All CollectionsGetting StartedFirst 7 Days Roadmap

First 7 Days Roadmap

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

Updated 11 days 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

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  • 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

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  • 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

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

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  • 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

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  • Interested Rate

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  • 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

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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 !