Articles on: Getting Started

Setup checklist: from signup to your first campaign

This guide walks you through the steps required to launch your first campaign in ReachBoost. From connecting your LinkedIn account to importing leads and launching your outreach, you'll be ready to start generating conversations in just a few minutes.


Tip: Before creating your first campaign, make sure you have access to your LinkedIn login details and any lead sources you want to import.



Step 1 - Connect your LinkedIn account


To start using ReachBoost, you first need to connect your LinkedIn account.


Step 1.1 - Open the LinkedIn Accounts section
Navigate to LinkedIn Accounts and click Connect LinkedIn Account.


Step 1.2 - Enter your LinkedIn credentials
Fill in your LinkedIn login credentials. Please note that these are your LinkedIn credentials, not your ReachBoost login details.


Step 1.3 - Validate your credentials
Click Validate Credentials. Depending on your LinkedIn security settings, LinkedIn may ask you to verify the login by:

  • Approving a notification on your phone
  • Entering an SMS verification code
  • Entering a verification code sent by email



Step 2 - Add your leads


Once your LinkedIn account is connected, you can start importing leads into ReachBoost.


Option 1 - Import from LinkedIn
Go to Lead Lists → Add Leads → Select import type.


Depending on your LinkedIn subscription, you can import leads directly from:

  • Sales Navigator searches
  • Regular LinkedIn searches
  • LinkedIn post likes and comments


Option 2 - Upload an Excel file
You can also import leads by uploading an Excel file.
Upload your file and verify that the field mapping is correct before starting the import.


Option 3 - Import via API integrations
If you're using external systems, you can automatically push leads into ReachBoost through our API. Use our API keys to build custom integrations and automate lead imports from your own tools and workflows.


For implementation details, please check our API documentation



Step 3 - Create your campaign


Step 1 - Create a new campaign
Click + New Campaign.


Step 2 - Configure your campaign
Follow the campaign builder and:


  • Give the campaign a name
  • Select the LinkedIn accounts the campaign should run from
  • Put together the sequence —> check the article “What kind of action steps can I use in a sequence?” for more info
  • Set your daily limits
  • Attach your lead lists


Example campaign sequence


If you're unsure where to start, you can use the following sequence as inspiration.


Connection request


Hey [[First Name]], saw you're running outreach for multiple clients. Working on something a few agency owners have found useful. Happy to share if it's relevant to where you're at.


Follow-up 1 (Day 3)


Hey [[First Name]], thanks for connecting. Quick question: are you currently managing LinkedIn outreach for your clients through one centralized tool, or handling it account by account?


Follow-up 2 (Day 7)


Hey [[First Name]]! One more thought before I leave you alone. An agency we work with recently switched from managing 30 clients manually to running everything from one dashboard. They cut their account management time by 20 hours a week and their results actually improved. If that's a problem worth solving for you, happy to walk you through how they did it.


Warm lead booking message


Hey [[First Name]], based on what you shared, I think there's a real fit here. We work specifically with agencies managing LinkedIn outreach across multiple clients. Happy to show you in 20 minutes exactly how we set it up for similar agencies.



Step 4 - Launch your campaign


Step 1 - Start the campaign
Click Start Campaign.


Your campaign will start immediately and run within ReachBoost's safety limits. ReachBoost automatically handles:


  • Sending actions
  • Timing between actions
  • Follow-up messages
  • Safety controls
  • Daily activity limits


Once a campaign is launched, actions may start immediately. Double-check your audience and messaging before starting.



Step 5 - Track replies in the Unified Inbox


All replies generated by your campaigns are automatically centralized in the Unified Inbox.


This allows you to manage conversations across multiple LinkedIn accounts from a single place.


Tip: Responding quickly to new conversations generally leads to better conversion rates and more booked meetings.



You're ready to go


Once these steps are completed, your first ReachBoost campaign is fully operational. From here, you can continue optimizing your messaging, importing additional lead lists, and scaling your outreach efforts.


Every reply from every client account lands in one place.

Updated on: 23/07/2026

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