PDF Guide

Prospect AI Quickstart: Launch Your First Intelligent Sequence

Get up and running with Prospect AI in under an hour. This quickstart guide walks through essential setup tasks—from connecting infrastructure to launching your first AI-personalized campaign.

This downloadable PDF guide distills best practices and benchmark data. Request the link and keep a local copy for internal enablement.

Impact Metrics

Key Metrics & Outcomes

Data-driven insights that demonstrate the strategic value and measurable impact of implementing these approaches

<60min
Setup Time
To first campaign
View Details
95%+
List Quality
Valid contact rate
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80%
Automation
Manual work saved
View Details
7-10 days
First Meeting
Average time
View Details
12%
36%
54%
28%
42%

Sample distribution – replace with live metrics

1. Connect Domains & Mailboxes

Start with dedicated sending domains—never use your primary corporate domain for high-volume prospecting to protect brand reputation.

Connect mailboxes through OAuth authentication. Recommend 1 mailbox per 30-50 daily sends to maintain healthy patterns. Run automated health checks to verify DNS records and authentication setup.

New domains require automatic warmup over 2-4 weeks, gradually increasing send volume while mixing high-engagement seed accounts.

2. Define ICP & Segments

Invest 15-20 minutes upfront to define precise ideal customer profiles (ICPs) that guide all prospecting.

Start with firmographics: industry, revenue range, employee count, regions, growth stage. Layer technographic signals—technologies prospects currently use. Add behavioral triggers: funding, leadership changes, hiring patterns, product launches.

Prospect AI's segment builder combines dimensions with AND/OR logic for laser-focused micro-segments. Example: 'Series A SaaS, 20-100 employees, using Salesforce, hiring sales reps, North America.'

12%
36%
54%
28%
42%

Sample distribution – replace with live metrics

3. Enable Enrichment & Signals

Enrichment transforms raw contact lists into actionable intelligence that powers personalization at scale.

Activate modules for: job titles, direct dials, social profiles, technographics, funding data, hiring trends, recent news, and org charts. This data feeds AI personalization engines to craft contextual openers.

Signal monitoring runs continuously, alerting you to high-value triggers like key hires, funding events, technology changes, and competitor mentions. These become sequence trigger events for timely outreach.

4. Draft & Activate Sequence

Start with a proven template: email → wait 3 days → email → wait 2 days → LinkedIn → wait 3 days → email → wait 4 days → final email.

Use AI variant generation instead of writing from scratch. Input your value proposition and target pain points. The system generates multiple variants optimized for your segment. Review for tone and accuracy.

Configure rules: 40-50 daily send limits per mailbox, timezone-aware scheduling (9 AM - 5 PM local), auto-pause on reply, auto-suppress on negative replies. Start with 100-200 prospects to validate before scaling.

12%
36%
54%
28%
42%

Sample distribution – replace with live metrics

5. Monitor Core Metrics

Monitor performance daily first week, then weekly. Focus on quality and conversion, not vanity numbers.

Deliverability first: bounce rate (<2%), spam complaints (<0.1%), inbox placement (95%+). Engagement: open rates (40-60%), reply rates (5-10%), positive reply rate (15-25% of replies).

Prospect AI auto-categorizes replies using NLP: positive, neutral, negative, and auto-reply. Track meeting booking rate (10-15% of positive replies), show rate (70%+), and velocity to first meeting (7-14 days).

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Review dashboard every Monday. Identify best-performing segments, subject lines, and sequence steps. Iterate weekly—compound improvements build an unstoppable outbound machine.