AWeber Client Workspace Setup (Onboarding)

AWeber Client Workspace Setup (Onboarding)

1. 01

   Create the master AWeber account and verify the sender domain

   Complete sender verification before any client work begins; unverified senders stall every downstream campaign and automation test.

2. 02

   Map the client's plan tier against list size

   Free covers up to 500 subscribers, 3,000 emails a month, one landing page, and one automation. Lite ($15/mo) or Plus ($30/mo) once the client's list or automation count exceeds those caps. Bill the tier into the retainer line, not as a pass-through surprise.

3. 03

   Connect native integrations the client actually uses

   Stripe, Shopify, WordPress, and Salesforce are native; add Zapier only where a client data source has no native path. Skip integrations the client will not feed within 30 days.

4. 04

   Build the pilot lead-gen flow with AI Page Builder and AI Writing Assistant

   One landing page, one signup form, one welcome automation. Use AI Page Builder for the page and AI Writing Assistant for the first three emails, then edit for client voice before sending.

5. 05

   Segment the list and set automation triggers

   Define segments before the first send so behavior-triggered workflows (purchase, click, signup source) attach to the right audience from day one.

6. 06

   Run a full deliverability and tracking test

   Send the welcome sequence to internal seed addresses, confirm tracking fires, and check the automation completes end to end before the client sees it.

7. 07

   Document the campaign calendar and hand off

   Deliver a written calendar plus a 30-minute training session. Note in the handoff that client-facing dashboards and email footers carry AWeber branding, so the client does not expect a private-label tool.