Logistics: ProspectReach Software + Prospecting Concierge Setup

Name

First NameLast Name

Email

example@example.com

Phone Number

Area CodePhone Number

ProspectReach Software Login Credentials

Prospectreach Login Email

What is your payment email so we can verify your transaction?

example@example.com

ContactReach Software Info

YesNo

ContactReach Login Email

Sendgrid Login Credentials

Sendgrid Login Username

NameCheap Login Credentials

*For setting up Prospectreach reply tracking, your hosting must be with Name Cheap - we do not support any other hosting.

*Make sure you've purchased 2 domains and have at least a Stellar hosting plan with NameCheap for both, so we can access your cpanel.

Name Cheap Hosting Username

Namecheap domain you want the lander website setup

Ex: mylocalagency.co

Namecheap domain you want to use for prospecting (this needs to be different from your lander domain)

Ex: bellmediagroup.co

Twilio

You can access all twilio info at https://www.twilio.com/

*If you don't have a Twilio account, you'll need to create one to access this info.

*If you don't have a Twilio number already, you'll need to purchase a number.

https://support.twilio.com/hc/en-us/articles/223135247-How-to-Search-for-and-Buy-a-Twilio-Phone-Number-from-Console

Twilio SID

Twilio Token

Twilio Number to use for Contactreach

BITLY

You'll need to create an account and retrieve token at https://bitly.com/

Bitly token

EMAIL

You can either use Sendgrid or Sparkpost for email.

Only ONE is required!

We reccomend using Sendgrid as it's easier to setup.

https://sendgrid.com/

https://www.sparkpost.com/

Sendgrid API key (ONLY if using Sendgrid)

Sendgrid email (ONLY if using Sendgrid)

Sparkpost API (ONLY if using Sparkpost)

Sparkpost email (ONLY if using Sparkpost)

ProspectReach Campaign Details

What niche do you want to scrape? Choose only 1 niche.

EX. Dry Cleaners

What location do you want to scrape for your niche?

EX. Dothan, Alabama

When someone responds to your prospecting emails, what email do you want to be notified at?

EX. replies would go to jsmith@email.com

Active Campaign (OPTIONAL)

Only provide this info if you have Active Campaign. If you do not have Active Campaign, skip this section.

Active Campaign dev URL

This URL is can be found in AC by going to SETTINGS, then selecting DEVELOPER from the menu

Key

This URL is can be found in AC by going to SETTINGS, then selecting DEVELOPER from the menu

List ID

The list ID can be located by selecting your list. Once you're looking at the open list, look at the URL in the browser.

ContactReach Campaign URL

This link will be used on your lander website so Prospects can test the software.

ContactReach campaign URL

TIMEZONE

MAKE SURE ALL INFO IS ENTERED CORRECTLY; OTHERWISE, YOUR SETUP WILL BE DELAYED!

Logistics: Software setup