Step 1: Book Your Kickoff Call

Right after signup, your dedicated CSM will email you a link to book your kickoff call.

This is where it all starts - a fast, focused, high-impact launch begins here.

Step 2: Complete the Pre-Onboarding Form

Before your kickoff, we’ll send over a quick form.

It gives us what we need to build your mailboxes, understand your ideal customer profile (ICP), and prep a tailored campaign so we can hit the ground running.

Step 3: Join Your Kickoff Call

This session is all about alignment. With your CSM, you’ll:

• Walk through the platform
• Map out your first campaign
• Set goals
• Loop in any outreach stakeholders

It’s hands-on, collaborative, and the perfect way to start strong.

Step 4: Launch a Direct Message-Only Campaign (Optional but Powerful)

While your mailboxes warm up behind the scenes, you can start generating results immediately with a Direct Message-only campaign.

The more accounts you connect, the better. We recommend 5–10 to start unlocking real volume and early wins.

Step 5: Setup, Refine, and Warm-Up (~2–3 weeks)

During this phase, your CSM will:

• Refine your campaign messaging

• Connect key integrations

• Apply best practices

• Ensure everything is ready for a high-impact launch.

Meanwhile, Ava is quietly warming your mailboxes, building trust and boosting deliverability behind the scenes.

Step 6: Multi-Channel Campaign Launch

Once everything's in place, you’ll have a final ‘go-live’ review with your CSM.

From there, your campaign goes fully live - and Ava takes over outbound across channels, running on autopilot from day one.

Step 7: Post-Launch Optimisation

We don’t just launch and leave. After go-live, your CSM continues to:

• Monitor performance

• Track replies

• Guide ongoing optimizations

• And run Quarterly Business Reviews

We’re here to help you scale and evolve your strategy over time to keep driving results.