— Deliverables · what a client needs to launch

Launch deliverables.

What a client needs to have in place to be launched — broken down by funnel. Most of your clients will fit into the Cold Email Funnel or the B2B Funnel. Each timeline runs ~7–10 days from OB.

Cold Email Funnel · 7–10 day timeline from OB

Cold Email Funnel Deliverables

Standard delivery path for email-funnel clients. Main outcome: business identity confirmed, tech stack live, Acquisity connected, cold email infrastructure set up, website live, authority assets created, and cold email campaigns launched.

Full setup framed to the client as ~7–10 days, with core assets and campaign ready by Day 10 — depending on responsiveness, domain availability, inbox setup and approvals.

Day 0

Onboarding Call

OutcomeClient info collected, business direction confirmed, setup started immediately.

Deliverables / actions
  • •Conduct onboarding call with Jessie.
  • •Confirm business name ideas or whether the client wants us to recommend names.
  • •Confirm niche.
  • •Gather branding preferences.
  • •Confirm whether the client already has a business name and domain.
  • •Confirm whether the client already has Google Workspace, Zoom, Calendly or booking link.
  • •Confirm client is booked for a consult with Prime Corporate Services.
  • •Connect client to Acquisity.
  • •Client takes out cold email subscription.
  • •Client purchases domains and inboxes.
  • •Confirm whether inboxes are pre-warmed or done-for-you / manual.
  • •Confirm the 7–10 day full delivery expectation (assuming quick responses and no blockers).
Client comms

Send a post-OB message confirming: business name / domain next step, Acquisity + cold email subscription next step, logo and website timeline, and any action required from the client.

Day 1

Business Name, Domain & Tech Stack

OutcomeBusiness identity and core technical setup started.

Deliverables / actions
  • •Finalize business name.
  • •Confirm final domain choice in the domain field.
  • •Purchase domain.
  • •Set up Google Workspace.
  • •Set up Zoom Free if no Zoom Pro is requested.
  • •Set up Zoom Pro if requested (client-paid).
  • •Add Google Meeting / Calendly booking link where available.
  • •Confirm Acquisity access.
  • •Confirm cold email subscription, domains and inbox purchase.
  • •Google Calendar and Zoom Free/Pro connected to the client's Acquisity.

Primary website domain is covered unless premium. Google Workspace is covered. Zoom Pro is client-paid. Zoom Free should still be set up if no Pro account is requested so it can be connected to Acquisity.

Client comms

Confirm: business name finalized, domain purchased, Workspace/Zoom setup started or done, logins will be shared once ready, client can proceed with LLC formation once business name and domain are confirmed.

Day 2–3

Logo Creation

OutcomeLogo options created and sent for client approval.

Deliverables / actions
  • •Create 3–5 logo options.
  • •Align logos with business name, niche and brand preferences.
  • •Send logo options using the approved communication script from the AIA Auto Agency Master Doc.
  • •Follow up within 24–48 hours if no response.
Client comms

Client should clearly understand that logo approval is needed quickly so the website and campaign assets are not delayed.

Day 3–5

Website Build & LinkedIn Optimisation

OutcomeWebsite and LinkedIn foundation completed.

Deliverables / actions
  • •Build website using selected logo, business name, niche and brand direction.
  • •Assign website build to Abner Millana and Ajell Saliba.
  • •Ensure mobile responsiveness.
  • •Complete basic SEO setup.
  • •Connect domain and launch website on the domain.
  • •Add booking/contact route (via created Google Calendar).
  • •Complete LinkedIn optimisation using the regular SOP.
  • •Make sure website, LinkedIn and offer positioning are aligned.
Client comms

Share preview link with the client using the approved website preview script from the Master Doc.

Follow up within 24–48 hours if no response. Call the client if approval is blocking launch.

Day 4–6

Whop Setup & Payment Infrastructure

OutcomeClient has Whop setup instructions and understands what access is needed.

Deliverables / actions
  • •Send Whop setup instructions (create account and add team) from the Master Doc.
  • •Ask client to add the required team access.
  • •Explain that Whop supports payment links, recurring payments and revenue visibility.
  • •Confirm whether client has completed access.
Client comms

Position Whop as part of the sales/payment infrastructure they will need once leads start converting.

Day 5–7

Acquisity Workspace, Niche & Offer Confirmation

OutcomeClient workspace is ready and campaign direction is confirmed.

Deliverables / actions
  • •Confirm Acquisity access and correct client workspace.
  • •Clear sample data if needed.
  • •Confirm CRM is visible.
  • •Confirm calendar / booking link is connected.
  • •Confirm Zoom or static meeting link is connected.
  • •Confirm AI SDR / inbox settings.
  • •Confirm cold email agent subscription is active.
  • •Confirm niche, offer direction and campaign angle.
  • •Confirm campaign type: podcast, direct, interview, masterclass or another cold email strategy.
  • •Confirm any internal recommended niche guidance if the chosen niche may not perform well.
Client comms

Send a short confirmation of: chosen niche, campaign method, offer direction, and what happens before launch.

Day 6–8

Campaign Creation

OutcomeCold email campaign drafted and ready for internal review / launch.

Deliverables / actions
  • •Draft campaign strategy.
  • •Build lead search criteria.
  • •Prepare email sequence and follow-up sequence.
  • •Set AI SDR / response logic.
  • •Confirm calendar routing and assigned salesperson / AI SDR settings.
  • •Load lead list.
  • •Check sending schedule and campaign settings.
  • •Confirm inboxes/domains are connected.
  • •Confirm no incorrect guarantee or overpromising language is used.

Campaign performance should not be judged too early — ~1,500+ leads may need to be contacted before stronger data is available.

Day 6–9

Authority Content

OutcomeAuthority-building content completed to support the client's credibility.

Deliverables / actions
  • •Create 30 authority-building content pieces per client, which can include:
  • •— Blog-style posts
  • •— LinkedIn posts
  • •— Educational graphics
  • •— AI / automation explainers
  • •— Problem / solution content
  • •— Offer-led content
  • •— Credibility-building content

These assets support the cold email campaign by making the business look credible when prospects research them.

Day 7–10

Campaign Launch

OutcomeCampaign is launched or fully ready to launch depending on inbox status.

Deliverables / actions
  • •Confirm all prerequisites: business name, domain, Workspace, Zoom / booking link, Acquisity, cold email subscription, domains + inboxes, logo, website, LinkedIn, Whop instructions sent, niche, offer, authority content, campaign drafted, lead list loaded, AI SDR / CRM routing checked.
  • •Launch or queue campaign for launch.
Client comms

Notify the client: campaign is live or queued, initial phase is for testing and data collection, optimisations will be made as replies and data come in.

They should look at positive replies, booked calls, reply quality and campaign volume — not judge day-by-day too early.

— Final 7–10 day outcome

Launch checklist

  • Business name finalized
  • Domain purchased
  • Google Workspace created
  • Zoom Free or Zoom Pro set up
  • Booking link connected
  • Acquisity connected
  • Cold email subscription active
  • Domains and inboxes purchased
  • Logo completed and approved
  • Website live or ready for approval
  • LinkedIn optimized
  • Whop setup instructions sent
  • Niche confirmed
  • Offer direction confirmed
  • Authority content created
  • Cold email campaign drafted
  • AI SDR / CRM routing checked
  • Campaign launched or queued for launch
— Client expectation line

"The core cold email setup is expected to be completed within 7–10 days from your onboarding call, assuming we receive timely approvals and there are no access, payment, domain or inbox blockers. From there, the campaign moves into launch, testing and optimisation."