--- title: "How it works: from account to booked meeting" url: "https://coldmeetings.com/how-it-works.md" canonical_url: "https://coldmeetings.com/how-it-works" last_updated: "2026-10-28" type: "product" summary: "The ColdMeetings flow in six steps, from account setup to a booked meeting, from opening an account to a booked meeting." related: ["https://coldmeetings.com/index.md", "https://coldmeetings.com/pricing.md", "https://coldmeetings.com/docs/quickstart.md", "https://coldmeetings.com/product/domains-and-inboxes.md", "https://coldmeetings.com/product/prospect-lists.md", "https://coldmeetings.com/product/sequences.md", "https://coldmeetings.com/product/replies-and-meetings.md", "https://coldmeetings.com/product/safe-sending.md"] --- # How it works: from account to booked meeting > **For AI agents:** the complete index of ColdMeetings pages is [llms.txt](https://coldmeetings.com/llms.txt). Every page is also served as markdown at its URL plus .md. The ColdMeetings flow in six steps, from account setup to a booked meeting, from opening an account to a booked meeting. The ColdMeetings flow, one step at a time, from opening an account to a booked meeting. Prices are in US dollars. ## 1. Open an account Pick a plan and email hello@coldmeetings.com. We set up your account, and the rest of the setup opens in order: domains, mailboxes, a prospect list, then a campaign. - Professional is the way in: sending domains, mailboxes, monthly sequences and 10,000 verified prospects a month, month to month. - Enterprise adds ongoing copywriting, larger lists and a campaign success manager, and starts with a call. - You can ask for a refund of your first paid month within 7 days of paying. **What you get** - Accounts, API keys and the credit ledger in the API. - A plan that opens as soon as your payment is confirmed. - See plans: /pricing - Quickstart: /docs/quickstart ## 2. Domains and mailboxes Sending domains are separate registrations from your own domain. For each one the API returns the exact SPF, DKIM and DMARC records to publish, then checks them against live DNS. - The API takes domains you already own. Buying new ones is a manual step. - Mailboxes start at 5 sends a day and ramp to 40 over a month, using real messages only. - The sending engine is given only mailboxes on domains where all three checks pass. **What you get** - Generating the SPF, DKIM and DMARC records. - Checking them against live DNS. - The mailbox ramp and the pass-only sending rule. - Domains and inboxes: /product/domains-and-inboxes - Domains API: /docs/api/domains ## 3. Prospects Bring a list in and it is cleaned before a single email goes out. Each prospect you use costs one credit from your monthly allowance. - Duplicates are dropped and anyone on your suppression list is skipped. - Addresses are verified before they count as ready. **What you get** - Import with de-duplication and suppression checks. - Email verification. - The monthly credit ledger. - Prospect lists: /product/prospect-lists - Credits and billing: /docs/credits-and-billing ## 4. Campaigns A campaign is a sequence of up to six steps sent to a list from the mailboxes that passed. Nothing launches until a preflight check passes. - Step 1 goes out on day 0, and each later step waits at least a day. - Each step takes up to four variants, so copy can be tested against copy. - You can pause at any time, and the report shows replies by step. **What you get** - The campaign and sequence model with every sequence rule checked. - Launch preflight, pause and the report. - Sequences: /product/sequences - Campaigns API: /docs/api/campaigns ## 5. Safe sending Sending limits run underneath every campaign to protect your domains. They are code, not a checklist, so they cannot be skipped. - A do-not-contact list that every send checks. - An unsubscribe link and your address filled in on every message. - Daily caps per mailbox, and a complaint watch that pauses a campaign above 0.3 percent, or after three complaints. **What you get** - Every rule above is enforced in code, on every send. - Safe sending: /product/safe-sending - Suppressions API: /docs/api/suppressions ## 6. Replies and meetings Replies from the sending engine are sorted by intent and the good ones are booked onto your calendar. - Every reply is sorted as interested, a question, out of office, not interested, or other. - A good reply is booked onto a calendar, and a meeting is counted when it is booked. **What you get** - Reply intake and sorting by intent. - Meeting booking and bounce handling. - Replies and meetings: /product/replies-and-meetings - Replies API: /docs/api/replies ## Related - [ColdMeetings | Cold email that ends in booked meetings](https://coldmeetings.com/index.md) - [Pricing: Professional and Enterprise plans](https://coldmeetings.com/pricing.md) - [Quickstart](https://coldmeetings.com/docs/quickstart.md) - [Sending domains and inboxes](https://coldmeetings.com/product/domains-and-inboxes.md) - [Prospect lists and imports](https://coldmeetings.com/product/prospect-lists.md) - [Email sequences](https://coldmeetings.com/product/sequences.md) - [Replies and meetings](https://coldmeetings.com/product/replies-and-meetings.md) - [Safe sending and campaign preflight](https://coldmeetings.com/product/safe-sending.md)