From signed to launched in two to three weeks.
Moving your outbound onto one platform is not a leap of faith. A dedicated team runs onboarding with you: Playmaker strategy intake, targeting, copy, sending foundations, campaign build, launch. Your current motion keeps running until the new one is ready.
Guided by a dedicated team · Strategy captured in a 14+ section Playbook · No rip and replace
What happens between signed and sending
Onboarding is a guided launch plan, not a shared doc and good luck. Six steps, run with your strategist, from the first strategy interview to campaigns live.
Your strategy becomes a living Playbook.
The week-one intake does not produce a deck nobody opens again. It builds a Playbook of 14 or more sections, from Launch Plan and ICP to Call Scripts, that your reps and the AI both work from every day after launch.
- Every section generated with AI from your intake, refined by you
- One-click regeneration, threaded comments, and full edit history
- Per-section visibility toggles and one-click Google Doc export
- Playmaker data personalizes AI emails and call scripts across campaigns
You bring the strategy. A dedicated team does the heavy lifting.
Self-serve onboarding is where platform migrations go to die. Yours is run by people whose job is getting you live: you review and approve, they build.
A dedicated strategist
Runs your Playmaker intake, owns the launch plan, and stays with you after launch on a weekly cadence. One person accountable for getting you live.
Copy, written for you
Sequences and scripts are drafted from your Playbook by people who write outbound all day. You approve the messaging; you do not start from a blank page.
Targeting + list build
Your first lists are built against your ICP inside the platform’s own data layer, validated before launch so campaigns start on clean records.
Sending foundations
Dedicated domains and mailboxes are configured and ramped during onboarding, not after it, so deliverability is handled before your first send.
Most programs go from signed to sending inside three weeks. The slowest step is usually the first call.
Switching platforms without the scary part.
Consolidating your CRM, data, sending, and dialing into one platform sounds like open-heart surgery. Onboarding is built so it is not: the new program is assembled in parallel, and you cut over when it is ready.
- Nothing rips out on day one, your current motion keeps running
- Contacts, lists, and messaging move in as part of onboarding
- Mailboxes and domains are established in the background before you switch
- By launch, outbound runs from one login instead of five tools
Week four looks like week forty
The team that onboards you is the rhythm you keep: weekly strategist calls, live dashboards, and a Playbook that keeps improving. Update a section and the new messaging flows into future sends.
What teams ask about onboarding
The short version is on the surface. Open any question to go deeper.
Your first send is closer than you think.
Book a 30-minute strategy call and we will map your two to three weeks, from the Playmaker intake to campaigns live, on your calendar.