AnyBiz Client Workspace Setup (Onboarding)

AnyBiz Client Workspace Setup (Onboarding)

1. 01

   Create the client workspace under your agency-level AnyBiz account

   Complete the white-label configuration so the client sees your branding, not AnyBiz vendor branding, before any prospect-facing outreach goes live.

2. 02

   Input the client's website URL, target audience, and value proposition into the AI sales agent profile

   AnyBiz uses these three inputs to tailor personalization. No copywriting or technical experience is required, but the value proposition field drives every email and LinkedIn message the agent writes.

3. 03

   Connect the client's CRM to the workspace

   AnyBiz requires CRM integration to log meetings and opportunities. Confirm the sync is live before launching campaigns, otherwise generated opportunities will not appear in the client's pipeline.

4. 04

   Select outreach channels and set the contact volume ceiling

   Starter supports email only at 1,000 contacts per month. Scale adds calls and LinkedIn at 5,000+ contacts per month. Match the channel selection to the plan the client is paying for.

5. 05

   Warm the sending domain and load the first prospect list

   Build the initial list from the 450M B2B contacts database or the client's own ICP filters, then run domain warm-up before the first send batch.

6. 06

   Book the dedicated consultant onboarding session

   Both Starter and Scale include a dedicated consultant for turnkey onboarding and fine-tuning. Use this session to validate sequences and cadence before the client sees performance data.

7. 07

   Set the weekly optimization checkpoint

   Review subject lines, call-to-action copy, and send cadence on a fixed weekly slot. Starter targets 2-3 opportunities per month, so early cadence drift shows up fast in the meeting count.

8. 08

   Hand the client a reporting view tied to the retainer deliverable

   Report opportunities generated, not emails sent. The retainer is sold on meetings, and the AI SDR runs 24/7, so the client's expectation should be set against the monthly opportunity target from day one.