Managing multiple LinkedIn accounts for clients can be challenging, especially with LinkedIn’s strict policies. Closely simplifies this process, offering an AI-powered platform to automate and personalize LinkedIn outreach while ensuring compliance. Key benefits include:
- Centralized Management: Handle multiple accounts from a single dashboard.
- AI Personalization: Tailor messages to prospects efficiently.
- Compliance Tools: Features like activity throttling, warm-up modes, and dedicated proxies to keep accounts safe.
- Time Savings: Automate repetitive tasks, saving up to 10 hours weekly.
- Multichannel Outreach: Combine LinkedIn with email campaigns for better results.
Closely’s pricing starts at $49/month, with plans scaling to support up to 10 accounts. Agencies can also use white-label features for branded client reporting. By automating tedious tasks, Closely enables agencies to focus on strategy while boosting response rates and pipeline opportunities.
How to Use Closely to Run Outbound Linkedin Automation Campaign? – Part 2
Closely Features for Agency Use
Closely’s platform is tailored to meet the unique demands of agencies, simplifying LinkedIn outreach with AI-driven personalization. Below, we’ll break down the key features designed to address core agency workflows.
Account Management Features
Closely offers a unified dashboard that consolidates access to all client accounts. From one interface, agencies can manage multiple LinkedIn profiles, monitor campaign performance, and oversee outreach sequences – no need for juggling multiple logins.
With team collaboration tools, agencies can ensure smooth coordination among staff. Permissions can be customized to allow team members appropriate access to client accounts, enabling uninterrupted campaign management.
The platform’s AI-powered personalization engine takes outreach to the next level by analyzing prospects’ backgrounds, recent activities, and company details. This eliminates the cookie-cutter approach, allowing for tailored messaging that resonates with each recipient. Users often highlight the time saved through Closely’s automation and its intuitive campaign interface[4]. Plus, real-time campaign insights help agencies quickly identify what works, fine-tune strategies, and maximize results[4].
LinkedIn Policy Compliance
Closely places a strong emphasis on account safety with features designed to keep LinkedIn profiles in good standing. By simulating natural human behavior, the platform ensures that all actions align with LinkedIn’s guidelines[3].
Key safeguards include InMail safety limits, which cap daily activity to avoid exceeding LinkedIn’s thresholds. The system automatically adjusts outreach volumes to stay within safe parameters, reducing the risk of triggering spam filters[5].
The platform also features reply detection, which halts follow-up messages once a prospect responds. This prevents unnecessary or redundant outreach after engagement has begun[5].
To further enhance account credibility, Closely uses dedicated IP addresses tied to your local region. This geographic consistency makes account activity appear more authentic to LinkedIn’s monitoring systems and helps reduce suspension risks[5].
Gradual scaling features allow agencies to start with modest outreach limits for new accounts, increasing activity over time as the profile builds a positive reputation on LinkedIn[5].
That said, it’s worth noting that LinkedIn prohibits third-party automation tools, so there is always some level of risk. Accounts could face temporary or permanent bans if activity is flagged as suspicious[5].
Pricing Plans and Account Limits
Closely provides four pricing tiers, catering to agencies of all sizes. Plans are based on the number of LinkedIn accounts and monthly credits available for platform activities.
| Plan | Cost | LinkedIn Accounts | Credits | Key Features |
|---|---|---|---|---|
| Starter | $49/mo | 1 | 1,000 | Unlimited email accounts, white-label included |
| Growth | $127/mo | 3 | 3,000 | CRM integration, AI Agents |
| Essential | $205/mo | 5 | 5,000 | Advanced analytics, priority support |
| Custom | $350/mo | 10 | Custom | Customer success manager, unlimited customization |
The credit system allows agencies to allocate usage across various activities. For example, 1,000 credits might cover around 250 email lookups, 50 phone number searches, or 500 AI personalizations. This flexibility lets agencies adjust usage based on specific campaign demands.
White-label options are included in all plans, making it easy for smaller agencies to maintain professional branding. The Growth plan adds CRM integrations and AI Agents, which are particularly useful for managing more complex client relationships.
For agencies with larger portfolios or high-volume campaigns, the Custom plan offers tailored credit allocations and support for up to 10 LinkedIn accounts, ensuring scalability and flexibility.
Pre-Setup Requirements for Multiple LinkedIn Accounts
Before diving into Closely’s setup process, make sure you have all the necessary documentation, data, and permissions in place. A little preparation upfront can go a long way in ensuring a seamless campaign launch across multiple accounts.
Account Setup Checklist
- Obtain written client authorization for managing and automating their LinkedIn accounts. This step clarifies the scope of your access and responsibilities.
- Store LinkedIn login credentials securely using a team-approved password manager to protect sensitive information.
Data Preparation and Lead Lists
Start by defining your target audience. Work closely with clients to determine their ideal customer profiles – considering factors like job titles, industries, company sizes, and regions. This groundwork is essential before extracting leads.
Closely supports lead extraction from various LinkedIn sources, including Search, Sales Navigator, Recruiter, Posts, Groups, and CSV files [2]. To save time, prepare these data sources ahead of time.
Data enrichment is another critical step. Closely enhances LinkedIn leads with details such as job titles, industries, company size, and tech stack information [2]. This enriched data enables more tailored outreach and can significantly boost your chances of closing deals [2].
For better organization, segment lead lists based on criteria like industry, region, or campaign goals. Use filters to sort leads by job title, industry, and location for targeted campaigns [2].
Team Access and Permission Setup
Use Closely’s management tools to assign roles within your team. Role-based access ensures that team members only have permissions relevant to their responsibilities, reducing the risk of unauthorized changes. Once these steps are complete, you’ll be ready to add LinkedIn accounts in Closely, as detailed in the next section.
How to Set Up LinkedIn Accounts in Closely
Once you’ve completed the preparation checklist, it’s time to connect your LinkedIn accounts to Closely. The process is simple, but it’s important to follow LinkedIn’s User Agreement to stay within their guidelines [6].
Adding LinkedIn Accounts to Closely
Here’s what LinkedIn’s User Agreement states:
"The LinkedIn user agreement states that a user cannot have more than one LinkedIn account. Multiple accounts on LinkedIn are not permitted, and you will be banned if you try to do so." [6]
This means every LinkedIn account you manage must belong to a real individual or business entity. Instead of creating new accounts, you’ll work with your clients’ existing LinkedIn profiles.
To connect an account, click "Add LinkedIn Account" on your dashboard. From there, Closely will guide you through LinkedIn’s OAuth process. This step allows the account owner to grant permission for Closely to access their profile. It’s a secure process that aligns with LinkedIn’s policies and ensures the accounts remain protected.
Once the authorization is complete, the account will appear in your dashboard. If you’re managing accounts across different time zones, consider the location of each LinkedIn profile. Closely’s automation tools work best when they align with the account holder’s usual activity patterns, helping interactions appear natural.
With the accounts added, the next step is organizing them for smooth campaign management.
Account Organization by Client or Campaign
When handling multiple LinkedIn accounts, keeping everything organized is essential. Closely offers tools to help agencies maintain clear boundaries between client accounts and campaigns.
Start by creating folders in Closely’s dashboard to group accounts based on your business relationships. For instance, you could have folders like "Tech Startups", "Healthcare Clients", or "E-commerce Brands." This setup streamlines billing, reporting, and team assignments, making it easier to manage your client portfolio.
Alternatively, you can organize accounts by campaign objectives. For example, group profiles under labels like "Lead Generation Q4 2025", "Product Launch Support", or "Event Promotion." This method simplifies the process of applying consistent messaging templates and tracking results across similar initiatives.
Closely also offers a tagging system for added flexibility. Use tags such as "High-Priority", "New Client", or "Compliance Review" to highlight accounts that need extra attention. These tags are prominently displayed in your dashboard, helping your team quickly identify and focus on key accounts.
To make things even clearer, consider using a naming convention for your accounts. Formats like "ClientName_AccountType_Region" or "Campaign_Industry_Quarter" can help you instantly recognize and locate specific accounts. A consistent naming system reduces confusion and speeds up daily tasks.
White-Label Branding Setup
After organizing your accounts, take advantage of Closely’s white-label features to deliver a branded experience for your clients. This customization allows you to showcase your agency’s identity when sharing dashboards or reports.
Through Closely’s admin panel, you can upload your agency’s logo, adjust color schemes, and modify interface elements to match your branding. The platform supports high-resolution logos, ensuring your visuals look polished across all client-facing materials.
Setting up a custom domain is another valuable feature. Instead of clients accessing dashboards via "closelyhq.com", they’ll see your agency’s branded domain. This small detail strengthens your agency’s presence and reinforces your ownership of the client relationship.
Automated report branding is another time-saver. All performance summaries, analytics exports, and campaign updates will automatically include your agency’s visual identity. This ensures consistency and professionalism while reducing manual effort.
You can even customize email notifications and system messages that clients receive. Add your agency’s tone and contact details to these communications, creating a unified experience at every touchpoint.
Keep in mind that white-label settings apply to all accounts in your Closely workspace. Choose branding elements that work well across your entire client base to ensure a consistent and professional look throughout.
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LinkedIn Campaign Setup and Management
A well-organized and branded LinkedIn account lays the groundwork for successful campaigns. With Closely’s campaign management tools, agencies can scale personalized outreach while maintaining LinkedIn’s personal touch.
Building Outreach Campaigns
Creating an outreach campaign in Closely starts by identifying your target audience and crafting tailored messages that resonate with each prospect. Distribute LinkedIn accounts strategically across campaigns to manage outreach volumes effectively. For instance, you might assign accounts based on industry relevance or geographic focus.
The CCQ method – Compliment, Commonality, Question – offers a reliable framework for your initial outreach messaging [7]. Begin with a sincere compliment, such as acknowledging a recent achievement or noteworthy project. Then, highlight a shared connection or experience, like mutual contacts or similar business challenges. Wrap it up with a thoughtful question that invites a response.
Closely simplifies this process with AI-driven personalization. By analyzing prospect profiles and company data, it automatically generates message elements, leading to higher response rates compared to generic outreach [1].
"Closely is a powerful tool for anyone looking to enhance their sales engagement. The platform is user-friendly and easy to navigate, making it accessible even for those who are not tech-savvy." – Antonio D., Digital Strategist & Coach [1]
Timing matters, too. Adjust your message-sending windows to align with your prospects’ time zones and business hours. This ensures your outreach lands at the most opportune moments.
When crafting calls to action, aim for low-pressure options that make it easy for prospects to engage. Instead of immediately requesting a 30-minute call, try something like, "Would you be open to a quick chat about this?" or "Does this sound like something worth exploring further?" These softer approaches often lead to better results.
Finally, track your campaign’s performance and use analytics to refine your strategy and prioritize leads effectively.
Lead Scoring and Analytics Setup
Lead scoring helps you focus on the most promising prospects and allocate resources wisely across multiple campaigns. Closely’s analytics tools give you the data you need to spot high-value opportunities and improve campaign outcomes.
Set up scoring criteria based on factors like company size, industry, job title, and engagement history. Closely tracks interactions such as profile views, message opens, and replies, feeding this data into your scoring model to identify top-tier leads.
Segment your prospect lists into categories like account tiers, buying stages, and decision-maker roles [8]. For example, create separate campaigns targeting C-level executives, mid-level managers, and individual contributors. Tailoring your approach to each group ensures your messaging feels relevant and personalized.
Key metrics like invite acceptance rate, response rate, and positive reply rate provide insights into what’s working [7]. Closely’s analytics reveal which templates, timing, and personalization strategies yield the best results. Use this information to develop playbooks tailored to different industries or client types, creating a consistent approach across your agency.
Team performance tracking is another valuable feature. Compare results across team members to identify top performers and share their strategies. Closely’s team management tools also allow you to provide targeted coaching where needed [1].
Multichannel Campaign Strategies
Once your LinkedIn outreach is optimized, expand your efforts across multiple channels. Combining LinkedIn with email campaigns can significantly boost response rates and pipeline growth. Closely’s multichannel tools let you manage these touchpoints seamlessly from one dashboard.
Start with LinkedIn connection requests and messages, then follow up via email for those who don’t respond on LinkedIn. Closely’s verified email and phone number finder ensures reliable contact information, increasing your chances of successful outreach [1].
For follow-ups, consider using a Fibonacci-based schedule (1, 1, 2, 3, 5, 8 days) to maintain a natural rhythm [7]. Closely automates this sequence while keeping each interaction personalized.
Cross-channel personalization is key. Reference LinkedIn conversations in your emails and mention email content in LinkedIn follow-ups. This cohesive approach creates a seamless experience for your prospects [8].
Agencies using Closely report saving about 10 hours per week on manual prospecting and seeing 45% more pipeline opportunities [1]. These time savings allow teams to focus on strategic tasks like developing client relationships and refining outreach strategies.
Finally, monitor campaign performance across channels to understand which touchpoints work best. Some prospects may prefer LinkedIn messages, while others respond better to emails. Closely’s analytics help you identify these preferences and adapt your approach accordingly.
To stay within LinkedIn’s usage guidelines, set daily and weekly outreach limits. Closely’s built-in safety features ensure your campaigns run smoothly, reducing the risk of account restrictions by pacing activities across all connected profiles.
Campaign Monitoring and Compliance Management
Once your campaign is up and running, keeping an eye on its performance and addressing any issues quickly is key to maintaining success. Regular monitoring not only improves results but also ensures you stay compliant with LinkedIn’s guidelines.
Performance Tracking and Metrics
With your campaigns well-organized, Closely’s analytics provide a centralized platform to oversee all accounts. This tool offers detailed insights into both campaign performance and team activities, allowing for quick adjustments to improve outcomes.
Focus on metrics like connection acceptance rates, message response rates, and conversion rates. For instance, users of Closely have reported a 35% boost in response rates by leveraging the platform’s analytics to fine-tune their messaging [1].
The platform’s unified inbox is another standout feature, bringing LinkedIn and email replies together in one place. This simplifies tracking team performance, helping you identify top performers and share their strategies across your agency [1].
If you notice declining acceptance rates or frequent verification prompts, it’s a sign to pause and reevaluate. LinkedIn’s algorithm adapts to your behavior over time, so maintaining consistent and natural engagement is crucial.
Closely also helps you stay within LinkedIn’s activity limits with built-in safety features that pace actions across all connected profiles.
Account Issue Resolution
Even with the best practices in place, account restrictions can still happen. Agencies using a gradual approach to automation have seen 83% fewer restrictions compared to those who go full throttle right away [9].
At the first sign of trouble – like dropping acceptance rates, repeated verification requests, or unusual activity – pause automation immediately. As LinkedIn Safety Expert Isaac Anderson puts it:
"It’s always better to pause automation at the first warning sign rather than risk more severe restrictions. LinkedIn’s enforcement tends to escalate if early warnings are ignored" [9].
When resuming activity, shift toward more manual and personalized engagement. Focus on authentic interactions, like meaningful content sharing and relationship building, rather than aggressive outreach [9].
Fine-tune your tools to mimic natural behavior by introducing delays and varied actions [10]. Also, prioritize data security – encrypt client information, limit access, and honor opt-out requests promptly. Being transparent about how you use data helps build trust with your connections.
If an account does get restricted, document what happened and adjust your strategy. LinkedIn tends to be more lenient with accounts that are fully completed and have a strong history [9]. This approach ties directly into the next step: client reporting.
Client Reporting and Data Export
Detailed reports not only highlight campaign performance but also demonstrate the value of your services. Closely’s reporting features allow you to create data-rich reports formatted for U.S. standards, including dates, dollar amounts, and percentages.
Weekly and monthly reports should cover key metrics such as connection acceptance rates, response rates, the number of qualified leads generated, and the overall pipeline value. Present these findings in a way that clearly shows progress and improvements over time.
With export options, you can easily pull data into tools like Excel or Google Sheets, ensuring everything is formatted correctly for U.S. conventions.
Comparing performance across different periods helps clients see the progress and pinpoint what’s working. Highlight the time savings your agency provides – Closely users save about 10 hours per week on manual prospecting while generating 45% more pipeline opportunities [1]. Translating these efficiencies into ROI terms makes the value of your LinkedIn management services even clearer.
Including compliance metrics in your reports reassures clients that their accounts remain safe and within LinkedIn’s guidelines. Executive summaries that spotlight major wins, challenges tackled, and strategic recommendations reinforce your agency’s professionalism and results-driven approach.
Conclusion: Scaling LinkedIn Outreach with Confidence
Managing multiple LinkedIn accounts doesn’t have to feel like a juggling act anymore. Closely simplifies what used to be a complicated process, turning it into an efficient system that agencies can manage with ease.
The platform’s unified dashboard and built-in compliance tools make account management more straightforward. Many users have reported better response rates thanks to Closely’s analytics-driven strategy.
What sets Closely apart are the features that address the needs of agencies head-on. The unified inbox ensures no client conversation slips through the cracks, while white-label branding keeps your agency’s identity front and center. Team management tools allow you to assign roles and permissions, ensuring clarity and security for every team member. These features align perfectly with the focus on secure and organized account handling.
By cutting down on manual prospecting and opening up new pipeline opportunities, agencies can save significant time while managing multiple client accounts. This makes it easier to embrace a modern, multichannel outreach strategy.
As discussed earlier, combining LinkedIn and email outreach is now a go-to method for agencies aiming for higher engagement. Closely’s lead enrichment feature takes this a step further by providing verified contact details to expand your reach.
And the best part? Closely’s pricing is designed to grow with your agency. Starting at just $49 per month, it offers a scalable solution that adapts as your needs evolve.
With the right setup and ongoing monitoring, agencies can confidently scale their LinkedIn outreach while keeping the personal touch that drives meaningful results.
FAQs
How does Closely help agencies stay compliant with LinkedIn’s policies when managing multiple accounts?
Closely supports agencies in adhering to LinkedIn’s policies by implementing safeguards designed to protect your accounts. These measures include syncing accounts only when no other active sessions are open, utilizing dedicated proxies for secure and private connections, and suggesting a one-month warm-up period for new accounts to establish credibility.
To further reduce risks, users are encouraged to avoid connecting accounts to multiple third-party tools, consistently use the same devices for account access, and tailor outreach efforts to appear genuine and avoid triggering LinkedIn’s automated restrictions.
By sticking to these practices, Closely helps agencies manage multiple LinkedIn accounts efficiently while significantly reducing the chances of policy violations or account limitations.
How does Closely’s AI-powered personalization improve LinkedIn outreach?
Closely uses AI-driven personalization to help you create messages that resonate with each prospect on a deeper level. By leveraging data insights, it simplifies the process of crafting outreach that feels relevant and engaging, saving you time and effort.
This targeted approach doesn’t just improve response rates – it builds stronger relationships with prospects. The result? More impactful campaigns and better conversion rates. It’s an efficient way to scale your LinkedIn outreach without losing the personal touch.
How can agencies use Closely to run successful multichannel outreach campaigns for their clients?
Agencies can get the most out of Closely’s multichannel outreach tools by crafting customized messages tailored for platforms like LinkedIn, email, and messaging apps. This approach keeps communication aligned and relevant to each client’s target audience.
To work smarter, not harder, agencies should use automation to plan and manage outreach sequences, track engagement metrics to tweak timing and content, and adjust campaigns to fit the specific goals of each client. Leveraging data insights can sharpen these strategies even further, boosting response rates and improving campaign ROI. By blending personalization, automation, and analytics, agencies can create campaigns that truly deliver for their clients.
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