Every step, from your client's onboarding call to the daily and weekly execution.
48 hours before onboarding
The brief
Before the onboarding call, I go through everything your client has put online, from their website and blog to their YouTube channel and social accounts, and turn it into a brief of four or five pages. It covers what they sell, who they sell to and the results they've had.
You get it 48 hours before the call. You can forward it to your client to check, or we can go through it together in our shared Slack first. Every question on the call then builds on what's in the brief.
Onboarding call
What's already working for them
You can run the call yourself or bring me in to ask the questions. We record it with Fathom or any AI notetaker, and the transcript is what we build the next steps from.
Clients usually want to sell into a market they've never sold to. That can work, but it makes the testing phase longer, and a new account needs early wins to build momentum. So the call starts with where they've already won:
Which markets they've served before, and which they serve now.
How those customers came in, whether through an outbound email, a LinkedIn conversation or something else.
Where their customers cluster. Several clients in one vertical is a strong signal.
The first campaigns are built around the customers they've already won. Those customers give us social proof and a message that has already landed with a market.
We can also run two tracks in parallel. Some campaigns go after the markets that already buy, and others test the market your client wants to enter. I set the split between the two for each account.
A pre-seed company, or anyone still looking for message-market fit, is a different conversation. There are no past customers to build from, so the targeting comes from what their competitors are doing and the playbooks that already work in that market.
Weeks 1 and 2
Build
Targeting. This gets locked first. Depending on the client, it's one campaign or several segments, each with its own list of decision makers. I build the lists in Claude Code, with the data tools plugged straight into it over MCP: Blitz API and GetLeads to find the companies and the people, and MillionVerifier to check every email before it's loaded. There are no CSVs passed between six tools.
Copy. Every campaign needs its angles, the right social proof and a few specific points about the prospect. Generic copy reads like spam, and personalizing every sentence makes it read like AI wrote it. I keep rewriting until each email reads like one person wrote it to another. If you have your own playbook, bring it in.
Mailboxes and domains. I can get you discounted Google and Microsoft mailboxes through my vendors, or we use your provider if you already have a deal. I set up the domains and warm them for two weeks.
Before anything goes live, it all goes through QA:
Lists. The right companies, the right decision makers and verified emails.
Copy. Every email and every follow-up in every campaign.
Personalization points. Each one checked so it reads correctly for every lead.
Mailboxes. Set up, warmed and ready to send.
I can share the QA with your client in a structured format, so they see how much work went in before the first email sends. Clients who can see the work churn less.
Every day after launch
The daily check
The first campaigns go live at the end of week two. After that, I go through the same checklist every morning:
Mailboxes and domains. The agents check every one and send me a report. I decide what needs fixing and how.
Lists. How many leads are left in each campaign, how many have been contacted so far, and how long the runway is.
Copy. Which emails are getting replies, which aren't, and what to change.
Campaign strategy. Which campaigns get more volume, which get stopped, and what we test next.
Client communication. Answering your client's questions in Slack or email, pointing out quick wins and sending a status update. That can be daily or every 48 hours, depending on how you want to run the client.
Some mornings that's a quick pass. Other mornings it takes hours, usually because a campaign is sending and nobody is replying, and I have to work out whether the problem is the offer or the people we're reaching. New tests come on top of the checklist.
Month 2 and beyond
Test and scale what works
If an account works from day one, most of the heavy lifting is done by month two. If it doesn't, the testing keeps going. When a campaign starts working, more leads go into the same targeting. When that market runs out, I look for markets next to it that buy for the same reasons.
On Client A, that's how the account went from about 4 interested replies a week to 29. See the results
How the account runs
Keeping the client
Depending on how involved you want to be, you can handle these or I can:
Regular check-ins, with small wins shared as they happen.
If you sell interested leads, checking in with your client's sales team on how they handle them: how fast they respond, and whether they follow up.
If you sell booked meetings, checking how the calls are going and flagging problems.
What the agents do, and what I do
The agents
They run in Claude Code, connected over MCP to the sending platform, the data tools and the mailbox providers.
Check the mailboxes and flag anything disconnected.
Clean the lists: fix first and last names, normalize company names, and segment by job title or industry.
Pick personalization points and draft copy variations under my direction.
Write the spintax that varies each email, which helps deliverability.
Put together the campaign reports.
Me
Decide which mailboxes rest, rotate or come out. I rotate them every week to keep them healthy.
Read how the copy is performing and choose which copy to test next.
Choose which offers to test. That depends on how sophisticated the market is and how the people in it think, and it's where most of my time goes.
Decide which campaigns run and which stop. The agents make suggestions, and I push back on plenty of them.
Rework the offer with you when the offer is the problem.
Keep you and your client updated.
Replies
How the interested leads get handled depends on what you sell:
Interested leads or opportunities. Your client's sales team handles the replies.
Booked meetings. My preference is an AI inbox manager plus a setter you hire. The inbox manager does most of the heavy lifting, and the setter calls the leads to book them. The setter also checks the inbox manager's replies, because the inbox manager doesn't always know what to say. You can pay a setter on commission only.
No bandwidth for a setter. I set up the AI inbox manager to handle most of it. Anything it isn't sure about comes to me before it goes out, and I review what it sent every day.
Communication
Between us. Slack works, but I'd prefer WhatsApp for quick back-and-forth.
With your client. Slack or email.
Weekly or every two weeks. A 15-minute catch-up call with your client. You can run it, or I can.
On your team. When I'm on a client call or in a client thread, I'm introduced as your head of fulfillment. If you'd rather keep me out of sight, everything goes through you.
What it costs
Per client$1,500per month, from the first month
It's month to month.
List building, the data subscriptions and data verification are all included. You pay for two things:
The sending platform: Instantly, Smartlead or EmailBison. One account covers all your clients and your own outbound.
The domains and mailboxes. I can connect you with my vendor for a discount, or we work with yours.
Your own outbound, free
As long as you have at least one paying client with me, I run your agency's own outbound at no charge, with the same daily check as every client account. You pay for its domains and mailboxes. The reason is simple: the more clients you sign, the more accounts there are for me to run.
If this is how you'd want your clients' accounts run, message me on WhatsApp.