Client Workspace Setup SOP

Standard operating procedure for creating and configuring a new client workspace on Acquisity. Follow each step in order to ensure every client is set up consistently and ready for their first campaign.

Step 1: Create the Workspace

Launchpad / Accelerator clients: Open the Intercom chat (bottom-right corner) and request a free workspace be added for you. You can rename the workspace in Workspace settings

All other clients: Click the workspace dropdown in the top-left corner of your Dashboard → select New Workspace → name it using the format [Client Company Name] → click Create.

Step 2: Subscribe to Acquisity

Subscribe the new workspace to Acquisity. This activates the Cold Email Agent, AI SDR, and 10,000 lead credits.

Cost reference: $185/month per workspace. You bill the client a retainer (typically $2k–$10k/month) to cover this cost plus your margin.

Step 3: Complete the Cold Email Writer & Niche Researcher

Run through the Cold Email Writer and Niche Researcher setup inside the workspace. This trains the AI on the client's offer, ICP, and messaging - everything downstream depends on this being done properly.

Step 4: Purchase Inboxes

Purchase inboxes for the client's outreach (pre warmed). We recommend a minimum of 6 domains / 18 inboxes as a starting point. More can be added at any time to increase sending volume.

Cost reference: