Client Acquisition

Business	Type / size	Currently	Decision maker	Last	Next due	Status	Export

Pick a prospect from the list.

The 20-minute morning

0–3Overdue first. Open the overdue view. Every red line gets one of two things: actioned now, or a new due date with a reason in the notes. Nothing stays red.
3–8Read and approve. Open each prospect due today, read the opener and the follow-up out loud. If you wouldn't say it to their face, edit it. Then tick approve. Nothing leaves this screen unapproved.
8–15Do the contacting. Copy the approved line, send it yourself from your own email or phone. Seven minutes is about six approaches. This tool does not send anything for you and never will.
15–18Log what happened. Set the status, set the next due date, write one line of notes. If they said no, mark it lost and get it off the board.
18–20Feed the top. Add two new prospects. Two a day is five hundred a year and you'll never run dry.

Rule of thumb: if the board takes longer than twenty minutes, you're researching instead of contacting. Research is the afternoon job.

Three messages, then stop. Chasing past three annoys people and costs you the referral later.

Day 0. Short, specific to their site, one small ask.

4 working days later. One proof point, smaller ask.

A further 9 working days. Give them an easy out. Then leave them alone for six months.