekly performance emailA Friday summary of the week's outreach, sent by email.Why your dashboard is empty before launchThe notices you'll see while your account is still being set up.

Billing

How pricing worksPer-agent pricing with volume tiers.Adding and removing agentsUpgrades charge immediately; reductions take effect at period end.Add-ons: Sales Navigator and Recruiter SearchTwo optional add-ons that expand what your agents can search and send. Pick one, or neither.Payment details, invoices and cancellingManage your card, find receipts, and end your subscription.

Account & support

Signing in and resetting your passwordGet back into your account when you're locked out.Notification settings and your calendar linkControl what we email you, and keep your booking link current.Inviting teammatesGive colleagues access to your workspace.How support tickets workOpen a ticket, track replies, and respond by email.

FAQ

Frequently asked questionsQuick answers to the questions clients ask most.