Phase 3 — Outreach & Engagement (Days 6–7)
14-Day Sprint

Phase 3: Outreach & Engagement

Internal Execution Dashboard • Days 6-7 • Feb 23-24, 2026

Phase 3 Objective: Deploy the Toolkit and Start Real Conversations

Phase 2 built the toolkit — 3 live pages, 1 Loom video, 15 personalized messages, objection handler scripts. Phase 3 deploys it. By end of Day 7 you will have:

Phase 4 (Days 8-10) is Deliver Value — the free workshop happens on Day 8. Every registration from Phase 3 feeds that room.

Derek (Send + Engage)
Will (Track + Promote)
Jason (Tools + Automation)
Unlocks / Handoffs
Quality Gates
Day 6 Send Looms + Direct Outreach
▼
Target15 messages sent + 8 Loom views
TimeDerek 90m | Will 60m | Jason 30m
Depends OnDay 5 Loom + Day 3 hand-raiser list
KPI8-10 Loom viewers + engagement started
Day 6 Success Criteria
15 personalized messages sent (staggered throughout day). 8+ Loom views tracked. Demo playbook shared to viewers. Every reply responded to within 2 hours.
Pre-Flight: Phase 2 Toolkit Must Be Ready
Before sending anything: Loom URL tested and shareable. All 15 messages reviewed by team. Demo playbook link working. Objection handler scripts accessible. If messages weren't reviewed yesterday, do it NOW before sending.
Do not send a single message until team review is complete
Derek — Send & Respond
Total Time 90 min
Send First Batch (5 messages)
DEREK-6.1
15 min
  • Send first 5 messages from the queue — LinkedIn DM, FB message, or email
    10 min
  • Wait 30-60 min before sending next batch. Stagger looks natural, bulk looks spammy.
Key Rule
Send 5, wait, send 5, wait, send 5. Never blast all 15 at once — platforms flag bulk sends and you can't handle all replies simultaneously.
Send Batch 2 & 3
DEREK-6.2
15 min
  • Send messages 6-10 after 30-60 min gap
  • Send messages 11-15 after another 30-60 min gap
  • All 15 sent by midday — leaves afternoon for responses
Respond to Replies
DEREK-6.3
60 min
  • Reply within 2 hours to every response — speed signals you care
  • For interested replies: share demo playbook — "While you're checking that out, here's a free tool you can use right now"
  • For objections: use Jason's handler scripts or send relevant micro-Loom
  • Check Loom analytics hourly — who watched? How long? Full 5 min = very interested.
Will — Track & Analyze
Total Time 60 min
Monitor Loom Analytics
WILL-6.1
30 min
  • Open Loom dashboard — track views as they come in throughout the day
  • Log each viewer in engagement tracker: name, watch duration, timestamp
  • Flag "very interested" — anyone who watched 4+ minutes of a 5 min video
  • Note drop-off points — if most people leave at 2 min, the video may need trimming
Prepare Response Templates
WILL-6.2
15 min
  • Draft 3 reply templates for common responses: interested, skeptical, "not right now"
  • Share with Derek — customize per person, don't copy-paste verbatim
End-of-Day Engagement Report
WILL-6.3
15 min
  • Compile Day 6 stats: sent, viewed, replied, demo playbook used
  • Identify non-responders — these become Day 7 follow-up targets
  • Post summary in Slack — what worked, what didn't, hot leads flagged
Jason — Tools & Automation
Total Time 30 min
Set Up Engagement Tracker
JASON-6.1
15 min
  • Deploy Tool 13 (Engagement Tracker) — Google Sheet with columns for all signals
  • Connect Loom analytics if Zapier available, otherwise manual entry by Will
  • Pre-populate with 15 names from hand-raiser list — ready for Will to update
Build Bulk Sender (Optional)
JASON-6.2
15 min
  • Deploy Tool 12 if Derek prefers automation — paste messages, sends with 5-min delays
  • Prep auto-reply templates for common responses — Derek customizes before sending
Optional
Manual sending is fine for 15 messages. Only build the bulk sender if Derek requests it or if expanding to 30+ messages.

Day 6 Tools

Tool 12 — Bulk Message Sender Automation
Paste all 15 personalized messages into the tool. Sends with 5-minute delays between each to look natural and avoid platform flags. Copy/paste interface — no API integration needed.
Saves
20-30 min
Build
15 min
Deploy
Vault / Local
Tool 13 — Engagement Tracker Dashboard
Google Sheet auto-updated from Loom analytics (via Zapier or manual). Tracks: who watched (and for how long), who replied (and what they said), who used demo playbook. All activity in one dashboard.
Saves
30 min/day
Build
15 min
Deploy
Google Sheets
Day 6 Gate: Messages Sent + Engagement Tracked
All 15 messages sent (staggered). Loom analytics checked at least 3 times throughout the day. Every reply responded to within 2 hours. Demo playbook shared to engaged viewers. Engagement tracker updated with all data.
Non-responder list prepared for Day 7 follow-up
Day 6 → Day 7 Handoff
Engagement data: Who watched, how long, who replied, who used demo playbook — all in tracker
Non-responder list: People who didn't open or watch — targets for Day 7 workshop invite
Hot leads: Anyone who watched 4+ min or replied with interest — priority for workshop invite
Day 7 Free Workshop Promotion
▼
Target10+ workshop registrations
TimeDerek 60m | Will 75m | Jason 30m
Depends OnDay 4 workshop page + Day 6 engagement data
KPI10+ confirmed registrations with calendar holds
Day 7 Success Criteria
10+ confirmed workshop registrations. Workshop promoted in all channels. Day 6 non-responders offered workshop as alternative. Second hand-raiser post published with different angle.
Derek — Promote & Follow Up
Total Time 60 min
Announce Workshop in All Channels
DEREK-7.1
20 min
  • Post LinkedIn announcement: "Running a free 90-min workshop [Day 8]: Build Your First [X] Live"
  • Post in all Day 2 fishing holes — Reddit, communities, groups
  • Share in personal network — Slack groups, WhatsApp, email list
Follow Up with Day 6 Non-Responders
DEREK-7.2
20 min
  • Message non-responders: "Hey, noticed you didn't watch the video yet — no worries!"
  • Offer workshop instead: "I'm doing a free workshop [date] if you want to see this live instead"
  • Low pressure tone — just another option, not guilt-tripping for not watching
Second Hand-Raiser Post
DEREK-7.3
20 min
  • Different angle than Day 3 — use testimonial-style: "Someone asked me about [X]..."
  • Drive to workshop page, not direct pitch — "Running a free session on this Friday"
  • Engage with all replies within 59 minutes
Will — Copy & Promotion Strategy
Total Time 75 min
Write Workshop Promotion Copy
WILL-7.1
30 min
  • Write LinkedIn announcement post using Tool 14 output as base
  • Write email to warm list — DM everyone who got Looms on Day 6
  • Value prop positioning: what they'll learn, what they'll build, why it's free ("testing new curriculum"), scarcity ("first 15 only")
Prepare Reminder Sequence
WILL-7.2
20 min
  • Write 3 reminder messages: 3 days before, 1 day before, 1 hour before
  • Write post-registration "what to expect" email — sent immediately on signup
Track Registrations & Report
WILL-7.3
25 min
  • Monitor registration form throughout the day — count signups hourly
  • Post end-of-day summary: total registrations, source channels, hot leads attending
  • Compile Phase 3 report for Phase 4 kickoff — messages sent, views, replies, registrations
Jason — Automation & Tools
Total Time 30 min
Deploy Workshop Promotion Kit
JASON-7.1
15 min
  • Run Tool 14 (Workshop Promotion Kit) — generates announcement, email, reminders
  • Hand copy to Will for customization — templates are starting points, not final
Set Up Auto-Reminder Workflow
JASON-7.2
15 min
  • Deploy Tool 15 (Auto-Reminder Sequence) — n8n workflow: registration → 3 reminders
  • Generate calendar invite (ICS file) auto-sent on registration
  • Test full flow: register → confirmation email → calendar invite → reminder scheduled
Impact
Auto-reminders reduce no-shows by 40%. Worth the 15-minute setup.

Day 7 Tools

Tool 14 — Workshop Promotion Kit AI Prompt
Generates complete workshop promotion package: LinkedIn announcement post, email to warm list, 3-part reminder sequence (3 days, 1 day, 1 hour before), and post-registration "what to expect" email. All copy/paste ready.
Saves
1-2 hours
Input
Workshop details
Output
5 pieces of copy
Tool 15 — Auto-Reminder Sequence n8n Workflow
n8n automation: when someone registers, auto-sends 3 reminders at scheduled intervals. Includes ICS calendar invite attachment. Reduces no-shows by 40%.
Saves
Manual reminders
Build
15 min
Deploy
n8n / Forge
Day 7 Gate: Phase 3 Complete
10+ workshop registrations confirmed. Workshop promoted in all channels. Non-responders from Day 6 offered workshop alternative. Auto-reminder workflow active. Second hand-raiser post published.
Phase 3 ends here. Phase 4 (Days 8-10) begins with the live workshop on Day 8.
Phase 3 Complete: Outreach Results
15 Loom messages sent: Staggered delivery, personalized, with engagement data tracked
8-10 Loom viewers: Watch duration logged, hot leads identified (4+ min watchers)
10+ workshop registrations: Confirmed with calendar holds and auto-reminders set
Active conversations: Replies handled, demo playbook shared, objections addressed
What Happens Next: Phase 4 (Days 8-10) — Deliver Value

Day 8: Free 90-min workshop. Deliver real value live. Attendees build something real. Soft pitch the accelerator at the end.

Days 9-10: Follow up with attendees. Share workshop recording. Convert interested participants to paid tier. Every registration from Phase 3 feeds this room.