AiSDR Client Campaign Launch (Onboarding)

AiSDR Client Campaign Launch (Onboarding)

1. 01

   Create a new client workspace in AiSDR and connect their HubSpot or Salesforce instance for two-way sync.

   Navigate to Settings > Integrations and authorize the CRM. Ensure the sync direction is set to bidirectional so prospect activity logs back to the client's CRM automatically.

2. 02

   Configure the client's domain and mailboxes under Email Infrastructure.

   Add the client's sending domain and connect up to 3 mailboxes (Solo plan) or 6 mailboxes (Explore plan). Enable the turnkey email warmup sequence to protect deliverability from day one.

3. 03

   Define the client's Ideal Customer Profile (ICP) in the Ami AI strategist.

   Input firmographic and technographic criteria, plus any exclusion lists. Ami AI uses this to research and select 200 (Solo) or 800 (Explore) AI-researched contacts per month.

4. 04

   Generate three personalized outreach sequences targeting the client's ICP.

   Use Ami AI to draft email and LinkedIn sequences. Review each step for tone and compliance, then schedule the sequences to start after warmup completes.

5. 05

   Set up LinkedIn integration and connect the client's LinkedIn account.

   Under LinkedIn Settings, authorize the account and enable LinkedIn signals (post engagement, profile views) to feed into the outreach logic.

6. 06

   Activate AI-driven reply handling and objection responses.

   In Campaign Settings, toggle on Ami AI's reply management. Configure escalation rules so that meeting-ready replies are flagged for the client's sales team.

7. 07

   Run a test campaign to a small segment and verify CRM logging.

   Send a test sequence to 10 contacts and confirm that opens, replies, and meeting bookings appear in the client's CRM. Adjust sequence timing or content based on initial metrics.

8. 08

   Hand off monitoring access to the client team.

   Create user accounts for client stakeholders with view-only permissions. Schedule a walkthrough of the dashboard, focusing on reply handling and performance review.