Revenue Sprint: REVISED Strategy & Weekly Schedule (v2)
Week of April 14-18, 2026
Date Created: 2026-04-12 (Revised after senior agent review) Purpose: Pressure-tested, validated weekly execution plan with corrections from three independent reviewers North Star: Bridge revenue before baby arrives (~3-4 weeks)
WHAT CHANGED FROM v1 (AND WHY)
Three independent senior reviewers tore apart v1. Here’s what they found:
Correction #1: Cyber Insurance Brokers Are NOT a Fast Channel
v1 claimed: Brokers should get 15% of outreach; 28/30 score; 30-45 day revenue Reality (from YOUR OWN Cyber Insurance Broker Cold Outreach Kit):
- 71% of brokers source remediation vendors through carrier-approved lists (AXIS, Chubb, AIG, Beazley)
- Your own outreach kit says cold outreach to brokers is “dead last” in effectiveness
- You need carrier partner program approval FIRST — that takes 8-12 weeks
- You need your own cyber liability insurance policy — brokers check this before any conversation
- Realistic timeline to first broker-referred revenue: 4-5 months, not 30-45 days
- The original 28/30 score was based on assumptions your own follow-up research invalidated
Action: Brokers are REMOVED from the weekly outreach allocation. Instead, run carrier partner program applications as a PARALLEL background task (30 min this week). The broker channel activates in Month 3-4, not Week 1.
Correction #2: Fractional Exec Platforms Are a Major Blind Spot
v1 missed entirely: Go Fractional, Fractional Jobs, Shiny, Catalant, GigX Reality (and you already have playbooks for these!):
- Go Fractional: Apply once, they send 3-5 vetted matches in 3-5 days. First lead in 7-10 days. 20% take rate.
- Fractional Jobs: Weekly Monday newsletter with Featured Jobs. 5K referral fee paid by company, not you.
- Shiny: Profile-based marketplace specifically recruiting fractional CIOs in 2026.
- You already have detailed playbooks:
Solanasis_Fractional_Platform_Guide_Corrected.mdandsolanasis_fractional_platforms_and_positioning_playbook_2026-03-19.md - These are INBOUND channels — buyers are actively searching for YOU. This is the opposite of cold outreach.
- Estimated 60-70% probability of first paid engagement within 3-4 weeks if you apply strategically
Action: Fractional exec platforms get a dedicated Monday morning block. Apply to Go Fractional + Fractional Jobs + Shiny this week (2-3 hours total). Then 30 min/week maintaining profiles and applying to new Featured Jobs.
Correction #3: 8 Hours/Day of Outreach Is Unsustainable
v1 scheduled: 8 hours of outreach, content, and pipeline work per day Reality (from research on inside sales productivity):
- Productive outreach quality drops dramatically after 4-5 hours/day
- Context-switching (LinkedIn → email → calls → content) kills quality
- With a baby 3-4 weeks out, emotional energy is already compressed
- 4 hours of FOCUSED outreach beats 8 hours of diminishing-quality work
Action: Restructured to:
- Morning (4 hrs): Pure outreach — LinkedIn, email, calls in BATCHED blocks (not interleaved)
- Afternoon (2-3 hrs): Follow-up, CRM, proposals, content, platform applications
- Buffer (1 hr): Strategy reflection, tomorrow’s prep, or overflow for hot conversations
- Total: 7-8 hours, but only 4 are high-intensity outreach
Correction #4: Title/Escrow Is Month 2 Pipeline, Not Week 1 Revenue
v1 allocated: 20% of outreach to title companies expecting near-term conversion Reality (from your own playbook + senior review):
- Spring (March-May) is their BUSIEST season — owners are handling 3x transaction volume
- Decision-makers are drowning in closings right now
- Realistic close timeline: 4-8 weeks from first conversation (that’s May-June)
- Still worth pursuing for pipeline, but reframe expectations
Action: Title/escrow stays in the mix but reframed as PIPELINE BUILDING for May/June revenue. Reduce to 15% allocation. Don’t expect a close this week — expect to get 2-3 conversations started that close in May.
REVISED ALLOCATION: 60/15/15/10
| Channel | Allocation | Time/Day | Revenue Timeline | Why |
|---|---|---|---|---|
| fCTO Subcontracting (Ivan + LinkedIn + Platforms) | 60% | ~2.5 hrs | 1-3 weeks | Only channel that can produce cash THIS MONTH. Ivan deal + Go Fractional + LinkedIn outreach. |
| Title/Escrow Pipeline Building | 15% | ~40 min | 4-8 weeks | High pain, owner decides, but spring = busy season. Plant seeds now for May/June harvest. |
| fCFO Referral Partners | 15% | ~40 min | 6-12 weeks | Seeding future referral engine. Low time cost, compounding returns. |
| Fractional Exec Platforms (NEW) | 10% | ~30 min | 2-4 weeks | INBOUND channel. Buyers searching for you. Highest ROI per minute spent. |
What got cut:
- Cyber insurance brokers: Moved to background task (carrier applications). Revisit in Month 3.
- MSP cold email: Still runs but at reduced volume (5-7/day instead of 10-15). It’s mostly automated anyway.
What got added:
- Fractional exec platforms: 10% allocation, but potentially 30-40% of pipeline value because it’s INBOUND.
THE IVAN DEAL: STILL PRIORITY #1
Nothing changes here. Monday morning, before anything else:
- Text Ivan directly — personal channel, not LinkedIn. “Hey Ivan, checking in on that opportunity. Where does it stand? I’ve got bandwidth right now and I’m ready to jump in.”
- If YES: Scope call → agree on rate → start billing this week. Block 15-20 hrs/week for delivery.
- If NO: Don’t mourn. Immediately shift full energy to Plan B.
- If AMBIGUOUS (“maybe next week”):
- Get a SPECIFIC date: “Cool, when will you know for sure? Can we touch base Wednesday?”
- Do NOT wait passively. Run the full outreach plan in parallel.
- If still ambiguous by Wednesday, mentally reclassify Ivan as “bonus, not plan.”
Pro tip from the senior reviewer: Document Ivan’s exact rate, scope, and timeline IN WRITING by end of Monday. Ambiguity kills deals. Even a quick “Just to confirm, we’re looking at $X/hr for Y scope, starting Z date?” text keeps things concrete and shows professionalism.
REVISED WEEKLY SCHEDULE: 7-8 HOURS/DAY
Schedule Structure (Every Day)
| Block | Time | Hours | What |
|---|---|---|---|
| OUTREACH BLOCK | 8:00-12:00 | 4 hrs | Pure outreach: LinkedIn → Cold Email → Cold Calls (batched, not interleaved) |
| LUNCH | 12:00-1:00 | 1 hr | Actual break. Walk. Reset. |
| FOLLOW-UP BLOCK | 1:00-3:00 | 2 hrs | Respond to warm leads, CRM updates, proposals, platform applications |
| PREP BLOCK | 3:00-4:00 | 1 hr | Content creation, tomorrow’s outreach prep, strategy reflection |
| OVERFLOW / CALLS | 4:00-5:00 | 0-1 hr | Discovery calls, hot conversations, or end early if energy is depleted |
Why this structure works:
- Morning is when LinkedIn messages get opened and calls get answered
- Batching prevents context-switching (the #1 productivity killer)
- Afternoon is lower-energy work that still moves the needle
- The overflow block gives you flexibility for calls without derailing the morning flow
- If energy drops below 60% on any day, switch afternoon to deep work (CRM cleanup, content) instead of forcing outreach. You can’t cold call at 40% energy and get results.
MONDAY (April 14) — “Launch Day”
Morning: OUTREACH BLOCK (8:00-12:00)
| Time | Activity | Details |
|---|---|---|
| 8:00-8:30 | Ivan Deal Resolution | Text/call Ivan. Get clear status. This shapes the rest of your week. |
| 8:30-10:00 | Fractional Exec Platforms (One-Time Setup) | This is your #1 new action. Apply to Go Fractional (30 min — fill app, book discovery call). Apply to Fractional Jobs (30 min — set up profile, review this week’s Featured Jobs, submit 2 intro requests using your template from Solanasis_Fractional_Platform_Guide_Corrected.md). Create Shiny profile (30 min). |
| 10:00-11:00 | LinkedIn fCTO Outreach | Send 10-12 connection requests. Search “Fractional CTO” + Colorado in Sales Navigator. Use Version A from your playbook (“lot of alignment in the work we do”). Also search Ivan’s LinkedIn connections — his network is gold for finding other fCTOs with overflow. |
| 11:00-11:30 | LinkedIn Title/Escrow Outreach | Send 5 connection requests. LTAC members, Colorado DORA licensed companies. Use local angle. Set expectation: you’re planting seeds, not closing this week. |
| 11:30-12:00 | LinkedIn fCFO Outreach | Send 3-5 connection requests. Use “fellow fractional exec” angle. Like/comment on 3-4 fCFO posts to warm them up for Tuesday’s connection request. |
Afternoon: FOLLOW-UP BLOCK (1:00-3:00)
| Time | Activity | Details |
|---|---|---|
| 1:00-1:30 | Reply to All Responses | Anyone who accepted a connection or responded to a message: reply within 30 minutes. Speed is your competitive advantage. |
| 1:30-2:30 | Cold Email Prep — MSP Batch | Pull 7-10 MSP contacts from Apollo. Feed to Claude for personalized emails. Review, queue for Tuesday sending. This runs on lower energy — it’s mostly AI-generated. |
| 2:30-3:00 | CRM Pipeline Review | Open Directus. Update all contact statuses. Where are your warmest leads across ALL channels? Flag anyone who needs a nudge. |
Prep Block (3:00-4:00)
| Time | Activity | Details |
|---|---|---|
| 3:00-3:30 | Carrier Partner Applications (Background Task) | Spend 30 min applying to ONE carrier partner program. Start with Coalition Service Provider Program (coalitioninc.com/serviceproviders) — they have 160K+ policyholders. This is NOT for this week’s revenue; it’s planting the seed for broker channel activation in Month 3. |
| 3:30-4:00 | Tomorrow’s Outreach Prep | Pre-draft 5 LinkedIn connection request notes for Tuesday. Research 5 title company owners. Front-load the personalization so Tuesday morning is pure execution. |
Monday Targets:
- Ivan: clear status (yes/no/timeline)
- Go Fractional: application submitted, discovery call booked
- Fractional Jobs: 2 Featured Job intro requests submitted
- Shiny: profile created
- 20 LinkedIn connection requests sent (10 fCTO, 5 title, 5 fCFO)
- MSP email batch prepped (7-10 emails)
- Coalition partner program application started
TUESDAY (April 15) — “Volume Day”
Morning: OUTREACH BLOCK (8:00-12:00)
| Time | Activity | Details |
|---|---|---|
| 8:00-8:30 | Response Triage | Check LinkedIn, email, platform notifications. Any positive response = reply immediately. |
| 8:30-9:30 | LinkedIn fCTO Outreach — Round 2 | 10 more connection requests. Follow up with anyone who accepted Monday’s requests (send Template A or B from Part 1 of playbook). |
| 9:30-10:00 | Send MSP Cold Emails | Send the 7-10 emails prepped yesterday from solanasishq.com. |
| 10:00-10:30 | LinkedIn Title/Escrow — Round 2 | 5 more connection requests. Follow up on any Monday acceptances with Template A (wire fraud angle). |
| 10:30-11:00 | LinkedIn fCFO — Round 2 | 3-5 requests. Follow up on Monday acceptances with referral network template. |
| 11:00-12:00 | Cold Calling Block | Call 5-7 title company owners from Apollo list. Use the desk card script. Spring is busy season, so reframe: “I know you’re in the thick of closings — I’ll keep this to 60 seconds. I help title companies get their security documentation in order for ALTA 4.2. Can I send you a one-pager for when you have a slower week?” |
Afternoon: FOLLOW-UP + HYPERLOCAL (1:00-3:30)
| Time | Activity | Details |
|---|---|---|
| 1:00-1:30 | Respond to All Warm Leads | Priority: anyone who expressed interest. Push toward a call: “Would a 15-minute call work this week?“ |
| 1:30-2:30 | Draft LinkedIn Post #1 | Write and publish. Suggested: “52 days until SEC Reg S-P deadline. Here’s the one thing most firms still haven’t done.” Countdown = urgency. You’re inside the 60-day window now. |
| 2:30-3:30 | Hyperlocal “Mr. Sunshine” Block | Walk into 3-4 Boulder businesses. Professional services preferred (accounting firms, law offices, real estate offices). Introduce yourself. Leave a card. Goal: plant seeds and learn what local businesses actually worry about. |
Prep Block (3:30-4:30)
| Time | Activity | Details |
|---|---|---|
| 3:30-4:00 | CRM Updates | Log all activity. Tag pipeline stages. Note follow-up dates. |
| 4:00-4:30 | Wednesday Prep | Pre-research 5 more fCTO targets. Draft follow-up messages for people who haven’t responded yet (Day 5-7 gentle bumps). |
Tuesday Targets:
- 20+ more LinkedIn connections sent
- 7-10 cold emails sent (MSP)
- 5-7 cold calls made (title companies)
- 3-4 local businesses visited
- 1 LinkedIn post published
- All warm responses handled same-day
WEDNESDAY (April 16) — “Conversion Day”
Morning: OUTREACH + CALLS (8:00-12:00)
| Time | Activity | Details |
|---|---|---|
| 8:00-8:30 | Fractional Jobs Check | Check for any mid-week Featured Job postings. Submit 1-2 more intro requests if relevant roles appeared. Check Go Fractional for any matches or discovery call follow-ups. |
| 8:30-9:30 | Call Booking Sprint | Go through EVERY positive response from Mon-Tue. Push each one to a call. “Would 15 minutes work today or tomorrow? I’m flexible.” Book everything you can. |
| 9:30-10:30 | LinkedIn Outreach — Round 3 | 10 fCTO, 5 title, 3 fCFO. By now you should have 60-70+ connection requests out total. |
| 10:30-12:00 | Take Scheduled Calls | If you’ve booked discovery calls, this is the block. Use your playbook scripts. For fCTOs: listen for overflow pain, position yourself as the delivery partner. For title companies: listen for wire fraud fear, position the ORB. |
Afternoon: PROPOSALS + CONTENT (1:00-3:30)
| Time | Activity | Details |
|---|---|---|
| 1:00-2:00 | Proposal/SOW Prep | If ANY conversation is advancing: prepare a proposal. Use your existing SOW templates. Same-day proposals close 3x faster than next-week proposals. This is where your speed as a solo founder is your superpower. |
| 2:00-2:30 | Cold Email Follow-ups | For Monday’s MSP batch: Day 2 bump for anyone who didn’t reply. Short: “Just floating this back up in case it got buried.” |
| 2:30-3:00 | LinkedIn Engagement | Comment on 5-8 posts from your target ICPs. Thoughtful comments, not “Great post!” This warms people up for your connection request or follow-up. |
| 3:00-3:30 | Content Prep — LinkedIn Post #2 | Draft for Thursday. Suggested: “I asked a title company owner if they’d ever tested their wire fraud response plan. The silence was the answer.” (Story-driven, emotional.) |
Prep Block (3:30-4:30)
| Time | Activity | Details |
|---|---|---|
| 3:30-4:00 | Mid-Week Strategy Check | What’s working? What channels are getting the best response rates? Which messaging resonates? Note what to double down on Thursday. |
| 4:00-4:30 | Thursday Prep | Pre-draft outreach messages. Pull Apollo contacts for Thursday’s email batch. |
Wednesday Targets:
- 2-4 calls booked or completed
- 18+ more LinkedIn connections sent
- Cold email follow-ups sent
- 1 proposal drafted (if a conversation is ready)
- Mid-week strategy check completed
THURSDAY (April 17) — “Double Down Day”
Theme: Go hard on whatever channel is producing the most traction.
| Time | Activity | Details |
|---|---|---|
| 8:00-8:30 | Response Sweep | Reply to everything first. Warm leads get priority. |
| 8:30-10:00 | DOUBLE DOWN | Spend 90 minutes on your best-performing channel. If fCTO conversations are hottest → more fCTO outreach + follow-ups. If title companies are responding → more title outreach + cold calls. Follow the data, not the plan. |
| 10:00-10:30 | Fractional Platform Check | Check Go Fractional matches, Fractional Jobs responses, Shiny inbound. Apply to any new Featured Jobs. |
| 10:30-12:00 | Cold Calling Block | 5-8 calls. Focus on WARM calls — people who opened emails, accepted LinkedIn requests, or viewed your profile. These convert at 3-5x the rate of pure cold calls. |
| 12:00-1:00 | LUNCH | |
| 1:00-2:00 | Take Discovery Calls | Block for any scheduled calls. |
| 2:00-3:00 | Proposal Work + SOW | If deals are advancing, this is proposal time. If no deals yet, use this time for a value-add asset (e.g., “Wire Fraud Response Checklist for Title Companies” — give it away to build trust). |
| 3:00-3:30 | LinkedIn Post #2 | Publish Thursday’s post. |
| 3:30-4:00 | CRM Pipeline Staging | Move everyone to correct pipeline stage. Flag follow-ups for next week. |
| 4:00-4:30 | Friday Prep | Queue everything for Friday’s final push. |
FRIDAY (April 18) — “Close & Set Up Next Week”
| Time | Activity | Details |
|---|---|---|
| 8:00-8:30 | Final Response Sweep | Push warm conversations toward decision or Monday call. |
| 8:30-9:00 | Fractional Jobs — Monday Prep | Check if the Monday newsletter dropped early. Preview next week’s Featured Jobs. Prepare intro request drafts so Monday morning you can submit fast. |
| 9:00-10:30 | LinkedIn — Final Push | Send remaining connection requests to hit weekly target. Follow up on all outstanding conversations. |
| 10:30-11:30 | Cold Email — Final Batch + Follow-ups | Send 7-10 more emails. Follow up on Wednesday’s batch. |
| 11:30-12:00 | Take Any Friday Calls | Friday afternoon is when busy people have time. Be available. |
| 12:00-1:00 | LUNCH | |
| 1:00-2:00 | WEEKLY METRICS REVIEW (Critical) | Pull the numbers and be honest. See metrics section below. |
| 2:00-3:00 | Next Week’s Contact Lists | Build target lists for next week. Pre-draft emails. Front-load personalization. |
| 3:00-3:30 | LinkedIn Post #3 | Publish. Engage on 5-8 target posts. |
| 3:30-4:00 | Foundation / DAF Seed Planting (30 min) | Weekly allocation for the future play. Connect with 3-5 foundation/planned-giving people on LinkedIn. Join CPGR if you haven’t. No pitch, just presence. |
| 4:00-4:30 | Weekly Summary | Write a brief note: What worked? What didn’t? What’s your #1 priority for next week? |
REVISED WEEKLY TARGETS (REALISTIC)
| Metric | Target | What It Means |
|---|---|---|
| LinkedIn connections sent | 80-100 | ~20/day, Mon-Fri. Reduced from 130 because quality > quantity. |
| Acceptance rate | 25-40% | If below 20%, simplify your notes. If above 40%, you’re targeting well. |
| Follow-up messages sent | 100% of accepted | Every acceptance gets a follow-up within 48 hours. Non-negotiable. |
| Reply rate on follow-ups | 15-25% | Below 10% = messaging too salesy. Above 25% = messaging is working. |
| Cold emails sent | 25-35 | MSP primarily. Reduced volume, maintained quality. |
| Cold calls made | 15-20 | 3-5/day. Title companies + warm follow-up calls. |
| Local business visits | 6-8 | Tuesday + Thursday hyperlocal blocks. |
| Discovery calls booked | 3-5 | THE metric that matters. Everything else is a leading indicator for this. |
| Fractional platform applications | 5-7 | Go Fractional + Fractional Jobs Featured Jobs + Shiny setup. |
| LinkedIn posts published | 3 | Tue, Thu, Fri. Stories > advice posts. |
| Proposals sent | 0-2 | Only if conversations are ready. Don’t force it. |
The Metrics That Actually Predict Revenue
Track these three numbers above all else:
- Active conversations (people who have replied and are engaged) — Target: 8-15 by Friday
- Calls booked — Target: 3-5 by Friday
- Proposals out — Target: 1-2 by end of Week 2 (not necessarily Week 1)
Everything else (connections sent, emails sent, calls made) is just fuel for these three numbers.
DECISION TREE: WHAT TO DO IF…
If Ivan says YES:
- Block 15-20 hrs/week for delivery (3,000/week at 150/hr)
- REDUCE outreach to 2-3 hrs/day (morning block only)
- Focus remaining outreach on title/escrow pipeline + fCFO relationships (building for when Ivan’s project ends)
- Continue fractional platform profiles (low effort, high potential)
If Ivan says NO or delays past Wednesday:
- Full schedule as written above
- INCREASE fCTO LinkedIn outreach to 15/day
- Reach out to Insight Global and Tech Systems as staffing agency subcontract plays (mentioned in Part 7 of master playbook)
- Consider reaching out to other fCTOs in Ivan’s network — ask Ivan: “No worries on the timing. Do you know anyone else in the fractional world who might have overflow right now?”
If nothing is working by Friday:
- Don’t panic. Week 1 is pipeline building. Responses typically lag 3-7 days.
- Check Go Fractional for matches — this is your inbound safety net.
- If acceptance rates are low (<20%), simplify your connection notes further
- Consider the dental/medical practice fallback from Adjacent Markets doc (fastest revenue filler, 30-45 day cycle)
- Increase hyperlocal “Mr. Sunshine” visits to 10+ next week — in-person converts at 5-10x the rate of digital outreach
If a deal is about to close:
- DROP everything else and close it. A deal in hand beats 100 connection requests.
- Same-day proposal. Same-day SOW. Same-day signed engagement if possible.
- Your speed as a solo founder is your #1 competitive advantage. Big firms take a week. You take an hour.
ENERGY MANAGEMENT: THE SUSTAINABILITY PLAN
The senior reviewer flagged this hard, and it’s critical with a baby 3-4 weeks out.
Daily Energy Check (30 Seconds, Be Honest)
Before your morning outreach block, rate your energy 1-10:
- 8-10: Full outreach day as scheduled. Go hard.
- 5-7: Do the outreach block but switch afternoon to deep work (CRM cleanup, content, platform optimization). Don’t force cold 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.
Weekly “Win” Ritual (Friday, 5 Minutes)
Write down 3 wins from the week, no matter how small:
- “Had a great 15-minute call with a fCTO who’s interested”
- “Published a LinkedIn post that got 12 comments”
- “Visited 4 local businesses and got 2 business cards”
This isn’t feel-good fluff — it’s neuroscience. Celebrating small wins maintains motivation during high-rejection-density outreach.
May Transition Plan
When the baby arrives, you won’t be doing 8 hours of anything. Build this into your mental model NOW:
- Pre-baby (next 3-4 weeks): Full execution as described
- Week 1-2 post-baby: “Low-energy 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 back up based on energy and sleep
The pipeline you build NOW is what carries you through the baby transition. That’s the whole point of the sprint.
PRO TIPS FROM THE 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 moves on. Your speed as a solo founder is worth 2-3 deals per month vs. competitors who take a week.
-
Fractional platforms are your highest-ROI channel per minute spent. 30 minutes on Go Fractional could produce a 15K/month engagement. 30 minutes of cold calling might produce one voicemail. Prioritize accordingly.
-
Track CONVERSATIONS, not CONNECTIONS. Connections sent is a vanity metric. Conversations active and calls booked are the only numbers that predict revenue. If you have 100 connections and 0 conversations, something’s broken.
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The best cold call reframe for title companies in busy season: “I know you’re slammed right now — I’ll keep this to 60 seconds. I help title companies get their security documentation sorted for ALTA 4.2. Can I send you a one-pager for when things slow down?” This RESPECTS their time, QUALIFIES them, and PLANTS the seed without requiring a decision now.
-
Ask Ivan for his network, even if his deal falls through. “Do you know anyone else in the fractional world who might have overflow right now?” One warm referral from Ivan > 50 cold LinkedIn connections.
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Weekend follow-up is an underrated play. People review LinkedIn messages Saturday morning over coffee. A thoughtful Friday afternoon message sits at the top of their inbox Saturday. 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.” This gives you a reason to follow up AND positions you as the expert. Use it in every conversation.
BACKGROUND TASKS (Low Effort, High Future Value)
These run in parallel and take <30 min/week total:
| Task | Time | When | Purpose |
|---|---|---|---|
| Coalition carrier partner application | 30 min | Monday | Activates broker channel in Month 3 |
| Foundation/DAF LinkedIn seed planting | 30 min | Friday | 3-5 connections/week for June/July activation |
| CPGR membership inquiry | 15 min | This week once | Entry point to planned giving ecosystem |
| Cyber liability insurance quote | 30 min | This week once | Prerequisite for broker channel AND professional credibility |
THE BOTTOM LINE (REVISED)
Your four revenue channels for this week, in order of speed-to-cash:
- Ivan’s deal — Text him Monday. Get clarity. This is days-to-revenue if it’s real.
- Fractional exec platforms — Apply Monday morning. First match possible within 7-10 days. This was the biggest gap in v1.
- fCTO LinkedIn outreach — 60% of your daily outreach. Multiple at-bats needed to find the one fCTO who has overflow RIGHT NOW.
- Title/escrow pipeline building — Plant seeds this week for May/June revenue. Don’t expect a close this month.
What got killed: Cyber insurance broker outreach (moved to background carrier applications). MSP cold email reduced to maintenance mode.
What got added: Fractional exec platforms (Go Fractional, Fractional Jobs, Shiny) as a dedicated INBOUND channel.
What got right-sized: 8 hours → 4 hours focused outreach + 3 hours support work. Quality over quantity. Sustainability over heroics.
The v1 plan was 80% right. These corrections make it executable.
Let’s go.