Onboarding Kickoff

Post-Kickoff Client Onboarding

Goal

Automated onboarding workflow that runs after kickoff call. Generates leads, creates campaigns, and sets up auto-reply system.

Inputs (from kickoff call)

Required:

• client_name: Company name
• client_email: Primary contact email
• service_type: What service they provide
• target_location: Geographic area
• offers: Three offers (pipe-separated)
• target_audience: Who they're targeting
• social_proof: Credentials/results

Optional:

• lead_limit: Number of leads (default: 500)
• value_proposition: Additional context

Scripts

• ./scripts/gmaps_lead_pipeline.py - Lead generation
• ./scripts/casualize_company_names_batch.py - Name casualization
• ./scripts/instantly_create_campaigns.py - Campaign creation
• ./scripts/onboarding_post_kickoff.py - Full orchestration
• ./scripts/update_sheet.py - Sheet updates

Process

Step 1: Generate Lead Search Query

Format: {service_type} in {target_location} Example: "plumbers in Austin TX"

Step 2: Scrape and Enrich Leads

python3 ./scripts/gmaps_lead_pipeline.py \
  --search "{service_type} in {target_location}" \
  --limit {lead_limit} \
  --sheet-name "{client_name} - Leads" \
  --workers 5

Step 3: Casualize Company Names

python3 ./scripts/casualize_company_names_batch.py \
  --sheet-url "{sheet_url}" \
  --column "business_name" \
  --output-column "casualCompanyName"

Step 4: Create Instantly Campaigns

python3 ./scripts/instantly_create_campaigns.py \
  --client_name "{client_name}" \
  --client_description "..." \
  --offers "{offers}" \
  --target_audience "{target_audience}" \
  --social_proof "{social_proof}"

Step 5: Upload Leads to Campaigns

Distribute leads evenly across 3 campaigns via Instantly API.

Step 6: Add Knowledge Base Entry

Add entry to auto-reply knowledge base sheet for intelligent response handling.

Step 7: Send Summary Email

Send completion email to client with:

• Campaign links and leads counts
• Lead spreadsheet URL
• Auto-reply configuration details
• Next steps

Output

{
  "status": "success",
  "client_name": "...",
  "sheet_url": "...",
  "lead_count": 50,
  "campaigns": [...],
  "leads_uploaded": true,
  "knowledge_base_updated": true,
  "summary_email_sent": true
}

Timing

• Full workflow: ~10-15 minutes for 50 leads
• Lead scraping uses 5 workers by default

Error Handling

• < 10 leads found: Warn but continue
• 0 leads found: Error (bad search query)
• Instantly API error: Capture, note for manual fix
• Sheet/email failures: Log but complete workflow