A concrete five-day plan for an agency's first week in Caicle. By Friday you should have a scored pipeline, a branded workspace, and the first approved plans turning into meetings.
The goal for week one
The trap with any new platform is spending week one admiring the dashboard. The goal here is narrower and more useful: by Friday, have a small set of genuinely well-fit accounts with a defensible reason to contact each one, an approved plan for the best of them, and the machinery to repeat it. Everything below serves that outcome.
Monday: define the profile and brand the workspace
Start with the ICP. Write down who you sell to in the fields the platform scores: industry, size band, regions with DACH filters if that is your market, technologies they should or should not run, keywords, and the timing signals that matter to your offer. Leave a criterion blank if you are unsure; it drops out of the score rather than excluding good accounts. If you already have won customers, derive the profile from their domains and edit the proposal.
In parallel, brand the workspace. Set the client's colours and logo so that every dossier, report and share page from here on reads as the agency's own product. This is a fifteen-minute task that pays off on every screen the client sees for the rest of the engagement.
Tuesday: research a seed list
Open Companies and paste a seed list of thirty to fifty candidate domains. Research runs in the background: the legal notice, the registers, the job boards, the technology fingerprint and recent coverage, resolved into a dossier where every field carries its source. Run Discover from the profile as well, and accept the candidates that arrive scored well.
Resist the urge to research everything you can find. By end of day you want a pipeline ranked by tier, with strike-tier accounts at the top, not a spreadsheet of five hundred rows nobody will action.
Wednesday: run the Strategy Room on the strike tier
Take the strike tier, meaning the accounts that fit and are moving now, and run the Strategy Room on two or three of them at a time. Read the fit reasons and, importantly, respect the drops. Wave one gathers the dossier and dated signals, wave two scores fit and drafts the approach with a compliance review per jurisdiction, wave three writes the report.
For each target you now hold a chosen angle and a drafted cadence. Read them as an operator, not a spectator. The plan is a strong first draft, and your judgement is what turns a strong draft into a message this specific prospect cannot ignore. Open the working papers if a claim surprises you.
Ten accounts with a sourced reason to reach out will beat five hundred scraped rows every single week. Week one is about proving that to yourself.
Thursday: compliance pass and approval
Before anything is sent, walk each plan through the compliance section: the legal basis for contact, sender identification, a working opt-out, and AI disclosure where it applies. Fix the flags. This is the step that protects the client's domain reputation and the agency's name.
Then approve deliberately. A human sign-off on each plan is what makes the whole system defensible under the AI Act, and it takes minutes when the plan in front of you is already this well organised. Approval files the plan in Reports under your brand.
Friday: deliver, track and template
Hand the client the branded report, as a PDF or a share link they can open without an account. Log the first outcomes in Close as the accounts are contacted, and watch reply quality rather than volume. A single booked meeting from a well-fit account tells you more than a hundred opens ever will.
Finally, save what worked. The angle that landed, the signal that opened the door and the cadence that got the reply become the agency's reusable playbook, and won accounts sharpen the next Discover run. Week two is no longer a cold start. It is a running engine, branded as yours.