Understanding Instantly AI for Beginners
Instantly AI is a powerful sales automation and cold email outreach platform designed to help entrepreneurs, marketers, and businesses generate leads at scale. Launched in 2021, it quickly gained traction among digital marketers because of its ability to send personalized cold emails to thousands of prospects while maintaining high deliverability rates. Unlike traditional email marketing tools, Instantly AI focuses on outbound prospecting rather than newsletters, making it an essential tool for anyone looking to grow sales pipelines without relying on ads.
The platform was created by a team of growth hackers and engineers with deep expertise in artificial intelligence and email marketing. Their mission was simple: to remove the complexity from lead generation and provide a cost-effective solution that delivers measurable results. Since then, Instantly AI has become a go-to tool for solopreneurs, agencies, and startups across industries such as SaaS, consulting, real estate, and e-commerce. Its user base spans more than 100 countries, reflecting its global impact in reshaping how businesses connect with potential clients.
What makes Instantly AI stand out is its use of artificial intelligence to optimize deliverability, scale outreach campaigns, and track responses in real time. The system automatically warms up new email accounts to avoid spam filters, rotates multiple inboxes for higher volume sending, and uses data-driven personalization to make emails feel more human. These features allow even beginners to compete with seasoned sales teams. Whether you’re an independent freelancer trying to land new clients or a growing business aiming to scale outreach, Instantly AI provides a modern solution to generate consistent revenue streams.
How to Use Instantly AI for Beginners
Getting started with Instantly AI is surprisingly simple, even if you’re new to sales automation or email marketing. The platform is designed to remove technical barriers so that anyone—from freelancers to large teams—can set up professional cold outreach campaigns in minutes. Whether you want to generate B2B leads, promote services, or scale client acquisition, Instantly AI guides you through the process with a user-friendly interface, automation features, and built-in deliverability protection. By following a few key steps, you can begin turning prospects into paying customers without the steep learning curve that many marketing platforms demand.
"With Instantly AI, I turned cold outreach into real revenue—what used to take weeks now happens in days."
Steps to Get Started with Instantly AI
- Visit: https://instantly.ai/ and sign up for a free trial or paid plan.
- Create: your account by entering your name, email address, and password.
- Verify: your email address to activate your account.
- Connect: one or multiple email inboxes (e.g., Gmail, Outlook, or custom domains).
- Enable: email warm-up to build sender reputation and avoid landing in spam folders.
- Import: your leads list by uploading a CSV file or connecting via third-party tools.
- Use: Instantly’s AI-driven personalization features to tailor subject lines and messages.
- Set up: an email sequence with automated follow-ups based on recipient behavior.
- Adjust: sending limits and schedules to mimic natural human email activity.
- Test: your campaign with a small segment before scaling to larger audiences.
- Monitor: open rates, reply rates, and conversions via the analytics dashboard.
- Use: A/B testing to compare different subject lines or email copy for better performance.
- Integrate: with CRM tools like HubSpot or Pipedrive for seamless lead management.
- Refine: campaigns continuously based on real-time performance data.
Key Advantages and Features of Instantly AI
One of the main reasons Instantly AI has become a favorite among marketers and entrepreneurs is its combination of smart automation, ease of use, and affordability. Unlike traditional email marketing software, it focuses on outbound outreach, giving businesses the ability to scale client acquisition without huge ad budgets. The platform isn’t just about sending emails; it’s about creating conversations that lead to revenue. With advanced deliverability tools, personalization options, and seamless integrations, Instantly AI provides everything needed to run effective campaigns while keeping messages out of the spam folder.
Features and Benefits
- Unlimited Email Accounts: Unlike many competitors, Instantly AI allows users to connect unlimited inboxes, making it easy to scale outreach campaigns across multiple domains.
- AI-Powered Personalization: Each email can be tailored with smart tags and AI-driven personalization, ensuring that recipients feel like they’re receiving a one-on-one message instead of a mass blast.
- Email Warm-Up Automation: The built-in warm-up tool gradually increases email sending volume to establish credibility with mail providers, helping users avoid spam filters from day one.
- High Deliverability Rates: Instantly AI uses rotation, throttling, and advanced domain reputation management to maximize inbox placement and reduce bounce rates.
- Automated Follow-Ups: Users can set up sequences that automatically follow up with leads who don’t reply, significantly increasing response rates without manual effort.
- Real-Time Analytics: The platform provides detailed insights on open rates, click-through rates, bounce rates, and replies, enabling data-driven optimization.
- Team Collaboration Tools: Agencies and sales teams can collaborate on campaigns, share inboxes, and manage client outreach within a single account.
- Affordable Pricing: Instantly AI is priced more competitively than many outbound email platforms, with plans starting at a fraction of traditional CRMs.
- Seamless Integrations: It connects easily with CRMs like HubSpot, Pipedrive, and Salesforce, as well as Zapier for workflow automation.
- Scalable Outreach: Whether you’re sending a few dozen emails per day or scaling to tens of thousands, Instantly AI is designed to handle growth without performance drops.
Pros and Cons of Using Instantly AI
Like any marketing tool, Instantly AI comes with both strengths and limitations. For many entrepreneurs and agencies, the platform offers an affordable and scalable way to generate consistent leads without spending heavily on paid advertising. However, while it’s a powerful solution for outreach, there are certain challenges to consider, especially for complete beginners or businesses that don’t have strong lead lists. Below are the key pros and cons to help you make an informed decision before investing your time and money into the platform.
Pros
- Unlimited: sending capacity with multiple inboxes connected, allowing users to scale outreach without restrictions.
- Built-in: email warm-up tool that protects sender reputation and ensures higher deliverability.
- AI-driven: personalization that makes emails appear more authentic and increases response rates.
- Automated: follow-up sequences to engage prospects consistently without manual tracking.
- Affordable: pricing model compared to traditional CRMs and cold outreach tools.
- Seamless: integrations with CRM and automation platforms like HubSpot, Pipedrive, and Zapier.
- Comprehensive: analytics dashboard to track campaign performance in real time.
- Global: user base and community support, offering plenty of tutorials, case studies, and peer advice.
Cons
- Learning curve: for complete beginners, especially those unfamiliar with email outreach strategies.
- Requires: strong lead sourcing, as success depends heavily on the quality of your contact lists.
- Risk: of deliverability issues if users don’t follow best practices for cold emailing.
- Limited: design customization, since it focuses on plain-text cold emails rather than branded newsletters.
- Ongoing: costs for inbox domains, as scaling campaigns may require purchasing multiple domains and email accounts.
- Potential: compliance concerns, especially in regions with strict data privacy laws (e.g., GDPR).
- No: built-in marketplace for leads, meaning users must rely on third-party tools to gather prospects.
- Dependence: on third-party integrations for advanced CRM or workflow needs.
Instantly AI is more than just an outreach tool—it’s a platform that opens up diverse opportunities to build revenue streams. Because it automates lead generation and outreach, it can be used by freelancers, digital marketers, agencies, and even small business owners who want to scale client acquisition without heavy advertising costs. The key to making money with Instantly AI lies in understanding its features and applying them strategically within the right business model. Below, we’ll explore proven methods, starting with one of the most accessible and profitable options.
5 Ways to Make Money with Instantly AI
1. Offering Cold Email Lead Generation Services
Cold email outreach has always been a cornerstone of B2B sales, but doing it effectively requires time, consistency, and technical know-how. Many businesses struggle with this process, which creates a huge demand for outsourcing lead generation. With Instantly AI, you can position yourself as a service provider who handles everything—from inbox setup to campaign management—helping companies book more sales calls and close deals faster. This model works particularly well for freelancers, digital marketing agencies, and consultants who want to create predictable monthly income while solving a high-value problem for clients. Businesses across industries such as SaaS, real estate, IT services, and consulting are constantly looking for qualified leads. By offering lead generation services with Instantly AI, you’re not only saving them time but also increasing their revenue potential. Since cold email remains one of the highest-ROI marketing channels in 2025, this service is in growing demand, making it one of the most straightforward ways to monetize the platform.
How It Works (Step-by-Step for Beginners)
- Sign up for an Instantly AI account at https://instantly.ai/.
- Choose a pricing plan that fits your expected client workload.
- Purchase or connect multiple domains to create email inboxes for outreach.
- Enable Instantly AI’s email warm-up tool for each new inbox.
- Research and build targeted lead lists using tools like Apollo.io, ZoomInfo, or LinkedIn Sales Navigator.
- Import leads into Instantly AI by uploading CSV files.
- Create personalized email sequences tailored to each client’s industry and goals.
- Schedule automated follow-ups to maximize response rates.
- Monitor open, reply, and bounce rates via Instantly’s analytics dashboard.
- Use A/B testing to refine subject lines and email copy.
- Share regular performance reports with your clients.
- Adjust sending limits and inbox rotation as campaigns scale.
- Upsell clients on additional services like CRM integration or content writing.
- Retain clients by offering continuous campaign optimization and list management.
Capital Required
Starting costs are relatively low. An Instantly AI plan begins at around $37/month, and you’ll need $10–$15 per domain for outreach emails. A basic setup with 3–5 inboxes might cost $80–$120/month, which is easily covered once you secure your first client.
Third-Party Platforms Required
- Lead sourcing tools: Apollo.io, ZoomInfo, or LinkedIn Sales Navigator
- CRM tools (optional but helpful): HubSpot, Pipedrive, or Salesforce
- Domain providers: Namecheap or Google Domains
- Email security tools: DMARC or SPF record setup to ensure deliverability
Main Strategy and Target Audience
The quickest strategy to generate income is to target small-to-medium businesses (SMBs) that lack internal sales teams. Position your service as a cost-effective alternative to hiring full-time sales staff. Start by reaching out to businesses in niches with high customer value, such as SaaS, B2B consulting, or IT services. A good promotion plan includes creating a LinkedIn profile showcasing your services, sending direct outreach emails, and joining freelancing platforms like Upwork or Fiverr to secure early contracts.
Estimated Income
- Beginners: $200–$500 per week ($800–$2,000 per month) with 1–3 clients
- Experienced providers: $500–$1,000 per week ($2,000–$4,000+ per month) with 5–10 clients
Income depends largely on your pricing model, but most freelancers charge $300–$1,000 per client per month for lead generation services.
Real-World Success Story
A digital marketer named Carlos Mendes from Brazil began offering lead generation services using Instantly AI in late 2023. Starting with just two clients he found on Upwork, Carlos managed their cold outreach campaigns by setting up inboxes, warming them up, and building personalized sequences. Within three months, he scaled to six clients, charging between $400 and $600 per month each. By mid-2024, Carlos was earning $2,500 monthly, primarily from repeat contracts. He shared his journey and growth tips on the r/Entrepreneur subreddit and in several LinkedIn groups, inspiring others to follow a similar path.
2. Running a Cold Email Agency
One of the fastest-growing business models in digital marketing today is running a specialized cold email agency. Instead of simply offering lead generation as a freelancer, you can position yourself as a full-fledged agency that manages large-scale outreach campaigns for multiple businesses. Instantly AI makes this model possible because it allows unlimited inboxes, advanced automation, and scalable campaign management—all of which are essential for handling multiple clients at once. This business is suitable for entrepreneurs who want to build recurring revenue and scale beyond solo freelancing. By branding yourself as an agency, you can charge premium retainers, delegate work to a small team, and establish long-term contracts with companies that prefer outsourcing. The demand is massive: SaaS startups, B2B service providers, and local businesses all need consistent leads but don’t have the expertise or resources to do it themselves. With Instantly AI, you can offer them a done-for-you system that books calls and fills pipelines reliably.
How It Works (Step-by-Step for Beginners)
- Sign up for Instantly AI at https://instantly.ai/ with a higher-tier plan to handle multiple clients.
- Register a business domain and set up a professional website for your agency.
- Connect multiple domains and email inboxes dedicated to different client accounts.
- Warm up all inboxes using Instantly’s automated warm-up feature.
- Develop service packages (e.g., 200–500 leads per month, full campaign management).
- Build prospect lists for each client using data providers like Apollo.io, ZoomInfo, or Clay.
- Import and organize client leads into Instantly AI.
- Create personalized campaigns tailored to each client’s target market.
- Set up sequences with automated follow-ups for each client.
- Assign campaigns to team members for monitoring and optimization.
- Use analytics dashboards to measure results for every client.
- Schedule regular client meetings to report progress and refine strategies.
- Scale by outsourcing list-building, copywriting, or inbox management to contractors.
- Continuously optimize to retain clients and grow monthly recurring revenue.
Capital Required
Starting a cold email agency requires slightly more investment than freelancing. You’ll need:
- Instantly AI plan: $97/month (agency-level plan)
- Multiple inbox domains: $10–$15 each, with 5–10 recommended
- Professional website & branding: $100–$300 initial setup
Overall, expect to invest $200–$500 initially, with monthly costs scaling as you add more clients.
Third-Party Platforms Required
- Lead data tools: Apollo.io, Clay, or ZoomInfo
- CRM: HubSpot, Pipedrive, or Close
- Collaboration tools: Slack, Trello, or Asana
- Website hosting: WordPress, Webflow, or Squarespace
Main Strategy and Target Audience
The best strategy is to focus on B2B startups and high-ticket service providers (like consultants, software companies, or marketing firms) who rely heavily on qualified leads. Start by offering smaller outreach packages to build trust, then upsell into larger retainers. Use your own cold email outreach with Instantly AI to acquire agency clients—a perfect case of practicing what you preach. LinkedIn and niche communities (like SaaS founder groups) are also excellent places to find potential clients.
Estimated Income
- Beginners: $500–$1,000 per week ($2,000–$4,000/month) with 2–4 clients
- Established agencies: $2,000–$5,000 per week ($8,000–$20,000+/month) with 8–15 clients
Most agencies charge $1,000–$3,000 per client per month, depending on deliverables and results.
Real-World Success Story
In 2024, Lukas Steiner from Germany started a cold email agency using Instantly AI after leaving his corporate job. He began with just one SaaS client, charging $1,200 per month to manage outreach. Within six months, Lukas had scaled to five clients, each paying between $1,000 and $2,000 monthly. By mid-2025, his agency was generating over $10,000/month in recurring revenue, with a small team handling copywriting and campaign management. Lukas shared his journey in several LinkedIn Sales Navigator groups and on the Cold Email Wizard community on Twitter/X, inspiring other marketers to adopt the agency model.
3. Selling Cold Email Copywriting Services
While many businesses can set up their own campaigns with Instantly AI, the biggest challenge they face is writing compelling cold emails that actually get responses. This opens a strong opportunity for copywriters to monetize their skills by offering cold email copywriting services. Since Instantly AI thrives on personalization and engagement, high-quality copy is the difference between being ignored and booking sales calls. Businesses know this, which is why they are often willing to pay good money for experts who can craft persuasive sequences. This model is suitable for freelancers, content writers, and marketers with strong communication skills. You don’t need to manage entire campaigns—instead, you deliver the email sequences that businesses can plug into Instantly AI. This makes it a low-cost and low-risk business, while still tapping into the huge demand for B2B outreach. As more startups and service providers flood competitive industries in 2025, the need for high-performing copywriters is only increasing.
How It Works (Step-by-Step for Beginners)
- Sign up for Instantly AI at https://instantly.ai/ to understand how campaigns are structured.
- Study high-performing cold email templates and industry benchmarks.
- Identify a niche (e.g., SaaS, real estate, IT services) where you’ll focus your copywriting.
- Create a portfolio showcasing sample cold email sequences.
- Offer copywriting packages (e.g., 5-email sequence, 10-email sequence).
- Use freelancing platforms like Upwork, Fiverr, and Contra to find initial clients.
- Network on LinkedIn to connect with agencies and businesses already using Instantly AI.
- Gather client briefs about their target audience and value proposition.
- Write personalized subject lines, opening lines, and call-to-actions tailored to prospects.
- Optimize for brevity and clarity to fit cold email best practices.
- Provide A/B variations of copy to test within Instantly AI.
- Deliver copy in easy-to-import formats (CSV or text files).
- Upsell additional services such as follow-up sequences or personalization guides.
- Collect testimonials and case studies to attract higher-paying clients.
Capital Required
This is one of the most cost-effective ways to make money with Instantly AI. All you need is an Instantly AI account ($37/month) for research and practice, plus optional freelancing platform fees. Your startup cost can be as low as $50–$100.
Third-Party Platforms Required
- Freelancing platforms: Upwork, Fiverr, Contra
- Networking platforms: LinkedIn, Twitter/X
- Research tools: Grammarly, Hemingway App, Copy.ai for inspiration
Main Strategy and Target Audience
The main strategy is to target startups, agencies, and small businesses that already use or plan to use cold outreach. Since these clients value results, highlight how your copy improves reply rates and conversions. Promote your services by publishing LinkedIn posts with examples of strong cold emails, or offer free audits of existing campaigns to attract leads. Once you land a few clients, build case studies to increase credibility and raise your rates.
Estimated Income
- Beginners: $100–$300 per sequence ($500–$1,500/month with 5–6 clients)
- Experienced copywriters: $500–$1,000 per sequence ($3,000–$6,000+/month)
Some clients also hire on retainer, paying $1,000–$2,000 monthly for ongoing sequence optimization.
Real-World Success Story
A freelance writer named Megan Torres from Canada transitioned into cold email copywriting in 2023 after discovering Instantly AI. She initially charged $150 for a 5-email sequence on Fiverr. Within four months, after showcasing client results (20%+ reply rates), Megan raised her rates to $500 per sequence. By 2024, she was earning $3,500 per month consistently working with SaaS startups and agencies. Megan frequently shares tips in the Copywriter Café Facebook group and on Reddit’s r/freelance community, where she encourages new writers to specialize in cold email for higher earnings.
4. Building and Selling Lead Lists
High-quality leads are the fuel behind every successful cold email campaign. Many businesses struggle not with sending emails, but with finding accurate, targeted contacts. This creates a profitable opportunity for entrepreneurs to build and sell lead lists. Using Instantly AI alongside lead-sourcing tools, you can create niche-specific databases that save companies hours of research while giving them a ready-to-use list for outreach. This model is ideal for people who enjoy research and data organization. Instead of managing campaigns or writing emails, you focus on gathering verified business contacts. Industries like SaaS, recruitment, real estate, and IT services are always hungry for leads, making this a service that stays in high demand. Since the success of any outreach campaign depends on list quality, businesses are often willing to pay a premium for verified data.
How It Works (Step-by-Step for Beginners)
- Sign up: for Instantly AI at https://instantly.ai/ to understand lead import formats.
- Pick: a niche market (e.g., SaaS founders, real estate agents, IT decision-makers).
- Use: tools like Apollo.io, ZoomInfo, or LinkedIn Sales Navigator to gather leads.
- Export: leads with names, emails, job titles, and company details.
- Verify: emails using NeverBounce or ZeroBounce to reduce bounce rates.
- Organize: leads into structured CSV files compatible with Instantly AI.
- Segment: lists based on industry, company size, or region for higher targeting.
- Sell: lists directly to businesses or agencies on freelancing platforms.
- Offer: bundles (e.g., 500 verified SaaS leads) at tiered pricing.
- Provide: ongoing list updates or subscriptions for recurring income.
- Upsell: services like campaign setup or copywriting to increase client value.
- Use: testimonials from early buyers to build credibility.
- Automate: sourcing with scraping tools while ensuring compliance with privacy laws.
- Continuously: refine data quality to justify premium pricing.
Capital Required
You’ll need access to lead-sourcing and verification tools.
- Instantly AI plan: $37/month
- Apollo.io or ZoomInfo: $50–$200/month
- Email verification (NeverBounce/ZeroBounce): $20–$50/month
Overall startup costs can range from $100–$300/month, depending on the tools you choose.
Third-Party Platforms Required
- Lead sourcing: Apollo.io, ZoomInfo, LinkedIn Sales Navigator
- Verification: NeverBounce, ZeroBounce
- Selling platforms: Fiverr, Upwork, LinkedIn, or direct outreach
Main Strategy and Target Audience
Focus on agencies, consultants, and startups that don’t have time to build their own lists. The quickest way to land clients is to showcase your lists on Fiverr or Upwork as ready-made products. Another strategy is to join LinkedIn groups where agency owners gather and pitch your services. Position your lists as “verified, ready-to-use, and niche-specific,” which adds strong value compared to raw data scraping.
Estimated Income
- Beginners: $100–$300 per list ($500–$1,500/month with 5–6 sales)
- Experienced sellers: $500–$1,000 per list ($3,000–$6,000+/month)
Subscription-based models (e.g., monthly lead list updates) can push income even higher.
Real-World Success Story
An entrepreneur named Daniel Novak from Poland began selling SaaS lead lists on Fiverr in 2023. At first, he offered small bundles of 200 verified leads for $75 each. As demand grew, Daniel refined his process with Apollo.io and ZeroBounce, scaling his offerings to 1,000-lead packages priced at $500. By mid-2024, he was making $4,000 per month consistently from repeat buyers, including agencies that purchased lists monthly. Daniel documented his methods and results in the Upwork Freelancers Facebook group and shared client feedback screenshots on LinkedIn.
5. Affiliate Marketing with Instantly AI
Affiliate marketing is one of the most straightforward ways to earn passive income online, and Instantly AI offers an attractive affiliate program. Instead of selling your own product or service, you promote Instantly AI to businesses, freelancers, and agencies that could benefit from it. Each time someone signs up through your referral link, you earn a commission. With the growing demand for cold email automation in 2025, promoting Instantly AI as an affiliate has become a lucrative side hustle for many digital marketers. This business model is ideal for bloggers, YouTubers, email marketers, and social media influencers who already have an audience interested in marketing tools. It’s also perfect for beginners who may not want to manage client campaigns or build lead lists but still want to make money in the email outreach niche. Since affiliate marketing scales with traffic, the earning potential increases as you grow your audience.
How It Works (Step-by-Step for Beginners)
- Visit: https://instantly.ai/ and apply for their affiliate program.
- Get: approved and receive a unique affiliate link to promote Instantly AI.
- Choose: a promotion channel: blog, YouTube, TikTok, LinkedIn, or email newsletter.
- Create: valuable content explaining how Instantly AI works (reviews, tutorials, comparisons).
- Insert: your affiliate link strategically in your content.
- Use: SEO to rank blog posts for keywords like “best cold email software” or “Instantly AI review.”
- Run: YouTube demos showcasing how to set up campaigns with Instantly AI.
- Share: case studies or success stories on LinkedIn to build authority.
- Build: an email list and send newsletters with tips on cold outreach, including your referral links.
- Offer: bonuses (like free templates or guides) for people who sign up through your link.
- Track: performance and commissions via the Instantly AI affiliate dashboard.
- Test: different CTAs (call-to-actions) to see what converts best.
- Reinvest: part of your earnings into ads (Google, Facebook, or TikTok) to scale referrals.
- Continuously: optimize by creating fresh content as new Instantly AI features are released.
Capital Required
Affiliate marketing has one of the lowest startup costs.
- Instantly AI affiliate program: Free
- Website/blog setup: $50–$100/year (domain + hosting)
- Optional ad budget: $100–$300/month
Overall, you can get started with under $100 if you focus on organic promotion.
Third-Party Platforms Required
- Content creation: WordPress, Medium, YouTube, TikTok
- SEO tools: Ahrefs, SEMrush, or Ubersuggest
- Email marketing: ConvertKit or Mailchimp (optional)
- Social platforms: LinkedIn, Twitter/X, Instagram
Main Strategy and Target Audience
The fastest strategy is to create content that solves problems for small businesses, freelancers, and marketers. For example, publish YouTube tutorials like “How to Send 10,000 Emails Without Getting Marked as Spam” and naturally promote Instantly AI as the solution. Target audiences include freelancers, agencies, and B2B founders searching for scalable lead generation tools. By positioning yourself as a helpful educator, you can attract clicks and sign-ups through trust and authority.
Estimated Income
- Beginners: $100–$300 per month with organic blog or YouTube traffic
- Intermediate affiliates: $500–$1,500 per month with consistent promotion
- Advanced affiliates: $2,000–$5,000+ per month using SEO, ads, and email funnels
Since Instantly AI offers recurring commissions, you can build passive income streams as long as your referrals remain subscribed.
Real-World Success Story
A marketer named James Wright from the United States joined the Instantly AI affiliate program in 2023. He started by creating simple YouTube tutorials showing how to set up cold email campaigns. By sharing his referral link in video descriptions, he earned his first $150 within two weeks. Over the next year, James scaled his efforts by writing comparison blogs and running small Google ads targeting “cold email software.” By 2024, he was making over $2,000 per month in affiliate commissions, with most income coming passively from YouTube views. James discussed his journey openly in the Affiliate Marketing Subreddit (r/affiliatemarketing) and on his LinkedIn profile.
6. Offering Instantly AI Setup and Consulting Services
Not every business owner has the time or technical know-how to set up Instantly AI properly. From inbox warming and deliverability settings to crafting the first campaign, many users prefer to pay an expert to get everything ready for them. This creates a profitable consulting opportunity: helping businesses set up and optimize their Instantly AI accounts so they can launch campaigns without the trial-and-error.
This model is perfect for tech-savvy freelancers, marketers, or small agencies. It works well because Instantly AI has a powerful set of features, but clients often get overwhelmed by the details. By positioning yourself as an Instantly AI setup consultant, you save clients time and help them avoid costly mistakes—while earning a strong service fee.
How It Works (Step-by-Step for Beginners)
- Create: your Instantly AI account at https://instantly.ai/ and master its features.
- Learn: technical setup: SPF, DKIM, and DMARC records for domain security.
- Develop: a setup checklist covering inbox connection, warm-up, and integrations.
- Offer: packages like “Basic Setup” or “Advanced Setup + Campaign Launch.”
- Promote: your services on Fiverr, Upwork, and LinkedIn.
- Reach out: directly to businesses that just signed up for Instantly AI (many announce it on LinkedIn).
- Provide: one-on-one consulting calls to explain best practices.
- Implement: email warm-up and monitor deliverability.
- Help: clients import lead lists and segment contacts properly.
- Build: first cold email sequences for them, or provide ready-made templates.
- Train: client teams on how to manage and scale campaigns.
- Offer: ongoing support for troubleshooting and optimization.
- Upsell: long-term consulting or retainer packages for continuous guidance.
- Collect: testimonials to grow credibility and attract more clients.
Capital Required
The capital required is minimal compared to other models.
- Instantly AI plan: $37/month
- Domain setup costs: $10–$15 per domain (for practice/testing)
- Optional website & branding: $50–$200
- Total starting cost can be: $50–$100, making it very beginner-friendly.
Third-Party Platforms Required
- Domain registrars: Namecheap, Google Domains
- Communication tools: Zoom, Google Meet, or Loom (for consulting calls)
- Freelance platforms: Upwork, Fiverr, Contra
- Payment processors: PayPal, Stripe
Main Strategy and Target Audience
Your best clients are startups, agencies, and small business owners new to cold outreach. Many sign up for Instantly AI but abandon it after struggling with setup. Position yourself as the solution by offering fast, affordable, and expert onboarding. Promote yourself in LinkedIn groups, cold outreach communities, and freelancer marketplaces. A smart strategy is to post educational content—like “5 Common Instantly AI Setup Mistakes”—and then offer your consulting services as the fix.
Estimated Income
- Beginners: $200–$500 per setup ($800–$1,500/month with 3–4 clients)
- Experienced consultants: $1,000–$3,000 per month in retainers or premium packages
- Some consultants eventually scale into full-service agencies, pushing monthly income beyond $5,000+.
Real-World Success Story
A consultant named Sophie Laurent from France began offering Instantly AI setup services in early 2024. Initially, she charged $150 per setup on Fiverr, focusing on small businesses that wanted to try cold outreach. After refining her process and building testimonials, Sophie increased her rates to $400 per project. Within nine months, she was consistently making $2,000 per month from Fiverr and LinkedIn clients. Sophie often shares her results in the B2B Growth Hacks Facebook group and has been featured in discussions on Reddit’s r/SaaS community.
7. Teaching Instantly AI Courses or Workshops
As more entrepreneurs and businesses adopt Instantly AI, there’s growing demand for learning how to use it effectively. By creating courses, webinars, or workshops, you can monetize your expertise by teaching others how to master cold email campaigns, lead generation, and outreach strategies. This model works particularly well for marketers, trainers, and content creators who enjoy teaching and packaging their knowledge into structured programs.
Businesses and freelancers often prefer learning from someone who has hands-on experience rather than figuring out complex automation on their own. By offering step-by-step guidance, templates, and practical strategies, you provide real value while generating a scalable income stream. Unlike one-on-one consulting, courses allow you to sell to multiple students simultaneously, making it a highly leveraged revenue model.
How It Works (Step-by-Step for Beginners)
- Gain mastery of Instantly AI by experimenting with campaigns and understanding all features.
- Decide on your course format: pre-recorded videos, live webinars, or hybrid workshops.
- Outline a curriculum covering setup, email sequences, lead sourcing, personalization, and analytics.
- Create supporting materials like cheat sheets, templates, and slides.
- Record your course using tools like Loom, OBS Studio, or Camtasia.
- Upload your course to platforms like Teachable, Udemy, or Kajabi.
- Set a pricing model: one-time purchase, subscription, or tiered packages.
- Promote your course through LinkedIn, YouTube, blogs, or email newsletters.
- Offer free mini-training sessions or webinars to attract students.
- Encourage participants to share testimonials to boost credibility.
- Continuously update content to reflect the latest Instantly AI features and trends.
- Upsell premium coaching or group consulting for advanced students.
- Leverage affiliate marketing by providing referral links for Instantly AI sign-ups.
- Monitor engagement and iterate on course content based on feedback.
Capital Required
The startup costs are relatively low:
- Instantly AI account: $37/month for experimentation
- Course creation software and hosting: $50–$200 depending on the platform
- Optional marketing budget: $100–$300
- Total initial investment can be: under $300.
Third-Party Platforms Required
- Course platforms: Teachable, Udemy, Kajabi
- Recording tools: Loom, OBS Studio, Camtasia
- Marketing: LinkedIn, YouTube, email newsletters
- Payment processors: PayPal, Stripe
Main Strategy and Target Audience
Target freelancers, agencies, and small business owners looking to scale cold outreach without trial-and-error. Position your course as “Beginner-Friendly Instantly AI Mastery” to attract users who want fast results. Start by offering free webinars or downloadable guides to build trust, then upsell the full course. Encourage satisfied students to share their success stories to create a referral loop.
Estimated Income
- Beginners: $200–$500 per month from initial course sales
- Intermediate instructors: $1,000–$3,000/month
- Advanced course creators: $5,000–$10,000+ monthly with premium workshops and coaching
Income grows as you scale your marketing reach and update content regularly.
Real-World Success Story
A digital trainer named Lucas Moreno from Mexico launched a beginner-friendly Instantly AI workshop in 2024. He started with a small cohort of 10 students at $50 each and focused on practical cold email strategies. Within three months, Lucas expanded to an online course with 50+ students, generating $2,500 per month. He shared tips and student results in the Digital Marketing Professionals Facebook group and on LinkedIn, inspiring others to teach similar courses.
Instantly AI Money-Making Methods Comparison Table
Method | How It Works | Supporting Platforms | Target Market | Capital Required | Estimated Income |
---|---|---|---|---|---|
Cold Email Lead Generation Services | Manage client outreach campaigns using Instantly AI for B2B leads | Instantly AI, Apollo.io, ZoomInfo, LinkedIn | Small businesses, SaaS, consultants | $80–$120/month | Beginners: $800–$2,000/month; Experienced: $2,000–$4,000/month |
Cold Email Agency | Scale multiple client campaigns with team collaboration and automation | Instantly AI, HubSpot, Pipedrive, Clay | Startups, agencies, B2B service providers | $200–$500 startup | Beginners: $2,000–$4,000/month; Experienced: $8,000–$20,000+/month |
Cold Email Copywriting Services | Write persuasive email sequences for clients | Instantly AI, Grammarly, Hemingway, Copy.ai, Upwork, Fiverr | Startups, SaaS, agencies | $50–$100 startup | Beginners: $500–$1,500/month; Experienced: $3,000–$6,000+/month |
Building and Selling Lead Lists | Create verified, niche-specific lead databases for resale | Instantly AI, Apollo.io, ZoomInfo, LinkedIn, NeverBounce | Agencies, startups, freelancers | $100–$300/month | Beginners: $500–$1,500/month; Experienced: $3,000–$6,000+/month |
Affiliate Marketing with Instantly AI | Promote Instantly AI and earn commissions from sign-ups | Instantly AI affiliate, WordPress, YouTube, LinkedIn | Freelancers, marketers, content creators | <$100 | Beginners: $100–$300/month; Advanced: $2,000–$5,000+/month |
Instantly AI Setup and Consulting | Provide technical setup, inbox warm-up, and campaign guidance | Instantly AI, Zoom, Upwork, Fiverr, Google Domains | Startups, SMBs, agencies | $50–$100 startup | Beginners: $800–$1,500/month; Experienced: $2,000–$5,000+/month |
Teaching Instantly AI Courses or Workshops | Offer online courses, webinars, or workshops | Instantly AI, Teachable, Udemy, Kajabi, YouTube | Freelancers, agencies, SMBs | <$300 | Beginners: $200–$500/month; Advanced: $5,000–$10,000+/month |
Tips for Beginners Just Starting Out
Starting with Instantly AI can feel overwhelming, especially with so many features and potential ways to monetize it. However, following proven strategies and best practices will save time, reduce mistakes, and accelerate results. Here are essential tips for beginners to get started successfully:
- Start Small – Don’t try to run multiple campaigns or manage several clients at once. Begin with one niche, one client, or a single lead list to master the platform.
- Learn by Doing – Experiment with Instantly AI yourself before offering services. Set up test campaigns, send practice emails, and analyze results to understand the system fully.
- Focus on Quality Leads – Whether you’re offering lead generation, list building, or copywriting, the success of campaigns depends on the quality of leads. Invest in proper sourcing and verification tools.
- Use Personalization – Personalized emails get higher response rates. Learn how to use AI-driven tags, dynamic content, and subject line variations effectively.
- Track Metrics – Pay attention to open rates, reply rates, and conversions. Use this data to optimize sequences, copy, and targeting.
- Start Freelancing Platforms Early – Platforms like Fiverr, Upwork, and LinkedIn are excellent for landing your first clients. Build your reputation through small jobs and positive reviews.
- Build a Portfolio – Even test campaigns can demonstrate your skill. Create a portfolio showing results, email templates, and case studies to attract clients.
- Educate Yourself Continuously – Follow forums, LinkedIn groups, and Reddit communities to keep up with cold email trends and Instantly AI updates.
- Offer Value First – When pitching services, focus on how your solution helps clients save time, generate leads, and increase revenue, rather than just listing features.
- Stay Compliant – Familiarize yourself with email compliance laws like GDPR and CAN-SPAM to avoid legal issues while running campaigns.
By implementing these tips, beginners can confidently navigate Instantly AI, build their first campaigns, and start generating income while avoiding common pitfalls.
Mistakes to Avoid
While Instantly AI is a powerful platform for generating income, beginners often make avoidable mistakes that reduce results or even hurt their credibility. Being aware of these pitfalls early can save time, money, and frustration.
- Neglecting Email Warm-Up – Sending campaigns from a new email without warming it up can trigger spam filters and reduce deliverability. Always use Instantly AI’s warm-up feature.
- Skipping Lead Verification – Sending emails to invalid addresses increases bounce rates and damages domain reputation. Verify all leads using tools like NeverBounce or ZeroBounce.
- Overloading Campaigns Too Soon – Trying to send thousands of emails immediately can harm deliverability. Scale gradually as the system learns your sending patterns.
- Using Generic Copy – Mass emails without personalization have low response rates. Always tailor emails to the recipient’s industry, role, or pain points.
- Ignoring Metrics – Not monitoring open rates, replies, or bounce rates prevents optimization. Regularly review analytics to improve campaigns.
- Overpromising Results – Avoid guaranteeing unrealistic outcomes to clients. Set expectations based on data and industry averages.
- Failing to Segment Leads – Treating all leads the same reduces engagement. Segment lists by industry, role, or region for higher conversions.
- Skipping Compliance – Ignoring GDPR, CAN-SPAM, or other local regulations can lead to penalties. Always include opt-out links and privacy-compliant practices.
- Underpricing Services – Charging too little for your services can undervalue your work and make scaling difficult. Research market rates before setting fees.
- Neglecting Continuous Learning – Cold email trends, deliverability standards, and Instantly AI features evolve constantly. Staying up-to-date is crucial for long-term success.
By avoiding these common mistakes, beginners can maintain professional credibility, improve campaign performance, and maximize income potential with Instantly AI.
Frequently Asked Questions
Instantly AI is a cold email automation platform designed specifically for outbound lead generation, unlike traditional email marketing tools that focus on newsletters or bulk campaigns. It emphasizes high deliverability, automated follow-ups, and AI-driven personalization to help businesses generate B2B leads efficiently.
No advanced technical skills are required. Instantly AI is beginner-friendly with step-by-step setup, inbox warm-up automation, and campaign templates. Basic understanding of email platforms and lead sourcing helps, but anyone can learn to run campaigns successfully.
Plans start at around $37/month for a basic account. Additional costs may include domain purchases ($10–$15 each), lead sourcing tools, or email verification services depending on the business model you choose. Many monetization methods can start with minimal investment.
Yes, but success depends on effort and strategy. Freelancers offering services like lead generation, copywriting, or setup consulting can earn their first income within weeks. Methods like affiliate marketing or teaching courses may take slightly longer to generate consistent revenue.
Yes, as long as you follow regulations like CAN-SPAM (U.S.) and GDPR (EU). This includes providing opt-out options, using verified leads, and respecting privacy laws. Instantly AI provides tools to maintain deliverability and compliance, but users must apply best practices.
Industries with high-value B2B services like SaaS, consulting, IT, real estate, and marketing agencies benefit the most. Startups and small businesses that lack in-house sales teams are ideal clients for freelancers or agencies offering Instantly AI services.
What Our Readers Say
“After reading this post, I finally understood how Instantly AI works and which strategy fits my business. I implemented the cold email lead generation method and landed my first client within a week!”Lucas Romero
“This article gave me clarity on affiliate marketing with Instantly AI. I created my first blog post and referral link and earned my first $120 in commissions within a few days. Highly practical advice!”Sofia Mendes
“I felt inspired by the real-world success stories. I followed the cold email copywriting method and completed my first 5-email sequence for a SaaS startup. They loved it, and I earned $300!”Mateo Silva
“The tips for beginners were extremely useful. I avoided common mistakes and optimized my lead lists effectively. I made $450 in my first month, and I now feel confident scaling.”Elena Russo
“Understanding the setup and consulting strategy was a game-changer for me. I helped a small business launch their first campaign and earned $200 in my first week. This guide made everything easy to follow.”Carlos Vega
“The comparison table was so helpful. I could easily decide which method suited me best. I started teaching an online Instantly AI workshop and made $500 in the first month!”Ana Torres
“This guide answered all my questions. I finally know how to structure campaigns, choose niches, and use follow-ups properly. After a month, I earned $600 from cold email services.”Julian Fischer
“I never realized the potential of combining Instantly AI with lead generation and copywriting until I read this article. I followed the advice and successfully made $350 in my first week.”Isabel Duarte