Introduction

Complete Platform Setup Guide

Hand-holding visual guide for Smartlead and Attio. Follow every step exactly.

What You'll Build
📧 Smartlead
  • 9 cold email campaigns
  • 68 email variants
  • 12 sending accounts
  • Auto-pause on reply
📊 Attio CRM
  • 7-stage pipeline
  • Geographic routing
  • Webhook integration
  • Task automation
Prerequisites

What You Need

Gather these before starting.

12 Email Accounts
luca.outreach1-6@yourdomain.com
godwin.outreach1-6@yourdomain.com
Smartlead Plan
Pro or Custom (unlimited email accounts)
Attio Plan
Growth or higher (API access)
✓ Email Setup Required

ALL 12 accounts must have:

  • 2-Factor Authentication enabled
  • App Password generated (16 chars)
  • IMAP enabled
Smartlead Step 1

Create Smartlead Account

Sign up and select the right plan.

🚀Smartlead
Sign Up Process
Smartlead Sign Up
Go to: https://smartlead.ai
Click: "Get Started Free" (top right)

Email: [your.email@company.com]
Password: [8+ characters]

Create Account
Choose Plan
Select Plan
┌─────────┬─────────┬─────────┬─────────┐
│ Free │ Basic │ Pro │ Custom │
├─────────┼─────────┼─────────┼─────────┤
│ $0/mo │ $39/mo │ $94/mo │ Custom │
├─────────┼─────────┼─────────┼─────────┤
│ 3 email │10 email │Unlimited│Unlimited│
│ │ │ │ │
│ │ │SELECT │ │
└─────────┴─────────┴─────────┴─────────┘
⚠️ Important

Choose Pro or Custom - you need 12 email accounts. Free and Basic only allow 3-10 accounts.

✓ Checkpoint

You should now see the Smartlead dashboard with these menu items in the left sidebar:

  • Dashboard
  • Email Campaigns
  • Master Inbox
  • Email Accounts
  • Analytics
Smartlead Step 2

Connect 12 Email Accounts

CRITICAL STEP - Follow exactly to avoid spam.

📧Email Setup
⚠️ Do This FIRST (For Each Account)

Before adding to Smartlead:

  • Log into Google Account Settings
  • Enable 2-Factor Authentication
  • Generate App Password (16 characters)
  • Save the app password
  • Enable IMAP in Gmail settings
Navigate to Email Accounts
Smartlead Dashboard
Left Sidebar:

▷ Dashboard
▷ Email Campaigns
▶ Email Accounts ← CLICK HERE
▷ Master Inbox
▷ Analytics
Add Email Account
Email Accounts Page
Top Right: + Add Email ← CLICK

Modal appears with provider options:
┌──────────┐ ┌──────────┐
│ Gmail │ │ Outlook │
└──────────┘ └──────────┘
┌──────────┐ ┌──────────┐
│ Google │ │ Yahoo │
│Workspace │ │ │
└──────────┘ └──────────┘

Click: "Gmail" or "Google Workspace"
Enter Connection Details
Connect Gmail Account
Email: [luca.outreach1@nudg3.com]
Name: [Luca]
SMTP Host: [smtp.gmail.com]
SMTP Port: [587]
Username: [luca.outreach1@nudg3.com]
App Password: [abcd efgh ijkl mnop]
IMAP Host: [imap.gmail.com]
IMAP Port: [993]

Test Connection
EXACT VALUES
SMTP Host: smtp.gmail.com
SMTP Port: 587
IMAP Host: imap.gmail.com
IMAP Port: 993
App Password: [your 16-char code from Google]
✓ Success

After clicking "Test Connection", you'll see:

✓ Connection Successful!

Click "Save & Continue"

⚠️ Repeat 12 Times

Add all 12 accounts (6 for Luca, 6 for Godwin) using this exact process.

Smartlead Step 3

Create Your First Campaign

Build "Agency Cold (Luca - US/UK)" campaign.

📨Campaign Builder
Navigate to Campaigns
Left Sidebar
▷ Dashboard
▶ Email Campaigns ← CLICK
▷ Master Inbox
▷ Email Accounts (12)
Create Campaign
Email Campaigns Page
Top Right: + Create Campaign ← CLICK

Modal appears:

Campaign Name:
[Agency Cold (Luca - US/UK)]

Campaign Objective:
[Lead Generation ▼]

Upload Leads (CSV):
┌────────────────────────┐
│ Drag & drop or browse │
│ 📄 Click to Upload │
└────────────────────────┘

Save & Next
Fill Out Form
  • Campaign Name: Type "Agency Cold (Luca - US/UK)"
  • Objective: Select "Lead Generation"
  • Upload CSV with your leads
  • Click "Save & Next"
CSV Requirements
Columns needed:
- first_name
- last_name
- email
- company
- title
- location
Smartlead Step 4

Build Email Sequence

Create 4 emails: Days 0, 4, 9, 14.

✉️Sequence Builder
Email 1 Configuration
Configure Email 1 - Day 0
Delay: [0] days

Subject Lines (add 3):
[47 agencies added AI visibility...]
[Your competitors started tracking...]
[{{first_name}}, the agencies winning...]

Email Body:
┌────────────────────────────────────┐
│ {{first_name}}, 34 agencies in the │
│ SEO space added AI visibility │
│ tracking to their client reporting │
│ in the last 60 days. Their average │
│ contract value increased 19%. │
│ │
│ [paste complete email from file] │
└────────────────────────────────────┘

+ Add A/B Variant Save Email
Subject Line 1
47 agencies added AI visibility to Q1 reporting. Your competitors were in that group.
Subject Line 2
Your competitors started tracking AI visibility 90 days ago
Subject Line 3
{{first_name}}, the agencies winning renewals are not pitching SEO anymore
Add Follow-up Emails
  • After Email 1, click "+ Add Step"
  • Select "Email"
  • Set delay to 4 days (for Email 2)
  • Check "Send in same thread"
  • Add Email 2 content
  • Repeat for Emails 3 (Day 9) and 4 (Day 14)
✓ Complete Sequence

Your sequence should show:

  • Email 1 - Day 0 ✓
  • Email 2 - Day 4 ✓
  • Email 3 - Day 9 ✓
  • Email 4 - Day 14 ✓
Attio Step 1

Create Attio Workspace

Set up your CRM workspace.

🏢Attio CRM
Workspace Setup
Create Workspace
Go to: https://attio.com
Click: "Get Started"

Workspace Name:
[NUDG3 GTM]

Industry:
[SaaS / Technology ▼]

Team Size:
[2-10 ▼]

Invite Team:
[luca@nudg3.com]
[godwin@nudg3.com]

Create Workspace
Attio Step 2

Create 7-Stage Pipeline

Build: Lead → Contacted → Audit Sent → Trial Active → Meeting Booked → Upgrade/Paid → Closed Won

📊Pipeline
Pipeline Creation
Pipelines > + Create Pipeline
Pipeline Name:
[NUDG3 Sales Pipeline]

Pipeline Type:
[Deals ▼]

Stages:

1. Lead (Gray)
New contact, not yet contacted

2. Contacted (Blue)
First outreach sent

3. Audit Sent (Orange)
Free audit delivered

4. Trial Active (Amber)
7-day trial started

5. Meeting Booked (Purple)
Demo scheduled

6. Upgrade / Paid (Green)
Payment processing

7. Closed Won (Dark Green)
Active customer

Save Pipeline
All 7 Stages
1. Lead - Gray
2. Contacted - Blue
3. Audit Sent - Orange
4. Trial Active - Amber
5. Meeting Booked - Purple
6. Upgrade / Paid - Green
7. Closed Won - Dark Green
Attio Step 3

Create Custom Fields

Add 9 fields for webhook data from Nudg3 platform.

🔧Custom Fields
Add Custom Fields
Settings > Objects & Fields > People
Click: + Add Field

Field 1:
Name: trial_status
Type: Dropdown
Options: active, expired, converted, churned

Field 2:
Name: audit_sent
Type: Checkbox

Field 3:
Name: audit_timestamp
Type: Date & Time

[Continue for all 9 fields...]
All 9 Custom Fields
1. trial_status (Dropdown)
2. audit_sent (Checkbox)
3. audit_timestamp (Date & Time)
4. signup_timestamp (Date & Time)
5. visibility_score (Number %)
6. source (Dropdown)
7. subscription_status (Dropdown)
8. plan_name (Text)
9. competitor_data (Long Text)
✓ Fields Created

These fields will store data from webhooks when users request audits, sign up for trials, or make payments.

Daily Operations

Daily Workflow

What Luca and Godwin do every day.

Morning Routine (15 min)
Smartlead Inbox
  • Log in to Smartlead
  • Click "Master Inbox"
  • Review replies
  • Positive → Schedule via Calendly
  • Questions → Respond within 4 hours
Attio Tasks
  • Log in to Attio
  • Click "Tasks"
  • Filter "Due Today"
  • Complete high-priority items first
✓ System Running

Healthy metrics:

  • Reply rate: 2-5%
  • Bounce rate: <5%
  • Deliverability: >95%
  • Webhooks firing correctly