Implementation BlueprintExecution layer

Act-On Client Onboarding Sprint (5-7 days)

A structured onboarding sprint that configures Act-On for a new client, builds a multi-channel nurture journey, and hands over a documented, measurable program. Time: 5-7 days.

By InnovaAI ResearchPublished Updated

Marketing Automation Tools

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Blueprint

Act-On Client Onboarding Sprint (5-7 days)

A structured onboarding sprint that configures Act-On for a new client, builds a multi-channel nurture journey, and hands over a documented, measurable program.

Prerequisites
  • Client provides CRM access (Salesforce, Dynamics, NetSuite, Sugar, or Zendesk) and confirms the Enterprise plan for integration.
  • Agency signs a master services agreement and collects client brand assets, email templates, and domain authentication details.
  • Client supplies a contact list (minimum 5,000 records) with consent status and segmentation fields.
  • Agency assigns a certified Act-On administrator and sets up a sandbox or staging environment for testing.
  • Client approves the campaign calendar and defines lead scoring thresholds for sales handoff.
Execution Timeline
  • 1.Create the master Act-On account structure and configure user roles, permissions, and data governance for multi-client readiness.
  • 2.Connect the client's CRM (Salesforce, Dynamics, NetSuite, Sugar, or Zendesk) via native integration and map standard objects.
  • 3.Import contact data and validate fields, suppression lists, and consent flags.
  • 1.Authenticate the client's sending domain and set up branded email templates using Act-On's template editor.
  • 2.Configure tracking codes for web and social channels to capture behavioral data.
  • 3.Set up event tracking for upcoming webinars or in-person events.
  • 1.Build a 3-stage automated nurture program using Act-On's visual journey builder, incorporating email, SMS, and web personalization.
  • 2.Enable AI Predictive Lead Score and define score thresholds for sales alerts.
  • 3.Create a lead capture form and embed it on the client's website.
  • 1.Configure AI Audience Insights to identify high-value segments and refine targeting.
  • 2.Set up natural language analytics queries for ad-hoc reporting.
  • 3.Test the nurture journey with sample contacts and verify CRM sync.
  • 1.Launch the first campaign and monitor deliverability, open rates, and lead score distribution.
  • 2.Create a Data Studio dashboard (Enterprise plan) for client-facing reporting.
  • 3.Document the workflow, naming conventions, and admin procedures.
  • 1.Conduct a training session for the client's marketing team on Act-On's campaign builder and reporting.
  • 2.Review performance metrics and adjust journey logic based on early engagement.
  • 3.Hand over the campaign calendar and a 30-day optimization plan.
  • 1.Finalize the client's onboarding report and schedule a monthly optimization retainer.
  • 2.Ensure all integrations are stable and data governance policies are enforced.
  • 3.Close the sprint with a retrospective and document lessons learned for future onboarding.
Agency cost: $0 for Professional plan ($900/mo) if no CRM integration needed; $0 for Enterprise plan (custom quote) for CRM integration. Client pass-through: $1,500/mo for the Growth Starter offer, with setup effort of 24 hours and 8 hours/month ongoing.5-7 days
ROI Logic

With a $1,500/mo client fee and an agency cost of $900/mo for the Professional plan (or custom Enterprise quote), the agency retains $600/mo per client before labor. At 8 hours/month ongoing effort, the margin covers the tool cost and yields a healthy profit, especially when onboarding fees are charged separately.

Deliverables
  • Configured Act-On account with branded templates, domain authentication, and CRM integration.
  • A 3-stage automated nurture program with AI predictive lead scoring and multi-channel journeys.
  • A Data Studio dashboard (Enterprise plan) showing pipeline, engagement, and lead score trends.
  • A campaign calendar and 30-day optimization plan.
  • A training session recording and admin documentation for the client's team.
Definition of Done

The client's Act-On environment is live, the nurture program is running, CRM sync is verified, and the client team can independently launch campaigns and read reports.

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