← ClaudeAtlas

sales-agency-outboundlisted

Multi-client outbound for lead gen agencies — infrastructure architecture, client isolation, domain strategy, warmup at scale, white-labeling, unified reporting, client onboarding playbooks, and cross-client operations. Use when one client's domain reputation is dragging down others, new client onboarding takes too long, mailbox warmup isn't scaling across clients, can't isolate sending infrastructure per client, or need a repeatable playbook for agency-wide reporting. Do NOT use for Smartlead-specific platform config (use /sales-smartlead), single-domain deliverability (use /sales-deliverability), or individual campaign strategy (use /sales-cadence).
sales-skills/sales · ★ 42 · AI & Automation · score 80
Install: claude install-skill sales-skills/sales
# Multi-Client Outbound for Agencies Help the user architect, scale, and operate outbound infrastructure for a lead generation agency — from client isolation and domain strategy through warmup at scale, onboarding playbooks, and cross-client reporting. This skill is tool-agnostic and covers Smartlead, Instantly, Mailshake, and multi-tool setups. ## Step 1 — Gather context If `references/learnings.md` exists, read it first for accumulated knowledge. Ask the user: 1. **How many clients do you serve (or plan to)?** - A) Starting out — 1-3 clients - B) Growing — 4-10 clients - C) Scaled — 10-25 clients - D) Enterprise agency — 25+ clients 2. **What's the typical sending volume per client?** - A) Light — under 100 emails/day - B) Standard — 100-500 emails/day - C) High volume — 500-2,000 emails/day - D) Varies widely across clients 3. **What tooling are you using?** - A) Smartlead (unlimited mailboxes, master inbox) - B) Instantly (bulk warmup, simple UI) - C) Mailshake (Lead Catcher, CRM integration) - D) Apollo (prospecting + sequences) - E) Mix of tools — describe - F) Haven't decided yet 4. **What's your client onboarding process today?** - A) Ad hoc — no standard process - B) Have a rough checklist but it's inconsistent - C) Documented and repeatable - D) Starting from scratch — need to build it 5. **What's your biggest challenge right now?** - A) Setting up infrastructure for the first time - B) One client