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Client Onboarding

Your Onboarding Guide

Last updated: 6 July 2026

Everything I need from you, and exactly what happens next, to get your LinkedIn outbound live within 7 days.

1 Welcome

Welcome aboard. From here, I run done-for-you LinkedIn outbound directly from your own profile, so every conversation looks and feels like it came from you. My job is to fill your calendar with real meetings. Your job is light: give me a few key things up front, then show up to the meetings I book for you.

This guide walks you through the whole process in plain steps. Read it once, gather what I ask for, and I will handle the rest. If anything is unclear, I am one email away at [email protected].

2 It all starts the moment you pay

Everything begins when your first invoice is paid in full. Your initial term is 3 months, paid one of two ways. Paid up front, the first invoice covers all 3 months. Paid monthly, it covers month one, which is onboarding, tooling and setup, and each month after is invoiced in advance; on this option only, you can stop at the end of month one with 7 days' notice. Either way, on the Full Engine plan, staying the full 3 months makes them your 90-day meeting-guarantee period. After that it rolls month to month. Payment is what unlocks setup on my side, so the sooner it is paid, the sooner I start building. As soon as the payment clears, the clock starts and I get to work.

3 Choose your LinkedIn profile(s)

You decide which LinkedIn profile or profiles I operate on your behalf. One profile equals one seat. If you have more than one seat, you can point me at more than one profile.

Each profile needs its own active Sales Navigator licence, held and paid for by you. I do not supply licences.

Just tell me which profile or profiles to use, and I take it from there.

4 Give me an email for your workspace invite

I set up a private, dedicated workspace for you and send an invitation to an email address you choose. That invite is how you securely connect your account so I can run outreach from your profile.

A separate short guide walks you through the secure connection step by step, so you are never guessing. All I need from you here is the email address where I should send the invitation.

5 Show me your business

So I can sound like you and sell what you actually sell, I need to understand your world. Share whatever you already have that explains your business and your offering, for example:

The more I understand your model, your customers, and why you are the right choice, the sharper and more credible your outreach will be. If some of it only lives in your head, a short call or a few notes works just as well. This is what lets me represent you accurately, not generically.

6 Decide and write down your ICP(s)

You choose exactly who I target. This is your Ideal Customer Profile, or ICP. You can have up to 2 ICPs per seat.

The one firm rule: your ICPs must be written down. Documented ICPs are what let me target precisely and skip the wrong people, so the meetings you get are meetings worth having. The more specific you are, the better your pipeline.

For each ICP, give me:

Here is a sample ICP that shows the level of detail:

Sample ICP: SaaS Ops leaders

Your blacklist, where it applies: if there are companies I should NOT approach, tell me. This usually means your existing clients, so I never prospect the people who already pay you, plus any partners, competitors, or accounts you already have in play. Send me the list and I exclude them from day one.

7 Agree the messaging approach

I write the outreach for you, in a voice that fits your profile and your market. Before anything goes live, I walk you through the approach, the tone, and example messages, and you sign off on that direction.

One thing worth knowing: there are no sequences. It opens with a considered connection request, and from there every message is written fresh to each individual prospect, based on their role, company, and situation. That is what makes the outreach land rather than read like a template, so the exact wording naturally varies from one person to the next by design. What you approve is the overall approach and the kind of message I send, not each individually tailored message, because those are written fresh for every lead.

If you want changes to the tone, the angle, or the drafts, I adjust until it sounds right to you.

9 Setup and research come first, then launch

I do not launch on day one, and that is on purpose. First comes account setup, list building, and research, so that when I go live, I go live right. A strong first week beats a rushed one.

I always launch within 7 days, provided you give me everything I need in a timely manner: your profile choice, your documented ICPs, your sign-off on the messaging approach, your booking link, and your account connected.

To be plain and fair about this: the engagement is on the clock from the start. If you are slow to give me what I need, your launch is delayed by the same amount, and that delay counts as your delay, not mine. The single best thing you can do to stay on schedule is get me your inputs quickly. Timely input from you is what keeps everything moving.

10 Once you are live, here is your part

When your campaigns are running, the day to day is on me. I manage the conversations and the replies for you, so you are never the one sitting in LinkedIn chasing threads. Your part stays small, and it is really just this:

Do those and you protect both your results and, on Full Engine, your meeting guarantee. Show up, stay connected, and let me handle everything in between.

11 Staying in touch

You will not be left wondering how things are going. I keep you updated on progress and am always reachable at [email protected].

If a question comes up at any point, just reach out. I would rather hear from you than have you guessing.

12 Your quick-start checklist

Here is everything I need from you to get moving. Tick these off and I am ready to build:

The faster these come in, the faster you launch. I am ready when you are.

Legal & documents
Terms of Service · Privacy Policy · Data Processing Agreement · Mutual NDA · Onboarding · Connect your LinkedIn
Oliver Lythe. Individual Entrepreneur, Small Business Status, Tbilisi, Georgia. Invoiced directly, paid into Wise in your currency. Questions: [email protected].
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