Your strategist turns the Playmaker intake into a practical launch plan, with targeting, messaging, and sending foundations ready for your review.
Most programs launch in about three weeks, depending on readiness and your review.
Week one starts with strategy: a structured interview captures your value prop, ICP, and personas.
Onboarding starts with strategy, not a blank inbox. The Playmaker intake walks through your value proposition, ideal customer profile, buyer personas with their pain points and buying signals, the objections you hear most, and your best customer stories with real metrics. Everything that follows is built from this, so nothing downstream is guesswork.
The intake becomes concrete targeting: the accounts, titles, and segments your campaigns will pursue.
Your ideal customer profile turns into working lists inside the platform, built and validated against the same data layer your campaigns run on. By the end of the first week you can see exactly who the program is going after, and adjust it before a single message ships.
Campaign messaging is drafted from your Playbook and reviewed with you before launch.
Campaign context and calling language are prepared from your Playbook. You review the audience, offer, and messaging with your team before approving the program for launch.
Dedicated outreach domains, mailboxes, and sending limits are prepared before launch.
While the copy is being refined, the sending infrastructure gets built in parallel: dedicated outreach domains and mailboxes, configured and ramped before the first real send. Volume increases deliberately, with delivery signals reviewed along the way.
Campaigns, calling context, and inbox routing are prepared for launch.
Campaigns are built on the platform from your approved messaging and targeting, with calling context, email instructions, inbox routing, and supported CRM sync if you keep one. You walk through the finished build with your strategist before anything goes live.
About three weeks after kickoff, campaigns go live and the weekly optimization cadence begins.
Launch is a beginning, not a hand-off. Campaigns go live on established infrastructure with approved messaging, you watch results in real time on the same dashboards we use, and the weekly strategist cadence starts immediately: testing, refining, and scaling from the first send.
Capture the buyer, the offer, and the reasons to start a conversation.
Record the roles, pain points, buying signals, and objections that shape your targeting.
Use your value proposition and real customer stories to guide the campaign. Review the language with your team.
Refine sections with comments and edit history. Control client-visible sections and export the Playbook to a Google Doc.
Your strategist owns the launch plan and the review process.
Your team prepares lists, messaging, and the sending foundations in parallel.
You review the program before launch. You owe $0 and pay no deposit until you approve everything for launch; post-approval terms are separate.
Most programs go from kickoff to live campaigns within a month, typically in about three weeks. Week one covers the Playmaker strategy intake and targeting setup, week two covers copy development, sending foundations, and the campaign build, and launch follows as soon as the foundations are ready and you have approved the messaging. The pace flexes with how quickly your team can review and sign off.
The Playmaker is the structured intake that starts onboarding: it captures your value proposition, ideal customer profile, buyer personas with their pain points and buying signals, objection handling, and your best customer stories. The Playbook is what that intake becomes, a living document of 14 or more sections, from Launch Plan and ICP to Call Scripts. Every section is generated with AI from your intake, then refined by you, with one-click regeneration, threaded comments, edit history, per-section client-visibility toggles, and one-click Google Doc export.
A dedicated team runs onboarding with you. Your strategist owns the launch plan and the Playmaker intake, copy is drafted for you from the Playbook, lists are built against your ICP, and the sending infrastructure is configured and ramped on our side. Your job is to bring the strategy in the intake and approve the messaging. You review and sign off; you do not project-manage a migration.
No. Onboarding is built so that nothing rips out on day one. Your current motion keeps running while the new program is assembled in parallel: contacts and lists are imported and validated, your messaging becomes the Playbook, and dedicated mailboxes are established quietly in the background. You cut over when campaigns are built, approved, and ready to send, not before.
Deliverability preparation starts during onboarding. Dedicated outreach domains and mailboxes separate campaign sending from your primary mailbox. Authentication, sending limits, and volume are configured before launch. Inbox placement still depends on provider filtering, list quality, and recipient response.
Your team uses the Playmaker and Playbook to prepare campaign context, email instructions, and calling guidance. Review changes with your strategist so the active campaigns reflect the approved strategy. Editing the Playbook is not a substitute for reviewing the campaign settings.
Category: Data and setup