Setup workflow
Broker onboarding that feels like setup, not paperwork.
The first experience should establish the team, the market, the target thesis, and the outbound rules without burying the broker in ugly forms.
Account foundation
Launch profile
Broker team
Downtown tenant rep group
Primary market
Dallas–Fort Worth
Asset focus
Office + industrial
Ideal tenant size
10k–80k SF
Lease timing
90–240 days before events
Send domain
leasing.clawrealtor.com
Downstream systems
What setup unlocks
Apollo search filters and company scoring
Hunter verification priorities
Outbound copy constraints and proof points
Mailbox warm-up and daily sending limits
Follow-up timing and compliance defaults
Required before launch
Onboarding sequence
1
Broker identity
Team name, market, asset classes, deal focus, territory.
2
Target account thesis
Who should be approached, when, and why now.
3
Outbound domain setup
Broker-owned domain, SPF/DKIM/DMARC, mailbox verification.
4
Voice and message rules
Offer positioning, social proof, CTA, and tone constraints.
5
Compliance defaults
Unsubscribe text, bounce policy, suppression scope, send ceilings.