Your Sopro onboarding journey, at a glance

To get the most from your Sopro campaign, we’ll need to work closely together in the first few weeks. Some steps are technical. Some are strategic. Some require your input, others are handled by us.

The goal is simple: a well-structured, high-performing campaign built around your business and your goals, and integrated into your existing sales and marketing operations.

You’ll get a clear view of how we work, and we’ll get to know your product, market, and ideal client profile. By the time we go live, everything will be in place – from campaign strategy to technical setup – so we can start delivering leads that matter.

Your onboarding timeline

Day 1: Welcome and setup

Focus

Kick off your onboarding with access to your portal and everything you need to get started.

What we’ll cover

  • Welcome email with your portal login
  • Onboarding questionnaire
  • Technical checks (CRM, website plugin, LinkedIn)
  • Booking your intro call

What you’ll get

  • Full access to the tools and resources you need
  • A clear view of what’s coming next
  • Everything is ready for your intro call

Actions needed:

  • Complete your onboarding questionnaire as soon as possible. This is essential to shape your campaign strategy and get the setup underway.
  • You must set up dedicated subdomains for your outreach. This action can cause delays in campaign launch, so please ensure you action it soon!

Day 5: Intro call

Focus

Introduce you to the Sopro strategy and get under the skin of your business, audience, and goals.

What we’ll cover

  • How multi-channel outreach works
  • Your product, value proposition, and audience
  • Key goals and campaign direction

What you’ll get

  • Shared understanding of your market and positioning
  • Early alignment on strategy
  • Clear next steps for campaign planning

Day 10: Campaign setup call

Focus

Activate the technical elements of your campaign so everything runs smoothly at launch.

What we’ll cover

  • CRM integration
  • Email and LinkedIn account setup
  • Website plugin and Webchat activation

What you’ll get

  • A fully configured campaign setup
  • Seamless data flow between Sopro and your CRM
  • Full visibility and tracking from day one
  • Insight into which prospects visit your website

Day 15: Strategy sign-off call

Focus

Present, review and finalise your campaign strategy before we go live

What we’ll cover

  • Confirm content, audience targeting, and channels
  • Campaign objectives
  • Final sign-off

What you’ll get

  • A tailored campaign ready to launch
  • Confidence that everything aligns with your goals
  • No surprises at go-live

Day 21: Campaign goes live!

Focus

Your multi-channel outreach campaign officially begins.

What we’ll cover

  • Final checks across all channels
  • Launch of your prospecting activity

What you’ll get

  • Live engagement across email, LinkedIn, and website
  • Prospects entering your funnel

1 week after launch: lead management and success planning

Focus

To align on how leads will be handled and define what success looks like for your team.

What we’ll cover

  • How leads are delivered and tracked
  • Optimising your follow-up approach
  • Understanding your sales process
  • Building a tailored success plan

What you’ll get

  • A plan for lead management and conversion
  • Clear metrics for measuring success

Final touchpoint: success plan and portal walkthrough

Focus

Make sure your team is confident using the Sopro portal and we’re aligned on how we’ll track success.

What we’ll cover

  • Campaign performance reporting
  • Walkthrough of key portal features
  • Confirming the success plan

What you’ll get

  • Confidence using the portal
  • Ongoing visibility into performance and leads
  • A shared plan for continued success

Total timeline: around 3 weeks from kick-off to campaign launch

With continued support and optimisation beyond go-live.

While we need your involvement during onboarding, we take care of as much as possible. This upfront collaboration means everything is set up for success, and once your campaign goes live, we can handle the heavy lifting. Your team can then focus on growing the business while we deliver consistent, high-quality leads aligned with your goals.

Your campaign set up

We’ll need to set up a few things to get your campaign live and running smoothly. Some are handled by us, some by you, and some we’ll do together. We’ll guide you through every step, and if you’re having any trouble, just reach out to your Customer Success Manager.

1. Subdomains

Who does it: You (but we can help!)

What it is: You must set up dedicated subdomains for your outreach. Until this action is complete, we cannot start the countdown to campaign launch. Setting up subdomains improves email deliverability and protects your main domain reputation.

Why it matters: Once set up, we begin warming the subdomains by sending a small number of emails before the campaign goes live to build your sender reputation and avoid spam filters.

Need help? Read the subdomain guide

2. LinkedIn credentials

Who does it: You

What it is: Enter the LinkedIn details for each person we’ll be prospecting on behalf of in the Onboarding tab of your Sopro portal.

Why it matters: We’ll source your audience directly through your profile and use these profiles to reach out to your audience and grow your network with high-quality prospects.

Need help? Watch the video walkthrough

3. Web plugin

Who does it: You

What it is: A lightweight plugin that tracks which prospects visit your site and what they look at.

Why it matters: It reveals valuable buying signals from prospects visiting your site. The plugin works even before your prospecting campaign is live, so we recommend actioning this ASAP!

If you’re using WordPress, download the Sopro web plugin here.

Need help? Watch the video walkthrough

4. Email signature

Who does it: You

What it is: Your standard email signature (name, job title, contact info, logo).

Why it matters: We apply it to your outreach emails to keep your branding consistent and professional.

5. CRM integration

Who does it: Joint (we do this together)

What it is: Connecting your CRM to the Sopro platform, so leads flow directly into your system.

Why it matters: Sopro leads become part of your wider sales and marketing picture, giving you a complete view of prospect activity and outcomes. You can track activity, performance and ensure every lead is followed up.

We’ll run through this during your setup call, or you can follow the instructions in your Sopro Portal.

6. Exclusions

Who does it: You

What it is: A list of people or companies you don’t want us to contact, such as competitors, current clients, open opportunities or past prospects.

Why it matters: This protects existing relationships and ensures we only target the right prospects.

Need help? Watch the video walkthrough

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