Getting Started

You just created your trial account and now you are wondering what is next! 

🥳 You are in the right spot! 

Head to "Manage Account" in your dashboard & you will find the API Key location. 

In Stripe: 

• Find the developer's section
• Create a Restricted Key with Read access to customers & charges. 

In Lead Insight Pro: 

• Paste the read access restricted key into your stripe integration

Full stripe tutorial here >> 

Now that you have your revenue linked, head over to your CRM or database & export a list of the contacts & when they were created. 

There is an entire help article just on this, view how to upload CSV

We want you to see the power of Lead Insight Pro 💪

Once you have that uploaded, you should be able to see the immediate results on the Analysis Tab

The best part about Lead Insight Pro is that you can automatically categorize leads by creating lead sources & adding it to your automation system. 

We have an article on how to do this here 

What you will want to do:

1. Document all lead magnets or system entry points you have (lead magnets, trials, etc)
2. Create unique lead sources for them 
3. Add them to your forms or CRM 

Your Analyze tab should start lighting up in minutes! 

You will be able to easily see:

• How long revenue is taking 
• Which lead magnets are performing the best 

CSV uploads are great (you can manually do that once a month)

But if you can add the endpoints to your system processes you will see the real benefits! 

Simply add webhooks and check back in a week to see how much revenue your leads are bringing in!