We have three key approval stages in every campaign: strategy, email copy, and contact lists. Each stage has its own timeline and process. Here's everything you need to know to keep your campaign on track.
1. Strategy Approval
What you'll receive:
We'll send you a strategy package that includes:
A Loom video walkthrough
A written document or whiteboard explaining the strategy
Note: The specific format may vary from campaign to campaign, but you'll always receive both visual and written materials.
What's included in the strategy:
What we'll say in each email
Your cold outreach funnel structure
What we need from you to move forward
Contact list filters and ICP (Ideal Customer Profile)
The process we'll use to build your lists
Timeline:
We'll send your strategy within 10 days after signup
Your Client Success Manager will send this via email
How to respond:
If everything looks good:
Let us know, and we'll move forward immediately
If you need minor changes:
We can make adjustments quickly
Minor changes include: tweaking the angle, trying different lead magnets, or small messaging adjustments
Reply with your feedback and we'll make the revisions
If you need major changes:
We'll schedule a meeting to discuss
Major changes include: needing to change the whole funnel structure
We'll work together to get your strategy right before moving forward
2. Email Copy Approval
What you'll receive:
Your Client Success Manager will send you the email copy for review via email.
You may receive multiple versions or tests of the copy
If we're targeting multiple audiences, you'll receive copy for each one
Review timeline:
Please provide feedback as quickly as possible
Ideally within 1-3 days
If we don't hear from you for 7 days, we will automatically mark the copy as approved and proceed
How to give feedback:
Please provide comprehensive feedback in a single response. Here's why:
We typically do one revision per week
Each revision takes time
Detailed feedback helps us get it right faster
Include all the changes you'd like to see in one message rather than sending multiple rounds of small edits.
Revision process:
We'll send you revised copy based on your feedback
This process continues until you approve the copy
Revisions will keep going until approval is received
Important note about timing:
If your campaign gets delayed because approval takes longer than expected, we won't be able to refund or cover the difference if we don't complete the campaign within a single month. To avoid delays, please review and respond to copy requests promptly.
3. Contact List Approval
Initial approval:
Your contact list filters and target audience (ICP) are included in your strategy document, so you'll approve the list-building approach during strategy approval.
When you'll receive the lists:
We'll send completed lists near the end of the month for your review
Your Client Success Manager will send these via email
Please review within 3 days maximum (sooner is better)
What's included:
The contact lists include AI-generated personalization lines. These are custom variables written by AI for each individual contact based on their specific information. These personalized elements are part of the list and cannot be separated.
Important limitations:
Unfortunately, we have limited ability to modify lists once they're completed. Here's what you need to know:
If the list doesn't meet expectations:
We can clean it up slightly, but not extensively
We will still proceed with the list as-is
We'll cover the difference in your next month's campaign by adding extra contacts
If the list is completely unusable:
If you're not comfortable sending to the list at all, we can create a new one
New list building takes 1-2 weeks minimum
This will delay your campaign launch
Best practice:
Because list changes are difficult once completed, it's crucial to carefully review and approve:
The list filters during strategy approval
Your ICP definition during strategy approval
Any questions about targeting before we start building
Need Help?
If you have questions about any part of the approval process, please reach out:
Use the chat button in this help center for quick questions
Email your Client Success Manager for detailed discussions
We're here to make sure your campaign is exactly what you need before it launches.