Nick asks: when should you mention offloading subscription costs to the client during the sales call and process? How do you set up the client’s API keys and webhooks? Also, when building an automated cold‑outreach system using Instantly, do you require clients to buy domains and wait through the 21‑30‑day warm‑up, or is there a more efficient method?
I mention the subscription cost upfront, both on the sales call and in the proposal, so there are no surprises later. For API keys and webhooks, I handle the setup on the kickoff call: I guide the client through signing up for each platform, obtain the necessary access, and by the end of the call I have everything I need, so I never have to ask again. Regarding domains, I don’t make clients go through a manual warm‑up. I use pre‑warmed domains from providers like Instantly, Zap Mail, or Puzzle Inboxes, purchase the domains right after the kickoff (often within 24 hours), and start sending immediately. This lets you generate leads the same day—potentially five to ten leads—without waiting weeks.