Cobalt x Altitude — Onboarding Plan

Phase 0

Before We Start

A few things to get in place so we hit the ground running on April 13.

Setting Up

April 7-12

Assign your Champion Cobalt

One person who's our main point of contact for feedback, approvals, and check-ins
Set up shared communication channel Cobalt

Slack, Google Chat, or your preferred tool. Add Amit so we can communicate, share files, and move fast.
Share HubSpot access Cobalt

So we can see your existing pipeline and integrate lead tracking
Share existing materials Cobalt

Whatever you have: product deck, investor presentation, outreach examples, customer call notes. Drop everything in our shared Google Drive folder.
Sign up for Instantly.ai Together

No rush on this one. We can set it up together in Week 1 if you prefer. We handle warmup, domains, and configuration.
Schedule kickoff discovery session Together

60 min deep dive on ICP, triggers, positioning, and voice. This is where we build the foundation.

1

Build & Deploy

Month 1 — April 13 to May 13

Week 1: Discovery & Foundation

Apr 13-20

Deep discovery session Together

ICP definition, trigger identification, competitive landscape, positioning
Product walkthrough Cobalt

30-min session so we understand what Cobalt does the way your customers do
Voice calibration Together

Share examples of how you write today. We tune the system to sound like you, not like AI.
Trigger architecture defined Altitude

Which market signals to monitor, where to find them, how to verify them
Base Camp Cobalt live Altitude

Your dashboard for reviewing leads, approving outreach, and tracking everything

Week 2: First Output

Apr 20-27

AI agent team taking shape Altitude

Each agent gets a defined role: research, qualification, personalization, verification. Built iteratively and refined as we learn.
First research batch for review Altitude

5-10 real targets with full research, triggers, and sourced intelligence
HubSpot integration live Altitude

Leads flow into your CRM automatically

Weeks 3-4: System Live

Apr 27 - May 13

Sending infrastructure ready Altitude

Domains warmed, inbox placement tested, deliverability verified
First lead batch approved and sent Together

You review, approve, we send. The system is live.
Feedback loop activated Altitude

Every approve/reject/reply teaches the system what works for your market
LinkedIn outreach activated Together

Once email is running, we expand to LinkedIn. Engagement, connections, and personalized messaging through the right profiles.

2

Run & Optimize

Month 2 — May 13 to June 13

System Running, Getting Smarter

Month 2

System at target volume

Consistent lead generation with human-in-the-loop approval
Agents learning and improving

Each agent gets smarter from real results. Better targeting, sharper writing, fewer misses.
Trigger tuning from real data

Which signals actually convert? Double down on those, cut the rest.
Messaging refined from reply analysis

Learning from what gets responses and what doesn't
Conference intelligence ready Altitude

Ingest attendee lists, match against your ICP, research each target, generate personalized pre-conference outreach and post-conference follow-ups. Repeatable for every event.
Weekly check-ins and reporting

Performance metrics, pipeline tracking, and strategic alignment

3

Optimize & Scale

Month 3 — June 13 to July 13

Scaling What Works

Month 3

Double down on top-performing triggers

Data-driven expansion of what's actually converting
Expand to new ICPs or geographies

Based on early results: new industries, new regions, new personas
Handover or retainer decision

Full documentation, SOPs, knowledge transfer. You own everything. Continue together or fly solo.

Behind the Scenes

What Altitude Handles

So you know what's happening under the hood. You focus on your product and customers.

✓ AI agent architecture and configuration
✓ Trigger monitoring and signal detection
✓ Account research with adversarial verification
✓ Personalized sequence generation
✓ Email deliverability and domain reputation
✓ Conference intelligence flows
✓ HubSpot integration and pipeline sync
✓ Feedback loop and continuous improvement
✓ All AI, data enrichment, and infrastructure costs

How We Work

Operating Cadence

Weekly

Check-in calls with Champion

Async

Shared channel for communication, files, updates

Base Camp

Your live dashboard for everything

Reports