FINAL Revenue Sprint Execution Plan
April 14-18, 2026 — Dmitri Sunshine, CEO
Date Created: Sunday, April 13, 2026 (Final)
Version: v3 FINAL — Ready for Monday morning execution
Purpose: Pressure-tested, consolidated weekly plan with real calendar, real pipeline data, real contingencies
North Star: Generate revenue before baby arrives (3-4 weeks)
VERSION HISTORY & WHAT CHANGED
v1 (Tuesday): Initial strategy built on assumptions. Included cyber brokers, incorrect time allocation, unrealistic 8-hour days.
v2 (Wednesday): Major corrections after senior review:
- Removed cyber broker outreach (moved to background carrier apps)
- Added fractional platforms as inbound channel (Go Fractional, Fractional Jobs, Shiny)
- Reduced daily outreach from 8 to 4-5 focused hours
- Right-sized title/escrow as pipeline play (May/June), not Week 1 revenue
- Added local in-person “Mr. Sunshine” hyperlocal strategy
v3 (FINAL, Sunday): Consolidated from v2 with real calendar data:
- Ivan deal confirmed Monday delivery date
- Wednesday calls confirmed: Steve Balistreri (fCTO collab) + Scott Scharf (fCTO collab)
- Boulder Chamber Orientation confirmed Wednesday, April 16
- Local pipeline scripts fully documented in solanasis-scripts/local-pipeline/config.py
- Real CRM loaded: 2,478 LinkedIn contacts, 232 fCTO prospects, 8,253 foundation prospects
- Real platforms status: Already applied to 5 platforms, need weekly Monday recurring block
- 90+ LinkedIn requests already sent, cold email warmed up, all infrastructure live
This is the executable plan. No more strategy sessions. Execute from Monday.
THE WEEK AT A GLANCE
| Day | Theme | Revenue Focus | Real Calendar |
|---|---|---|---|
| Monday, Apr 14 | Launch | Ivan deal resolution + fractional platform one-time setup | Proposal going out 11:30am ET |
| Tuesday, Apr 15 | Volume | LinkedIn outreach + title/escrow + cold calls | Empty → Execute |
| Wednesday, Apr 16 | Conversion | Call booking sprint + 2 scheduled fCTO calls + Chamber orientation | Steve Balistreri call (fCTO), Scott Scharf call (fCTO), Boulder Chamber 6-8pm |
| Thursday, Apr 17 | Double Down | Maximize hottest channel + hyperlocal visits | Empty → Execute |
| Friday, Apr 18 | Close & Build | Pipeline reviews + metrics + next-week prep | Empty → Execute |
Fixed, Non-Negotiable Calendar Items:
- Monday 11:30 AM ET: Ivan proposal delivery (confirmed)
- Wednesday: Steve Balistreri call (TBD time, but book early morning or late afternoon to avoid Chamber prep)
- Wednesday: Scott Scharf call (TBD time, same note)
- Wednesday 6-8 PM: Boulder Chamber of Commerce Orientation (April 16, book hotel now if needed)
REVENUE CHANNELS: SPEED-RANKED
| Rank | Channel | Time/Week | Revenue Timeline | This Week’s Action |
|---|---|---|---|---|
| 1 | Ivan/Arkay Deal | 6 hrs exec + waiting for proposal response | Days to revenue if closes | Text Ivan Mon AM. If YES, confirm rate/scope in writing. If NO/AMBIG, activate Plan B |
| 2 | fCTO LinkedIn (existing 90+ requests) | 1.5 hrs/day outreach | 7-14 days to call | Follow-up messages + 10 new requests/day. Position as execution partner for overflow. |
| 3 | Fractional Exec Platforms | 2-3 hrs (Mon setup) + 30 min/week (Fri) | 7-10 days to first match (Go Frac) | Mon: Go Fractional app (discovery call booked), Fractional Jobs 2x Featured Job intro requests, Shiny profile. Fri: Check for matches, apply to new jobs. |
| 4 | Title/Escrow Pipeline | 40 min/day | 30-45 days to revenue (May/June) | 5 LinkedIn connections/day + 5 cold calls/day. Reframe: “Spring is your busy season. Can I send a one-pager for slower weeks?“ |
| 5 | Local In-Person (“Mr. Sunshine”) | 1 hour/Tue + 1 hour/Thu | 30-60 days to revenue | Walk into 3-4 Boulder businesses Tue 1:30-2:30 PM. Walk into 3-4 Golden businesses Thu. Plant seeds. |
| 6 | fCFO Referral Network | 40 min/day | 6-12 weeks (future play) | 3-5 LinkedIn connections/day. Like/comment on posts. No pitch, just presence. |
DAILY SCHEDULE (REALISTIC, 4-5 FOCUSED HOURS)
Time Blocks (Every Day)
| Block | Time | Hours | Focus | Energy Required |
|---|---|---|---|---|
| OUTREACH | 8:00-12:00 | 4 hrs | LinkedIn → Email → Calls (batched, no context switch) | HIGH |
| LUNCH | 12:00-1:00 | 1 hr | Actual break. Walk. Reset. | REST |
| FOLLOW-UP | 1:00-3:00 | 2 hrs | Warm leads, CRM, proposals, platform checks | MEDIUM |
| PREP | 3:00-4:00 | 1 hr | Tomorrow setup, content, strategy reflection | MEDIUM |
| OVERFLOW | 4:00-5:00 | 0-1 hr | Calls with hot leads or end early | FLEX |
Why this structure:
- Morning is when LinkedIn messages open and calls get answered
- Batching prevents context-switching (killer #1 of productivity)
- Afternoon is lower-intensity work that still moves pipeline
- Flexibility for calls without derailing morning outreach
- If energy drops below 60%, switch afternoon to CRM/content work instead of forcing calls
MONDAY, APRIL 14 — “LAUNCH DAY”
8:00-8:30 AM: Ivan Deal Resolution (CRITICAL)
Action: Text/call Ivan directly (personal number, not LinkedIn).
Script:
“Hey Ivan, checking in on that opportunity. Where does it stand? I’ve got solid bandwidth right now and I’m ready to jump in.”
Decision Tree — What to do based on response:
IF IVAN SAYS YES:
- Get specifics IN WRITING today: $X/hour or monthly retainer, Y scope of work (hours/week), start date Z
- Confirm: “Just to lock it in — we’re looking at [X rate] for [Y scope], starting [Z date]?”
- Action: Accept the 6 hrs/week Arkay work. This is days-to-revenue.
- Adjust Monday schedule: Spend 8:30-10:00 on Ivan scope clarification call + SOW draft instead of fractional platform setup
- Adjust rest of week: Reduce outreach to 2-3 hrs/day (morning block only). Protect Ivan delivery hours.
- Continue: Title/escrow + fCFO + fractional platforms (low-touch, high-value)
- Pro tip: Get first invoice ready. You might invoice Friday. Move fast.
IF IVAN SAYS NO or “maybe next week”:
- Don’t mourn. Immediately activate Plan B.
- Response to “maybe next week”: “Got it. When will you know for sure? Can we touch base Wednesday?” — This prevents passivity. Get a SPECIFIC date.
- Mental model: Don’t wait. Run full outreach sprint in parallel. If he says yes Wed, you’ll just have more warm leads in pipeline.
- Action: Continue full schedule as written below.
- Pro tip (from senior review): Ask for his network. “Do you know anyone else in the fractional world who might have overflow right now?” One warm referral > 50 cold connections.
8:30-10:00 AM: Fractional Exec Platforms — One-Time Setup
This is your #1 NEW action from the revised strategy. These are INBOUND channels (buyers searching for YOU, not you chasing them).
Go Fractional (goFractional.io)
- Time: 30 minutes
- What to do: Complete the application. Be specific: “Fractional CIO/CSIO for regulated SMBs (legal, CPA, wealth, medical, insurance, title). Specialized in operational resilience and compliance risk.”
- Key: Book a “discovery call” with their matching team. They send 3-5 vetted matches within 5 business days.
- Expected timeline: First paid engagement 7-10 days out
- Take rate: 20% (they take commission on your contract, not a per-lead fee)
- Target result by end of Monday: Application submitted + discovery call booked for Wed or Thu
Fractional Jobs (FractionalJobs.io)
- Time: 30 minutes
- What to do: Set up profile. Here’s the key difference: They send a Monday newsletter with Featured Jobs. You don’t apply once; you apply every Monday to relevant Featured Job postings for a 30-60 min weekly block (recurring Monday 3-5 PM, Fri column in your weekly schedule).
- How it works: Browse Monday’s Featured Jobs. Draft 2-3 intro request emails using your playbook templates. Reference the specific job. Introduce yourself as execution partner for fractional CIO/CSIO work.
- Expected revenue: 5K referral fee paid by hiring company (not by you). You close the client; Fractional Jobs pays you for the referral.
- Weekly time: 30-60 min every Monday
- Target result by end of Monday: Profile live + 2 intro requests to this week’s Featured Jobs sent
Shiny (FindShiny.com)
- Time: 30 minutes
- What to do: Create profile. Shiny specifically recruits fractional CIOs in 2026. Less competitive than Go Fractional. Lower volume but higher quality matches.
- Key: Full profile with cases studies (you can use Arkay as a case study once it’s live). Link to your go.solanasis.com assets.
- Expected timeline: 14-21 days to first inbound inquiry
- Target result by end of Monday: Profile live and polished
Monday Fractional Platform Result:
- Go Fractional: Application + discovery call booked
- Fractional Jobs: Profile live + 2 intro requests sent
- Shiny: Profile live
10:00-11:00 AM: LinkedIn fCTO Outreach (Round 1)
Target: 10-12 new connection requests to fCTOs in Colorado + leveraging Ivan’s network
How:
- Sales Navigator search: “Fractional CTO” + “Colorado” OR “Fractional Chief Technology Officer” + “Denver area”
- Also check Ivan’s LinkedIn connections. His network = gold for finding other overflow-capacity fCTOs.
- Note: You’ve already sent 90+ requests. These are additional requests to warm up the funnel.
Connection request note (personalized, keep it 40-50 words):
“Hi [First name], I noticed you’re doing fractional CTO work in Colorado. I do fractional CIO/CSIO for regulated SMBs (compliance + operational resilience angle). Lot of alignment in the work we do. Let’s connect?”
Goal by end of Monday: 10-12 requests sent
11:00-11:30 AM: LinkedIn Title/Escrow Outreach (Round 1)
Target: 5 new connection requests to title/escrow company owners in Boulder/Denver
How:
- Google Maps: “title companies near Boulder, CO” or “escrow services Denver”
- LinkedIn search for company pages → find owner/manager
- LTAC (Land Title Association of Colorado) member list
Connection request note (local + pain-based):
“Hi [First name], I noticed [Company] is in the Denver area. I help title companies prepare for ALTA 4.2 compliance and wire fraud prevention. Quick question — have you tested your wire fraud response plan? I put together a free checklist if helpful. Let’s connect?”
Goal by end of Monday: 5 requests sent
11:30-12:00 PM: LinkedIn fCFO Outreach (Round 1)
Target: 3-5 connection requests to fractional CFOs in Colorado
How:
- LinkedIn search: “Fractional CFO” + “Colorado” or “Denver”
- Look for people who’ve posted about fractional work, accounting, finance in the last 30 days
Pre-warm (Monday morning, before requests):
- Like/comment on 3-4 fCFO posts using thoughtful, relevant comments (not “Great post!“)
- This warms them up for your connection request Tuesday morning
Connection request note (fellow exec):
“Hi [First name], I’m doing fractional CIO/CSIO work for regulated SMBs. I see you’re in the fractional CFO space. Curious if you ever run into businesses that need both CIO and CFO fractional resources. Let’s connect?”
Goal by end of Monday: 3-5 requests sent + 3-4 fCFO posts engaged
1:00-1:30 PM: Reply to All Responses
Action: Check LinkedIn, email, phone for ANY responses from Monday morning outreach.
Rule: Reply within 30 minutes. Your speed as a solo founder is a competitive advantage.
For positive responses (acceptance + interested tone):
“Thanks for connecting! I work with [regulated industry] on [specific pain]. Are you open to a quick 15-minute call this week to explore if there’s a fit?”
For tentative responses:
“Appreciate it. I’m curious about your experience with [relevant topic]. What’s the biggest operational challenge you’re seeing right now?“
1:30-2:30 PM: Cold Email Prep — MSP Batch
Target: Pre-draft 7-10 cold emails to MSP prospects from Apollo
Why Monday? Lower-energy work. Mostly AI-generated. Gives you clean list to send Tuesday morning.
Process:
- Pull 7-10 MSP contact records from Apollo.io (you have this configured)
- Feed names/companies to Claude for personalized email drafts
- Review drafts for tone (should feel manual, not templated)
- Queue for sending Tuesday morning (8:30-9:00 AM)
Email angle: “I help MSPs formalize their cyber resilience story to enterprise clients. Here’s one thing I learned recently: [insight]. Worth a 15-min call?“
2:30-3:00 PM: CRM Pipeline Review
Action: Open Directus (db.solanasis.com)
Do this:
- Update contact statuses for all Monday activity
- Mark connected LinkedIn contacts appropriately
- Flag anyone who’s been silent 7+ days for warm follow-up Wednesday/Thursday
- Update “next touch” date and type for every active prospect
- Check: How many prospects are in “call_connected” stage? How many in “proposal” stage?
Pro tip: This takes 15 minutes if you batch update. Mark contacts into columns: WARM (replied, engaged) / WARM-ISH (accepted connection) / COLD (no response yet).
3:00-3:30 PM: Carrier Partner Applications (Background Task)
Target: ONE carrier partner program application (30 min)
Why: This is NOT for this week’s revenue. This plants the seed for broker channel activation in Month 3. Do it in parallel.
Start with: Coalition Service Provider Program (coalitioninc.com/serviceproviders)
- Coalition has 160K+ policyholders
- Application takes 15-20 minutes
- Response time: 2-3 weeks
- Outcome: You become an approved vendor they can refer to policyholders for incident response + remediation
Next week: AXIS, Chubb, AIG carrier programs
3:30-4:00 PM: Tuesday’s Outreach Prep
Pre-draft 5 LinkedIn connection request notes for Tuesday. This front-loads personalization so Tuesday morning is pure execution (click, click, click).
Pick 5 fCTO or title company prospects. Write personalized 40-50 word notes based on their profile. Do the thinking work now when energy is high. Tuesday is execution.
TUESDAY, APRIL 15 — “VOLUME DAY”
8:00-8:30 AM: Response Triage
Check all channels:
- LinkedIn messages (new connections, warm responses)
- Email (replies to Monday emails, warm inbound)
- Fractional platform notifications (Go Fractional matches? Fractional Jobs responses?)
Rule: Positive responses get same-hour reply.
8:30-9:30 AM: LinkedIn fCTO Outreach — Round 2
Target: 10 new connection requests + follow-up with Monday acceptances
How:
- Send 5-7 new connection requests using Tuesday’s pre-drafted notes
- Follow up with anyone who accepted Monday’s requests using your Template A or B from your Solanasis_Fractional_Platform_Guide_Corrected.md
Follow-up template to acceptances (generic version):
“Thanks for connecting! I do fractional CIO/CSIO work, specifically helping with [operational resilience / compliance / incident response]. Curious — what’s the biggest operational challenge you’re dealing with right now?“
9:30-10:00 AM: Send MSP Cold Emails
Action: Send the 7-10 MSP emails prepped Monday afternoon.
Timing matters: Tuesday morning 9:30-10:00 AM is prime inbox time. Stagger sends if using Apollo’s scheduler (space them 2-3 min apart so they don’t look like a batch blast).
Track: Mark in CRM as “email_sent” with today’s date.
10:00-10:30 AM: LinkedIn Title/Escrow — Round 2
Target: 5 new connection requests + follow-up with Monday acceptances
Follow-up template (ALTA/wire fraud angle):
“Thanks for connecting! I help title companies with wire fraud prevention and ALTA 4.2 preparation. Quick question — have you tested your wire fraud response plan with staff? I’ve got a free checklist if you’d find it useful.”
10:30-11:00 AM: LinkedIn fCFO — Round 2
Target: 3-5 new requests + follow-up on Monday acceptances
Follow-up template (referral network angle):
“Thanks for connecting! I’m curious — do you ever run into clients who need both CIO and CFO-level fractional resources? We might be able to cross-refer. What’s your typical ICP?“
11:00-12:00 PM: Cold Calling Block — Title Companies
Target: 5-7 calls to title company owners from Apollo
Script (respect their busy season):
“Hi [First name], this is Dmitri Sunshine with Solanasis. I know you’re in the thick of closings right now, so I’ll keep this to 60 seconds. I help title companies get their wire fraud response documentation and ALTA 4.2 compliance sorted. Can I send you a one-pager for when you have a slower week?”
Outcome: Not a close. Plant a seed. Get permission to follow up.
Track: Mark as “call_attempted” in CRM, add notes on their response tone.
1:00-1:30 PM: Respond to All Warm Leads
Action: Reply to everyone who expressed interest, asked a question, or said yes to a call.
Push toward a call: “Would a 15-minute call work Tuesday or Wednesday? I’m flexible.”
1:30-2:30 PM: LinkedIn Post #1 (Draft & Publish)
Theme: Urgency + compliance deadline
Suggested post:
“52 days until SEC Reg S-P deadline (June 3).
Most wealth advisors I talk to haven’t started their vendor security questionnaire yet.
Here’s the thing: These are detailed. And your vendors’ responses are your liability.
You can start today with our free vendor questionnaire checklist. Link in comments.
Why: Countdown creates urgency. Inside 60-day window. Anyone searching “Reg S-P” or “wealth advisor security” will find this.
Post it at 1:30 PM (prime engagement time on LinkedIn).
2:30-3:30 PM: Hyperlocal “Mr. Sunshine” Block (TUE AFTERNOON)
This is your superpower. In-person converts at 5-10x the rate of digital outreach.
Target: Walk into 3-4 Boulder professional services businesses
Where: Pearl Street Boulder (between 12th and 16th)
- Look for: Accounting firms, law offices, real estate offices, insurance agencies
What to do:
- Walk in. “Hi, I’m Dmitri Sunshine, I do fractional CIO/CSIO work for professional services firms. Is [owner/manager] available for 30 seconds?”
- If available: “I help firms like you with compliance documentation and operational resilience. I’m locally based, happy to grab coffee if you ever need a thought partner.”
- If not available: “Would you mind leaving my card? Maybe they’d grab coffee sometime.”
- Leave a card with your go.solanasis.com URL on it.
Energy check: If you’re below 60% energy after lunch, do this as pure presence-building (no asks). Just meet people. Ask them about their biggest operational headache. Listen.
Track in CRM: Create new prospect cards for any you met, mark as “in_person_visit,” set follow-up for 7 days.
3:30-4:00 PM: CRM + Wednesday Prep
- Log all Tuesday activity in Directus
- Tag everyone who accepted a connection or showed warmth
- Pre-research 5 more fCTO targets for Wednesday
- Draft 2-3 follow-up messages for people who haven’t responded yet (Day 5-7 gentle bumps)
WEDNESDAY, APRIL 16 — “CONVERSION DAY”
REAL CALENDAR:
- Morning: Steve Balistreri (fCTO) call — Collaboration/overflow conversation
- Morning: Scott Scharf (fCTO) call — Collaboration/overflow conversation
- Evening: Boulder Chamber of Commerce Orientation — 6-8 PM
SCHEDULE THESE CALLS EARLY MORNING (8:30-9:30 AM and 9:30-10:30 AM) so you have the rest of day for Chamber prep and follow-up.
8:00-8:30 AM: Fractional Jobs Check
Action: Did the Monday newsletter drop this week? Any mid-week Featured Job postings?
If yes: Submit 1-2 intro requests to relevant roles.
Check Go Fractional: Any matches? Any discovery call follow-ups needed?
8:30-10:30 AM: Steve Balistreri & Scott Scharf Calls (SCHEDULED)
What these are: fCTO collaboration opportunities. These are WARM calls with people already in your network/playbook.
Call objectives:
- Listen for overflow pain: Are they slammed? Do they have clients asking for operational resilience/compliance work they don’t have bandwidth for?
- Position yourself: “I’m building a fractional CIO practice for regulated SMBs. If you ever have overflow work — operational resilience audits, compliance documentation, incident response planning — I’m your execution partner.”
- Explore joint ventures: “Could we create a simple referral arrangement? You close the relationship, I deliver the work, you take a small override?”
- Mine their network: “Are there other fCTOs in Colorado who might be looking for overflow right now?”
Pro tip: These are your peers. No hard sell. Just explore mutual value. Record notes on willingness to collaborate, pain points, referral interest.
10:30-11:30 AM: Call Booking Sprint
Action: Go through EVERY positive response from Mon-Tue. Push each one toward a call.
Template: “Would 15 minutes work today at [time] or tomorrow at [time]? I’m flexible.”
Goal: Book 2-4 calls for Wed afternoon or Thu morning. You need conversations to close.
11:30-12:00 PM: Lunch + Chamber Prep
- Eat actual food
- Change into business casual/professional for Chamber
- Review the 16-slide Chamber presentation you already have (go.solanasis.com short link)
- Print 20 business cards. Bring them.
12:00-1:00 PM: Take Any Scheduled Discovery Calls
(Or if nothing booked, use this for CRM updates)
1:00-2:00 PM: Proposal/SOW Prep
CRITICAL: If ANY conversation is advancing (they said “tell me more” or booked a call), prepare a proposal TODAY.
Why: Same-day proposals close 3x faster than next-day proposals.
What to use:
- Your existing SOW templates in solanasis-docs/
- For Arkay/Ivan-like deals: Operational discovery engagement (4-6 weeks, $X)
- For fCTO overflow: Execution partnership addendum (rate per hour, or monthly retainer)
- For title companies: ALTA 4.2 audit + documentation package
Time needed: 30-45 min to customize a template. You can do this in your sleep by now.
Goal: Have draft proposal ready to send same day or Friday morning.
2:00-2:30 PM: Cold Email Follow-ups
Action: Anyone who got Monday’s MSP email batch but didn’t reply: gentle Day 2 bump.
Template:
“Hi [First name], just floating this back up in case it got buried. Curious if there’s any timing for a quick conversation about [topic]. Let me know. —Dmitri”
2:30-3:00 PM: LinkedIn Engagement
Action: Comment thoughtfully on 5-8 posts from your target ICPs (fCTOs, title companies, wealth advisors).
Rule: No “Great post!” Comments should add value or ask a real question.
Example comment on a fCTO post about clients:
“This resonates — I find the biggest gap is operational resilience work that doesn’t fit a traditional MSP model but is critical for regulated clients. Are you seeing the same?”
Why: Warm people up for your connection request or follow-up.
3:00-3:30 PM: Content Prep — LinkedIn Post #2
Draft for Thursday publish.
Suggested theme: Story-driven, emotional. Avoid pure advice posts.
Example:
“I asked a title company owner last week if they’d ever tested their wire fraud response plan. The silence was the answer.
Then their controller got called by someone claiming to be their CEO asking for a $450K wire.
They had a plan. They followed it. They saved the money.
This week, I’m helping 3 more title companies TEST theirs.
If you’re in title/escrow and haven’t tested your wire fraud response — I’ve got a template. DM me.”
Why: Specific. Emotional. Action-driven. People remember stories, not tips.
3:30-4:00 PM: Mid-Week Strategy Check + Thursday Prep
Questions to answer:
- Which channel is producing the most responses? (fCTO, title, local, platforms?)
- How many conversations are active right now? (Target: 8-15)
- How many calls are booked? (Target: 3-5)
- What’s the #1 thing to double down on Thursday?
Thursday prep:
- Pre-draft 3-4 LinkedIn connection requests
- Pull 5-7 Apollo contacts for Thursday email batch
- Mentally prepare for Thursday “double down” on your hottest channel
5:30 PM: Dinner + Travel to Boulder Chamber
Boulder Chamber Orientation: 6:00-8:00 PM (April 16)
What to bring:
- Business cards (20 printed)
- One-pager on Solanasis (compliance/resilience angle) — use go.solanasis.com/checklist short link
- Pen + small notepad
What to do:
- Introduce yourself to 8-10 people
- Listen for pain points (especially regulated businesses: law firms, CPAs, wealth advisors, insurance agencies)
- Mention your compliance checklist as a conversation starter: “I put together a free 35-point operational resilience checklist. Happy to share, no strings attached.”
- Collect 5-10 business cards
- Schedule 2-3 coffee conversations for the week after
After chamber (drive back):
- Update CRM with anyone you met
- Mark as “in_person” source
- Set follow-up for Thu/Fri
THURSDAY, APRIL 17 — “DOUBLE DOWN DAY”
Theme: Go hard on whatever channel is producing the most traction.
8:00-8:30 AM: Response Sweep
Check all channels. Reply to everything warm first.
8:30-10:00 AM: DOUBLE DOWN (90 Minutes on Hottest Channel)
Decision rule:
- If fCTO conversations are hottest: 15 more LinkedIn connections + 3-5 follow-up messages to engaged fCTOs
- If title companies are responding: 8 more LinkedIn connections + 5-7 cold calls
- If local in-person is working: Plan 4-5 more business visits (Golden downtown, Pearl Street Boulder, Broomfield)
- If platforms are generating matches: Spend 45 min polishing Go Fractional + Shiny profiles, respond to any inbound inquiries
Follow the data, not the plan.
10:00-10:30 AM: Fractional Platform Check
- Go Fractional: Any new matches? Respond to discovery call follow-ups.
- Fractional Jobs: Any new Featured Jobs posted? Submit intros if relevant.
- Shiny: Any inbound inquiries?
10:30-12:00 PM: Cold Calling Block
Target: 5-8 calls. Focus on WARM calls (people who opened emails, accepted LinkedIn requests, viewed your profile).
Why warm calls convert 3-5x better than pure cold calls.
Script for warm call:
“Hi [First name], this is Dmitri Sunshine with Solanasis. We connected on LinkedIn a few days ago. I wanted to see if a quick 15-minute call works sometime this week — curious about [specific pain] you mentioned in your profile. Does tomorrow afternoon work?“
12:00-1:00 PM: Lunch
1:00-2:00 PM: Take Any Scheduled Calls
(Discovery calls you booked Wed/Thu morning)
Call structure:
- First 2 min: Build rapport
- Next 5 min: Listen for pain
- Next 5 min: Position yourself as solution
- Last 3 min: Next step (“Can I send a one-pager?” or “Want to schedule a deeper discovery call?“)
2:00-3:00 PM: Proposal Work + Asset Creation
If deals are advancing: Finalize and send proposals.
If no imminent deals: Create a value-add asset to build trust.
Examples:
- “Wire Fraud Response Checklist for Title Companies” (2-page, actionable, give it away)
- “Compliance Roadmap: 90-Day Plan for Regulated SMBs”
- “Incident Response Planning Template”
Why: You’re showing expertise without asking for money. People remember who helped them for free.
3:00-3:30 PM: LinkedIn Post #2 (Publish)
Post the story-driven content you drafted Wednesday.
3:30-4:00 PM: CRM Pipeline Staging
- Move everyone to correct stage (connected → follow-up → call_connected → proposal_sent, etc.)
- Flag anyone for Friday follow-up
- Update “next touch” dates
4:00-4:30 PM: Friday Prep
- Pre-research 5 new targets
- Draft 5 LinkedIn connection request notes
- Queue Cold email batch for Friday sending
- Map out Friday’s call schedule
HYPERLOCAL “MR. SUNSHINE” BLOCK (Thu afternoon, 1.5-2 hours)
If energy allows: Walk into 3-4 businesses in Golden downtown or Boulder.
Same playbook as Tuesday. In-person converts at 5-10x digital.
FRIDAY, APRIL 18 — “CLOSE & SET UP NEXT WEEK”
8:00-8:30 AM: Final Response Sweep
Push warm conversations toward decision or Monday call.
Template for anyone still in consideration:
“[First name], just wanted to check in. Are you still open to exploring a conversation about [topic]? Happy to send a one-pager or jump on a quick call. Let me know what works.”
8:30-9:00 AM: Fractional Jobs — Monday Prep
RECURRING MONDAY BLOCK (30-60 minutes).
Check if the Monday newsletter dropped early (many do Friday). Preview next week’s Featured Jobs.
Draft intro request emails so Monday 3-5 PM (your recurring Fri slot) you can submit fast.
9:00-10:30 AM: LinkedIn — Final Push
Send remaining connection requests to hit weekly target (80-100 total for the week).
Follow up on all outstanding conversations.
10:30-11:30 AM: Cold Email — Final Batch + Follow-ups
Send 7-10 more cold emails (MSP, fCFO, or whoever responds best).
Follow-up Day 3-4 bump on Wednesday’s email batch: “Curious if there’s any timing for this. Let me know.”
11:30-12:00 PM: Take Any Friday Calls
Friday afternoon is when busy people have time.
12:00-1:00 PM: Lunch
1:00-2:00 PM: WEEKLY METRICS REVIEW (CRITICAL)
Pull the numbers. Be honest.
| Metric | Target | Your Result |
|---|---|---|
| LinkedIn connections sent | 80-100 | ? |
| Acceptance rate | 25-40% | ? |
| Follow-up messages sent | 100% of accepted | ? |
| Reply rate on follow-ups | 15-25% | ? |
| Cold emails sent | 25-35 | ? |
| Cold calls made | 15-20 | ? |
| Local business visits | 6-8 | ? |
| Discovery calls booked | 3-5 | ? |
| Fractional platform applications | Setup done, maintaining Fri | ? |
| LinkedIn posts published | 3 | ? |
| Proposals sent | 0-2 | ? |
| Active conversations | 8-15 | ? |
| Calls booked for next week | 3-5 | ? |
The only numbers that predict revenue are the last three. Everything else is fuel.
If active conversations < 8:
- Acceptance rate is low? Simplify your LinkedIn notes further.
- Reply rate is low? Messaging too salesy. Focus on listening.
- You’re being too picky. Open the aperture. More conversations, not fewer.
If calls booked < 3:
- You’re not pushing warm leads toward calls hard enough. Be more direct: “Let’s schedule a call. What works — Wed or Thu?”
- Or your messaging is filtering out engaged people. Add more emotion, less features.
2:00-3:00 PM: Next Week’s Contact Lists
Build pipeline for Week 2. Pre-draft emails. Front-load personalization.
Weekly contact list template:
- 30 fCTOs (10 warm, 20 cold)
- 20 title/escrow (10 warm, 10 cold)
- 10 fCFOs (all warm follow-ups)
- 15 MSPs (10 warm, 5 cold)
- 5 local in-person targets
3:00-3:30 PM: LinkedIn Post #3 (Publish)
Final post of the week. Suggested theme: Value or perspective, not sales.
Example:
“What I learned from 50 conversations with regulated SMBs this month:
The biggest risk they’re facing isn’t the compliance requirement. It’s the assumption that compliance = security.
They buy a checkbox and think they’re done.
The real work: operational resilience. Having a plan. Testing it. Staffing for it.
That’s what separates “we’re fine” from “we’re actually fine.”
Engage on 5-8 posts from target audience.
3:30-4:00 PM: Foundation / DAF Seed Planting (Background Task, 30 Min)
Weekly allocation for future play (Month 3-4).
- Connect with 3-5 foundation/planned-giving professionals on LinkedIn
- Comment thoughtfully on 1-2 foundation/DAF posts
- If you haven’t: Join CPGR (Council for the Promotion of Planned Giving and Recognition) LinkedIn group
No pitch. Just presence. You’re planting seeds for a June/July activation.
4:00-4:30 PM: Weekly Summary
Write a brief note (2-3 minutes):
What worked this week?
- Which channel got the best response rate?
- Did any conversations move unexpectedly fast?
- Did any face-to-face interactions convert better than expected?
What didn’t work?
- What acceptance rate was below 20%? (Something’s off with messaging.)
- What follow-ups got no response? (Timing? Audience? Value prop?)
My #1 priority for next week?
- Is Ivan closing? (If yes: deliver excellence, worry less about outreach.)
- Is a conversation hot? (If yes: nurture it hard.)
- Or is it full execution? (Full outreach sprint + platforms.)
Example summary:
“Week 1 Results:
Wins: Steve Balistreri is genuinely interested in joint ventures. Sent 3 proposals (pending). Chamber orientation was gold — 8 business cards collected, 3 coffee meetings booked for next week. Go Fractional application booked discovery call for Monday.
Gaps: fCFO channel underperformed (12% reply rate). Need to simplify messaging or target differently next week.
Next week: (1) Ivan deal close or pivot, (2) nurture the 3 hot conversations, (3) interview the 3 Chamber referrals, (4) Go Fractional discovery call.
Energy: 7/10 this week. Baby brain starting to kick in. Need to protect sleep next week.”
IF IVAN FALLS THROUGH: CONTINGENCY PLAN
Decision point: Friday EOD, Ivan still hasn’t confirmed or said no.
Action:
| If | Do This |
|---|---|
| Ivan says YES | Block 15-20 hrs/week for Arkay. Reduce outreach to 2-3 hrs/day. Deliver excellence. |
| Ivan says NO or “maybe next week” | Full-send on Week 2. Increase fCTO LinkedIn to 15/day. Text Ivan: “Do you know anyone else in the fractional world with overflow right now?” Ask for network referrals. |
| No response from Ivan by Friday EOD | Treat as “maybe next week.” Run full outreach sprint Week 2. Schedule a specific Wed call with Ivan: “Quick sync on timing?” Don’t wait passively. |
THE THREE METRICS THAT PREDICT REVENUE
Ignore the vanity metrics (connections sent, emails sent). Track these three:
1. Active Conversations
Definition: People who have replied and are engaged (asked a question, showed interest, booked a call).
Target by Friday: 8-15
If you have 0: Something’s broken. Either your messaging, your target, or your follow-up timing. Fix it.
If you have 15+: You’re doing it right. Week 2, convert 3-5 of these to proposals.
2. Calls Booked
Definition: Discovery calls scheduled for next week.
Target by Friday: 3-5
Why it matters: A call is 80% of closing. Everything else is just getting the call.
If you have 0: You’re not pushing warm leads hard enough. Be more direct: “Let’s schedule 15 minutes. Wed or Thu?”
If you have 5+: You’re gold. Week 2, majority of your time is taking calls.
3. Proposals Sent
Definition: Actual SOWs or proposals, not “let me think about it.”
Target Week 1: 0-2
Target by end of Week 2: 2-3
Why it matters: Proposal = deal is real. Everything before proposal is just noise.
ENERGY MANAGEMENT (CRITICAL WITH 3-4 WEEKS TO BABY)
Daily Energy Check (30 Seconds, Be Honest)
Before your morning outreach block, rate yourself 1-10:
- 8-10: Full outreach day as written. Go hard.
- 5-7: Do the outreach block (8-12). Switch afternoon to deep work (CRM, content, platform optimization). Don’t force calls at this energy level.
- Below 5: Take the morning off. Do platform applications and CRM work only. One good day off preserves three productive days.
Rule: If energy drops mid-day below 50%, end early. No one closes deals at 40% energy.
Weekly “Win” Ritual (Friday, 5 Minutes)
Write down 3 wins from the week, no matter how small:
- “Had a great call with a fCTO interested in collaboration”
- “LinkedIn post got 15 comments”
- “Visited 4 local businesses and got 3 business cards”
This isn’t fluff. It’s neurochemistry. Small wins maintain motivation during high-rejection outreach.
May Transition Plan (Starting 3-4 Weeks Out)
You won’t be doing 8 hours of anything once baby arrives. Build this into your mental model NOW:
Pre-baby (next 3-4 weeks): Full execution as described.
Week 1-2 post-baby: “Nurture mode” — respond to warm leads only, maintain fractional platform profiles, publish 1 LinkedIn post/week. No new outreach.
Week 3+ post-baby: Gradually ramp based on sleep + energy.
The pipeline you build this month is what carries you through the baby transition. That’s the whole strategy.
PRO TIPS (From Senior Review)
-
Same-hour response to warm leads. Turn on LinkedIn notifications. When someone says “tell me more,” you have 30 minutes before their attention evaporates. Your speed = 2-3 deals/month vs. competitors.
-
Fractional platforms are highest-ROI per minute. 30 min on Go Fractional could produce a 15K/month engagement. 30 min of cold calling might produce one voicemail. Prioritize accordingly.
-
Track CONVERSATIONS, not CONNECTIONS. 100 connections + 0 conversations = broken. The only metric that matters is: How many people are actively engaged with you right now?
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The best title company cold call frame (busy season): “I know you’re slammed — I’ll keep this to 60 seconds. I help title companies with wire fraud response plans and ALTA 4.2 prep. Can I send you a one-pager for when things slow down?” Respects their time. Qualifies them. Plants seed.
-
Ask Ivan for his network, even if deal falls through. “Do you know anyone else in the fractional world with overflow right now?” One warm referral from Ivan > 50 cold LinkedIn connections.
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Weekend follow-up is underrated. People review LinkedIn Sat morning over coffee. A thoughtful Fri afternoon message sits at top of inbox. Use this.
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Your compliance checklist (go.solanasis.com/checklist) is your best conversation-starter. “I put together a free 35-point checklist. Happy to share, no strings attached.” Gives reason to follow up AND positions you as expert.
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Hyperlocal in-person converts 5-10x digital outreach. A 60-second face-to-face introduction in a Boulder business = 60 cold LinkedIn messages. You’re 6’4”, your presence is your superpower. Use it.
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Pre-draft everything. Do the thinking work (researching prospects, personalizing notes) when energy is high. Do the execution (clicking send) when energy is lower. Separate the thinking from the execution.
-
Proposal same-day if possible. Your speed as a solo founder is a competitive advantage. Big consulting firms take a week. You take an hour. Move fast.
REAL PIPELINE DATA (AS OF SUNDAY, APRIL 13)
- LinkedIn connections in CRM: 2,478
- fCTO prospects (tier-1): 232
- Foundation prospects (for future play): 8,253
- Local pipeline prospects: ~150 (Boulder/Denver area, researched)
- Cold email infrastructure: solanasishq.com (warmed 4 weeks), Apollo.io configured, SPF/DKIM/DMARC live
- Local outreach script: solanasis-scripts/local-pipeline/config.py (fully built, scoring algorithm, multi-touch sequence)
- CRM: Directus at db.solanasis.com (Supabase PostgreSQL backend)
- Sales assets: 15 ready-to-go (one-pagers, compliance checklist, pitch deck, Chamber presentation, SOWs)
All infrastructure is live. No more building. Pure execution from Monday.
MONDAY AT A GLANCE: CHECKLIST
- 8:00-8:30 AM: Text Ivan. Get status. Yes/no/timeline?
- If YES: 8:30-10:00 AM is scope call. Confirm rate/scope in writing.
- If NO/AMBIG: Continue full schedule below.
- 8:30-10:00 AM: Fractional platforms setup (if Ivan not confirmed YES)
- Go Fractional: App + discovery call booked
- Fractional Jobs: Profile live + 2 Featured Job intros
- Shiny: Profile live
- 10:00-11:00 AM: 10-12 LinkedIn fCTO connection requests
- 11:00-11:30 AM: 5 LinkedIn title/escrow requests
- 11:30-12:00 PM: 3-5 LinkedIn fCFO requests + 3-4 post engagement
- 1:00-1:30 PM: Reply to all Monday responses (within 30 min)
- 1:30-2:30 PM: Cold email prep (7-10 MSP drafts, queue for Tue)
- 2:30-3:00 PM: CRM pipeline review (update statuses, tag warm leads)
- 3:00-3:30 PM: Coalition carrier partner app (background task, 30 min)
- 3:30-4:00 PM: Tuesday outreach prep (5 pre-drafted connection notes)
By end of Monday:
- Ivan: Clear status
- Platforms: All 3 applications live + discovery call booked
- LinkedIn: 20+ connection requests out
- Email: 7-10 MSP emails prepped
- CRM: Updated and ready for Tuesday execution
FINAL WORD
This plan is built on real data, real calendar, real infrastructure. No more assumptions. No more strategy sessions.
Monday morning, read the daily schedule. Execute it. Move fast.
The pipeline you build this week is what carries you through the baby arrival. The speed you move now compounds into either cash or momentum for the next sprint.
You have 4-5 focused hours/day. Your superpower is in-person charisma + fast execution. You know your ICPs. Your assets are polished. Your infrastructure is live.
Execute.
Let’s go.
—Coaching Session, Sunday April 13, 2026 (v3 FINAL)