Phase 01

March-April 2026 sprint plan.

Six weeks. One goal: turn reviewer signal into clean records and paid starts.

Open Week 1 worksheet Add lead in CRM Add group in CRM Open shared contacts

Weekly roadmap

Six weeks.

Week 1

March 19-25, 2026

Show it. Listen. Build the list.

Get reviewer names, exact questions, and the first objection list.
Push reviewer entries into CRM or contacts as they become useful.
Leave the week with a short decision list and linked CRM problems.

Deliverable: a usable reviewer list and a cleaner CRM starting point.

Week 2

March 26-April 1, 2026

Lock the offer language.

Use the decision meeting to cut weak language and tighten the ladder.
Make the roadmap, campaign, and portal pages say the same thing.
Keep the objections list tied to real reviewer wording.

Deliverable: one approved pitch and a cleaner offer story.

Week 3

April 2-8, 2026

Use CRM as the working queue.

Move warm records into grouped accounts and link their main problems.
Make follow-up dates and next actions visible.
Keep shared contacts aligned with the strongest CRM people.

Deliverable: a cleaner outreach queue with fewer loose notes.

Week 4

April 9-15, 2026

Build the minimum onboarding kit.

Turn the best repeated questions into intake steps.
Write the welcome, setup, and follow-up basics.
Keep only the pieces that help a real lead move faster.

Deliverable: a practical onboarding kit, not a long checklist.

Week 5

April 16-22, 2026

Run warm outreach from clean records.

Send messages from grouped accounts and shared contacts instead of scattered notes.
Track which pains repeat and which records can become pilots.
Use CRM touch logs to keep momentum visible.

Deliverable: stronger conversations and clearer pilot candidates.

Week 6

April 23-29, 2026

Close starts and capture proof.

Route each strong record into the right next step and log why.
Capture screenshots, quotes, and visible wins from early starts.
Feed the best proof back into the pitch and CRM notes.

Deliverable: proof assets and a tighter sales loop.

Thursday review

Track four numbers every Thursday.

Reviewer records

People or groups pushed from the worksheet into CRM or shared contacts.

Problem links

Repeated pains linked to real groups or people.

Warm follow-ups

Touches logged against real CRM people with a next date set.

Paid starts

Combined starts from the records that stayed active through the sprint.

Working loop

Run the same loop every week.

Capture

Start with reviewer signal.

Use the worksheet for names, questions, objections, and decisions.

Structure

Add groups and people fast.

Push people into CRM as leads, add groups for accounts, and keep them linked.

Link

Track repeated pain once.

Turn repeated pain into shared CRM problem records.

Advance

Work the best next action.

Use touch logs, follow-up dates, and contacts to keep strong records moving.