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Step 1: Access & Account Setup 🔐

To build and launch your campaign system, we need access to a few key tools.

What We’ll Need:​

  • ✅ Smartlead (or other sending tool) admin access
  • ✅ Domain registrar/DNS access for email setup (or we can register domains for you)
  • ✅ Airtable access (if using for dashboard)
  • ✅ Your preferred calendar link (Calendly, Google, etc.)

Optional Tools​

  • 🔗 CRM or pipeline tools (GHL, Pipedrive, etc.)
  • 📦 Existing lead lists or CRMs

You can send access securely via LastPass, 1Password, or another secure method.