SalesUPClient Onboarding and Delivery Roadmap
A comprehensive guide to our step-by-step process, deliverables, and expectations
Process Overview
| Step | Milestone | Timeline | Client Action | Our Action |
|---|---|---|---|---|
| 1 | Onboarding Form Submission | Immediately after project confirmation | Fill out onboarding form | Share onboarding form link and assist if needed |
| 1A | Email Account Setup | Along with onboarding form submission | Share access to one email ID under primary domain | Configure email for outbound communication |
| 2 | Onboarding Alignment Call | Same day post form submission | Book a call | Validate information, clarify messaging tone |
| 3 | Campaign Asset Delivery | Within 24 hours after onboarding call | - | Deliver campaign assets |
| 4 | Asset Review & Approval | Client-dependent | Review assets and provide feedback/approval | Update assets if required |
| 5 | Resource Allocation & SDR Training | Within 48 hours after asset approval | - | Assign SDRs and train internally |
| 6 | Live Demo Call | Immediately after asset approval | Schedule demo call | Conduct live simulation call |
| 7 | Campaign Launch & Execution | Immediately after successful demo call | - | Start outreach operations |
Step-by-Step Process
Onboarding Form Submission
The first step in our process is completing the onboarding form, which happens immediately after project confirmation.
Timeline:
Immediately after project confirmation
Client Action:
Fill out onboarding form
Our Action:
Share onboarding form link and assist if needed
Deliverables:
Form will capture:
- Target Audience (ICP)
- Product/Service Overview
- Key Messaging Guidelines
- CRM or Tool Access (if applicable)
Email Account Setup:
Along with onboarding form submission:
- Share access to one email ID under primary domain
- Email ID verified and integrated
- Conversation threads built from client domain
Expected Deliverables and Ramp Timeline
| Phase | Expected Daily MQLs | Meetings Completed (70%) | SQLs Confirmed (80%) |
|---|---|---|---|
| Week 1 (Ramp-up) | 5–10 total | 3–7 | 2–5 |
| Week 2 | 10–15 | 7–10 | 5–8 |
| Week 3 | 10–15 | 7–10 | 5–8 |
| Week 4 | 10–15 | 7–10 | 5–8 |
| Month 1 Total | 35–55 | 24–37 | 19–30 |
| Month 3 Total | 105–165 | 74–115 | 59–92 |
Note: These are based on historic performance. Actual results may vary based on industry, data quality, and responsiveness.
Terminology
MQL Set
A lead where the correct POC is spoken to and a meeting is booked after qualification.
MQL Done
A lead where the scheduled meeting has been conducted.
SQL (Sales Qualified Lead)
A meeting you (the client) confirm as qualified after evaluation.
Call Back Lead
A lead where the POC agrees to a future date/time for a follow-up call.
Reporting and Communication
Live Lead Tracker
Daily updated Google Sheet with lead statuses and history.
Daily Activity Updates
Metrics shared: Calls Made, Calls Connected, Meetings Set, Meetings Completed
Weekly Performance Reports
Consolidated summary: Performance metrics, Optimizations suggested, Challenges faced and resolutions
Why Partner with SalesUP
Dedicated Project Manager
Single point of contact ensuring smooth operations.
Specialized, Trained SDRs
Experts trained specifically on your product/service.
Transparent Tracking
Complete visibility on outreach and lead progression.
Real-time Feedback Loops
Fast adjustments based on campaign learnings.
Focus on Tangible Pipeline Growth
Action-driven prospecting designed for real results.
Let's Build Your Pipeline — Faster and Smarter!
Our Mission: Maximize your outbound efforts and deliver conversations that convert into real revenue.
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