Mach Client Workspace Setup (Onboarding)

Mach Client Workspace Setup (Onboarding)

1. 01

   Run the website-to-Brain read on the client's site before touching any playbook

   Mach builds the Brain from the client's website: what they sell, who buys it, and past work. Read the captured profile against the client's actual positioning and note every gap you will need to fill with supplied sources, since setup complexity is published as high and the Brain only knows what it is given.

2. 02

   Load company knowledge, sources, and history into the Brain

   The Starter plan includes your company knowledge, sources and history. Attach the client's case studies, ICP definitions, and brand voice references here so researched leads and drafted messages cite verified facts rather than generic claims.

3. 03

   Write plain-language sales instructions and let Mach convert them into reviewable playbook steps

   Instructions become action, wait, and decision steps. Build the first playbook for one channel only (email is the safest starting point) and review every generated step before activating it, because Mach requires manual review of playbook steps and message drafts before sending.

4. 04

   Connect the sending domain and start the 28-day warm-up

   Starter includes 1 sending domain with a 28-day warm-up. Kick this off on day one of onboarding so deliverability is ready by the time the client's first sequence goes live, and tell the client the warm-up window up front so launch expectations are set.

5. 05

   Test sending versus manual task mode on a small lead batch

   Confirm researched leads arrive with cited sources for fit and buying signals. Run the playbook in manual task mode first so the agency and client can inspect drafts, then switch to sending once the review loop is agreed.

6. 06

   Wire the inbox, calendar, and CRM so replies and meetings land with the deal

   Replies across email, LinkedIn, and WhatsApp consolidate into one inbox organized by company, and meeting briefs and deal context are prepared automatically. Verify each channel routes correctly and that meeting notes link to the right company and deal record before handover.

7. 07

   Hand the client a review cadence and a named approver

   Mach cannot fully automate client outbound without human review, so agree who approves drafts, how often, and what happens when a researched lead looks wrong. Document the approver in the retainer scope so the review obligation is contractual, not informal.