top of page

Onboarding 

Everything you need to know

Managed Cold Email Marketing

Your step by step guide to getting set up

1. Getting started

Onboarding call

Information gathering


  • Identify your best target audience

  • Identify the primary pain point

  • Your USP and offering

  • Case studies


👉 What we need from you:


  1. Collate a blacklist (typically a list of emails and domains of current customers and competitors)

  2. Create your ideal audience and search URL by creating a free account here: https://www.apollo.io/

  3. Create a search URL by selecting your ideal audience here: https://app.apollo.io/#/people

  4. Create a free calendly link if you do not have one: https://calendly.com/

  5. Fill the form below with all the details required including this URL and your blacklist



Once you have collated this information, please go ahead and provide it here:

Strategy and implementation

2. We get to work

Strategy and Implementation


  • Research your market

  • Research competitors

  • Identify core pain points and USPs

  • Define industry-specific content unique to your audience


Content and data


  • We will build your content strategy and send to you for edits

  • We will collate data from your Apollo URL

  • A | B test where appropriate and optimise both the data and content weekly


Infrastructure set up


  • Set up Email software and update settings

  • Set up domains and emails

  • Add emails to warm up software

  • Build sequence with correct settings

  • Create Zaps into your CRM


3. Going Live

3. Sign off and Launch

  1. Sign off on content strategy

  2. Sign off on data

  3. DNC sign off

  4. Launch

Timeline

Full visibility
Working to get things done

Onboarding

4 days

Preparation

10 days

Launch & Optimisation

04. Please choose your preference

Payment options

You're in control
By clicking the link you will simply be authorizing Success with Systems to bill you the agree amount for your campaign monthly
05. Serious about service

Dashboards

Full visibility and transparency
> You will be given access to our own CRM where all leads and stats are recorded here (if applicable)
> You will be invited by email (if applicable)
> Project management is done on Monday.com where you can track your project progress (if applicable)

> You will be invited by email. (if applicable)

? FAQs



How many emails do I send in a campaign?

  • Typically 2 is the most optimum unless we have clearly defined this prior in the research phase

How many prospects will be added to the campaign?

What does it mean to "warm up" the emails?

How many leads can I expect?

What kind of data is used for prospecting?

Will I need to provide any assets or content?

What is the process for handling responses?

How is performance tracked and reported?

What happens if a prospect wants to unsubscribe?

Are there any guarantees for results?

How often will the campaigns be monitored?

What tools are used to manage and monitor campaigns?

How does AI first-line personalization work, and how will it benefit my campaign?

How to reply to forwarded email threads?

Whats the total cost?


bottom of page