HealthAccelerate - Campaign Launch Checklist

Creative Campaign Build

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Identify Target Personas and Organizations

Define specific personas and prospect organizations for targeting

Develop Pain Point Hypotheses and Hooks

Create compelling hooks that communicate problem recognition and solution value in under 7 seconds

Cognitive Disrupt Strategy

Develop strategy for capturing prospects' attention with disruptive messaging and hooks

Engagement Gift Strategy

Explore "bottle of champagne" - no-cost gift for engagement (e.g., limited free consulting)

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Finalize and Sign Off on Messaging

Get final approval on all campaign messaging and content

Finalize Modalities and Volumes

Confirm outreach channels, frequency, and volume targets

Agree on Project Costs

Finalize and approve all campaign costs and budget allocation

Confirm Email and LinkedIn Account Numbers

Agree on the number of email and LinkedIn accounts needed for outreach

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Review Domain Quality

Assess domain reputation and consider services like MailReach if needed

Set Up Email Accounts

Create and configure all required email accounts for the campaign

SMTP/IMAP Integration

Configure email server settings and test email delivery

CRM Integration

Set up CRM integration if desired for lead management

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Tools and Dashboard Training

Provide brief training session on campaign tools and dashboard usage

LinkedIn Setup and Cookie Collection

Meet 1-on-1 to discuss LinkedIn outreach and collect LinkedIn cookies from participating team members

Lead Handoff Procedure

Establish clear process for successful lead handoff between marketing and sales

Meeting Scheduling Process

Set up Calendly or provide calendar access for lead meeting scheduling

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Contract Approval

Obtain final contract approval and signatures from all parties