The cold email funnel delivery path, broken down by product. Each timeline runs roughly 7–10 days from the onboarding call.
Onboarding Call
OutcomeClient info collected, business direction confirmed, setup started immediately.
Deliverables / actions
One-on-one onboarding call with onboarding specialist.
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 a booking link.
Confirm the client is booked for a consult with Prime Corporate Services.
Connect the client to the AI Acquisition workspace.
Client takes out the 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, workspace + cold email subscription next step, logo and website timeline, and any action required from the client.
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 workspace access.
Confirm cold email subscription, domains and inbox purchase.
Google Calendar and Zoom connected to the client's workspace.
Accelerator clients purchase the tech stack: we purchase their domain and set up their Google Workspace and Zoom. Primary website domain is covered unless premium. Zoom Pro is client-paid — set up Zoom Free if no Pro account is requested so it can be connected.
Client comms
Confirm: business name finalized, domain purchased, Workspace/Zoom setup started or done, logins will be shared once ready, and the client can proceed with LLC formation once business name and domain are confirmed.
Workspace, Niche & Offer Confirmation
OutcomeClient workspace is ready and campaign direction is confirmed.
Deliverables / actions
Confirm workspace access and the correct client workspace.
Clear sample data if needed and confirm the CRM is visible.
Confirm calendar / booking link is connected.
Confirm Zoom or static meeting link is connected.
Confirm AI SDR / inbox settings.
Confirm the 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.
Share 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.
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.
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
Workspace connected
Cold email subscription active
Domains and inboxes purchased
Niche confirmed
Offer direction confirmed
Cold email campaign drafted
AI SDR / CRM routing checked
Campaign launched or queued for launch
Day 7
Campaign Launch
OutcomeCampaign is launched or fully ready to launch depending on inbox status.
Deliverables / actions
Confirm all prerequisites from the launch checklist below.
Launch or queue the campaign for launch.
Client comms
Notify the client: the campaign is live or queued, the initial phase is for testing and data collection, and 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.
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.”