Articles on: FAQs

Step-By-Step InstructionsChoose Your Service LevelOnboarding ProcessLaunch Your CampaignCommon Questions

Embark on your OttoMatey journey with ease. This guide provides a clear roadmap for users, detailing the onboarding process based on the chosen service level. From self-serve to full-service, we ensure a seamless transition into our platform.


💡 TIP: Before starting the onboarding process, ensure you have all necessary account details and objectives clear for a smoother experience.



Step-By-Step Instructions


  1. Choose Your Service Level

    • OttoMatey App User Only

    • Type: Full Self Serve
  • Time: Instant (Just 3 Clicks!)

  • Connection Request Sender Only

    • Type: Full Self Serve + OttoMatey Customer Success Team
  • Time: 30 Minutes with OttoMatey Customer Success Team

  • LinkedIn Fully Managed Services

    • Type: Full-Service Onboarding
  • Time: 30 Minutes with OttoMatey Customer Success Team
  • Time: Comprehensive 5-7 Days Process

  • LinkedIn Fully Managed Services + Inbox Assistant

    • Type: Full-Service Onboarding
  • Time: 30 Minutes with OttoMatey Customer Success Team
  • Time: Comprehensive 5-7 Days Process

  1. Onboarding Process

    • Basic Users

    • Log into OttoMatey.
  • Navigate to the dashboard.
  • Start creating campaigns and sending messages.

  • Fully Managed Service Users

    • Schedule an activation call.
  • Discuss objectives with the Customer Success Team.
  • Complete the Copy & Targeting form.
  • Collaborate on strategy & testing plans.
  • Await campaign build-out and approval.
  • Get a walkthrough of the platform.

  1. Launch Your Campaign

    • Review the strategy with the OttoMatey team.
  • Obtain final approval.
  • Deploy the initial campaigns.



Common Questions


Q: How long does the Pro onboarding process usually take?


Answer: The Pro onboarding process with OttoMatey typically takes between 5 to 7 days.


Q: Can I switch between service levels after I've started?


Answer: Yes, you can switch between service levels. However, it's recommended to discuss this with the OttoMatey team to ensure a smooth transition.


💡Tip Need more help? Ask our support team or Otto, our AI bot. Our team is always here to assist you with any queries or concerns.

Updated on: 30/07/2026

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