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Create and test sequences on behalf of a client without syncing my inbox

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Berater

Hi, 

 

I need to create a series of sequences for one of my clients to help them to standardise their sales approach across all their BDRs. 

 

Has anyone done anything similar before? 

 

I have a Sales pro seat in their portal, but can only test the sequences, it seems if I sync my email account to their portal.

 

As we are an agency partner working with multiple clients, I am concerned about syncing my inbox in one client's portal. 

 

Has anyone done this, or found a suitable workaround?

 

Thanks

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Esteemed Advisor | Gold Partner | HubSpot Certified Trainer

Hi @GemmaR,

 

We also have run into this issue.

 

What we have done is to have a contact at the company enroll someone in a sequence for testing. They'll have to learn how to do it anyways. All other approvals and editing happen before we actually load it into a sequence, so they've already seen/read what's going to be going in the sequence anyways.

 

Josh 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

We help tier 1 & 2 manufacturers generate leads!
HubSpot Gold Partner & HubSpot Certified Trainer

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Esteemed Advisor | Gold Partner | HubSpot Certified Trainer

Hi @GemmaR,

 

We also have run into this issue.

 

What we have done is to have a contact at the company enroll someone in a sequence for testing. They'll have to learn how to do it anyways. All other approvals and editing happen before we actually load it into a sequence, so they've already seen/read what's going to be going in the sequence anyways.

 

Josh 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

We help tier 1 & 2 manufacturers generate leads!
HubSpot Gold Partner & HubSpot Certified Trainer

Berater

Hi @Josh  

 

Thanks, yeah I suppose that is an option, was hoping to get to do a dummy run beforehand as I didn't want to create admin for the client. But, you're right as we have agreed all the content and timing etc, I am probably being over paranoid Smiley (fröhlich)

 

Thanks

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