Trial User Guide

Complete guide for trial users ($7 for 7 days). Learn how to maximize your trial experience and get the most value from Neptie's AI-powered lead generation and outreach platform.

Your Trial Includes

70 Total Leads

10 new leads per day

2 Active Campaigns

Email + cold calling

7 Days Access

Full platform features

Trial Features & Capabilities

Lead Management

Import and manage up to 70 leads during your trial

Features:

  • Import up to 70 total leads
  • 10 new leads per day limit
  • Lead enrichment and validation
  • Basic lead scoring
  • CSV import and export
  • Lead tagging and segmentation

Tips:

  • Start with a small, high-quality list
  • Focus on leads that match your ideal customer profile
  • Use the lead validation features to ensure data quality

Email Marketing

Full email campaign capabilities with real sending

Features:

  • Unlimited email campaigns
  • AI-powered email generation
  • Personalization with merge tags
  • Follow-up sequences (up to 3 emails)
  • Email tracking and analytics
  • Business email integration (Gmail, Outlook)
  • Email warmup included

Tips:

  • Use the AI email generator for better results
  • Test different subject lines and content
  • Monitor your email deliverability metrics
  • Keep your email list clean and engaged

AI Cold Calling

Voice AI-powered cold calling with VAPI integration

Features:

  • AI voice assistants (VAPI)
  • Personalized call scripts
  • Calendar integration for scheduling
  • Call outcome tracking
  • Meeting booking automation
  • Voice customization options

Tips:

  • Set up your VAPI account before starting
  • Test the system with a few calls first
  • Configure realistic calling hours
  • Prepare follow-up materials for booked meetings

Campaign Management

Create and manage up to 2 active campaigns

Features:

  • 2 active campaigns maximum
  • Multi-channel campaign creation
  • Real-time performance tracking
  • Basic A/B testing
  • Campaign analytics and reporting
  • Automated follow-up sequences

Tips:

  • Focus on quality over quantity
  • Test different approaches with your 2 campaigns
  • Monitor performance closely to optimize results

Trial Limitations & Upgrade Benefits

LimitationDescriptionTrial ImpactUpgrade Benefit
Lead Limits70 total leads, 10 per dayFocus on high-quality, targeted leadsUnlimited leads with advanced enrichment
Campaign Limits2 active campaigns maximumPrioritize your most promising campaignsUnlimited campaigns with advanced features
Follow-up SequencesUp to 3 follow-up emailsMake each follow-up count with strong value propositionsUnlimited follow-ups with advanced automation
AnalyticsBasic reporting and metricsFocus on key metrics like open rates and repliesAdvanced analytics with detailed insights
SupportEmail support during business hoursPlan ahead and use the documentationPriority support with faster response times

Trial Best Practices

Maximize Your Trial Period

Get the most value from your 7-day trial

  • Start with a small, targeted lead list (20-30 leads)
  • Create one email campaign and one cold calling campaign
  • Test different approaches and messaging
  • Monitor results daily and make adjustments
  • Use the AI features to improve your content
  • Focus on quality engagement over quantity

Prepare for Success

Set yourself up for optimal results

  • Configure your business email properly
  • Set up your VAPI account for cold calling
  • Prepare your company information and branding
  • Create compelling email templates
  • Plan your follow-up sequences
  • Set realistic goals and expectations

Track and Optimize

Monitor performance and improve results

  • Check your metrics daily
  • A/B test subject lines and content
  • Analyze which leads are most responsive
  • Adjust your approach based on results
  • Keep detailed notes on what works
  • Use insights to plan your paid strategy

Upgrade Benefits

Unlimited Scale

Remove all limits and scale your outreach

  • Unlimited leads and campaigns
  • Advanced lead enrichment
  • Unlimited follow-up sequences
  • Bulk operations and automation

Advanced Features

Access professional-grade tools and capabilities

  • Advanced analytics and reporting
  • Team collaboration features
  • Custom integrations and API access
  • Priority support and onboarding

Professional Tools

Enterprise-level features for serious businesses

  • Multiple user accounts and roles
  • Advanced security and compliance
  • Custom branding and white-labeling
  • Dedicated account management

Ready to Scale Your Outreach?

Upgrade to a paid plan to remove limits, access advanced features, and scale your lead generation efforts.