Scope and commercial terms
The initial meeting is the scoping step. Before implementation, the written proposal identifies the included campaigns and accounts, implementation timeline, fee and payment terms, required subscriptions, client responsibilities, controlled test, training, launch support and repair coverage.
Operating mode
Each agreed action is assigned to one of three modes:
- Preparation only: research and drafts are prepared; a person performs the LinkedIn action.
- Approval gated: agreed actions wait for an authorised person before execution.
- Rule-based execution: agreed actions run inside the approved audience, sequence and limits.
Not every implementation uses every mode. The selected mode, authorised users, approval boundaries, activity limits, audit records and pause controls are recorded before live account actions begin. Any automated LinkedIn action retains platform-enforcement risk. See the account-use notice.
Ownership and dependencies
The proposal lists each deliverable as transferred to the client, licensed for continued use or dependent on a third-party service. Typical deliverables include the client-specific campaign configuration, rules, operating documentation, approved messaging assets and training materials.
No ownership of LinkedIn, Sales Navigator, CRM, Codex or another AI runtime, automation-provider or video service is implied. Ending a third-party subscription can disable the parts of the workflow that depend on it.
AI-customised video
AI-customised video is optional. The salesperson records and approves the base video. The current implementation changes only the prospect's first name and, where available, company name. Before rollout, the client approves the provider that processes the media, whether human review is required and whether the final output is prepared or sent.
Impact Outreach does not imply that an adapted video was recorded individually. The video option can be removed from a campaign.
Support and offboarding
The standard implementation includes one month of active launch support while the team begins daily use. It also includes repair coverage for 12 months from go-live if the installed system stops working as agreed. New campaigns, new features, ongoing optimisation and third-party service costs are separate unless the proposal says otherwise. The proposal also records access removal, data export or deletion, and what remains usable when support or a third-party subscription ends.
Data and account access
Before rollout, the implementation record identifies authorised account users, systems and providers, credential and token handling, campaign data stored, retention and deletion, incident handling and offboarding. Website enquiry data is covered by the privacy notice.