Onboard a new client, step by step.
Every new client needs mailboxes, a sending reputation, a verified list, and a campaign, all kept apart from your other clients. This playbook covers the setup inside one LeadVector workspace.
Northstar Agency · client workspace
Mailboxes connected
Warmup active
List verified
Campaign live
Clients
6
Mailboxes warming
14
Campaigns active
9
Replies this week
63
The playbook
1
Connect and tag the client’s mailboxes
Connect the client’s Google Workspace or Microsoft 365 mailboxes with OAuth and tag them with the client’s name, so health and sending stay grouped by account.
2
Let warmup build their reputation
Warmup starts as soon as a mailbox connects. Watch each mailbox’s health score, and let cooldowns step in before the client’s domain takes damage.
3
Build and verify the client’s list
Search, enrich, and verify contacts into a list for that client. Every email is checked against the mail server before it reaches the list.
4
Launch the client’s campaign
Import the list into a campaign that sends from the mailboxes you assign to that client, with A/Z variants and subsequences that react to replies.
5
Forward replies and report
Filter Unibox by the client’s mailboxes or campaign, forward replies to the client with a note, and report on each campaign’s results.
Keep every client’s reputation separate.
A client’s domain is their reputation. Tag their mailboxes, watch each one’s health score, and keep their sending apart from everyone else’s.
Tags to group mailboxes by client
A health score for every mailbox
Cooldowns before a domain takes damage
Client · Lumen Analytics
Mailboxes
4
Warmup active
3
Cooldown
1
Campaigns
2
Questions
Common questions about onboarding clients.
Can I forward replies to my client?
Yes. Forward any Unibox conversation to the client with To, CC, and BCC fields and a note, so they see the reply with its context.
How long should a new client's mailbox warm up?
LeadVector ramps volume gradually and shows a health score for each mailbox. Most agencies wait until the score is healthy before assigning the mailbox to the client's campaign.
How are credits handled across clients?
Every client's lookups draw from your workspace's shared credit balance, and repeat lookups on the same contact are free.