Phase 1: The Setup
Days 1-14 • Infrastructure & Data
Kickoff & Access: Grant access to CRM, email accounts, and marketing assets.
Data Ingestion: Build custom school database & ingest 5,000 Title I targets.
Segmentation: Deploy Logic Agents to filter for 'High Probability' targets.
CRM Build: Architect and deploy custom CRM for pipeline management.
Scripting: Finalize email sequences and call scripts.
Tech Stack Setup: Configure PartnerMind Agents and LocalAnswer.
Weekend Review: Internal review of all assets.
Pilot List Selection: Hand-pick top 20 'friendly' schools.
Outreach Setup: Load 'First 20' into manual outreach sequence.
Warm Up: Send 'Coming Soon' teaser to warm network.
Training: Role-play sales calls and objection handling.
Final Polish: Test all signup links and onboarding flows.
Phase 2: Pilot Launch
Days 15-45 • First 15 Schools
GO LIVE: Manual outreach to 'First 20' friendlies.
Follow-up: Second touchpoint for non-responders.
AI Launch: Activate PartnerMind Agents for Batch 1.
Demo Day: Conduct first scheduled demos.
Contracting: Send agreements to commitments.
Closing: Follow up on contracts.
Batch 2: Load next 200 schools into AI engine.
Onboarding: Onboard the first 3 schools.
Pipeline Check: Ensure 50+ active conversations.
Referral Ask: Ask first 3 pilots for intros.
Closing Week: All hands on deck.
Phase 3: Scale Up
Days 46-90 • 50+ Schools
Case Study: Publish 'Early Results' one-pager.
Blast: Send Case Study to 4,000+ prospects.
Webinar: Host 'Title I Funding' webinar.
Partner Push: Engage State Dept of Ed contacts.
Closing Sprint: Daily 'War Room' standup.
Pipeline Flush: Final call to all stalled leads.
Contract Chase: SMS follow-up to all pending agreements.
Onboarding Batch 4: Welcome new cohort of 10 schools.
Referral Loop 2: Ask Batch 2 schools for intros.
Admin Assist: Help schools with final paperwork hurdles.
Final Countdown: 5-day countdown email sequence.
Last Call: Personal calls to top 5 holdouts.
Celebration: Review final numbers.