Client Onboarding
Sets up a new outbound client engagement end to end: workspace, questionnaire, communications, tool budgets, and same-day infrastructure kickoff. Use for a new client, client kickoff, or engagement setup. Not for delivery infrastructure itself.
Sample result
Run live demo- 1Workspace Scaffold & Context CaptureCreate the sable-union directory structure, set up gitignored .env credentials, and draft the CLAUDE.md context file detailing Sable Union's $199/mo/location POS offer and target enterprise restaurant
- 2Kickoff Questionnaire DispatchSend the 12-point intake questionnaire to Noor Whitfield (VP of Sales) to collect proof points, top 10 reference clients, do-not-contact suppression lists, and CRM routing rules.
- 3Comms & Tool Budget SetupLaunch the #sable-union-gtm Slack channel, connect shared client drive folders, and verify monthly tool budgets across Instantly ($97/mo), InboxKit ($150/mo), and MillionVerifier credits.
- 4Infrastructure Kickoff & Domain WarmupPresent secondary domain registration options to Noor Whitfield for sign-off and initiate the 14-day automated domain warmup clock before close of business.
Example run
“Let's onboard our new client Sable Union and set up their GTM engagement today.”
Created channel #sable-union-gtm and sent invitation to Noor Whitfield (VP of Sales).
Created drive folder 'Sable Union GTM' with docs/ and reports/ subfolders.
Prepared 12-point onboarding questionnaire email addressed to Noor Whitfield at Sable Union.
Sable Union — Day-0 Client Onboarding Kickoff Plan
More in Operations & Other
- Sample result
Email deliverability audit scorecardAudit Category Grade Technical Findings DNS & Authentication Pass (A) SPF and DKIM active on get-hospitastaff.com; DMARC policy set to p=none. Inbox Daily Capacity Fail (D) Google Workspace inbox sending 45 cold emails/day (hard ceiling is 15/day). Security Gateway Route Warning (C) Glint Systems MX record points to Mimecast; tracking pixels triggering gateway flags. Warm-up Pool Rotation Pass (B+) 70/30 active-to-warmup ratio maintained across 4 secondary sending domains. Copy Safety & Links Fail (F) Outreach template contains 2 open-tracking links and 1 external booking URL. Set up, audit, rescue, or pre-send-check cold-email deliverability as a guided step-by-step process. Walks the nine practices in order, domains (age, TLDs, registrar spread, SPF/DKIM/DMARC), inbox providers and daily capacities, the 70/30 warm-up pool rotation, sequencer choice and fingerprinting, email security gateways (Mimecast, Proofpoint, Barracuda) and how to route around them, inbox placement testing without open tracking, burn-detection metrics with corrective actions, deliverability-safe copywriting, and email verification. Each step is do-this, here's-why, then a checkpoint before the next. Works with any provider and sequencer. Trigger when the user mentions deliverability, spam placement, bounce rates, inbox warm-up, domain reputation, blacklists, email landing in spam, reply rates dropping, warm-up scores, security gateways, or setting up cold-email infrastructure.
- Sample resultGTM automation roadmap
Automation Workflow Recommended Tools Priority 1. Intent Campaigns at Scale Unify + Octave + Smartlead Phase 1 (Immediate) 2. Site Visitor Deanonymization RB2B + Clay + Slack Phase 1 (Immediate) 3. Slack Rep Approval Routing Clay + Slack Interactive Phase 2 (Week 2) 4. Permit Database Scrapers Apify + Serper + n8n Phase 2 (Week 3) 5. Domain Infrastructure Setup Zapmail + Instantly + Smartlead Phase 3 (Week 4) Pick and build the highest-leverage GTM automations for a go-to-market team, from a catalog of eleven that repeatedly move productivity. Covers intent-based campaigns at scale, human-in-the-loop outreach off website deanonymization, Slack approval notifications, no-code social listening, local-business scraping workflows, AI-agent orchestration, the LLM upgrade, AI note-taking, prompt-based list building, domain and inbox infrastructure at scale, and AI-native workflows inside the CRM. Names the actual tools for each (Clay, Unify, BirdDog, Common Room, Kwanzoo, RB2B, Octave, Twain, Outbond, Amplemarket, Valley, HeyReach, Instantly, Email Bison, Smartlead, Trigify, Apify, Serper, n8n, Zapier, Make, Claude, OpenAI, Grok, Fireflies, Fathom, Exa, Landbase, Zapmail, ScaledMail, Mailreef, Luella, Hypertide, Premium Inboxes, Attio, HubSpot, Slack). Trigger when the user wants GTM or sales automations, no-code workflows, AI agents for outbound, to automate prospecting or outreach or research, a tool stack recommendation, or ideas to improve GTM productivity.
- Sample result
ExpertiseApp9:15 AMOutbound Alert: 2 Senders DisconnectedAccount Sequence:Indigo Dynamics Q3 ExpansionTarget Contact:Idris Voss, VP Plant OperationsSender Health:2 of 6 inboxes offline (Instantly)Lead Flow Status:Idle (0 leads processed in 48h)Deliverability Risk:Bounce rate spiked to 12.8%21Design and build a read-only bird's-eye analytics and health dashboard for an AI-automated outbound system, from intent finding and enrichment through to email deliverability. Covers architecture health, source-to-CRM funnel cuts, channel and reply analytics, sender monitoring, and alert rules. Trigger when the user wants an outbound or GTM dashboard, command center, pipeline analytics, automation-stack health monitor, lead-volume or funnel reporting, channel performance, reply analytics, deliverability monitoring, or to find what is connected, idle, broken, or working. Not for changing tools, sending outreach, tagging records, or other write actions.
