Onboarding
Everything you need to know
Managed Cold Email Marketing
Your step by step guide to getting set up

1. Getting started
Onboarding call
👉Information gathering
Identify your best target audience
Identify the primary pain point
Your USP and offering
Case studies
👉 What we need from you:
Collate a blacklist (typically a list of emails and domains of current customers and competitors)
Create your ideal audience and search URL by creating a free account here: https://www.apollo.io/
Create a search URL by selecting your ideal audience here: https://app.apollo.io/#/people
Create a free calendly link if you do not have one: https://calendly.com/
Fill the form below with all the details required including this URL and your blacklist
Once you have collated this information, please go ahead and provide it here:
👉 How you will receive your leads
When we go live you will have a combination of appointments booked directly into your calendar and email threads.
Wherever possible we will follow up and get dates and times to book the appointments for you. In other scenarios, we will send you an email thread.
It is important to read how to respond to these email threads:
👉 Quality Assurance
Data Sign Off
Once we have scrapped your data, we will send it to you tocheck and sign off. This gives you total visibility, transparency and control over your data. You can mark in red any lead that is not applicable.
We will only send emails to the data you have signed off, and none of the red marked ones. This data we know is valid and correct. If an appointment is booked, and the prospect is on this list and signed off, we then mutually agree this is a qualified prospect.
Appointment "no-shows"
Feedback is very important, so please do make sure you give us feedback on appointments sat/not sat. We partner with you to ensure your ongoing success and this requires continuous feedback on the success of your appointments.
As part of the service we include a certain amount of appointments in your subscription which is agreed at point of sale (minimum is 3) . These will be auto-accepted as appointments unless we are informed of "no-shows" on the day, in the same hour, of the appointment. The reason why this is, is because the likelihood for us to get a rebooking will dramatically decrease if we do not do it in the same hour and even more so on the day.
Fair service policy
When we forward leads to you, we provide a strict methodology which we know convert at 50%. We also expect clients to call prospects that dont respond within 2 working days. Any of these leads that convert to appointments count as part of the Guarantee. If we forward 9 leads, following the methodology we would assume an absolute minimum of 3 appointments. There is a mutual trust where we will ask for feedback of converted appointments, and also that the process will be executed accordingly. Therefore we assume 9 forwarded threads to convert as a minimum to 3 appointments if not more.
Strategy and implementation
2. We get to work
Strategy and Implementation
Research your market
Research competitors
Identify core pain points and USPs
Define industry-specific content unique to your audience
Content and data
We will build your content strategy and send to you for sign off (fact check only - we dont change our methodology as we know the method we follow works)
We will collate data from your Apollo URL
A | B test where appropriate and optimise both the data and content weekly
Infrastructure set up
Set up Email software and update settings
Set up domains and emails
Add emails to warm up software
Build sequence with correct settings
Create Zaps into your CRM
3. Going Live
3. Sign off and Launch
Sign off on content strategy
Sign off on data
DNC sign off
Launch
Timeline
Full visibility
Working to get things done
Onboarding
4 days
Preparation
10 days
Launch & Optimisation
04. Please choose your preference
Payment options
You're in control
By clicking the link you will simply be authorizing Success with Systems to bill you the agree amount for your campaign monthly
05. Serious about service
Dashboards
Full visibility and transparency
? FAQs
How many emails do I send in a campaign?
Typically 2 is the most optimum unless we have clearly defined this prior in the research phase
How many prospects will be added to the campaign?
What does it mean to "warm up" the emails?
How many leads can I expect?
What kind of data is used for prospecting?
Will I need to provide any assets or content?
What is the process for handling responses?
How is performance tracked and reported?
What happens if a prospect wants to unsubscribe?
Are there any guarantees for results?
How often will the campaigns be monitored?
What tools are used to manage and monitor campaigns?
How does AI first-line personalization work, and how will it benefit my campaign?
How to reply to forwarded email threads?
Whats the total cost?