Learn Leads Lord without digging through technical docs

1Follow these steps

1. 1

   Find

   You tell the app what market you care about. Leads handles B2B company discovery, while Audience Intelligence keeps creator, social, and consumer-style contacts separate from company records.

2. 2

   Understand

   Audit reports, lead scoring, and AI-assisted research help you see why a prospect might care before you write the message.

3. 3

   Write

   Templates, merge tags, and AI help turn raw lead data into outreach that uses names, companies, locations, audit findings, and offer context instead of generic blasts.

4. 4

   Send safely

   Email and WhatsApp use queues, caps, suppression, and pre-send checks. Leads Lord should protect sender reputation before it helps anyone scale volume.

5. 5

   Repeat smarter

   Outreach, Sequences, History, MCP, and BYOK let teams reuse winners, connect their own AI tools, and keep work moving without rebuilding the same campaign every week.

1Follow these steps

1. 1

   Open Leads

   Go to Leads from the app menu. This page is where prospect search, filters, and selected records come together.

2. 2

   Choose filters

   Narrow by services, location, email or phone availability, and other quality signals until the result set matches the audience you actually want.

3. 3

   Let the system search

   Run the search. The table fills with rows. Each row is one company or contact card you could message.

4. 4

   Tick the rows you want

   Use checkboxes to pick people. On strong plans you can select many at once (for example hundreds in a batch)—handy when you already trust your filters.

5. 5

   Send them to outreach

   Use the actions your plan allows—send toward Email or WhatsApp, or export if you need a spreadsheet. The idea: don’t re-type those rows by hand.

1Follow these steps

1. 1

   Start with intent

   When you search something like AI automation agencies in Texas, AI can translate that into related buyer categories, useful keywords, and likely decision-maker roles.

2. 2

   Database first

   The app checks existing company data first. That is cheaper, faster, and safer than asking AI to wander everywhere.

3. 3

   AI only when useful

   If the database is short, AI can suggest better search queries and classify fresh domains. It does not invent company names, emails, phone numbers, or people.

4. 4

   Real source data wins

   Emails, phones, WhatsApp numbers, social links, and decision-maker names must come from real records or source pages. AI suggestions are labeled as suggestions, not verified facts.

5. 5

   No credits? keep working

   If Leads Lord AI credits run out, users can add their own provider key for supported BYOK model calls, or continue with standard lead discovery. Lead hunting, email, WhatsApp, history, and exports still follow the user's plan.

6. 6

   Bring your own key

   BYOK runs supported AI calls through the user's own OpenAI or Gemini account. Those model calls are logged for transparency and cost 0 Leads Lord AI credits, while platform actions still follow Leads Lord limits.

7. 7

   Connect your own AI app

   MCP lets tools like Claude, Codex, Cursor, local models, and other MCP clients use Leads Lord as the data and workflow layer. Your AI does the reasoning; Leads Lord still enforces scopes, limits, and safety checks.

1Follow these steps

1. 1

   Connect your mailbox first

   In Settings → Email, link Google, Microsoft, or SMTP. Recipients see mail from your sender, so setup quality and sender reputation matter.

2. 2

   Pick delivery mode

   Connected inbox sends through Gmail, Microsoft or SMTP with provider and sender-capacity limits. Protected bulk delivery is included for every plan and uses an SES-verified domain, automatic invalid-recipient protection, measured feedback and automatically provisioned tenant isolation. Users only add the DNS records shown; if SES already verifies the domain, they are shown only the additional custom MAIL FROM MX/TXT records.

3. 3

   Open Email → Compose

   Pick which address sends today. Add To emails or upload a CSV with an email column. If your file has a name column, the app can say Hi *Name* automatically. Before send, the app also cleans the list by removing invalid, duplicate, risky, and role-based emails.

4. 4

   Choose or build a message

   Type fresh or open Template Library for a starting structure. Use Preview so you see the final message before anything goes out.

5. 5

   Optional note & color

   You can tag this batch with a private note and a color dot—only for your team, like a sticky tab so you recognize this campaign later in history.

6. 6

   Send or schedule

   Send now first shows a safety review. For big lists, it displays today’s approved capacity and any automatic multi-day schedule; nothing launches until you approve that schedule.

7. 7

   Peek at History

   Email history shows what went out. Open a row for full preview so you remember the exact words—no guessing.

8. 8

   Read sender health

   The Dashboard now shows delivery, bounce, complaint, suppression, sender-health, and sending-domain views—like a report card for each mailbox so you know which sender is healthy and which one needs care.

1Follow these steps

1. 1

   Show the QR code

   On the WhatsApp page, ask for a QR. Your computer shows a picture; your phone’s WhatsApp app scans it under Linked devices. That handshake proves “yes, this is my WhatsApp.”

2. 2

   Wait for “Connected”

   Don’t send until status says Connected. If it drops, scan again—phones sometimes nap or log out.

3. 3

   Add phone numbers

   Type numbers with country code (+1, +44…) or upload a spreadsheet with a phone column. Think: one sticker per phone number.

4. 4

   Write your message

   Use the composer: bold uses *asterisks* in WhatsApp style. Insert an image link if you uploaded a picture. Add Load starter message to paste example copy, then edit.

5. 5

   Save your own templates

   When you like a message, save it as a template so your team can reuse the same winning wording next week.

6. 6

   Send or schedule

   Hit send for now or pick a time—same idea as email. The queue keeps order so you’re not spamming yourself with errors.

7. 7

   History

   WhatsApp history records past batches, recipients, and send timing so you can audit what happened.

1Follow these steps

1. 1

   Email: open Template Library

   In Email, switch to Template Library. Tabs group styles: e-commerce, sales, events, nurture, real estate, agencies, and more.

2. 2

   Pick one and load

   Click a card to load it into Compose. You’ll see a full HTML layout with headers, buttons, and sections instead of a plain paragraph.

3. 3

   Swap merge tags

   Placeholders look like {{name}} or {{company}}. They are filled from your CSV columns. Column Product Name becomes {{product_name}}.

4. 4

   WhatsApp: starter dropdown

   In WhatsApp, use Load starter message for groups like Sales, E-commerce, or Real estate. One click adds sample text that you can shorten and tailor.

5. 5

   Save your version

   Email and WhatsApp both let you save custom templates so your team keeps a consistent style.

1Follow these steps

1. 1

   Prepare a spreadsheet

   Columns need clear headers: email, name (or first_name / full_name), optional title / job_title for role-based lines, plus anything custom—city, offer, etc.

2. 2

   Key people from Leads

   When you send from My Leads or Lead Hunt, each email or WhatsApp number is matched to a contact on that company when possible—so {{name}}, {{title}}, and {{company}} can reflect the right person, not only the company inbox.

3. 3

   Upload in Email or WhatsApp

   The app reads headers and shows which {{tags}} you can use. If you don’t see a tag, check spelling and re-upload.

4. 4

   Drop tags in subject and body

   Use the same tags in subject and body. Each person gets their row’s values.

5. 5

   Watch for empty cells

   If someone’s company cell is blank, that tag might send empty air—plan important fields carefully.

1Follow these steps

1. 1

   Open Outreach

   Click Outreach in the app. This is mission control for batches *and* longer plans.

2. 2

   Understand sequences

   A sequence (or flow) is more than one planned touch over time—not just one blast and silence.

3. 3

   Seed from a winning email

   From Email history, you can create a sequence so your best subject and body move into Outreach without retyping.

4. 4

   Edit steps inside Outreach

   Add Step 1, Follow-up 1, Follow-up 2, set delays, and choose conditions like opened, not opened, or no response. Each step should feel like a natural next sentence in a conversation.

5. 5

   Keep the safety stops on

   Leave stop on reply, stop on unsubscribe, stop on bounce, and stop on complaint enabled. Leads Lord uses recorded statuses, suppression, bounce, and complaint signals to prevent follow-ups that can damage reputation.

6. 6

   Use send windows

   Set a sending window and max contacts per day so a sequence behaves like a professional outbound process, not a blast.

7. 7

   Know the reply-detection limit

   Automatic inbox sync is not claimed unless connected. Today, stop-on-reply works from replies/statuses recorded inside Leads Lord; full mailbox reply sync is a provider integration step.

8. 8

   Launch and watch

   Run it and monitor active runs, skipped steps, and blocked contacts from Outreach.

1Follow these steps

1. 1

   Send creates a job

   Big sends create a job you can see in Outreach. Small tests might feel instant; large ones show progress numbers.

2. 2

   Queued = waiting

   Queued means the train is at the platform—starts when it's that row’s turn.

3. 3

   Running = sending now

   Running means messages are flying. You can keep working elsewhere; the server keeps chugging.

4. 4

   Scheduled = future o’clock

   Scheduled is you saying “wake me at 9am Tuesday.” Good for politeness and timezone sense.

5. 5

   Done = check history

   When finished, peek Email or WhatsApp history for proof and previews.

1Follow these steps

1. 1

   Open Email or WhatsApp history

   Each area has a history tab or page. Rows are past batches or messages.

2. 2

   Preview exactly what left

   For email, open full preview—loads the real body so you’re not guessing from a tiny snippet.

3. 3

   Resend batch

   Resend fills compose with the same copy and recipient style—tweak if you need a second wave.

4. 4

   Create sequence from email

   From a batch, start a sequence so the story continues in Outreach with structure—not just one hit.

1Follow these steps

1. 1

   Look for “Guide” or book icon

   On Email and WhatsApp screens, open the guide dialog when you’re stuck.

2. 2

   Search keywords

   Type plain words: schedule, bold, image, connect. Matching sections stay; others hide.

3. 3

   Read colored blocks

   Sections use colors so your eyes find topics faster—like chapters with different covers.

4. 4

   This web page too

   The Product guide (`/guide`) is the long picnic version; in-app guides are the snack-size cards for that one screen.

1Follow these steps

1. 1

   Switch the mode

   In Leads, use the Audience Intelligence switch when you want profile-based data instead of company lead data.

2. 2

   Choose platform and location

   Keep the hunt simple: platform, location, and how many records you need. Heavy forms create bad UX and often do not improve targeting.

3. 3

   Review contact safety

   Audience records may contain personal emails or phone numbers, so suppression, verification status, and compliance risk matter more than they do for generic company records.

4. 4

   Send with guardrails

   If audience contacts move into Email or WhatsApp, Leads Lord should exclude suppressed, bounced, invalid, complained, and risky contacts before outreach.

1Follow these steps

1. 1

   Choose report type

   Impression Report (default) for cold email, WhatsApp, or PDF to the prospect. Full Memo when you need technical findings and DNS detail for yourself.

2. 2

   Tell AI what you sell

   Describe your service (booking systems, SEO, automation, etc.) so opportunities connect to how you can help — not random marketing tips.

3. 3

   Similar businesses (optional)

   Compares your lead to others from your saved leads, then Leads Lord directory data — cautious “appears / may be missing” language, never invented competitor features.

4. 4

   Copy hook & send

   Use Copy hook for a one-line opener, then Download PDF. For deepest research, use MCP: browse the site, save findings, then prepare_audit_context.

1Follow these steps

1. 1

   Create a scoped key

   In Settings → API & MCP, create a scoped key for Agent Mode. Cost-free external AI workflows normally need read leads plus draft/write scopes such as write notes, write audit memos, write outreach drafts, and write lead scores. Scraping, reveal, export, and send scopes should stay off unless explicitly needed.

2. 2

   Copy the client config

   Pick Claude, Codex, Cursor, Generic MCP, or Local tools. Copy the generated config into that AI client and restart it if required.

3. 3

   Test connection

   Use the health/test action so the user can confirm the key is valid, scopes are correct, and the backend URL is reachable.

4. 4

   Keep dangerous actions explicit

   Reading and draft creation are safer. Sending email, sending WhatsApp, exporting, and revealing contacts must require explicit risky scopes and backend enforcement.

1Follow these steps

1. 1

   Count everything

   The review starts with total recipients and then shows what remains after cleaning.

2. 2

   Remove unsafe contacts

   Invalid, duplicate, role-based, risky, no-MX, suppressed, bounced, complained, and unsubscribed contacts are removed or blocked where the system can detect them. Confirmed hard-bounce addresses are reused as privacy-safe hashes across workspaces, while invalid domains are cached temporarily and rechecked.

3. 3

   Check sender limits

   The app checks source declaration, authentication, suppressions, provider limits and Protected bulk delivery readiness. SES campaigns use approved daily domain capacity and measured feedback.

4. 4

   Explain the result

   Users see final sendable count, removed count, today’s safe cap, estimated duration, warnings, blockers, and the recommended next action.

5. 5

   Notify only when useful

   Leads Lord should notify users when a real send is blocked or a list is cleaned heavily, not every time they edit a draft.

1Follow these steps

1. 1

   Agency audit outreach

   Find local companies, generate an audit memo for top-fit prospects, create a short email sequence, and launch under approved reputation-protected capacity while tracking replies and suppressions.

2. 2

   Creator partnership research

   Use Audience Intelligence for profiles by platform and location, review contact risk, export profiles if needed, and only message non-suppressed records through approved channels.

3. 3

   BYOK research desk

   Connect a user-owned AI key or MCP client, ask it to search and score leads, generate audit context, and create campaign drafts without turning on dangerous send scopes.

4. 4

   Bulk email with safety

   Upload a list, choose its source, preview merge fields, run the safety review and approve the automatic safe schedule rather than manually splitting or blasting the whole list.

1Follow these steps

1. 1

   Send from your real identity

   Connect Gmail or Outlook so the From identity matches your real sender.

2. 2

   Let the app clean the list first

   Leads Lord removes invalid emails, duplicates, role inboxes, risky domains, no-MX domains, and addresses previously confirmed undeliverable before send. Shared address intelligence is stored as a privacy-safe hash, not displayed as another customer's contact.

3. 3

   Watch the real feedback loop

   In Protected bulk delivery, SES Auto Validation suppresses likely invalid recipients before send and SES reports delivery, bounce, complaint, reject and suppression events. Permanent hard bounces can prevent the same bad address being retried by other customers; complaints and unsubscribes remain sender-specific.

4. 4

   Use Automatic Reputation Protection

   Protected bulk delivery is available on every plan after sender setup. New sending domains start with controlled daily capacity. Healthy measured outcomes automatically increase capacity; risky bounce or complaint signals reduce or pause it. This capacity is reputation protection, not an upgrade restriction.

5. 5

   Keep tracking isolated

   Open tracking is off by default for cold outreach. Configure a dedicated tracking domain before enabling it at scale so one sender's link reputation does not affect other customers or the platform API domain.

6. 6

   Treat workspace domains as one sender

   When a team shares one sending domain, Leads Lord applies capacity, tenant health, SES webhook feedback and pauses at the workspace/domain level. More inboxes on the same domain do not bypass reputation protection.

7. 7

   Read the dashboard like a health monitor

   Email Performance shows domain health, approved capacity, delivery results, suppressions, campaign schedules, webhook status, tracking-domain status, honest placement confidence and pause reasons so you can act without guessing.

1Follow these steps

1. 1

   When status says “meeting”

   On some email records, when things move to meeting scheduled, you can set a reminder so your future self gets pinged.

2. 2

   Pick a time that fits you

   Choose when the nudge should fire—before the call, day of, etc., depending on what the form offers.

3. 3

   Watch email safety notices

   If a real send is blocked or a recipient list is cleaned, the notification feed can show why: suppressed contacts, invalid emails, approved-capacity scheduling, or provider safety checks.

4. 4

   Use the guide link

   Product-update notifications can point users to the searchable guide when a feature needs explanation, such as MCP, BYOK, Audience Intelligence, deliverability, or sequences.

1Follow these steps

1. 1

   Open Settings

   Your profile and connections live under Settings.

2. 2

   Plans tab

   Plans shows what your workspace can do this month, including lead, AI, email, and WhatsApp limits.

3. 3

   Email accounts

   Add or remove Gmail, Outlook, SMTP senders here.

4. 4

   Team workspace

   Invite coworkers who already have their own Leads Lord account. Each person keeps their own plan and limits; the workspace owner controls roles, sees activity (Enterprise+), and shares email domain reputation.

1Follow these steps

1. 1

   1. Connect one sending channel

   Start with one Gmail, Outlook, SMTP sender, or WhatsApp QR session. Do not connect every channel before the first test.

2. 2

   2. Add your AI mode

   Use BYOK or MCP Agent Mode if you already have Claude, Codex, Cursor, OpenAI, Gemini, or a local model. This lets your own AI reason while Leads Lord keeps scopes and limits enforced.

3. 3

   3. Run a small lead hunt

   Pick one category and one location. Pull a small list first so you can judge quality before spending more lead credits.

4. 4

   4. Create one audit memo or draft

   Open a strong lead, generate or save an audit memo, then create a short outreach draft. Keep sending scopes off in MCP until you trust the workflow.

5. 5

   5. Review safety before sending

   Use the pre-send review. Check invalid, duplicate, suppressed, bounced, complained and unsubscribed removals, then approve the protected capacity schedule before any bulk send.