Onboarding prepares your business information and takes you to plan selection. Completing these screens does not create or launch an outreach agent.
There is no free dashboard preview. You can review the public website, pricing and Help Center screenshots without paying. Completing onboarding does not activate dashboard access or send outreach.
1. Describe your business
On Let’s learn about your business, enter your website and select Analyze. ProspectHalo uses the site to draft business and ideal customer details.
If you do not have a website, choose I don’t have a website. Describe your ideal customer manually. You can also add what you sell and the target location.
2. Confirm your details
Check the prepared company details, offer, ideal customer, customer problems, and target location. Correct anything that is inaccurate. An ideal customer description is required to continue.
Check what you sell and who you want to reach. Sample data shown.
These details help prepare later agent setup. Review each agent’s actual targeting before launching it.
3. Choose how you heard about us
Select an answer to How did you first hear about us?, then continue. This choice is required on the current onboarding screen. If email-offer preferences are shown, review that separate choice too.
4. Choose a plan and complete checkout
Check the selected plan and interval before checkout. Sample data shown.
Select Pro or Growth and your billing interval, then continue to checkout. Eligible introductory offers can differ. Use the amount due today, trial length, and renewal price shown in checkout as the terms for your purchase.
Custom uses Configure plan to choose capacity. Purchase requires a successful Pro or Growth subscription payment first. The $1 trial payment does not qualify, and a Custom purchase has no trial.
Dashboard access depends on successful checkout and plan activation, not just completing the questionnaire. If you left checkout unfinished, returning to onboarding can take you back to plan selection.
If you already have billing history
You may see Restore your access instead of a new-customer offer. Review your current subscription or contact support rather than starting another trial.
After activation
Open Accounts and connect your personal LinkedIn profile.
Open Agents and select New agent.
Review targeting, signals, channels, sequence, and approval settings before creating the agent.
Continue with Getting started with ProspectHalo or read How the trial, subscription, and cancellation work for billing details.