Quick Start

This guide covers every Valley feature:
- Getting Started — Create account and basic setup
- How to Use High-Intent Leads — find buyers already showing signals that they are ready to talk
- How to Use Customized Messages — send personalized LinkedIn messages that earn 3X higher reply rates
- How to Use Detailed Analytics — track replies, meetings, and pipeline from one dashboard
- How to Use Ease of Use — run outreach without a steep learning curve
- How to Use Pre-Scheduled Campaigns — queue up to 1,000-1,200 messages per seat each month
- How to Use Built-in Lead Qualification — filter out poor-fit prospects before you reach out
- How to Use Deep Research Database — pull 100+ data points on every prospect automatically
- How to Use AI SDR — let an AI rep handle prospecting and first-touch outreach
- How to Use Affiliate Program — earn recurring commissions by referring other teams
Time needed: 5 minutes per feature
Also in this guide: Pro Tips | Common Mistakes | Troubleshooting | Pricing | Alternatives
Why Trust This Guide
I’ve used Valley across live B2B campaigns and tested every feature covered here. This tutorial comes from real hands-on outreach, not marketing fluff.

Valley is a LinkedIn automation tool built for B2B companies that want better outreach and lead generation.
But most users only scratch the surface of what it can do.
This guide on how to use Valley shows you every major feature.
Step by step, with screenshots and pro tips.
Valley Tutorial
This complete Valley tutorial walks you through every feature step by step, from first login to the AI SDR that books meetings for you.

Valley
Keep your calendar full of high-quality B2B prospects. Valley finds high-intent leads on LinkedIn and messages them personally, with users reporting 3X higher reply rates. Trusted by over 150 teams.
Getting Started with Valley
Before using any feature, complete this one-time setup.
It takes about 3 minutes.
Watch this quick overview first:
Now let’s walk through each step.
Step 1: Create Your Account
Go to Valley’s website at joinvalley.co.
Click “Sign Up” or “Book a Demo.”
Enter your work email and create a password.
✓ Checkpoint: Check your inbox for a confirmation email.
Step 2: Connect LinkedIn
Open Settings and link the LinkedIn account you’ll run outreach from.
Here’s what the dashboard looks like:

✓ Checkpoint: Your LinkedIn account shows as connected.
Step 3: Complete Initial Setup
Set your target audience, daily limits, and a starter sequence.
✅ Done: You’re ready to use any feature below.
How to Use Valley High-Intent Leads
High-Intent Leads lets you find buyers already showing signals that they are ready to talk.
Here’s how to use it step by step.
Step 1: Open the Leads tab
Click Leads in the left menu of your Valley dashboard.
Step 2: Set your filters
Choose role, industry, and company size to match your ideal buyer.
Here’s what this looks like:
✓ Checkpoint: A filtered list of high-intent leads appears in your pipeline.
Step 3: Capture warm signals
Valley flags accounts moving from cold outreach to warm signal capture.
✅ Result: You have a focused list of B2B prospects worth contacting first.
💡 Pro Tip: Start narrow. A tight filter beats a broad list when you want replies, not noise.
How to Use Valley Customized Messages
Customized Messages lets you send personalized LinkedIn messages that earn 3X higher reply rates.
Here’s how to use it step by step.
Step 1: Pick a lead
Select a prospect from your high-intent list.
Step 2: Generate the draft
Valley analyzes over 100 data points to personalize each message.
Here’s what this looks like:

✓ Checkpoint: A tailored first message shows in the preview pane.
Step 3: Review and send
Edit the draft, then queue it inside LinkedIn’s guidelines.
✅ Result: Each prospect gets a message written for them, not a generic blast.
💡 Pro Tip: Personalized first lines are why Valley claims 3X higher reply rates. Keep the ask short.
How to Use Valley Detailed Analytics
Detailed Analytics lets you track replies, meetings, and pipeline from one dashboard.
Here’s how to use it step by step.
Step 1: Open Analytics
Click the Analytics tab to see campaign performance.
Step 2: Read the reply rate
Compare reply rates across campaigns and message variants.
Here’s what this looks like:

✓ Checkpoint: Live charts show sent, replied, and booked counts.
Step 3: Track pipeline
Watch meetings booked roll up into pipeline generated.
✅ Result: You can see which campaigns drive pipeline and which to pause.
💡 Pro Tip: Case studies show users generating millions in pipeline. Check analytics weekly to repeat winners.
How to Use Valley Unified Inbox
Ease of Use lets you run outreach without a steep learning curve.
Here’s how to use it step by step.
Step 1: Tour the dashboard
Spend two minutes on the guided walkthrough at first login.
Step 2: Connect LinkedIn
Link your LinkedIn account in the Settings panel.
Here’s what this looks like:

✓ Checkpoint: Your account is connected and a starter sequence is ready.
Step 3: Launch quickly
Use the starter template to send your first sequence.
✅ Result: You are sending outreach without weeks of setup.
💡 Pro Tip: Connect one seat first, learn the flow, then add teammates once you trust the results.
How to Use Valley Pre-Scheduled Campaigns
Pre-Scheduled Campaigns lets you queue up to 1,000-1,200 messages per seat each month.
Here’s how to use it step by step.
Step 1: Build a sequence
Add connection requests and follow-ups in order.
Step 2: Set the cadence
Space messages to stay within 1,000-1,200 per seat each month.
Here’s what this looks like:

✓ Checkpoint: Your sequence shows a scheduled status with future send times.
Step 3: Schedule the send
Pick send windows and let the campaign run on autopilot.
✅ Result: Outreach keeps running without daily manual sending.
💡 Pro Tip: Spread sends across business hours so volume stays inside LinkedIn’s guidelines.
How to Use Valley Built-in Lead Qualification
Built-in Lead Qualification lets you filter out poor-fit prospects before you reach out.
Here’s how to use it step by step.
Step 1: Define your fit
Set the firmographics that mark a qualified lead.
Step 2: Let Valley score
Each prospect is ranked against your qualification rules.
Here’s what this looks like:
✓ Checkpoint: Leads display a fit score next to each name.
Step 3: Route the best
Send qualified leads straight into an active campaign.
✅ Result: Only qualified prospects enter your outreach queue.
💡 Pro Tip: Tighten your fit rules monthly as you learn which segments actually convert.
How to Use Valley Deep Research Database
Deep Research Database lets you pull 100+ data points on every prospect automatically.
Here’s how to use it step by step.
Step 1: Open a prospect card
Click any lead to see the research panel.
Step 2: Review the data points
Valley uses AI to analyze over 100 data points per lead.
Here’s what this looks like:

✓ Checkpoint: A research summary appears for the selected prospect.
Step 3: Insert into outreach
Drop relevant details into your personalized message.
✅ Result: Your messages reference facts the prospect cares about.
💡 Pro Tip: Use one specific data point per message. One sharp detail beats five generic ones.
How to Use Valley AI SDR
AI SDR lets you let an AI rep handle prospecting and first-touch outreach.
Here’s how to use it step by step.
Step 1: Enable the AI SDR
Turn on the AI SDR from the Campaigns tab.
Step 2: Set its goals
Tell it your target accounts and meeting goals.
Here’s what this looks like:
✓ Checkpoint: The AI SDR shows an active status with running tasks.
Step 3: Let it work
The AI SDR runs outreach and flags replies for you.
✅ Result: Routine prospecting runs without a human sending each message.
💡 Pro Tip: Review the AI SDR’s replies daily at first. Approve its tone before trusting it fully.
How to Use Valley Affiliate Program
Affiliate Program lets you earn recurring commissions by referring other teams.
Here’s how to use it step by step.
Step 1: Join the program
Apply through the Affiliate link in your account menu.
Step 2: Share your link
Send your unique referral link to teams that need outreach.
Here’s what this looks like:

✓ Checkpoint: Your referral link and earnings panel are live.
Step 3: Track earnings
Watch sign-ups and commissions in the affiliate dashboard.
✅ Result: You earn commissions while helping other teams grow.
💡 Pro Tip: Pair your link with a short case study. Proof converts referrals far better than a bare link.
Valley Pro Tips and Shortcuts
After running Valley across real campaigns, here are my best tips.
Workflow Shortcuts
| Action | Shortcut |
|---|---|
| Open Leads | G then L |
| New campaign | C |
| Jump to Analytics | G then A |
| Search prospects | / |
Hidden Features Most People Miss
- Signal capture: Switch from cold outreach to warm signal capture to reach buyers showing intent.
- Deep research: Valley analyzes over 100 data points per lead, so open the research panel before writing.
- Seat volume: Each seat can send 1,000-1,200 messages monthly within LinkedIn’s guidelines.
Valley Common Mistakes to Avoid
Mistake #1: Blasting generic messages
❌ Wrong: Sending the same template to every prospect on your list.
✅ Right: Use customized messages built from 100+ data points to lift reply rates.
Mistake #2: Ignoring LinkedIn limits
❌ Wrong: Maxing out sends in one burst and risking your account.
✅ Right: Keep to 1,000-1,200 messages per seat monthly inside LinkedIn’s guidelines.
Mistake #3: Skipping lead qualification
❌ Wrong: Reaching out to anyone who matches a job title.
✅ Right: Let built-in qualification score prospects so you focus on real buyers.
Valley Troubleshooting
Problem: LinkedIn account won’t connect
Cause: An expired session or two-factor prompt is blocking the link.
Fix: Log out of LinkedIn, log back in, then reconnect inside Valley Settings.
Problem: Low reply rates
Cause: Messages are too generic or your list isn’t qualified.
Fix: Add a specific data point to each message and tighten your lead filters.
Problem: Campaign paused unexpectedly
Cause: You hit your monthly per-seat send limit.
Fix: Spread sends across the month or add another seat for more volume.
📌 Note: If none of these fix your issue, contact Valley support.
What is Valley?
Valley is a LinkedIn automation tool that finds high-intent B2B leads and messages them in a personalized way.
Think of it like an AI sales rep that prospects on LinkedIn while you focus on calls.
Watch this quick overview:
It includes these key features:
- High-Intent Leads: Surfaces prospects who are showing buying signals so you reach them at the right moment.
- Customized Messages: Writes personalized outreach for each prospect instead of the same template for everyone.
- Detailed Analytics: Shows reply rates, meetings booked, and pipeline value so you know what is working.
- Ease of Use: A clean interface that lets new users launch their first campaign the same day.
- Pre-Scheduled Campaigns: Schedules sequences in advance so outreach runs while you focus on calls.
- Built-in Lead Qualification: Scores prospects against your criteria so reps spend time on real buyers.
- Deep Research Database: Gathers research on each lead so messages reference real, specific details.
- AI SDR: An AI sales rep that finds leads, writes messages, and books meetings for you.
- Affiliate Program: A referral program that pays you for every team you bring to Valley.
Valley is trusted by over 150 teams and reports case studies generating millions in pipeline. For a full review, see our Valley review.

Valley Pricing
Here’s what Valley costs in 2026:
| Plan | Price | Best For |
|---|---|---|
| Base | $395/month | Solo founders and small B2B teams starting outreach |
| Growth | $995/month | Agencies and lead gen teams scaling campaigns |
| Scale | Custom | Large teams needing custom seats and support |
Free trial: Valley runs through a demo rather than an open free trial.
Money-back guarantee: Contact sales for current terms.

💰 Best Value: Growth — best for agencies scaling outreach across several seats.
Valley vs Alternatives
How does Valley compare? Here’s the competitive landscape:
Watch this comparison:
Here’s how the main tools stack up:
| Tool | Best For | Price | Rating |
|---|---|---|---|
| Valley | AI personalization | From $395/mo | ⭐ 3.5 |
| Skylead | Multichannel agencies | From $100/mo | ⭐ 4.4 |
| HeyReach | Multi-account agencies | From $79/mo | ⭐ 4.6 |
| Dripify | Simple drip campaigns | From $59/mo | ⭐ 4.4 |
| Lemlist | Email-first outreach | From $69/mo | ⭐ 4.5 |
| Closely | Budget LinkedIn | From $59/mo | ⭐ 4.3 |
| Phantom Buster | Custom automation | From $69/mo | ⭐ 4.2 |
| Lusha | Contact data | From $49/mo | ⭐ 4.3 |
Quick picks:
- Best overall: Valley — strongest AI personalization and warm signal capture.
- Best budget: Closely — low entry price for solo founders.
- Best for beginners: Dripify — simplest to launch your first campaign.
- Best for agencies: HeyReach — runs many LinkedIn accounts at once.
🎯 Valley Alternatives
Looking for Valley alternatives? Here are the top options:
- 🚀 Skylead: Cloud-based LinkedIn and email automation with smart sequences for agencies that want multichannel outreach in one flow.
- 💰 Closely: Budget-friendly LinkedIn automation with a built-in lead finder, good for solo founders testing outreach.
- 🏢 HeyReach: Agency-focused tool that runs many LinkedIn accounts at once under unified reporting and inboxes.
- 🔧 Meet Alfred: Multichannel sequences across LinkedIn, email, and Twitter with a long track record.
- ⚡ Dripify: Simple drip campaigns and team management, easy to launch for first-time users.
- 💼 Salesflow: Done-for-you LinkedIn outreach aimed at sales teams that want managed campaigns.
- 🌟 Taplio: Personal branding and LinkedIn content tool, stronger on posting than on cold outreach.
- 🧠 Phantom Buster: Flexible scraping and automation phantoms for users comfortable building custom workflows.
- 🔒 We Connect: Safe, cloud-based LinkedIn automation with simple campaign controls.
- 📊 Lusha: B2B contact and intent data provider, best as an enrichment source beside an outreach tool.
- 🎯 RocketReach: Large contact database for finding verified emails and phone numbers at scale.
- 👶 Dux-Soup: Beginner-friendly browser extension for light LinkedIn prospecting on a budget.
- 🔥 Buzz AI: All-in-one sales engagement with AI assistance across channels.
- 🎨 Authored: Content-led outreach that builds authority before the pitch.
- ⭐ Lemlist: Email-first outreach with personalization and warm-up, with LinkedIn steps added on.
For the full list, see our Valley alternatives guide.
⚔️ Valley Compared
Here’s how Valley stacks up against each competitor:
- Valley vs Skylead: Skylead edges ahead on multichannel breadth; Valley wins on AI personalization and warm-signal capture.
- Valley vs Closely: Closely is cheaper to start; Valley delivers deeper lead research and higher reply rates.
- Valley vs HeyReach: HeyReach scales many accounts well; Valley focuses on smarter per-lead personalization.
- Valley vs Meet Alfred: Meet Alfred spans more channels; Valley’s AI SDR automates more of the prospecting.
- Valley vs Dripify: Dripify is simpler to learn; Valley offers richer analytics and lead qualification.
- Valley vs Salesflow: Salesflow leans managed-service; Valley keeps control and AI in your own hands.
- Valley vs Taplio: Taplio builds your brand; Valley books meetings through direct outreach.
- Valley vs Phantom Buster: Phantom Buster is more flexible but technical; Valley is faster to launch.
- Valley vs We Connect: We Connect covers the basics; Valley adds deep research and an AI SDR.
- Valley vs Lusha: Lusha supplies data; Valley turns data into personalized outreach and replies.
- Valley vs RocketReach: RocketReach finds contacts; Valley sequences and messages them for you.
- Valley vs Dux-Soup: Dux-Soup suits beginners on a budget; Valley fits teams chasing pipeline.
- Valley vs Buzz AI: Buzz AI is broad; Valley is sharper on LinkedIn-specific reply rates.
- Valley vs Authored: Authored warms leads with content; Valley closes the gap with direct messages.
- Valley vs Lemlist: Lemlist is email-first; Valley is LinkedIn-first with AI research baked in.
Start Using Valley Now
You learned how to use every major Valley feature:
- ✅ High-Intent Leads
- ✅ Customized Messages
- ✅ Detailed Analytics
- ✅ Ease of Use
- ✅ Pre-Scheduled Campaigns
- ✅ Built-in Lead Qualification
- ✅ Deep Research Database
- ✅ AI SDR
- ✅ Affiliate Program
Next step: Pick one feature and try it now.
Most teams start with High-Intent Leads.
It takes less than 5 minutes, and case studies show it can build millions in pipeline.
Frequently Asked Questions
How do I use Valley for LinkedIn outreach?
Connect your LinkedIn account, build a target list of high-intent leads, then let Valley write personalized messages and schedule them within LinkedIn’s limits.
Is Valley safe for my LinkedIn account?
Valley sends 1,000-1,200 messages per seat monthly while following LinkedIn’s guidelines, spreading activity to mimic natural behavior and protect your account.
How much does Valley cost?
Valley starts at $395/month for Base, $995/month for Growth, and Custom pricing for Scale. Larger teams contact sales for tailored seats.
Does Valley really get higher reply rates?
Valley claims 3X higher reply rates than other tools by analyzing over 100 data points per lead to personalize each first message.
Who is Valley best for?
Valley suits B2B agencies and lead generation teams that want to move from cold outreach to warm signal capture and keep calendars full.













