© Brandastic 2026
Go-To-Market Strategy
Outbound Sales & Outreach Plan — March 2026
CONFIDENTIAL — Internal Use Only
Brandastic Outbound Sales & Outreach Plan
Prepared: March 7, 2026 | Updated: March 7, 2026 (v3 — Real Portfolio Links + Refined ICP)
For: Justin Nassie, President — [email protected]
Channel Strategy Matrix
| Verticals | Health & Wellness | Dental & Medical | Education | Channel Tool |
|---|---|---|---|---|
| Channels | ☐ | ☐ | ☐ | HeyReach Sales Nav |
| Channels | ☐ | ☐ | ☐ | Apollo Email Automation |
| Channels | ☐ | ☐ | ☐ | Meta Look-a-like |
| Channels | ☐ | ☐ | ☐ | SDR Call |
| Channels | ☐ | ☐ | ☐ | Postcard Mailer |
1. IDEAL CLIENT PROFILE (ICP)
Target Profile
Why These Verticals
Brandastic has real, proven portfolio work with actual results in each of these verticals:
| Case Study | Result | Vertical | Portfolio Link |
|---|---|---|---|
| Health Mate | Wellness marketing, creative campaigns | Health & Wellness | View → |
| Orangetheory Fitness | 800% CPL decrease, 50 locations, 400+ ads/mo | Health & Wellness | View → |
| CalOPS | Enrollment-focused digital marketing | Education | View → |
| Think Together | Education nonprofit marketing | Education | View → |
| DESS USA | Dental industry digital presence | Dental/Medical | View → |
| Young Surgical | Surgical/medical marketing, web design | Dental/Medical | View → |
| RICOH | 120x ROAS, 3,550 leads/30 days | Cross-vertical | — |
| HyperX | $100M annual sales | Cross-vertical | — |
| KIA Motors | 140% organic users, 720% organic clicks | Cross-vertical | — |
| Dhar Mann Studios | $70K/year deal — strategy + newsletter + 52-week calendar | Cross-vertical | — |
Buying Signals
2. PROSPECT LIST (50 COMPANIES)
A. Health & Wellness (20 Companies)
| # | Company | Website | Est. Revenue | Why They’re a Fit | Est. Deal Size | Target Contact |
|---|---|---|---|---|---|---|
| 1 | Life Time Fitness | lifetime.life | $2.1B | 170+ locations, massive paid spend; OTF + Health Mate playbook scales directly | $7,500/mo | Director of Marketing |
| 2 | Xponential Fitness | xponential.com | $300M+ | Parent of Club Pilates, CycleBar, StretchLab; multi-brand digital needs | $7,500/mo | Director of Marketing |
| 3 | Alo Yoga | aloyoga.com | $250M+ | Premium wellness brand; SEO & email underdeveloped | $6,000/mo | Marketing Manager |
| 4 | Hyperice | hyperice.com | $100M+ | Recovery/wellness tech, SoCal HQ; weak content & SEO engine | $5,000/mo | Director of Marketing |
| 5 | Playa Bowls | playabowls.com | $100M+ | 200+ franchise locations; mirrors OTF multi-location model | $5,000/mo | Marketing Manager |
| 6 | Pressed Juicery | pressedjuicery.com | $100M+ | LA-based, 100+ locations; minimal blog/SEO | $5,000/mo | Director of Marketing |
| 7 | Bloom Nutrition | bloomnu.com | $100M+ | Explosive DTC supplement brand; needs SEO & lifecycle email | $5,000/mo | Marketing Manager |
| 8 | Momentous | livemomentous.com | $50M+ | Premium supplement brand; needs content marketing beyond podcast sponsorships | $5,000/mo | Marketing Manager |
| 9 | Therabody | therabody.com | $250M+ | LA-based wellness tech; content & SEO opportunity | $6,000/mo | Director of Marketing |
| 10 | European Wax Center | waxcenter.com | $500M+ | 900+ locations; local SEO & paid similar to OTF model | $7,500/mo | Director of Marketing |
| 11 | Restore Hyper Wellness | restore.com | $100M+ | 200+ locations; needs multi-location paid + content strategy | $5,000/mo | Marketing Manager |
| 12 | Tone It Up | toneitup.com | $20M+ | LA-based fitness/wellness; email & SEO strategy stale | $4,000/mo | Marketing Manager |
| 13 | Nutrafol | nutrafol.com | $200M+ | Hair wellness, DTC + clinical; needs SEO content engine | $6,000/mo | Director of Marketing |
| 14 | Vital Proteins | vitalproteins.com | $100M+ | Content marketing lags behind brand awareness | $5,000/mo | Marketing Manager |
| 15 | Hand & Stone Massage | handandstone.com | $200M+ | 500+ franchise locations; OTF franchise playbook applies | $6,000/mo | Director of Marketing |
| 16 | Barry’s (Barry’s Bootcamp) | barrys.com | $100M+ | Premium fitness, 80+ studios; content & email underdeveloped | $5,000/mo | Marketing Manager |
| 17 | Sakara Life | sakara.com | $50M+ | Organic meal delivery; needs content/SEO to compete | $4,500/mo | Marketing Manager |
| 18 | Stretch Zone | stretchzone.com | $75M+ | 400+ locations franchise; direct OTF parallel | $5,000/mo | Marketing Manager |
| 19 | Hydrafacial (BeautyHealth) | hydrafacial.com | $300M+ | Long Beach HQ; B2B2C content marketing gaps | $6,000/mo | Director of Marketing |
| 20 | Athletic Greens (AG1) | drinkag1.com | $500M+ | Massive supplement brand; SEO opportunity at scale | $7,500/mo | Director of Marketing |
B. Dental / Medical (15 Companies)
| # | Company | Website | Est. Revenue | Why They’re a Fit | Est. Deal Size | Target Contact |
|---|---|---|---|---|---|---|
| 21 | Hims & Hers Health | forhims.com | $900M+ | Telehealth giant; content/SEO could reduce CAC dramatically | $7,500/mo | Director of Marketing |
| 22 | Smile Direct Club | smiledirectclub.com | $100M+ | Dental/orthodontics DTC; needs SEO & content rebuild | $5,000/mo | Director of Marketing |
| 23 | Aspen Dental | aspendental.com | $2B+ | 1,000+ locations; DESS USA + Young Surgical playbook applies at scale | $7,500/mo | Director of Marketing |
| 24 | Glidewell Dental | glidewelldental.com | $1B+ | Newport Beach HQ; B2B content & SEO drastically outdated | $5,000/mo | Marketing Manager |
| 25 | Pacific Dental Services | pacificdentalservices.com | $3B+ | Irvine HQ, 900+ offices; massive local SEO opportunity | $7,500/mo | Director of Marketing |
| 26 | Nuvance Health | nuvancehealth.com | $2.5B+ | Hospital group; digital marketing gaps, patient acquisition | $7,500/mo | CMO / VP Marketing |
| 27 | Bioventus | bioventus.com | $500M+ | Orthopedic biologics/med device; B2B content marketing | $5,000/mo | Marketing Manager |
| 28 | InMode | inmodemd.com | $400M+ | Med-aesthetic device company; B2B2C marketing needs | $6,000/mo | Director of Marketing |
| 29 | Ro (Roman Health) | ro.co | $500M+ | Telehealth, weight loss; content & SEO for high-intent queries | $6,000/mo | Director of Marketing |
| 30 | Heartland Dental | heartland.com | $2.5B+ | 1,700+ dental offices; DESS USA digital playbook at scale | $7,500/mo | Director of Marketing |
| 31 | PatientPop (by Tebra) | patientpop.com | $100M+ | Healthcare marketing platform, Irvine-based | $5,000/mo | Marketing Manager |
| 32 | Zynex Medical | zynexmed.com | $150M+ | Medical device; needs digital demand gen for providers | $5,000/mo | Marketing Manager |
| 33 | Radnet | radnet.com | $1.5B+ | LA-based imaging centers, 350+ locations; local SEO at scale | $7,500/mo | Director of Marketing |
| 34 | Ideal Image | idealimage.com | $500M+ | Med spa chain, 150+ locations; multi-location paid + SEO | $6,000/mo | Director of Marketing |
| 35 | SkinSpirit | skinspirit.com | $100M+ | Premium med spa chain, 30+ locations; content & local SEO | $5,000/mo | Marketing Manager |
C. Education (15 Companies)
| # | Company | Website | Est. Revenue | Why They’re a Fit | Est. Deal Size | Target Contact |
|---|---|---|---|---|---|---|
| 36 | Coursera | coursera.org | $600M+ | Online education platform; CalOPS enrollment playbook applies at scale | $7,500/mo | Director of Marketing |
| 37 | Chegg | chegg.com | $500M+ | EdTech; needs content strategy pivot after AI disruption | $7,500/mo | Director of Marketing |
| 38 | Kaplan | kaplan.com | $1.5B+ | Test prep & education; SEO-driven student acquisition | $7,500/mo | Director of Marketing |
| 39 | 2U / edX | 2u.com | $800M+ | Online degree platform; enrollment demand gen like CalOPS | $7,500/mo | Director of Marketing |
| 40 | Curriculum Associates | curriculumassociates.com | $500M+ | K-12 EdTech; B2B content marketing to school districts | $5,000/mo | Marketing Manager |
| 41 | Age of Learning (ABCmouse) | ageoflearning.com | $300M+ | LA-based K-12 EdTech; needs content/SEO for parent acquisition | $6,000/mo | Director of Marketing |
| 42 | Varsity Tutors (Nerdy) | varsitytutors.com | $200M+ | Online tutoring; SEO & content for high-intent searches | $5,000/mo | Marketing Manager |
| 43 | Articulate | articulate.com | $200M+ | E-learning software; B2B content & demand gen opportunity | $5,000/mo | Marketing Manager |
| 44 | Collegewise | collegewise.com | $20M+ | College admissions counseling; SEO & content engine | $4,000/mo | Marketing Manager |
| 45 | Imagine Learning | imaginelearning.com | $300M+ | K-12 EdTech; B2B content marketing for district decision makers | $5,000/mo | Marketing Manager |
| 46 | Skillshare | skillshare.com | $100M+ | Online learning marketplace; content & SEO gaps | $5,000/mo | Marketing Manager |
| 47 | Stride (K12 Inc.) | stridelearning.com | $1.8B+ | Virtual K-12 education; Think Together nonprofit playbook scales | $7,500/mo | Director of Marketing |
| 48 | Amplify Education | amplify.com | $400M+ | K-12 curriculum & assessment; B2B content strategy | $5,000/mo | Marketing Manager |
| 49 | General Assembly | generalassemb.ly | $100M+ | Tech bootcamp; needs SEO & content for career-changer audiences | $5,000/mo | Marketing Manager |
| 50 | Parchment (by Instructure) | parchment.com | $100M+ | Credentialing platform; B2B content engine for higher ed | $4,500/mo | Marketing Manager |
Pipeline Summary
| Vertical | Count | Avg. Retainer | Total Pipeline |
|---|---|---|---|
| Health & Wellness | 20 | $5,600/mo | $1.34M/yr |
| Dental / Medical | 15 | $6,200/mo | $1.12M/yr |
| Education | 15 | $5,700/mo | $1.03M/yr |
| Total | 50 | $5,800/mo | $3.49M/yr |
Realistic close rate (10-15%): $349K–$524K in new annual revenue
3. EMAIL OUTREACH SEQUENCES
SEQUENCE 1: Health & Wellness Outreach
Email 1 — The Orangetheory + Health Mate Proof (Day 1)
Subject: how we cut Orangetheory's CPL by 800%Hi {First Name},
I was looking at {Company}'s digital presence and noticed some gaps that are likely costing you leads — {specific issue: e.g., "your landing pages aren't A/B tested" or "you're ranking on page 3 for '{keyword}'"}.
We're Brandastic, a digital agency that specializes in health & wellness brands. Here's what we've done in your space:
🏋️ Orangetheory Fitness — 800% decrease in cost per lead across 50 locations, 400+ ads/mo → See the full case study: https://brandastic.com/portfolio/orangetheory-fitness/
🧘 Health Mate — wellness marketing & creative campaigns that drove real growth → See the full case study: https://brandastic.com/portfolio/health-mate/
For a brand like {Company}, that kind of strategy translates to serious revenue.
Would a 15-minute call make sense to show you what we'd do specifically for {Company}?
Justin Nassie President, Brandastic brandastic.com | (714) 664-8684
Email 2 — The Competitive Gap (Day 4)
Subject: Re: how we cut Orangetheory's CPL by 800%Hi {First Name},
Quick follow-up — I ran a competitive analysis on {Company} vs. your top 3 competitors for "{primary keyword}."
Key finding: {Competitor} is capturing an estimated {X} organic visitors/month that should be yours. That's roughly ${X}/month in equivalent paid traffic you're missing.
We built this kind of SEO + paid strategy for Orangetheory across 50 locations (https://brandastic.com/portfolio/orangetheory-fitness/) and Health Mate's wellness brand (https://brandastic.com/portfolio/health-mate/). Happy to walk through how it applies to {Company} — no strings attached.
Justin
Email 3 — The Breakup (Day 9)
Subject: closing the loop on {Company}Hi {First Name},
I've reached out a couple times about the gaps in {Company}'s digital presence. I know timing is everything.
If this ever becomes a priority, here's what we bring to the table:
✅ Orangetheory Fitness — 800% CPL decrease across 50 locations → https://brandastic.com/portfolio/orangetheory-fitness/
✅ Health Mate — wellness marketing that drives growth → https://brandastic.com/portfolio/health-mate/
✅ HyperX — $100M in annual sales
✅ Full content, SEO, and paid media under one roof
My calendar's open whenever it makes sense: brandastic.com/contact
Best,
Justin
SEQUENCE 2: Dental / Medical Outreach
Email 1 — The DESS USA + Young Surgical Proof (Day 1)
Subject: we built the digital presence for DESS USA & Young SurgicalHi {First Name},
I noticed {Company} is investing in digital but there are some gaps that could be costing you leads — {specific issue: e.g., "your local listings aren't optimized across locations" or "your site isn't converting like it should"}.
We're Brandastic, and we specialize in dental and medical brands. Here's what we've built in your exact space:
🦷 DESS USA — dental industry digital presence & marketing → See the case study: https://brandastic.com/portfolio/dess-usa/
🏥 Young Surgical — surgical/medical marketing & web design → See the case study: https://brandastic.com/portfolio/young-surgical/
Plus: We generated 3,550 qualified leads in 30 days for RICOH at 120x ROAS using this same lead gen framework.
Worth 15 minutes to see what we'd build for {Company}?
Justin Nassie President, Brandastic brandastic.com | (714) 664-8684
Email 2 — The Patient/Lead Acquisition Angle (Day 4)
Subject: Re: we built the digital presence for DESS USA & Young SurgicalHi {First Name},
Following up — I put together a quick analysis of {Company}'s digital presence vs. your top competitors.
The short version: there's a significant gap in {SEO / local listings / content} that's sending potential patients/leads to competitors. We see this constantly in dental and medical — the brands that invest in content + paid together win.
We've done exactly this for dental (DESS USA: https://brandastic.com/portfolio/dess-usa/) and surgical brands (Young Surgical: https://brandastic.com/portfolio/young-surgical/). Happy to show you what it looks like for {Company}.
Justin
Email 3 — The Breakup (Day 9)
Subject: one last noteHi {First Name},
Last follow-up from me. If digital marketing becomes a priority for {Company}, here's what we bring:
✅ DESS USA — dental digital presence → https://brandastic.com/portfolio/dess-usa/ ✅ Young Surgical — medical marketing & web design → https://brandastic.com/portfolio/young-surgical/ ✅ RICOH — 120x ROAS, 3,550 leads/30 days ✅ Full-service: SEO, paid media, content, web — all under one roof
The door's always open: brandastic.com/contact
Justin
SEQUENCE 3: Education Outreach
Email 1 — The CalOPS + Think Together Proof (Day 1)
Subject: how we drove enrollment for California Online Public SchoolsHi {First Name},
Education companies like {Company} live and die by enrollment and lead gen — but most are over-relying on paid ads without a content engine to back them up.
We're Brandastic, and we've built marketing engines for education brands just like yours:
🎓 California Online Public Schools (CalOPS) — enrollment-focused digital marketing → See the case study: https://brandastic.com/portfolio/california-online-public-schools/
📚 Think Together — education nonprofit marketing → See the case study: https://brandastic.com/portfolio/think-together/
Plus: We generated 3,550 qualified leads in 30 days for RICOH at 120x ROAS — the same framework applies to enrollment growth.
I looked at {Company}'s site and see some clear opportunities in {specific issue}. Worth a 15-minute call?
Justin Nassie President, Brandastic brandastic.com | (714) 664-8684
Email 2 — The Content + SEO Angle (Day 4)
Subject: Re: how we drove enrollment for California Online Public SchoolsHi {First Name},
Quick follow-up — education is one of the most SEO-driven verticals. People search before they enroll.
I ran a quick keyword analysis for {Company} and you're missing significant search traffic for terms like "{keyword}" — your competitor {Competitor} is capturing that instead.
We built enrollment-driven content engines for CalOPS (https://brandastic.com/portfolio/california-online-public-schools/) and Think Together (https://brandastic.com/portfolio/think-together/) — and drove 720% organic click increases for KIA Motors using the same SEO framework.
Happy to share the analysis for {Company}.
Justin
Email 3 — The Breakup (Day 9)
Subject: closing the loopHi {First Name},
Last note. If enrollment growth or digital marketing becomes a focus, here's what we've done:
✅ CalOPS — enrollment-focused digital marketing → https://brandastic.com/portfolio/california-online-public-schools/ ✅ Think Together — education nonprofit marketing → https://brandastic.com/portfolio/think-together/ ✅ RICOH — 3,550 leads/30 days, 120x ROAS ✅ Dhar Mann Studios — $70K/year content strategy + 52-week calendar
We build full-stack marketing engines. The door's open whenever timing is right.
brandastic.com/contact | [email protected]
Justin
SEQUENCE 4: Re-Engagement (Past Leads / Lost Deals)
Email 1 — The Update (Day 1)
Subject: things have changed at BrandasticHi {First Name},
We talked {timeframe} ago about {service discussed}. I know the timing wasn't right, but wanted to share what's new:
We've gone deep into health/wellness, dental/medical, and education — with real results: • Orangetheory Fitness — 800% CPL decrease across 50 locations → https://brandastic.com/portfolio/orangetheory-fitness/ • DESS USA — dental industry digital presence → https://brandastic.com/portfolio/dess-usa/ • CalOPS — enrollment-focused marketing → https://brandastic.com/portfolio/california-online-public-schools/ • Dhar Mann Studios — $70K/year strategy + newsletter + 52-week calendar
Worth a quick 10-minute check-in?
Justin
Email 2 — The Case Study (Day 5)
Subject: 800% CPL decrease — here's how we did itHi {First Name},
Thought you'd find this relevant — a few recent wins:
🏋️ Orangetheory Fitness — 800% CPL decrease, 50 locations, 400+ ads/mo → https://brandastic.com/portfolio/orangetheory-fitness/
🦷 DESS USA — dental digital presence built from scratch → https://brandastic.com/portfolio/dess-usa/
📊 RICOH — 120x ROAS, 3,550 leads in 30 days
We can build something similar for {Company}, scaled to your goals. Interested?
Justin
Email 3 — The Door’s Open (Day 10)
Subject: no hard feelings either wayHi {First Name},
Whether it's now or 6 months from now, the door's open.
We're doing our best work right now in health/wellness, dental/medical, and education — and I think {Company} would be a great fit.
Browse our work: brandastic.com/portfolio brandastic.com/contact [email protected] (714) 664-8684
Justin
4. CHANNEL STRATEGY
A. LinkedIn Outreach Plan
Profile Optimization (Do This Monday):
Content Calendar (3x/week):
| Day | Content Type | Example |
|---|---|---|
| Monday | Insight/Lesson | “We cut Orangetheory’s CPL by 800% across 50 locations. Here’s the framework…” |
| Wednesday | Client Win/Case Study | “How we built DESS USA’s dental digital presence from scratch — and what dental brands can learn” |
| Friday | Industry Take | “Why most dental & education companies waste 40% of their ad spend” |
Connection Strategy:
B. Cold Email Infrastructure
Tech Stack:
Deliverability Setup:
C. Strategic Partnerships
Agency Partnerships (Non-Competing):
Referral Partners:
Action Items:
1. Identify 10 potential partners this week
2. Take 2 to lunch/coffee per week
3. Create a simple referral agreement: 10% of first-year contract value
4. Build a co-branded “Digital Health Check” they can offer their clients
D. Referral Program
Client Referral Program:
Strategic Referral Program:
5. WEEKLY EXECUTION CADENCE
Monday — Prospecting Day
| Activity | Volume | Time |
|---|---|---|
| New prospect research + add to CRM | 10 prospects | 1 hr |
| Personalized cold emails (vertical-specific sequences) | 25 emails | 1.5 hr |
| LinkedIn connection requests | 20 requests | 30 min |
| LinkedIn content post | 1 post | 30 min |
Tuesday — Follow-Up Day
| Activity | Volume | Time |
|---|---|---|
| Sequence follow-ups (auto via Instantly) | 30-50 auto | 15 min review |
| LinkedIn engagement (comment on prospects’ posts) | 15 comments | 45 min |
| Loom videos for hot prospects | 3-5 videos | 1 hr |
| Respond to all inbound inquiries | All | 30 min |
Wednesday — Content + Outreach
| Activity | Volume | Time |
|---|---|---|
| LinkedIn content post | 1 post | 30 min |
| New personalized cold emails | 25 emails | 1.5 hr |
| High-value prospect Loom outreach | 3-5 videos | 1 hr |
| Partner outreach / coffee meeting | 1 meeting | 1 hr |
Thursday — Pipeline Management
| Activity | Volume | Time |
|---|---|---|
| CRM review — move deals through stages | All pipeline | 30 min |
| Follow-up calls to warm leads | 5-10 calls | 1 hr |
| Proposal/deck creation for interested prospects | 1-2 decks | 2 hr |
| Re-engagement sequence sends | 10 emails | 30 min |
Friday — Review + Optimize
| Activity | Volume | Time |
|---|---|---|
| LinkedIn content post | 1 post | 30 min |
| Weekly metrics review (see KPIs below) | — | 30 min |
| A/B test review — update subject lines, messaging | — | 30 min |
| Plan next week’s prospect list | 10 prospects | 1 hr |
| Partner relationship nurture | 2-3 touches | 30 min |
Weekly Totals
Tools Stack (Monthly Cost)
| Tool | Cost | Purpose |
|---|---|---|
| Apollo.io | $79/mo | Lead sourcing, verified emails |
| Instantly.ai | $97/mo | Cold email sending, warmup, sequences |
| Clay | $149/mo | Data enrichment, personalization |
| LinkedIn Sales Navigator | $99/mo | Advanced search, InMail |
| Loom | $15/mo | Video prospecting |
| HubSpot Free CRM | $0 | Pipeline management |
| Calendly | $12/mo | Meeting scheduling |
| Total | $451/mo |
KPIs to Track Weekly
| Metric | Target | How to Track |
|---|---|---|
| Emails sent | 500/mo | Instantly dashboard |
| Open rate | >50% | Instantly |
| Reply rate | >5% | Instantly |
| Positive reply rate | >2% | Manual tag in CRM |
| Meetings booked | 8-12/mo | Calendly + CRM |
| Proposals sent | 4-6/mo | CRM |
| Deals closed | 2-3/mo | CRM |
| Average deal size | $5,800/mo+ | CRM |
| Monthly new revenue | $70K+/yr added per deal | CRM |
| LinkedIn SSI score | >70 | |
| Content engagement rate | >3% | LinkedIn analytics |
6. CASE STUDIES — SALES ASSETS
🏋️ Health & Wellness
Orangetheory Fitness
Health Mate
🎓 Education
California Online Public Schools (CalOPS)
Think Together
🦷 Dental / Medical
DESS USA
Young Surgical
📊 Cross-Vertical Power Stats
RICOH
HyperX
KIA Motors
🎬 Dhar Mann Studios (Content Strategy Anchor)
APPENDIX: QUICK-START CHECKLIST (Monday Morning)
– [ ] Week 1: Infrastructure
– [ ] Set up Apollo.io + Instantly.ai accounts
– [ ] Purchase 3 secondary domains, set up mailboxes
– [ ] Start email warmup (2-week warmup period)
– [ ] Optimize Justin’s LinkedIn profile (new headline with verticals + portfolio clients)
– [ ] Import 50 prospects into CRM (tagged by vertical)
– [ ] Create vertical-specific case study one-pagers linking to portfolio pages
– [ ] Week 2: Soft Launch
– [ ] Begin LinkedIn content (3x/week, vertical-focused)
– [ ] Send first 20 LinkedIn connection requests/day (Directors of Marketing, Marketing Managers, C-suite)
– [ ] Start engaging on prospects’ LinkedIn posts
– [ ] Identify first 5 referral partners in health/dental/education
– [ ] Send re-engagement sequence to all past leads
– [ ] Week 3: Full Launch
– [ ] Email warmup complete — begin cold outreach
– [ ] 50 cold emails/day across 9 mailboxes (vertical-specific sequences with portfolio links)
– [ ] First Loom videos for top 5 prospects per vertical
– [ ] First partner coffee/lunch meeting
– [ ] Week 4: Optimize
– [ ] Review open rates, reply rates, meeting conversions by vertical
– [ ] A/B test subject lines on underperforming sequences
– [ ] Double down on what’s working (which vertical converts best?)
– [ ] First pipeline review — forecast Month 2
– [ ] Share first wins with team
Goal: 3 new clients by end of Month 2 = $210K+ in new annual revenue
6-month target: 12-15 new clients = $840K-$1M+ in new annual revenue
*This plan was built to execute, not to read. Start Monday.*