Outreach SOP & Scoreboard
This board keeps Chiara focused on the work that moves money: ISBS outreach, podcast bookings, partner conversations, follow-up, and clean reporting.
Operating Rule: No new research until existing leads have been touched, tracked, and followed up.
Main Priority
25
ISBS messages per day
Start with the strongest-fit leads and use a specific leak angle in every message.
Second Priority
10–15
Podcast pitches per day
Goal is booked interviews for Just Sayin’, not just names on a list.
Third Priority
15
Partner messages per week
Focus on coaches, churches, therapists, podcasters, book clubs, and community groups.
Work Sequence
1
ISBS Lead Outreach
Message the best leads first. Every message needs a business-specific angle: website leak, missed follow-up, unclear CTA, no booking path, weak automation, or conversion issue.
Message the best leads first. Every message needs a business-specific angle: website leak, missed follow-up, unclear CTA, no booking path, weak automation, or conversion issue.
2
Podcast Outreach for Just Sayin’
Pitch Dr. Andrews for interviews around dating after divorce, emotional maturity, Christian dating without corniness, Black love, and relationship clarity after 40.
Pitch Dr. Andrews for interviews around dating after divorce, emotional maturity, Christian dating without corniness, Black love, and relationship clarity after 40.
3
Partner Outreach
Reach out to aligned partners who serve people navigating relationships, divorce, dating, personal growth, or community leadership.
Reach out to aligned partners who serve people navigating relationships, divorce, dating, personal growth, or community leadership.
4
Follow-Up & Reporting
Every contact needs a status, reply note, follow-up date, and next action. Loose activity does not count.
Every contact needs a status, reply note, follow-up date, and next action. Loose activity does not count.
Daily Checklist
Weekly Scoreboard
Enter totals daily. The goal is conversations, bookings, assessments, and follow-up — not just activity.
ISBS Outreach SOP
- Work only from the existing usable list.
- Choose the strongest-fit leads first.
- Identify the likely leak before messaging.
- Send a direct message with one clear CTA: take the Lead Leak Assessment or agree to a quick conversation.
- Record platform, date, angle, status, follow-up date, and next action.
Website Leak Missed Follow-up Weak CTA No Booking Path Weak Automation
Base Message
Hi [Name], I came across [Business Name] and noticed you already seem to be getting attention online. Dr. Andrews works with businesses that have leads coming in but may be losing money between inquiry, follow-up, and booked appointments.
He created a quick Lead Leak Assessment to help identify where leads may be slipping through the cracks. Would you be open to taking a look?
Podcast Outreach SOP
- Use the existing podcast list.
- Prioritize shows about dating, relationships, Christian singles, Black culture, divorce, midlife dating, and personal growth.
- Pitch Dr. Andrews as a funny, direct, thoughtful guest.
- Track date sent, topic angle, follow-up date, reply, and booked status.
- Follow up within 3–5 business days if no reply.
Base Pitch
Hi [Host Name], I wanted to reach out about a possible guest for [Podcast Name].
Dr. J.R. Andrews is the author of Just Sayin’, a relationship book for grown folks who are tired of vague dating advice, recycled red flags, and spiritual-sounding confusion.
He can speak on dating after divorce, emotional maturity, Christian dating without corniness, the Worthy Man Principle, and why people keep choosing the same person in a different body.
I think he could bring a funny, direct, thoughtful conversation to your audience. Would you be open to considering him as a guest?
Partner Outreach SOP
- Send 15 partner messages per week.
- Prioritize therapists, coaches, churches, women’s groups, men’s groups, book clubs, podcasters, and community groups.
- Offer simple collaborations: interview, workshop, resource share, or audience referral.
- Track message status and next action.
Base Partner Message
Hi [Name], I’m reaching out because Dr. J.R. Andrews has a relationship platform called Just Sayin’ that helps adults think more clearly about dating, discernment, emotional maturity, and relationship patterns.
We’re looking for aligned partners — coaches, churches, groups, podcasts, and community leaders — who serve people navigating relationships, divorce, dating, or personal growth.
Would it make sense to explore a simple collaboration, interview, workshop, or resource share?
Daily Report Template
Chiara should send this at the end of each workday.
Daily Report
ISBS messages sent:
Podcast pitches sent:
Partner messages sent:
Follow-ups completed:
Replies received:
Booked calls/interviews:
Follow-ups due tomorrow:
Problems/issues found:
Items waiting on James:
Recommended next action:
Tracker Fields
| Lane | Required Fields | Success Signal |
|---|---|---|
| ISBS Leads | Lead, message sent, date, platform, angle used, reply, follow-up date, next action | Assessment taken, reply received, call booked, or clear follow-up scheduled |
| Podcast Leads | Podcast, host, pitch sent, date, topic angle, follow-up date, reply, booked | Interview booked, media kit requested, or follow-up conversation started |
| Partner Leads | Name/company, partnership angle, contact info, message status, next action | Collaboration, workshop, referral, interview, or resource-share conversation |
Built for Dr. J.R. Andrews — simple, trackable, outcome-focused.