Amplemarket Client Workspace Setup (Onboarding)

Amplemarket Client Workspace Setup (Onboarding)

1. 01

   Confirm the client's plan tier before touching the workspace

   Startup runs $600 per year with 2 users and 27,000 contacts, Growth carries 4 users and 140,000 contacts, and Elite carries 10 users and 400,000 contacts. Growth and Elite are quote-based, so lock the tier with the client before you build anything. A 3-person agency team on Startup will hit the user cap on day one.

2. 02

   Connect sending mailboxes and run warmup before any sequence goes live

   Add each client domain's mailboxes in the deliverability settings, then let warmup and spam testing run for the full ramp window. Do not queue live prospects until the spam test returns clean. Deliverability is one of the three pillars Amplemarket bundles, and skipping warmup wastes the tier you paid for.

3. 03

   Wire the CRM integration and map lead routing

   Amplemarket ships native integrations to Salesforce, HubSpot, Outreach, and Salesloft. Pick the one the client already runs, map fields both directions, and define which rep or queue owns each new lead. If the client already owns Outreach for sequencing, flag the overlap in writing before you duplicate cadences.

4. 04

   Build the ICP filters and lead lists

   Translate the client's ideal customer profile into lead search criteria, then save the lists per persona rather than one catch-all list. Set AI intent signal rules and job-change alerts on the saved lists so the client sees buying signals, not just static records.

5. 05

   Build the first multichannel sequence with email, social, and phone steps

   Use the sequence builder to combine email touches, social touches, and phone steps in one flow. Keep the first sequence to a single persona and a single offer. Test the full path with internal addresses before enrolling live prospects.

6. 06

   Configure Duo Copilot for prospect research and follow-ups

   Set the research and personalization prompts to the client's tone and offer, and define which follow-ups Duo Copilot can send without review. On Startup, Duo Copilot is included; Duo Voice only appears at Growth and above, so do not promise voice touches on the entry tier.

7. 07

   Hand off with a documented playbook and a training session

   Walk the client's sales team through sequence management, the unified inbox, and how to read intent signals. Leave a written playbook covering list ownership, sequence naming, and who approves new copy. Budget 3 to 5 hours of setup and expect go-live within a week.