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First 7 Days Roadmap

Follow this 7-day roadmap to warm up your account, monitor key metrics, and set your campaigns up for success.

Toe Wai Shan avatar
Written by Toe Wai Shan
Updated over a month ago

Your first week with SalesMind AI is about warming up your account, monitoring activity, and making small adjustments. This roadmap shows you what to check during the first 7 days to ensure your campaigns start strong.


1. Confirm Setup

  • Complete the Get Started guide

  • Verify your Agent, Sender, and Tone of Voice are correct

  • Check company details, services, integrations, and personas

  • Make sure at least one Mission and Campaign is running

👉 A proper setup is the foundation for good results


2. Warm Up Activity

  • Review your campaign charts daily:

    • Invitations sent

    • Quotas used

    • Progress bars moving as messages go out

  • Expect slower results at first because invitations can take 2 to 14 days to be accepted

👉 Focus on steady activity, not instant replies


3. Monitor the Inbox

  • Aim for Inbox Zero so no message is left unanswered

  • Every reply must be handled: by you manually (or) with AI-suggested replies (or)with Autopilot for automatic responses and nurturing

  • Respond within 10 minutes where possible for higher engagement


4. Watch Key Metrics

  • Acceptance Rate

    • If low, review your LinkedIn profile and test with or without a connection note

  • Reply Rate

    • If low, check your sequence for long messages, wrong tone, or irrelevant value propositions

    • Adjust either the sequence or the solution settings if AI-generated messages feel off

  • Interested Rate

    • This is the most important metric

    • Review tagged conversations and confirm why prospects show interest


5. Adjust and Nurture

  • Refine profile, sequence, or solution info if metrics look poor

  • Activate Autopilot if prospects stop replying

  • Expect first meetings within 7 to 14 days. Autopilot can sometimes book them sooner


Key Takeaways

  • Confirm your setup before launching

  • Track invitations, replies, and “Interested” metrics every day

  • Keep the inbox clear and never leave replies unanswered

  • Adjust quickly if acceptance or reply rates are low

  • First meetings usually happen within the first 1 to 2 weeks

✅ Following this roadmap ensures your campaigns warm up properly and generate results faster.

Happy Prospecting !

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