TheSalesGrid
Help Center

How can we help?

Guides and answers for leads, deliverability, warming, LinkedIn, AI, sequences, billing and more.

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πŸš€ Getting started

What is TheSalesGrid?+

TheSalesGrid is an AI-native B2B sales platform. It finds your exact buyers, verifies their emails and direct dials, writes outreach from each prospect's live marketing, runs the outreach across email and LinkedIn, handles replies, and books meetings β€” so your pipeline fills while you focus on closing.

How do I sign in? Is there a password?+

Sign in is passwordless β€” enter your work email and we send a 6-digit code (valid 60 minutes). Enter it and you're in. There's no password to remember or leak. (A password option is available for accounts that prefer it.)

Do I need a credit card to start?+

No. Start free and explore the product. You only buy credits when you're ready to reveal contacts and send at scale.

What's the fastest path to my first meeting?+

1) Build a targeted list and verify it. 2) Connect/warm your sending inboxes. 3) Generate AI outreach. 4) Launch a multichannel sequence. 5) The AI handles replies and books the meeting. Most teams run their first sequence the same day they sign up.

πŸ“‡ Leads & data

Where do the emails and phone numbers come from?+

You target by ICP; the engine finds the professional (work) email from name + company using a pattern-learning model, and validates it in real time. Direct mobile numbers and LinkedIn are revealed on demand. You only spend a credit on a confirmed result.

Are the emails personal Gmails or business emails?+

Business / work emails β€” e.g. priya.sharma@company.com β€” not personal inboxes, and never "whatever's on their LinkedIn" (LinkedIn doesn't expose member emails). The only exception is solo founders whose actual work email is a Gmail.

How do I know an email is deliverable before I send?+

Every address is verified β€” syntax, MX, catch-all, role and disposable checks, and mailbox existence β€” and tagged valid / catch-all / etc. Use the Verify tab for one-off checks, or rely on the status stored on each contact. Send only to verified addresses to protect your sender reputation.

What does a reveal cost?+

Verified email = 1 credit Β· email verification = 1 credit Β· phone reveal = 5 credits. If a reveal returns nothing, the credit is refunded β€” you only pay for hits.

πŸ›‘οΈ Email deliverability (SPF / DKIM / DMARC)

Why are my emails going to spam?+

Almost always one of: (1) the sending domain isn't authenticated (missing SPF/DKIM/DMARC), (2) the inbox isn't warmed, or (3) you're sending to unverified addresses and bouncing. Fix all three β€” TheSalesGrid gives you a one-click domain checker, an automated warm-up engine, and verification built in.

How do I check my domain's authentication?+

In the app β†’ Deliverability β†’ Domain auth checker, enter your sending domain. You get a 0–100 score with SPF, DKIM, DMARC and MX status plus exact fixes. Aim for 100 on every sending domain before you send.

What records do I need? (copy-paste)+

For a Google Workspace sending domain, add these DNS records:

  • MX β†’ smtp.google.com (priority 1)
  • SPF (TXT @) β†’ v=spf1 include:_spf.google.com ~all
  • DKIM (TXT google._domainkey) β†’ generate the key in Google Admin β†’ Apps β†’ Gmail β†’ Authenticate email
  • DMARC (TXT _dmarc) β†’ v=DMARC1; p=quarantine; rua=mailto:dmarc@yourdomain.com
Should I send from my main company domain?+

No β€” use dedicated cold-outreach domains (e.g. get-yourbrand.com) separate from your primary domain. That way cold sending can never damage the reputation of the domain your customers and team rely on.

πŸ”₯ Inbox warming

What is warming and why is it mandatory?+

Warming gradually builds a new inbox's sender reputation so it lands in the inbox, not spam. Sending cold outreach from a brand-new inbox without warming gets it flagged within days and can blacklist the whole domain. Every serious sender warms first.

How does TheSalesGrid's warm-up work?+

Your sending inboxes email each other on a ramp schedule; recipients automatically open, rescue messages from spam into the inbox, mark them important, and reply in-thread. These positive signals build reputation daily. It runs automatically β€” no manual work.

How long should I warm before sending?+

Plan for ~2 weeks of warming before real campaigns. Start gentle (a few/day per inbox), ramp to ~30/day, then keep a maintenance level running in the background during campaigns. The engine gates real send volume by each inbox's reputation score.

How many inboxes do I need?+

Spread volume across multiple inboxes/domains rather than blasting from one. A common setup is ~25 inboxes across ~5 domains, each sending a modest daily volume β€” far safer for deliverability than one inbox sending a lot.

πŸ“¨ Sequences, sending & LinkedIn

How do multichannel sequences work?+

A sequence is a series of steps β€” email and LinkedIn touches with delays. Enroll contacts and the engine runs each step on schedule from warmed inboxes, rotating across them. The AI adapts the next touch based on whether (and how) the prospect replied.

What LinkedIn actions are supported?+

LinkedIn touches sit alongside email in the same sequence so you reach prospects on the channel they respond to. Combining a relevant email with a LinkedIn touch consistently lifts reply rates versus email alone.

How does the AI handle replies?+

When a prospect replies, the AI classifies intent (interested, not now, objection, out-of-office, unsubscribe), drafts the right response, and β€” when there's interest β€” moves to book the meeting. You stay in control and can review anything.

What sending volume is safe?+

Start low (~20–30 per inbox/day), ramp gradually, and let reputation gate the rest. Always keep bounce rate under ~3% and spam complaints under ~0.1%. The engine spreads sends across inboxes and pauses ones that degrade.

✨ AI & personalization

What makes the AI outreach different?+

It's marketing-aware. Instead of a template with a merge tag, the AI opens each message with what the prospect is actually doing in-market β€” their live ads, launches and positioning β€” so it reads as genuinely relevant and earns replies. No other tool personalizes on live marketing.

Can I edit what the AI writes?+

Yes β€” every AI draft is fully editable before it sends, and you can set tone, length, and your value proposition so the output sounds like you.

πŸ“Š CRM & pipeline

Is there a built-in CRM?+

Yes. Every contact flows through a built-in pipeline β€” New β†’ Verified β†’ In Sequence β†’ Replied β†’ Meeting β†’ Won β€” with full funnel and deliverability analytics. You can run end-to-end without any other tool.

Can I sync to my existing CRM?+

Yes β€” connect HubSpot, Pipedrive, Zoho, or a generic webhook in Settings β†’ Connect your CRM, and contacts & activity push out automatically.

πŸ’³ Billing & credits

How does pricing work?+

Credit-based and pay-as-you-go β€” no per-seat fees, no annual lock-in. Packs are $29 / $99 / $299 for 1,000 / 5,000 / 20,000 credits (USD). Spend on results: verified email (1 credit β‰ˆ $0.02), verification (1), phone reveal (5 β‰ˆ $0.10). Misses are refunded.

Do unused credits expire?+

Credits are yours to use β€” buy what you need and top up anytime from Settings β†’ Billing.

Can agencies bill multiple clients?+

Yes β€” each client lives in its own isolated workspace with separate data, inboxes, and billing.

πŸ” Account, team & security

How is my data protected?+

Each workspace is fully isolated β€” you can only ever access your own data. Login is passwordless (one-time codes), and sending credentials are stored securely server-side, never exposed to the browser.

Can I add my team?+

Yes β€” invite teammates into your workspace so reps share leads, sequences, and pipeline.

🧰 Troubleshooting

My login code didn't arrive+

Check spam, wait ~30 seconds, and use "Resend code". Codes expire after 60 minutes β€” request a fresh one if needed. Still nothing? Email support and we'll verify your address.

A reveal returned no result+

Not every contact has a discoverable verified email or direct dial. When there's no confident result, your credit is automatically refunded β€” you're never charged for a miss.

My emails are bouncing+

Send only to addresses verified as deliverable, make sure the domain passes the auth checker (100/100), and don't skip warming. Those three eliminate the vast majority of bounces.

Still need help?

Our team replies fast. Tell us what you're trying to do and we'll get you unblocked.