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Follow this path when you are launching your first outreach sequence in Plera. The goal is to get from an empty workspace to a reviewed, live sequence without learning every settings page first.

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First launch path

1. Prepare your workspace

Confirm access, credits, connected accounts, and any required workspace rules.

2. Choose a Play

Pick the outreach strategy that matches the audience and channel mix you want to run.

3. Find and enrich leads

Describe the prospects you want, preview results, start discovery, and enrich the leads you plan to use.

4. Create a strategy profile

Save the sender, offer, proof, tone, and call to action Plera should use when writing messages.

5. Build and review a sequence

Select enriched lead sources, generate previews, approve messages, and clear launch blockers.

6. Launch and measure

Launch the sequence, monitor replies and issues, then use analytics to decide what to improve.

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Before you launch

You need a focused audience, at least one lead source with eligible enriched leads, a strategy profile, connected accounts for the sequence channels, and enough credits for generation and sending.
Keep the first audience narrow. A specific segment gives discovery, enrichment, and message generation stronger context than a broad market description.