This is the shortest path from zero to first qualified meeting or first sale.
Skip nothing. Do it in order. Each step depends on the one before.
1. Read your archetype file.
Find your business type in playbooks/segments/README.md. Read that one file. It tells you which steps below matter most and what your key metrics are.
2. Fill in company context. Open these three files and complete them. Everything downstream depends on this.
company-context/audience.md-- who you sell tocompany-context/offer.md-- what you sell and at what pricecompany-context/messaging.md-- the problem you solve in your buyer's language
If you cannot fill these in, do F1 and F2 first:
methodology/foundation/F1-positioning.mdmethodology/foundation/F2-business-model.md
Goal: One sentence on who you sell to. One sentence on what you sell. A price.
Work through: playbooks/find/templates/icp-worksheet.md
Then score your offer with the Value Equation: playbooks/offer/templates/offer-builder.md
Output:
- ICP: "[Title] at [company type] who [buying trigger]"
- Offer: "[Outcome] in [timeframe] for [price]"
- Value Equation score of 15+/20
- One qualifying question to ask every prospect
Do not move to Day 2 until you can say both sentences without hesitation and your offer scores 15+/20.
Goal: 20 people you already know who match the ICP or can introduce you to someone who does.
Work through: playbooks/book/warm-outreach.md
Where to look:
- LinkedIn connections filtered by job title
- Former colleagues and clients
- Your phone contacts
- Email history from the past 2 years
Output: A list of 20 names with contact info. Prioritize people who: (1) match the ICP themselves, or (2) work with your ICP regularly.
Goal: 20 messages sent. Aim for 5-8 replies.
Use the warm outreach templates in playbooks/book/warm-outreach.md.
The message is short: reference the relationship, name the problem you solve, ask one question. No pitch. No deck. No link.
Send all 20 today. Do not wait for replies before sending the rest.
Goal: 50-100 verified cold contacts ready to send.
Work through: playbooks/find/README.md
List building:
- Apollo.io or LinkedIn Sales Navigator to filter by ICP criteria
- Export, verify emails (Hunter.io or NeverBounce)
- Aim for 90%+ data accuracy before sending
Email setup check (before sending cold):
- Are you sending from a subdomain (not your primary domain)?
- Is SPF/DKIM/DMARC configured?
- Is a warmup tool running?
If any of the above is no, fix it before sending. See playbooks/book/cold-email/README.md Step 4.
Goal: First 50 cold emails sent.
Use: playbooks/book/cold-email/templates/sequence-b2b.md
The sequence is 3 emails:
- Email 1: Under 100 words. One specific problem. One CTA.
- Email 2 (3 days later): Different angle, same offer.
- Email 3 (5 days later): Pattern interrupt or breakup.
Send Email 1 to all 50 today.
Goal: Reply to warm outreach responses. Send LinkedIn connection requests to cold list.
Warm follow-up: Anyone who opened but did not reply to Day 3 messages gets one follow-up. Use playbooks/book/warm-outreach.md follow-up template.
LinkedIn: Connect with your 50 cold contacts on LinkedIn with a short note. This creates a second touchpoint while email is warming.
Goal: Every reply processed within 4 hours. First meeting booked.
Use: playbooks/book/reply-triage.md to handle each reply type.
For positive replies: move to a discovery call. Use playbooks/biz-dev/sales/templates/discovery-call.md.
For soft nos: add to a 90-day follow-up sequence. Do not argue. Do not re-pitch. Just acknowledge and set a future touchpoint.
After 50 cold sends and 20 warm messages, you have real data.
Check:
- How many warm replies? (Target: 5+. Below 3 = messaging or relationship quality issue.)
- How many cold replies? (Target: 3-5 from 50. Below 2 = ICP, message, or deliverability issue.)
- What objections came up? (Run
research/prompts/buyer-jobs-to-be-done-prompt.mdagainst what you heard.)
Make one change based on the data. Run the next 50. Repeat.
Once you have first meetings booked, stop doing the sprint and switch to the weekly operating loop.
Read AUTOPILOT.md. It runs the Hormozi diagnostic, identifies your constraint brick, and routes you to the right playbook every week. The sprint gets you moving. Autopilot keeps you moving.
| Next step | Where to go |
|---|---|
| Weekly constraint-brick loop | AUTOPILOT.md |
| Design or fix your offer | playbooks/offer/README.md |
| Run a great discovery call | playbooks/biz-dev/sales/README.md |
| Write a proposal | playbooks/biz-dev/sales/templates/proposal.md |
| Handle objections | playbooks/biz-dev/sales/templates/objections.md |
| LinkedIn outreach | playbooks/book/linkedin-outreach.md |
| Build content to warm your pipeline | playbooks/warm/content/README.md |
| Attend events strategically | playbooks/warm/events/README.md |
| Document your first client results | playbooks/prove/README.md |
| Build a referral system | playbooks/expand/referral/README.md |
| Fundraise | playbooks/biz-dev/fundraising/README.md |