Leadsie Review: How Does It Work, Pricing & Features? (2023)

Customer onboarding is a critical aspect of the modern marketplace.

Individuals and brands around the world leverage the features of social media giants like Facebook, Instagram, LinkedIn, TikTok and more to provide users with value through their services.

While some brands experience an exponential growth in their journey, most lack behind even after offering fantastic products/services.

Why does this happen?

Well, over the years, how people interact with brands has evolved significantly.

A few years back, had you asked a client to complete a series of actions before you can help them, they would have sailed through the requirements.

But this has changed. 

Now, customers care about the touch points more than ever. This means not only you need to provide value through your products but also make sure every time a client interacts with your brand, the process is smooth.

According to a statistic: 86% of people say they’d be loyal to a business that invests in the onboarding process.

You want to avoid tangling your customers in tasks they have little to zero knowledge of. This means, even if your services require them to perform certain actions, you need to take care of the process.

Say you want your client to connect your brand with their Facebook ads account. Now, imagine your client doesn’t have such an account or even if they have one, they don’t know how to connect it. This would mean guiding them through emails, video meetings and articles to complete the action.

Most customers lose their patience after encountering such lengthy onboarding processes.

Not to mention the result if you need to repeat them. 

What’s the solution?

Making the onboarding process simple is the best method to form a great first impression and provide value to the customers.

But it’s easier said than done.

This is because there are a great deal of moving elements you must take care of, including creating digestible content, designing forms, understanding the customer behavior and more.

Well, it would waste your precious time which you can invest in improving your product and creating growth strategies. This is where Leadsie comes.

It simplifies the onboarding process with a few clicks, making sure your customers get onboarded quickly with zero hassle.

In this article, we’ll understand the onboarding process and learn how Leadsie works, its features and pricing models to help you get access to client marketing and social accounts with ease.

Rest assured that my recommendation comes without any financial incentives or affiliate commissions – I genuinely believe this product can benefit agency owners.

What is customer onboarding?

Customer onboarding is getting your customers acquainted with your products/services.

It involves teaching your customers everything they need to know about your services using tutorial, articles, conferences and over calls.

If executed properly, a great onboarding process provides lasting benefits for your customers and your business.

In simple words, it establishes a healthy relationship between them and your brand.

If they feel valued, they’ll return for more products, spread an excellent word-of-mouth among friends & family and generate more revenue in a shorter time.

How does a poor onboarding process affect your brand?

A recent survey states: 80% of users say they’ve deleted an app because they didn’t know how to use it.

This means a poor onboarding process can impact your brand significantly. 

Let’s understand this with a simple example.

Consider your friend is a machine geek and comes to you with a product. He wants you to learn how the product works and use it. But every time you understand the working, you get confused with the process and your friend takes an awful amount of time and effort to explain every detail.

Naturally, after trying a few times, you would lose your cool and drift away.

Now, put your customers in your place and replace the learning process with your onboarding process and yourself with your friend.

Any customer would react like you, but with an exception. Unlike you, they would leave your product if they cannot get onboarded in the first attempt.

This Is because the market has a plethora of alternatives easily available. 

Here are a few ways brands mess up the onboarding process.

Poor accessibility

The customer onboarding process involves clearing all the doubts about your products/ services.

A customer can come across an issue anytime.

Maybe they are trying your software and face some difficulties while adding their payment details or the product throws error messages continuously.

In such situations, they need every information at their disposal to solve the issue.

This means an easily accessible chat support to discuss the matter at hand, a working email to reach your team and quick replies to solve the issue quickly without testing the patience of the customer.

Unfortunately, most brands mess-up by proving poor accessibility to their customers.

Complicated process

You need to make the onboarding process as simple as it can get.

This Is because too many things ruin the first impression and leave your customers wondering where to get started.

After all, you don’t want them to feel choosing your service was a poor decision.

If they feel there are an awful lot of things happening, they’ll immediately leave the process.

The general idea is to avoid overwhelming the customers and provide a straightforward route to understand your product.

Wrong start

Customer satisfaction is everything for a brand that wishes to grow in the market.

Now, most brands think it’s only about offering a valuable product and fixing customer problems.

But it’s really about optimizing every touchpoint of your brand for your customer.

Every so often, customers derive little to zero knowledge from the onboarding process and start using a product.

This results in blunder because after a while, customers feel stuck and blame the brand for not providing functional products.

Such misunderstandings frequently harm the brand’s reputation and scare away potential customers.

Hence, you need to make sure the onboarding process teaches your customer everything about your services by integrating proper channels.

What is Leadsie, and how does it simplify the onboarding process?

Leadsie is a customer engagement platform that helps in engaging clients during the onboarding process.

The company uses advanced technology to allow you to simplify access requests when connecting with clients.

This means your clients can easily connect their accounts with your brand without you teaching them through PDFs and Zoom meetings.

Imagine telling your customers they can partner their accounts with a few clicks. This would not only save their time, but also present your brand highly.

Leadsie does exactly that.

How does Leadsie work and how to get started?

Leadsie has integrated with technology giants like Facebook, Google and TikTok to get approved to use their APIs.

Whether you need your customer to connect their Facebook Businesses manager account or Google Analytics account with your brand, you can accomplish this easily with Leadsie.

The best part is, your clients don’t need a Leadsie account to grant you the access. They can do it via mobile as well.

So, how can you get started with Leadsie?

Getting started with Leadsie is super simple.

  1. Visit the Leadsie website and sign up.
  2. Choose the business manager account you want to use with your clients.
  3. On the Dashboard you’ll find two shareable links.
  4. The “Manage” link for getting the access to manage the accounts and the “View- only” link, which is great for conducting audits.
  5. Send the link to your client and wait for them to connect to their Facebook.
  6. After they connect their Facebook account, select and confirm the assets to have access to your client’s assets.
  7. Now, verify your connection in the Partners tab, where you’ll find the added client and the assets they have shared with you.

This way, your clients can share access to their accounts with your brand with a few clicks.

What are the features of Leadsie?

Leadsie does an incredible job through its advanced technology to reduce a broad onboarding process to a few clicks.

Thanks to its word-class set of features and multi-platform access, brands get to provide value to the clients.

Let’s discuss the features Leadsie offers to its clients.

Access to accounts on multiple platforms

One of the top aspects of Leadsie is its ability to ask access permission to multi-platform accounts.

In simple words, you can ask your clients to connect their accounts on Facebook, Goole, TikTok, and LinkedIn.

Facebook access

Facebook marketing is an integral part of every brand and clients consistently seek brands that can handle the marketing tasks. 

They want someone to use their accounts to grow their presence and drive sales. But they often face issues while giving access to their accounts. This means guiding them through a process to get the access.

With Leadsie, you easily get access to your client’s Facebook ad accounts, pages, catalogs, pixels, and more.

With the click of a button, you get to connect with their Meta Business Manager.

Google access

Google provides some of the most critical metrics for a business through its advanced tools. But handling such tools requires expertise. This Is why people look for professionals and teams to help them. 

Now, giving access to all the Google accounts is one hell of a task. 

Leadsie transforms this process for the better. 

With your Leadsie sharable link, you can get access to the Google Analytics, Google Ads, Google Tag Manager and Google Business Profile accounts.

TikTok access

TikTok has raced to popularity and has become one of the rewarding marketing platforms in the world.

Leadsie knows this and hence allows you to get access to your client’s TikTok advertising accounts.

GOOD NEWS: Leadsie is working on a feature that allows you to get access to your client’s LinkedIn Company Pages & Ad accounts.

Quick asset creation

The modern marketplace has millions of high-quality businesses driven by individuals and teams.

Every business wants to educate the customer, influence them and drive sales by providing value.

While that’s true, most businesses know little about marketing channels like Facebook, TikTok, and Google.

Leadsie understands, as every so often, your brand might come across clients who mightn’t have Facebook add accounts to give you the access you need to drive their business.

This might put you in a position where you must instruct your client to create such accounts.

Guess what!

With Leadsie, your clients gain the superpower to create Facebook assets with a few clicks.

This not only ensures quick access to those accounts, but also streamlines the onboarding process.

Build awareness and integrate

What if you help millions of customers around the world without getting the credit you rightly deserve?

This would mean providing value to customers without building a brand name.

Leadsie offers you the ability to customize your access requests. You can do this to promote your logo and embed links to your website.

Another fantastic feature you get with Leadsie is to use webhooks. This is great because you can automate your onboarding process with tools like Zapier, GoHighLevel and more.

100% secure and transparent

In the modern marketplace where many fraud companies fool customers to loot, it’s critical to choose a secure one.

With Leadsie, you needn’t worry about this because it’s 100% secure and GDPR-compliant.

The team has invested a great deal of time to make sure they are providing a secure platform for the customers.

They even disclose their product roadmap, and promise to provide a data processing agreement with platforms upon request.

Leadsie pricing

Now let’s discuss the pricing models Leadsie offers to its customers. Currently, Leadsie has four plans.

Starter Plan

The starter plan of Leadsie costs $49 per month and gives you access to Facebook, Google, and TikTok accounts of your clients. However, you can onboard only 3 clients per month. With this plan, you also get a 30-day money-back guarantee.

Agency Plan

The agency plan costs $99 per month and includes all the offerings of the starter plan, with additional benefits.

For instance, the number of clients you can onboard per month increases to 10, and you can white-label your logo.

You also get to embed Leadsie on your website and use web hooks to automate your onboarding process through Zapier and GoHighLevel.

Finally, this plan lets your team create and view requests.

Pro Plan

The pro plan from Leadsie costs $249 per month and includes all the features from the agency and the starter plans with one additional benefit. With this plan, you can onboard up to 50 clients per month.

Enterprise Plan

The enterprise plan offers everything present for the starter and the agency plan.

But you get the upgraded benefit of onboarding unlimited clients.

You also get the API access and many other integration options.

If you feel you need this plan, you may contact the Leadsie team for the pricing details.

All the plans offer remarkable features curated for small, medium, and large-sized businesses.

What’s best is, even if you cancel any subscription, Leadsie allows you to keep the access to all your client’s accounts.

The team understands the importance of getting completely sure before investing in a service. Hence, they offer a 14-day free trial to test the waters.

14-day free trial

Leadsie offers its users a 14-day free trial. You may use this as an opportunity to understand the platform and check whether the service can help you. Leadsie doesn’t ask for credit card details to start a trial, and lets you keep access to clients even if you cancel.


There you go.

Now you understand the importance of a smooth customer onboarding process and how it can affect your business if you complicate it. There are many ways you can mess up the onboarding process and hence need a helping hand to get things right.

This’s what Leadsie offers you. It’s an outstanding service that simplifies the customer onboarding process by allowing you access to your clients’ accounts with a few clicks.

Rest assured that my recommendation comes without any financial incentives or affiliate commissions – I genuinely believe this product can benefit agency owners.