Brew Client Onboarding Sprint (5-7 days)
A repeatable onboarding sprint that takes a client from brand intake to a live Brew workspace with three on-brand templates and one tested lifecycle automation, synced to their existing ESP. Time: 5-7 days.
By InnovaAI ResearchPublished
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Brew Client Onboarding Sprint (5-7 days)
A repeatable onboarding sprint that takes a client from brand intake to a live Brew workspace with three on-brand templates and one tested lifecycle automation, synced to their existing ESP.
- Client brand kit: logo files, hex colors, fonts, and 3-5 reference emails that represent the voice to match
- Admin access to the client's existing ESP (Klaviyo, HubSpot, Mailchimp, Brevo, Braze, Iterable, Customer.io, or Mailjet) for the sync connection
- A verified sending domain the client controls, since Brew allows unlimited sending domains but each must be authenticated
- Agreed scope on which single lifecycle flow ships in the sprint (welcome series or abandoned cart)
- Brew plan sized to the client: Growth at $99/month for 50K sends and 10 brand workspaces, Pro at $249/month for 200K sends and 50 brand workspaces
- 1.Create the client's brand workspace in Brew and upload brand guidelines: colors, fonts, voice notes, and reference emails
- 2.Confirm the workspace count fits the plan tier so the client does not consume a slot another account needs
- 1.Connect the client's existing ESP through Brew's integration list and verify the sync direction before any draft is generated
- 2.Authenticate the client's sending domain and run a test send to a seed inbox
- 1.Prompt Brew in natural language for a welcome email draft and compare output against the reference emails
- 2.Use inline AI editing on individual blocks to correct tone drift rather than regenerating the whole draft
- 1.Generate promo and follow-up templates from prompts, then lock the reusable blocks the client will edit later
- 2.Strip the Brew watermark check: confirm the client sits on Growth or Pro, since Free stamps a Brew watermark on every email
- 1.Build the agreed lifecycle sequence on the visual canvas, mapping each step to a trigger and delay
- 2.Segment the audience using plain English descriptions and spot-check the resulting list counts
- 1.Run the full flow end to end with test contacts and fix broken branches on the canvas
- 2.Record a walkthrough of the campaign workflow for the client's internal team
- 1.Hand off the workspace with a written prompt library the client can reuse for future campaigns
- 2.Set the retainer cadence: monthly template refresh and automation review, priced against the client's Brew seat cost
A Growth seat at $99/month or a Pro seat at $249/month is the only hard tool cost per client, and the $1,800 starter launch package covers 16 hours of setup, so the first month already clears the subscription several times over. Renewing the same workspace as a monthly retainer means every subsequent month carries the seat cost only, which is where agency margin accumulates across 5-50 accounts.
- Configured Brew workspace with client brand assets, voice profile, and authenticated sending domain
- Three on-brand templates (welcome, promo, follow-up) built from Brew prompts and refined with inline AI editing
- One tested lifecycle automation published on Brew's visual canvas and synced to the client's ESP
- Recorded workflow walkthrough plus a reusable prompt library for the client's team
The client's Brew workspace syncs to their live ESP, the lifecycle flow passes an end-to-end test with real segments, and the client team can generate a new on-brand draft from a prompt without agency help.
More on Brew
- StrategyWhy Brew's Prompt-to-ESP Layer Changes Agency Email Margins
- ConceptBrew Resale Margin Ladder
- Evaluation RuleBrew Rule: Adopt Brew Only When the Client's ESP Stays in Place
- Decision FrameworkBrew: Buy vs Skip (Agency Retainer Fit at $99 and $249 Tiers)
- Failure PatternWhy Agencies Fail With Brew in Multi-Client Retainer Delivery
- Operating ProcedureBrew Client Workspace Setup (Onboarding)
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