Newsletrix Competitor Feed Onboarding (Client Setup)

Newsletrix Competitor Feed Onboarding (Client Setup)

1. 01

   Create the unique Newsletrix forwarding address for the client account

   Generate one forwarding address per client so competitor sends never mix across retainers. The Free tier allows 1 tracking email address, so a second client on Free requires an upgrade before ingestion starts.

2. 02

   Subscribe the forwarding address to each named competitor newsletter

   Collect 2 to 5 competitor titles from the client during the onboarding call, then subscribe the Newsletrix address to each list. No CSV uploads or ESP credentials are needed, which keeps the technical lift low.

3. 03

   Confirm ingestion is parsing sends before the first report

   Wait for at least two competitor sends to land, then check that subject lines, send times, and CTAs are populating. Analysis volume is capped by plan: 2 per week on Free, 5 on Basic ($9/mo), 15 on Standard ($29/mo).

4. 04

   Run the subject line intelligence and CTA scoring modules

   Pull subject line benchmarks and CTA scores for the competitor set. These two modules carry the first client deliverable because they translate directly into the client's own copy and call-to-action changes.

5. 05

   Generate the hour-by-day send-time heatmap

   Map competitor send windows against the client's current schedule. The heatmap is the artifact that justifies a send-time change recommendation in the monthly retainer report.

6. 06

   Build the seasonal campaign calendar from ingested sends

   Lay competitor campaigns across the calendar to expose promo cycles the client is missing. This becomes the planning input for the client's next quarter.

7. 07

   Connect the MCP bearer token for analyst-side querying

   Wire the MCP connector into ChatGPT, Claude, or Cursor so the delivery team can query the client's analytics without exporting files. Keep the token scoped to that client workspace.

8. 08

   Publish the SWOT report and log the next review date

   Export the board-ready SWOT as the closing page of the client report. Note that white-label capability is unverified, so confirm branding expectations with the client before the first send.