Teams & Agencies Sessions | Expandi Academy

Teams & Agencies Sessions

Scale outreach across multiple accounts, seats, and clients, without losing control.

Why the “Invite to Add LinkedIn Account” Option Is the Best Choice for Teams and Agencies

Sharing LinkedIn passwords creates security and trust problems during onboarding. This session explains the Invite to Add LinkedIn Account option, where the account owner connects their own LinkedIn account through an invitation link without handing over credentials. You will see why it speeds up client onboarding and reduces security risk. Featured Topics: Account Setup, Team Settings

Matteo Arisi

FREE

Best Practices for Inviting Team Members and Customers to Your Workspace

When you invite someone to your workspace, you decide exactly what they can access. This guide walks through the three permission levels (LinkedIn Account Manager, Company Manager, and Workspace Access), plus custom permission sets, so agencies, sales teams, and clients get the right visibility without exposing every LinkedIn account. Featured Topics: Team Settings, Workspaces

Matteo Arisi

FREE

Best Practice for Agencies and Whitelabels: How to Safely Add Client LinkedIn Accounts in Expandi

For agencies and whitelabel partners, the order of setup matters. This session walks through creating a dedicated company for each client first, then inviting them to connect their own LinkedIn account. You will see how this prevents lead duplication, enables shared templates, and keeps permissions organized as you scale. Featured Topics: Teams & Agencies

Matteo Arisi

FREE

How to Structure Companies and Workspaces in Expandi

A Company groups related LinkedIn accounts and prevents duplicate outreach between them, while a Workspace is the wider environment where you manage accounts, members, and permissions. This session shows you how to structure both, with one Workspace per organization and separate Companies for each client, brand, or department. Featured Topics: Teams & Agencies

Ena Mandic

FREE

Share Lead Lists Across Your Team to Save on Sales Navigator Costs

If your team uses LinkedIn Sales Navigator, you may not need a seat for everyone. This session shows you how to run prospecting from one dedicated Sales Navigator account, build lead lists, and share them with other LinkedIn accounts in Expandi, so the whole team prospects from one source while costs stay down. Featured Topics: Lead Lists, Teams & Agencies

Matteo Arisi

FREE

Shared Campaigns: Scale LinkedIn Outreach Without Managing Every Account

Instead of every team member building their own campaign, Shared Campaigns let you create one central campaign and add contributors from multiple LinkedIn accounts. This session shows you how that keeps messaging and targeting consistent, cuts setup time, and makes onboarding new team members and scaling outreach much simpler. Featured Topics: Campaigns, Teams & Agencies

Matteo Arisi

FREE

Companies in Expandi: Keep Multi-Account Outreach Organized

A Company in Expandi groups multiple LinkedIn accounts so they work as one coordinated structure. This session shows you how automatic lead deduplication stops different accounts from contacting the same prospect, and when to override it at the campaign level instead of company-wide, so teams scale outreach without overlap. Featured Topics: Teams & Agencies, Account Safety

Matteo Arisi

FREE