Ready for your OK: “First outreach email to independent dental practices (draft, 5 sends)”. I wrote the whole email with the pilot result left as a placeholder, plus the send log to fill in. Nothing is sent. Approve the draft, connect your sending domain, and give me the missing items listed under needs. I still need from you: Connect your sending domain; Your OK on the draft (or edits); The list: the first 5 practices with contact name and email for each; The proof sheet with the pilot result: no-show rate before and after, and length of pilot; Whether the pilot practice may be named, or must stay anonymous; [company name] and your name and title for the signature. Yes marks it approved — sending stays with you for now. No skips it.
Ready for your OK: “Three confirmation messages for the pilot practices”. Three ready-to-send messages, one per pilot practice, each listing the unconfirmed before/after numbers and asking the practice to confirm or correct them and to say if you may quote them. Fill the square brackets from the proof sheet, then I still need from you: Names of the three pilot practices and the contact person at each; The before and after numbers marked unconfirmed on the proof sheet, with the metric names and the measurement periods; Your name, role and contact details for the signature; The product name as you want it written in the messages; How long to wait before one follow-up to a practice that does not answer. Yes marks it approved — sending stays with you for now. No skips it.
Yesterday: 0 of 2 done; 2 wait for your OK. Today I decided: Approve the two waiting messages today; the team prepares the follow-up email and the next batch of practices. Why: Both tasks from yesterday are made but still wait for your OK, and no practice has heard from you yet. Until you approve them nothing goes out, so today's work gets the next steps ready to send once you do. 2 tasks on your board. Anything that would leave your account waits for your OK.
Ready for your OK: “Follow-up email for practices that didn't answer the first one”. One follow-up email of about 75 words, to send 4 to 5 days after the first. Fill in the brackets, and delete the pilot line unless you have confirmed the number. I still need from you: A confirmed pilot result: the % change in no-shows, the time period and the type of practice, or an OK to send without the pilot line; The sender's name, as it should appear on the email; The date the first email went out, to fill in [day] and time this follow-up; The list of practices that haven't replied, with contact first names and practice names. Yes marks it approved — sending stays with you for now. No skips it.
Task #6533 “List the next 10 independent dental practices to contact” is done. Ten candidate practices, each with a source link. Check the three flagged items and compare against batch 1 before the first email goes out. I still need from you: First batch of the lead list and its exact column names, to check for repeats and to place these rows; Confirm the owner for Rocky Mountain Dental Care (row 9) and ATX Family Dental (row 10); Public emails and websites for the rows where they are marked [not found]. Nothing was sent.
Yesterday: 1 of 2 done (“List the next 10 independent dental practices to contact”); 1 waits for your OK. Today I decided: Get the waiting messages sent: one short checklist for you, and first emails drafted for the second batch of 10 practices. Why: Nothing has gone out and no practice has heard from you, so approval, a connected sending domain and one confirmed pilot fact are what block replies. The second batch of 10 is listed but has no first email yet. 2 tasks on your board. Anything that would leave your account waits for your OK.
Task #7095 “One-page checklist to get the waiting messages sent” is done. One page with the five waiting messages in send order with proposed send times, your own steps, and the one pilot-result question, so you can answer in one reply. I still need from you: Connect your sending domain (Connections > Your sending domain); Your answer to the one question: which no-show result from the three pilot practices you can state and prove (before/after rate, period, pro; Names of the three pilot practices [pilot practice 1, 2, 3 names]; The texts of the three pilot messages [not found on the board]; Your OK for the first email, each pilot message and the follow-up email; Confirmation or change of the proposed send times. Nothing was sent.
Ready for your OK: “First email for the 10 practices of batch 2 (template and 10 slots)”. The email is written once and is ready to send, but the batch-2 list (practice names, source links) and the pilot facts were not available to me, so those are marked in square brackets. Fill them in, check the confirmed-facts note, and appr I still need from you: The batch-2 list: 10 practice names, contact names and source links; One real line from each source link for the opening; Pilot terms: length, price or free, what the practice does; Confirmation that the claim "cuts no-shows by a third" is backed by data, or approval to soften it; Founder name for the signature and the call times to offer; OK to send. Yes marks it approved — sending stays with you for now. No skips it.