Apollo x Citadel Federal Credit Union
Resource hub for launch readiness.
A single client-facing home for Citadel’s mailbox warmup plan and the three Apollo workflow tutorials Zobaida recorded. Each workflow page includes the step-by-step operating guide first, with the full Loom embedded underneath.
Resources
Start with mailbox readiness, then review each workflow page before launch.
Email Warmup Hub
Mailbox readiness, WBX guidance, monitoring, launch guardrails, and escalation paths.
Persona-focused prospecting
Find net-new contacts by persona, require verified email status, then add them to a sequence with mailbox rotation.
Auto-enrich before sequencing
When a contact enters a sequence, enrich the email field before outreach continues.
High-interest contacts
Route positive replies into the next sequence or create a call task for timely follow-up.
What was verified
[VERIFIED] The Looms were accessible through Loom oEmbed, each had a successful transcript, and the workflow feature categories are documented in Apollo’s current public help center. [INFERRED] Citadel still needs the right Apollo plan, permissions, mailbox readiness, and internal approval before launch.
| Capability | Status | Source |
|---|---|---|
| Workflows with triggers and actions | Available | Apollo Create a Workflow docs, checked May 20, 2026 |
| Contact enrichment inside workflows | Available | Apollo workflow and enrichment docs |
| Adding contacts to sequences and rotating mailboxes | Available | Apollo sequence docs and Loom transcript |
| Email reply sentiment and follow-up routing | Available | Apollo email sentiment docs and Loom transcript |
| Actual workflow templates in Citadel’s account | Seen in Loom | Zobaida Loom series, May 20, 2026 |
Suggested launch order
Keep the workflow templates ready, but sequence launch should follow the mailbox warmup and approval path.
- Finish mailbox warmup review.
Confirm the two Citadel Workplace Banking mailboxes are active, healthy, and ready for client-facing sends.
- Clone each workflow template.
Use clones for edits so the original templates remain available as references.
- Set Citadel-specific guardrails.
Confirm persona filters, record caps, sequence selection, mailbox rotation, ownership, and credit expectations.
- Launch one workflow at a time.
Start with the lowest-risk workflow, review run history, then expand once Citadel sees expected behavior.