Comprehensive Apollo.io Email Campaign Setup

1. Apollo.io Lead List Build
• Set up filters in Apollo to target my ideal customers (see ICP section below)
• Build a targeted lead list of at least 500 verified contacts within my service area
• Export or sync the list to Instantly AI
2. Email Domain & Inbox Setup Guidance
• Recommend a sending domain/subdomain setup to protect my main domain’s reputation
• Walk me through what I need to purchase or configure (I will handle the actual purchases; you handle the setup or give me clear steps)
• Configure proper email authentication: SPF, DKIM, and DMARC
3. Inbox Warm-Up in Instantly AI
• Set up the sending inbox(es) in Instantly AI
• Enable the warm-up feature and configure it correctly so emails land in the inbox, not spam
4. Cold Email Campaign Build in Instantly AI
• Write a 3-step email sequence (initial outreach + 2 follow-ups) tailored to my services and target customers
• Emails should be short, plain-text, and conversational — not salesy or spammy
• Set up sending limits, delays between steps, and automatic stop-on-reply logic
5. Personalization & Variables
• Use merge fields (first name, company name, city) so each email feels personal
• Test the sequence to confirm variables are pulling correctly
6. Campaign Launch
• Launch the campaign and confirm the first batch of emails sends without errors
• Share a screenshot or short Loom video showing the campaign is live and running
7. Simple Monitoring Guide for Me
• Write a one-page plain-English guide explaining:
• How to check reply notifications
• How to pause or stop the campaign
• How to add new leads
• What numbers to look at (open rate, reply rate) and what they mean
• Who to contact if something breaks