MindfulClicks Agency — Action Flowchart
Start Here.
Follow This.
Instantly.ai for everything · Fiverr/Apollo 10k list · Meta retargeting only · Top to bottom, no skipping.
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Done
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Phase 1 — This Week
Phase 2 — Week 2
Phase 3 — Week 3–4
Phase 4 — Every Call
Phase 5 — Month 2–3
💛 = decision point · tap card = mark done
Phase 1 — This Week
Buy List · Setup Instantly · Build Case Study
1
Buy 10k SaaS founder leads from a Fiverr/Apollo broker
Search Fiverr for "Apollo.io lead generation B2B SaaS". Ask for: Founder/CEO/CRO titles · 11–50 employees · Seed or Series A funded · USA/Canada/UK/AU · verified emails + LinkedIn URLs included. Budget ~$150 for 10k records. Receive as CSV.
DONE
2
Sign up for Instantly.ai — Hypergrowth plan ($97/mo)
Instantly handles everything in one place: secondary domain hosting, inbox management, email warmup, sequence sending, AND basic lead enrichment. You do NOT need a separate tool. One login for it all.
DONE
3
Buy 3–4 secondary sending domains inside Instantly
Instantly lets you buy and manage domains directly in the platform. Buy domains like: trymindfulclicks.com · getmindfulclicks.com · mindfulclicks.io. Instantly auto-configures SPF, DKIM, DMARC for you. NEVER use your main domain for cold email.
DONE
4
Set up inboxes + start 14-day warmup in Instantly
Create 3 inboxes per domain (9–12 inboxes total). Enable Instantly's auto-warmup on every inbox. Set sending limit to max 30 emails/day/inbox. DO NOT send any cold emails yet — warmup must run 14 full days first or you'll hit spam.
DONE
5
Upload 10k lead CSV into Instantly — run enrichment
Go to Leads in Instantly → Import CSV from Fiverr broker. Then use Instantly's built-in enrichment to fill gaps: verify emails, pull LinkedIn data, company info. This replaces Clay. Instantly flags invalid/risky emails so you don't burn deliverability.
DONE
6
Build your 1-page Case Study PDF in Canva
Message your existing client today and get one real number (CAC reduced, demos booked, ARR added). Build a 3-section Canva PDF: Before (random marketing) → What you installed → After (your stat). This is your #1 sales asset for every email and call.
DONE
↓ warmup running in background for 14 days — do the next steps while you wait ↓
Phase 2 — Week 2
Build 3-Email Sequence in Instantly · Launch Meta Retargeting
7
Write 3-email sequence inside Instantly — use AI personalisation
In Instantly → Campaigns → New Sequence. Email 1 (Day 1): case study result + specific signal about them. Email 2 (Day 4): unit economics math drop. Email 3 (Day 10): clean breakup. Use Instantly's AI variables for {{first_name}}, {{company}}, {{industry}} personalisation hooks.
DONE
📧 Email 1 subject: "what we fixed at [similar SaaS] (and why {{company}} has the same gap)" · Email 2: "the unit economics gap at {{company}}" · Email 3: "closing the loop"
8
Install Meta Pixel on your website/landing page
Go to Meta Business Manager → Events Manager → Add Pixel. Install on your MindfulClicks website or a simple landing page (even a Carrd.co page works). This pixel will track everyone who visits so you can retarget them with ads. Takes 15 mins.
DONE
9
Upload your 10k lead CSV to Meta Custom Audiences
Meta Ads Manager → Audiences → Create Audience → Customer List. Upload your Fiverr CSV (emails column). Meta matches emails to Facebook/Instagram profiles. Takes 24–48 hrs to populate. This is your retargeting list — same people getting your emails will also see your ads.
DONE
10
Launch Meta Display Retargeting Ad — $300/mo budget
Campaign objective: Reach or Brand Awareness. Ad Set: target your Custom Audience (uploaded list) + website pixel visitors (180-day window). Creative: your case study stat as the image headline (e.g. "We reduced this SaaS founder's CAC by 34%"). Daily budget: $10/day. This keeps you visible to your email list on Facebook/Instagram 24/7.
DONE
↓ day 14 — warmup complete — now you can send cold emails ↓
Phase 3 — Week 3–4
Launch Emails · Daily LinkedIn · Handle Warm Leads
11
Launch campaign in Instantly — first 500 leads, 25 emails/day/inbox
In Instantly → Campaigns → activate your sequence. Add the first 500 leads from your enriched list. Set sending schedule: Mon–Fri, 9am–5pm in their timezone. Max 25 emails/day/inbox. Instantly rotates inboxes automatically to protect deliverability. Watch open rates in the dashboard.
DONE
12
Send 15–20 manual LinkedIn requests daily (same leads)
Same day Email 1 goes to a lead, find them on LinkedIn and send a connection request. Note: "Sent you a quick note about [company]'s unit economics — would love to connect." Do this every weekday morning. Takes 10 mins. Free.
DONE
13
Monitor Instantly dashboard daily — flag warm leads
In Instantly → check replies and click activity every morning. A lead is WARM if: they reply (any response) OR they clicked a link in the email OR they opened 3+ times. Instantly shows all of this. Tag warm leads in the platform immediately.
DONE
?
Decision Point — lead activity
Did the lead reply, click a link, or open 3+ times?
YES → Step 14: go high-touch now
NO → Instantly auto-sends Emails 2 & 3, leave it
14
Warm lead → LinkedIn voice note → book Audit Call
If they clicked but didn't reply: go to LinkedIn and send a voice note within the hour — "Hey [name], saw you were checking out our case study. Had a specific thought on [company]'s setup — want me to share it?" Goal = get them on a 15-min Audit Call. This step closes most deals.
DONE
15
Add 500 new leads every week — keep pipeline full
You have 10k leads total. Add 500 per week into Instantly campaigns. At 25 emails/day across 3 inboxes = ~375 emails/week. This keeps fresh leads entering the top of the funnel continuously. Your 10k list gives you ~20 weeks of runway.
DONE
↓ audit calls are where money is made ↓
Phase 4 — Every Audit Call
The 15-Minute Close Framework
16
Min 0–3: Ask about their acquisition process — don't pitch yet
"What does your customer acquisition look like right now? Do you know your rough CAC?" Let them talk. They will reveal the pain in 60 seconds. Stay quiet and listen. The more they talk, the easier the close.
DONE
17
Min 3–8: Share screen → open unit economics calculator → plug in their numbers
Enter their ACV, churn estimate, close rate. Show the Max CAC number. Ask: "Are you currently acquiring customers under this figure?" They almost always say no — or they don't know. That silence is your opening.
DONE
18
Min 8–12: Open case study PDF → show the 16-week roadmap
"This is what we did for a SaaS at your stage — [result]. The gap you have is identical to what they had. Here's the 16-week engine we would install for you." Keep it brief. The PDF does the selling. You just narrate.
DONE
19
Min 12–15: Two-option close — then go completely silent
"Two ways to work together: $1,500 Phase 1 Pilot — we map your TAM, lock in unit economics, build your ABM list. Or straight to the full 16-week engine at $5k/month. Which fits your timeline?" Say NOTHING after this. First person to speak loses. Wait it out.
DONE
?
Decision Point — call outcome
What happened on the call?
SIGNED → go to Phase 5
HESITANT → offer free domain + pixel setup (trial close)
NO → tag in Instantly, nurture with Meta retargeting ad
Phase 5 — Month 2–3
Deliver · Scale · Hire VA · Hit $25k/mo
20
Onboard new client — deliver Phase 1 in 4 weeks
Week 1–4 deliverables: TAM + ICP mapping, unit economics audit (Max CAC, Target CPL), 10k ABM list built and enriched via Instantly, 16-week roadmap customised for their SaaS. Invoice the $1,500 pilot or first $5k retainer upfront.
DONE
21
Extract new case study from this client — update your PDF + Meta ad
After Week 4 with each client, get a new before/after stat. Update your Canva case study PDF. Update your Meta ad creative with the new number. Each new result makes the next sale easier. This is your compound growth loop.
DONE
22
Post daily on LinkedIn — SaaS growth math + behind-the-build content
One post per weekday. Topics: unit economics breakdowns, LTV:CAC explained, "we built this for a client" stories, SaaS benchmarks. When a prospect looks you up after your email, they see a category expert with 30+ posts proving it. This builds inbound by Month 3.
DONE
23
At 5 clients: hire offshore VA at $650/mo to run Instantly ops
VA handles: adding 500 new leads/week into Instantly, monitoring sequence replies, flagging warm leads to you, updating the Meta custom audience monthly, basic reporting. You focus 100% on Audit calls and client delivery. At 5 clients you're at $25k+/mo revenue.
DONE
★
🎯 Engine running: 5+ clients · $25k+/mo · outreach on autopilot
Instantly.ai running sequences. Meta ads keeping you visible. LinkedIn building inbound. VA handling ops. You only do Audit calls and delivery. The engine you sell is the engine you run. That is your proof and your moat.
DONE
