Valley
Customer Success

Activation Scorecard

A Valley workspace is fully activated when it's sending consistently, using both Messaging and InMail, running warm lists, and managing inbox daily. Most users activate within 2 weeks. If you haven't, this scorecard shows exactly what's missing.

The Scorecard

Rate yourself honestly on each item. Count your total at the end.

SETUP (Foundation)

  1. LinkedIn account connected and stable (not disconnecting)

  2. Dedicated Chrome profile for Valley (not shared with other logins)

  3. Sales Navigator active on the connected account

  4. At least one Product created in Studio with booking link added

  5. Writing Style configured in Studio (DOs, DON'Ts, research agents)

  6. ICP defined in Studio

CAMPAIGNS (Execution)

  1. At least 2 active campaigns running

  2. Both Messaging AND InMail campaigns active

  3. At least one warm list campaign (not all cold/imported lists)

  4. Daily send volume at minimum 15 connects and 10 InMails (ramp to 30/30 as soon as possible)

  5. Autopilot enabled on primary campaigns

INBOX (Management)

  1. Checking inbox at least once daily

  2. Responding to Interested and Might Be Interested replies quickly

  3. Using Stop Outreach on prospects who ask to stop

OPTIMIZATION (Growth)

  1. Reviewed campaign metrics at least once in first 2 weeks

  2. Reply rate tracking above 5% for cold, above 15% for warm

Scoring

14-16: Fully Activated. You're using Valley like a pro. Keep scaling - add more campaigns, expand warm lists, and document what works.

10-13: Almost There. Review the gaps and address them this week. Most commonly: add an InMail campaign, turn on Autopilot, or bump up daily send volume.

6-9: Underutilized. You're leaving pipeline on the table. Pick the 3 most impactful gaps and fix them this week. Usually: launch campaigns, set up warm lists, and check inbox daily.

Under 6: Setup Incomplete. Go back to the Getting Started guides and complete your foundation. Setup takes 30 minutes. Do it today.

Your Next Move

If 14-16: Document your playbook (best ICP, best writing style, best signal source). Add more influencers to Post Engagers. Expand SalesNav searches into adjacent ICPs.

If 10-13: Add an InMail campaign if you don't have one. Increase daily send volume toward 30 connects/30 InMails. Set a daily reminder to check inbox.

If 6-9: Complete Studio setup (Product + Writing Style + ICP) this week. Launch warm list campaigns (Profile Viewers + Post Engagers). Turn on Autopilot.

Under 6: Complete the Quick Start Guide. Verify LinkedIn is connected and stable. Then redo this scorecard.

Repeat this scorecard every 30 days. Activation isn't one-time - it's continuous improvement.

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