Client Workflow Checklist
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Client Intake & Agreement
Send kickoff email
Schedule kickoff call
Send MSA/SOW
Invoice setup fee
Create client folder
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Infrastructure Setup
Register alt domains
Configure SPF/DKIM/DMARC
Add to Postmaster Tools
Create inboxes
Start warm-up
Track inbox health
ICP & Messaging
Send ICP form
Review offer & LTV
Define ICP
Write positioning
Approve messaging
Reset Progress
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