Quickstart Guide
Go from zero to your first outbound campaign in under 5 minutes.
Note
This guide covers the fastest path to value. For a deeper understanding of how Clozup works, see Core Concepts.
Prerequisites
Before you start, make sure you have:
- A business email address (Gmail, Outlook, or custom domain)
- A list of leads to reach out to (even a small CSV works)
- 5 minutes of uninterrupted time
Step 1: Create Your Account
Head to app.clozup.ai/sign-up and create your account. You can sign up with Google, Microsoft, or email/password. Clozup uses Clerk for authentication, so your credentials are handled securely with enterprise-grade encryption.
Clozup sign-up page showing Google, Microsoft, and email sign-up options
After signing up, you'll be prompted to create your organization. This is your workspace — it holds your team members, leads, campaigns, and settings. Enter your company name and you're in.
Free plan included
Every new account starts on the Free plan with 50 AI credits, 100 leads, and 1 active campaign. No credit card required.
Step 2: Import Your Leads
Navigate to Leads from the sidebar. Click the “Import CSV” button in the top-right corner. Upload a CSV file with at least the following columns:
email— Required. The lead's email address.first_name— Recommended for personalization.last_name— Recommended.company— Recommended for enrichment.
CSV import dialog showing column mapping with drag-and-drop field matching
Clozup will auto-detect and map your CSV columns. Review the mapping, resolve any conflicts, and click “Import”. Your leads will be available immediately — enrichment runs in the background.
Note
Lead enrichment uses AI credits. Each enrichment costs 1 credit and adds company info, social profiles, and scoring data. See Credit System for details.
Step 3: Create Your First Campaign
Go to Campaigns and click “New Campaign”. You'll see two options:
- AI-Generated — Tell the AI your goal (e.g., “Book demos with CTOs at Series A startups”) and it generates the full campaign: subject lines, email copy, sequence steps, and scheduling.
- Manual — Build your campaign step by step using the creation wizard.
Campaign creation wizard with AI generation option selected, showing a text prompt field
For this quickstart, choose AI-Generated. Type a brief description of your ideal outcome, select the leads you imported in Step 2, and click “Generate Campaign”. The AI will create a multi-step email sequence with personalized templates.
Review the generated sequence. You can edit any step, change the timing between emails, or add additional channels (SMS, LinkedIn). When you're happy, click “Launch Campaign”.
Connect your email first
To send emails, you need to connect at least one email provider under Settings → Integrations. Clozup supports Gmail, Outlook, and custom SMTP. Without this, campaigns will be created but not sent.
Step 4: Monitor Results
Once your campaign is live, head to the Analytics dashboard to track opens, clicks, replies, and bounces in real time. The campaign detail page shows per-lead engagement so you can see who's interested.
Campaign analytics dashboard showing open rate, reply rate, and per-lead engagement timeline
When leads reply, their messages appear in your Smart Inbox. Positive replies are automatically flagged and can be converted to Deals with one click.
What's Next?
Congratulations — you've launched your first outbound campaign! Here are some recommended next steps:
- Set up multi-step sequences with automated follow-ups
- Create a deal pipeline to track opportunities
- Build automations to handle repetitive tasks
- Try the AI Assistant to analyze your pipeline
- Connect your phone provider for voice outreach
You're all set!
Your outbound machine is running. Clozup will handle the follow-ups, track engagement, and surface the hottest leads. Focus on closing.