I will set up your cold email system in instantly, buzz and boldtrail CRM
Reliable VA for Customer Support, Social Media, Ecommerce
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
About this Gig
Three tools, three jobs. Instantly sends the cold email, Buzz runs the multichannel sequence across email and LinkedIn, BoldTrail holds the pipeline. Most setups fail because nobody decides which tool owns which step.
I am a Level 2 seller with 50+ satisfied clients. I recently built and ran a campaign across Instantly, Buzz, BoldTrail and Marblism on a verified A list that produced 7 qualified meetings in two weeks, with a two touch follow up on every non responder and a pipeline the client could open themselves.
What I set up:
1. Sending domains and mailboxes, with SPF, DKIM and DMARC verified as passing
2. Warm up schedule and safe daily volume per inbox, no shortcuts promised
3. Instantly campaigns built, verified list loaded, one audience per campaign
4. Buzz multichannel sequence across email and LinkedIn, timed by behaviour
5. BoldTrail pipeline stages, smart campaigns and lead routing configured
6. Two touch follow up on every non responder so nothing sits untouched
7. Weekly reporting on placement, positive reply rate, bounce and meetings
You get a written runbook covering daily limits, rotation and monitoring, so your team can run it without me.
FAQ
Can you connect Buzz to my Instantly sending setup?
Yes. Buzz handles the multichannel sequencing and Instantly handles the cold sending volume, and they are configured so the same prospect is not hit twice from two systems on the same day, which is the usual failure.
Is BoldTrail only for real estate?
In practice yes, it is the rebranded kvCORE built for agents and brokers. If you are outside real estate I will recommend a general CRM instead rather than configuring a platform your team will fight against in a month.
Do I need all three tools?
No, and I will tell you if you do not. Instantly covers cold sending, Buzz adds LinkedIn and phone to the sequence, BoldTrail holds the pipeline if you are in real estate. Tell me your stack and I will map only what you actually need.

