Implementation BlueprintExecution layer

AeroLeads Client Onboarding Sprint (5-7 days)

A structured onboarding sprint that sets up AeroLeads for a client, builds a verified prospect list, and integrates with their CRM, positioning the agency as a lead generation partner. Time: 5-7 days.

By InnovaAI ResearchPublished Updated

Contact Data Enrichment

How do you implement it?

Blueprint

AeroLeads Client Onboarding Sprint (5-7 days)

A structured onboarding sprint that sets up AeroLeads for a client, builds a verified prospect list, and integrates with their CRM, positioning the agency as a lead generation partner.

Prerequisites
  • Client has a defined ideal customer profile with target roles, industries, and geographies.
  • Access to client's CRM (HubSpot, Salesforce, Zoho, or Mailchimp) for integration.
  • AeroLeads agency account with sufficient monthly credits (e.g., Climb plan at $149/month).
  • Client's existing email list for verification (if applicable).
  • Clear agreement on data usage and privacy compliance.
Execution Timeline
  • 1.Create AeroLeads agency account and explore the free tier (10 credits) to test features.
  • 2.Install the AeroLeads Chrome extension and capture sample contacts from LinkedIn.
  • 3.Review client's ICP and define search filters (role, location, industry, seniority).
  • 1.Run initial prospect searches in AeroLeads using the defined filters.
  • 2.Export a test list of 50 contacts to verify data quality.
  • 3.Set up CRM integration (HubSpot, Salesforce, Zoho, or Mailchimp) in AeroLeads settings.
  • 1.Build a targeted prospect list of 500+ verified contacts using AeroLeads search filters.
  • 2.Use AeroLeads enrichment to append missing emails and phone numbers.
  • 3.Run bulk email verification on the list to ensure deliverability.
  • 1.Export the enriched list as CSV or push directly to client's CRM via integration.
  • 2.Map fields in CRM to match AeroLeads data (e.g., job title, company, phone).
  • 3.Document sourcing notes for each contact segment.
  • 1.Audit client's existing email list using AeroLeads verification and flag invalid records.
  • 2.Create segments in CRM based on verified data (e.g., by industry or seniority).
  • 3.Train client team on using AeroLeads Chrome extension for ongoing prospecting.
  • 1.Deliver a final report with list size, verification rates, and integration status.
  • 2.Set up a monthly retainer workflow for ongoing prospect list refreshes.
  • 3.Review credit usage and recommend plan adjustments (e.g., Take off vs Climb).
  • 1.Conduct a handoff call to demonstrate the integrated CRM and list segments.
  • 2.Provide documentation on how to run new searches and export data.
  • 3.Schedule a follow-up to measure outreach performance and refine filters.
$1,500 - $2,500 (including AeroLeads subscription and agency labor)5-7 days
ROI Logic

With a Climb plan at $149/month, the agency can deliver a $1,800 productized offer (as per the AeroLeads Local Prospect Starter) in about 16 hours of effort. This yields a gross margin of roughly 90% after tool costs, assuming 5 clients per month. The retainer potential adds recurring revenue with minimal incremental tool cost.

Deliverables
  • Verified prospect list of 500+ contacts with sourcing notes
  • CRM integration setup with field mapping documentation
  • Email list audit report with deliverability scores
  • Client training guide for AeroLeads Chrome extension
  • Monthly retainer proposal for ongoing list refreshes
Definition of Done

The client's CRM contains a verified, segmented prospect list sourced from AeroLeads, with integration active and team trained on self-service use.

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