How the Onboarding Works

Once your prerequisites are complete, your Customer Manager configures Samplead for you.

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What your Customer Manager sets up

• Your ICP and territory filters inside Samplead
• Initial campaigns to test different outreach approaches:
  • Challenge-focused campaigns
  • Priority-based messages
  • Gift campaigns

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What happens after campaigns are activated

Samplead scans for real-time triggers, such as:

• A recent promotion
• A new article or blog post
• A repost
• A partnership announcement

When a trigger matches a prospect in your ICP and territory, a suggestion appears in your dashboard.

First suggestions appear within 24 hours of campaign launch.

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First days focus

1. Validate that targeting is correct
2. Review suggestions — approve or deny them
3. Make early adjustments to improve quality over quantity