Platform Setup Checklist
Complete Nova platform configuration before launch
💡 Work through this checklist with your Onboarding Manager in your Stage 2 session. Do not configure the platform independently — your Onboarding Manager will guide each step.
Confirm that the Nova platform is correctly configured before any campaigns are built or launched. Each step must be verified — not just completed.
Section 1 — Account Setup
| Nova account created with correct company name and billing details |
| Admin user confirmed — at least one user with full permissions |
| All team members who need access have been invited and accepted |
| User roles and permissions reviewed (who can launch, pause, edit campaigns) |
| Notification preferences set (email / Slack alerts for replies and meetings) |
Section 2 — Sending Account Configuration
| Sending email account connected (email address confirmed with Onboarding Manager) |
| Daily send limit configured — do not exceed 50/day in first 2 weeks |
| Send window set (days of week + hours — recommended Mon–Fri 8am–5pm local time) |
| Email signature added to sending account |
| Test email sent from Nova and received successfully |
| LinkedIn account connected (if using LinkedIn steps) |
| LinkedIn daily limits configured per Nova guidelines |
Section 3 — Context Box Setup
| Context Box created based on Prompt Refinement Worksheet (Asset 02) |
| Context Box reviewed and approved by Onboarding Manager |
| Test messages generated and quality confirmed before campaign build |
| Context Box saved with a clear name for version tracking |
Section 4 — Campaign Settings Validation
| Default unsubscribe footer enabled and compliant with local regulations |
| Opt-out list configured (past customers, existing prospects) |
| Blacklist / suppression list uploaded |
| Time zone setting confirmed as correct for sending region |
| Campaign naming convention agreed with team (e.g. ICP_Channel_Date) |
Section 5 — Configuration Confirmation
Platform configured by (customer name) | Enter response |
Reviewed with Onboarding Manager (name) | Enter response |
Date configuration completed | Enter response |
Test campaign created and reviewed (Y/N) | Enter response |
Any open items before proceeding | Enter response |
✅ ✅ Definition of Done+All 4 setup sections completed and checked+Test email sent and received successfully+Context Box approved by Onboarding Manager+No outstanding configuration items+Onboarding Manager confirms system is ready for Campaign Build
💡 Submission & Next Step›Checklist completed during Stage 2 session with Onboarding Manager›Onboarding Manager confirms platform is correctly configured›Progression to Stage 3 (Campaign Build) blocked until this is complete
Nova — AI Outbound by Launched Tech help.launchedtech.io | [email protected]