OUTREACH WORKFLOW

This tool is built for execution, not strategy. Follow these steps in order for every prospect. The goal is a booked 15-minute call — not a closed deal on the first touch.

CONFIDENCE LEVEL LEGEND

CONFIRMEDDirectly stated on website, social media, or press coverage

LIKELYStrongly implied by multiple public signals

INFERREDHypothesis based on available evidence — verify before using

VERIFYNeeds direct verification — do not use as fact

SELECT A PROSPECT

Open the dashboard and select a prospect from the left sidebar. Prospects are sorted by priority score. A-tier prospects are highest urgency.

Review the Research Summary tab — understand the brand, niche, and member avatar

Read the Pain Hypotheses tab — identify the strongest pain (marked with ★)

Note any signals marked INFERRED or NEEDS VERIFICATION

VERIFY INFERRED DATA

Before sending any outreach, verify all signals marked INFERRED or NEEDS VERIFICATION. These are hypotheses based on public evidence — not confirmed facts.

Check the prospect's Instagram for recent equipment posts

Review their Google Maps listing for current equipment photos

Check Map of Strength or similar directories for updated equipment lists

Call the gym as a prospective member to ask about equipment

Never send outreach with unverified inferences presented as facts. The decks flag these clearly — use the flags.

REVIEW THE DECK

Click VIEW DECK to open the full 10-slide personalized deck for the prospect. Navigate with arrow keys or the filmstrip at the bottom.

Read all 10 slides in sequence — understand the narrative arc

Note any slides with PLACEHOLDER callouts — these need assets before sending

Check the INFERRED slides — verify before using those specific claims

Review the Slide Objective on each slide to understand the intent

FILL ASSET GAPS

Check the Asset Gaps tab for each prospect. These are the specific assets needed to strengthen the deck before sending.

Gather spec sheets for recommended products

Source commercial facility install photos (not home gym photos)

Collect warranty terms and QC documentation

Get testimonials from commercial gym operators

Slides with [PLACEHOLDER] callouts are flagged — do not send these slides until the placeholder is replaced with real assets.

SELECT OUTREACH CHANNEL

Go to the Outreach Copy tab and select the appropriate channel. Four options: LinkedIn First Touch, LinkedIn Follow-Up, Email, and Deck Intro.

LinkedIn First Touch: Use for cold outreach if connected or can message

Email: Use if you have the owner's direct email

Deck Intro: Use as the message body when sharing the deck link

LinkedIn Follow-Up: Use 5–7 days after no response to first touch

PERSONALIZE AND SEND

Copy the outreach template and personalize before sending. The templates are starting points — add any new information you've gathered.

Replace [DECK LINK] with the actual shareable link to the deck

Replace [YOUR NAME] with your name

Add any recent news or social posts you've seen from the prospect

Verify the prospect's name and title are current

TRACK AND FOLLOW UP

Log the outreach in your CRM. Set a follow-up reminder for 5–7 days if no response.

Log: Date sent, channel, which template used

Set follow-up reminder: 5–7 days for LinkedIn, 3–5 days for email

If no response after 2 touches: try alternate channel

If deck link was opened: prioritize follow-up immediately

EXECUTION RULES

Never present an INFERRED signal as a confirmed fact in outreach

Never send a slide with a [PLACEHOLDER] callout — fill it first

Always personalize the template — add recent news, posts, or observations

The goal of every first touch is a 15-minute call — not a close

If the prospect responds with 'not interested,' note the reason and update the prospect record

Decks are built to be shared as links, not as attachments — use a shareable URL

All outreach should come from a named person, not a company email