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

[#1]

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

[#2 · Accepted solution]

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 

[#3]

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

Thanks