Quick Guide: AvairAI Campaign Setup Checklist

Launch your first AI-powered prospecting campaign in 10 minutes. This checklist walks through every step from initial setup to campaign launch. Traditional lead generation agencies take 5-8 weeks and charge $20,000+ to get campaigns live. AvairAI handles it in minutes for $40/month.

Follow this checklist to ensure your campaign launches correctly and delivers results.

Key Takeaways

• Campaign creation takes 10 minutes with just two inputs: Your website URL and one customer case study provide everything AI needs.
• Contact verification reduces bounce rates from 30% to under 2%: One-click verification protects your sender reputation.
• TCPA compliance check classifies every phone number before calling: Know exactly who is safe to call before any outreach begins.
• Test mode lets you experience the campaign before prospects do: Receive the emails and calls yourself to ensure quality.

Before You Start

What You Need

Gather these items before beginning:

Required:

• Your company website URL
• One customer case study or success story
• Business email address (not personal Gmail/Yahoo)

Optional but recommended:

• Target industries you want to reach
• Specific job titles to target
• Geographic preferences

Platform Access

If you have not already:

1. Visit avair.ai and create your account

2. Verify your email address

3. Complete your profile information

The Campaign Setup Checklist

Step 1: Create New Campaign

Action: Click "Create Campaign" from your dashboard.

What happens: The campaign wizard opens with a 4-step guided flow.

Checklist:

• [ ] Logged into AvairAI dashboard
• [ ] Clicked "Create Campaign" button
• [ ] Campaign wizard opened

Step 2: Enter Your Inputs

Action: Provide your website URL and case study.

What happens: AI analyzes your website content and case study to understand your product, value proposition and ideal customer.

Checklist:

• [ ] Entered website URL (full URL including https://)
• [ ] Pasted or uploaded case study content
• [ ] Clicked to proceed to next step

Tips:

• Use your main website, not a landing page
• Case study should show specific results (numbers, outcomes)
• More detailed case study produces better messaging

Step 3: Review AI-Generated Content

Action: Review and edit the messaging AI creates.

What happens: AI generates personalized emails, call scripts, target accounts and contact personas based on your inputs.

Review each section:

Messaging:

• [ ] Value proposition accurately represents your product
• [ ] Pain points match what your customers experience
• [ ] Tone aligns with your brand voice

Email templates:

• [ ] Subject lines are compelling and relevant
• [ ] Email body addresses prospect needs
• [ ] Call-to-action is clear

Call scripts:

• [ ] Opening grabs attention appropriately
• [ ] Key points are accurate
• [ ] Objection handling matches common concerns

Target accounts:

• [ ] Industries selected match your ideal customers
• [ ] Company size range is appropriate
• [ ] Geographic focus is correct

Personas:

• [ ] Job titles are decision-makers you want to reach
• [ ] Seniority levels are appropriate
• [ ] Functional areas are relevant

Tips:

• Edit anything that does not sound right
• Add specific language your customers use
• Include industry-specific terminology

Step 4: Add Contacts

Action: Choose contact source and add contacts to campaign.

Options:

• Let AI find contacts from 105M+ database
• Upload your own contact list
• Import from CRM (HubSpot, Salesforce, Pipedrive)

Checklist:

• [ ] Selected contact source
• [ ] Set number of contacts (200-400 recommended)
• [ ] Reviewed contact criteria

Tips:

• Start with 200 contacts for first campaign
• More focused lists outperform larger generic ones
• If uploading, ensure data includes name, email and company minimum

Step 5: Verify Contacts (Recommended)

Action: Run one-click contact verification.

What happens: System checks email deliverability and employment status. Contacts are classified as GREEN (verified), YELLOW (review needed) or RED (remove).

Checklist:

• [ ] Clicked "Verify Contacts" button
• [ ] Waited for verification to complete
• [ ] Reviewed verification results
• [ ] Removed or addressed RED contacts
• [ ] Made decision on YELLOW contacts

Why this matters:

• Reduces bounce rates from 30% to under 2%
• Protects your email sender reputation
• Ensures you reach real people at current companies

Step 6: Check TCPA Compliance (For Phone Outreach)

Action: Run one-click phone classification.

What happens: Two-stage process checks internal DNC list, then comprehensive SafetoCall screening. Contacts are classified as CAN_CALL_AI, CAN_CALL_MANUAL or CANNOT_CALL.

Checklist:

• [ ] Clicked "Check TCPA Compliance" button
• [ ] Waited for classification to complete
• [ ] Reviewed classification results
• [ ] Noted contacts classified as CAN_CALL_MANUAL (you call these)
• [ ] Confirmed CANNOT_CALL contacts will not be called

Why this matters:

• TCPA violations cost $500-$1,500 per call
• AI calling requires specific compliance
• Classification tells you exactly what is permitted

Step 7: Connect Email

Action: Connect your business email for sending.

Options:

• Google Workspace (OAuth)
• Microsoft 365 (OAuth)
• SMTP/IMAP (any provider)

Checklist:

• [ ] Selected email provider
• [ ] Authorized OAuth connection (or entered SMTP details)
• [ ] Verified domain authentication shows green
• [ ] Email warmup started (if new mailbox)

Tips:

• Use business email, not personal
• Ensure SPF, DKIM, DMARC are configured
• New mailboxes need 30-day warmup before sending

Step 8: Test Your Campaign

Action: Run test mode before launching.

Test options:

• Quick Test: 2 touches (1 email + 1 AI call) to yourself
• Full Test: All 12 touches at 5-minute intervals

Checklist:

• [ ] Selected test mode
• [ ] Entered your own contact information
• [ ] Received test email
• [ ] Received test call from AI agent
• [ ] Confirmed messaging sounds correct
• [ ] Made any needed adjustments

Why this matters:

• Hear exactly what prospects will hear
• Catch any issues before real outreach
• Build confidence in your campaign

Step 9: Launch Campaign

Action: Click "Launch Campaign" to begin outreach.

What happens: The 12-touch sequence begins. AI executes emails and phone calls over 3 weeks with consistent timing.

Final checklist:

• [ ] Reviewed all campaign settings
• [ ] Confirmed contact list is final
• [ ] Email mailbox is verified and warmed
• [ ] TCPA compliance check completed
• [ ] Test mode passed
• [ ] Ready to receive leads
• [ ] Clicked "Launch Campaign"

Post-Launch Monitoring

First Week

• [ ] Check dashboard daily for activity
• [ ] Review any leads that come in
• [ ] Handle Manual Tasks (calls to CAN_CALL_MANUAL contacts)
• [ ] Monitor email deliverability metrics

Ongoing

• [ ] Review campaign performance weekly
• [ ] Respond to interested prospects quickly
• [ ] Complete Manual Tasks in queue
• [ ] Adjust future campaigns based on learnings

Troubleshooting Quick Reference

Emails not sending: Check email warmup status and domain authentication

Low open rates: Review subject lines, consider A/B testing on next campaign

Contacts not verifying: Data quality issue, try different contact source

TCPA check flagging many contacts: Normal for certain industries, use Manual Tasks for those contacts

The Pair Selling Advantage

This checklist implements the Pair Selling approach:

AI handles:

• Researching and finding contacts
• Writing personalized messages
• Executing email sequences
• Making AI phone calls
• Managing follow-ups

You handle:

• Providing initial inputs (website, case study)
• Reviewing AI-generated content
• Responding to interested leads
• Closing deals

Together, you create results that neither achieves alone. Learn more about effective campaign strategies.