Outreach Playbook | Mentor Me Outreach

Day 0

1. Research and shortlist

Add the organisation, a short description, the contact person, their role, email, phone, country and sector.

Set statusTo Contact

Fill in sheetColumns B to I

Watch out: A generic info@ address halves your reply rate. Find the named person before you write.

Day 0

2. Send the intro email

Send the Intro Email template and log the send date. The call due date calculates itself.

Set statusEmail Sent

Fill in sheetColumn K

Watch out: Keep it under 150 words and ask for one thing only, a fifteen minute walkthrough.

Day 3

3. Make the follow up call

Call the contact, note what was said and log the call date so the row leaves the overdue list.

Set statusCall Made

Fill in sheetColumn M

Watch out: If the call is not logged after the due date the row turns red on the Overdue Actions page.

Day 6

4. Send the follow up email

Send the Day 6 Follow Up template and log the date. This is the last chase before you park the row.

Set statusFollow Up Email Sent

Fill in sheetColumn O

Watch out: Say plainly that you will not chase again. It raises replies and protects the relationship.

Day 6 plus

5. Log the response

Any reply, positive or not, moves the row to Responded so the response rate stays honest.

Set statusResponded

Fill in sheetColumn J

Watch out: A no is data. Record it, then set the row to Cold rather than leaving it open.

Day 7

6. Book the walkthrough

Put the date in the walkthrough column and paste the meeting link into notes so the Join button works.

Set statusWalkthrough Scheduled

Fill in sheetColumns P and R

Watch out: Send the Walkthrough Confirmation the same day or attendance drops sharply.

Day 10

7. Run the walkthrough

Run the session, then record the outcome in the outcome column while it is fresh.

Set statusWalkthrough Done

Fill in sheetColumns P and Q

Watch out: Agree the next step on the call itself. Ending without one costs you the deal.

Day 14

8. Send the proposal

Write the plan and pricing into notes so the Converted page can read the plan later.

Set statusWalkthrough Done

Fill in sheetColumn R

Watch out: Write plan: followed by the plan name so it is picked up automatically.

Converted

9. Close and hand over

Set the status to Converted and hand the organisation to onboarding.

Set statusConverted

Fill in sheetColumn J

Watch out: Anything stalled for more than thirty days should be set to Cold, not left in the pipeline.