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Workspark · Sales Operations
Modules
Your complete sales SOP — 5 modules, 41 sections. Click a card to open it, or search anything from the bar above.
01
Module 01
Foundations · Jun 2026
7 sections
“Most clients save around 60% compared to a US salary for the same role.”
Company & Role
ICPReference ClientsPositioning
Who we are, what we sell, the ICP, and how to sort every new company.
Never cold-market to a current client
Open module
02
Module 02
Foundations · Jun 2026
7 sections
“All times Eastern. Never stay stuck — ask the moment something is unclear.”
Setup & Admin
ScheduleToolsTeam
Your schedule, daily rhythm, tools, the team, and admin essentials.
Everything lives on the shared drive
Open module
03
Module 03
Pipeline · Jun 2026
11 sections
“NRD first, status last. Every time.”
Monday.com
BoardsImportsTracking
The pipeline: boards, imports, statuses, the golden rule, and tracking.
Route all Monday problems to Anj
Open module
04
Module 04
Outreach · Jun 2026
8 sections
“No automation — ever. Look like a real person using LinkedIn normally.”
LinkedIn Playbook
GoLoginCadenceQuality
Manual, human-paced outreach: profiles, GoLogin, cadence, and replies.
Hard ceiling: 200 per profile per week
Open module
05
Module 05
Outreach · Jun 2026
9 sections
“The list writes the copy.”
Email Outreach
InstantlyVendorDeliverability
The Instantly email engine, managing Stan, deliverability, and copy.
Hold Stan to his weekly report
Open module
01
MODULE 01 · FOUNDATIONS
Company & Role
Who we are, what we sell, the ICP, and how to sort every new company.
7 sections
1Who We Are

Workspark is an Employer of Record (EOR). We embed full-time overseas mid-level media and creative specialists directly into the teams of US advertising and media agencies.

The client manages the specialist exactly like one of their own hires. We handle everything else: payroll, taxes, compliance, and benefits. The specialist reports to a client manager and works on the client's deliverables. We never manage the client's work. We manage the employee from a productivity standpoint.

Every specialist is university educated, fluent in English, and vetted specifically for agency work. Most clients save around 60% compared to a US salary for the same role.

SCOPE
We recruit overseas only. We do not place virtual assistants or general admin. Our clients are US companies only.
2What We Do

We place embedded specialists on a monthly recurring subscription. One flat monthly bill per specialist. No hourly billing, no project fees, no placement fees.

Billing modelFlat monthly subscription per specialist — no hourly, no project fees, no placement fees
ContractNo long-term contract. If a specialist does not work out, billing stops immediately.
ReplacementWe recruit a replacement at no extra cost. Billing does not resume until the client has approved and started the replacement.
Role categoriesMedia buying, media operations, creative production, growth insights. These are examples, not limits. Custom roles are in scope.
3Why We Do It This Way

Agencies get busy and the people already on staff get stretched. The usual fix is to add another US salary, which is slow and expensive. We give them relief at a fraction of that cost, with someone who slots straight into the team.

The flat monthly subscription, the no long-term contract, and the free replacement all exist to remove the risk that normally stops an agency from trying something new. The client carries almost no downside, so the decision gets easier.

4Why Your Role Matters

Your role is the front of the entire business. You run all outbound activity, across LinkedIn and email. Every connection, every message, every reply that turns into a conversation starts with you.

If outbound slows down, the pipeline dries up. There are no prospects to meet, and nothing for the closers to close. When you keep the activity steady and clean, the whole company has something to work with.

You are also our eyes on what is working. You track the numbers and report patterns: which message landed, which day performed, what is being delivered and what is not. That information is how we sharpen everything over time.

You manage our email vendor like a vendor. You pull the reports, you hold them to their numbers, and you flag problems early.

Your success comes down to one thing more than any other: communication. When something is unclear, you ask. You never sit stuck and guessing. Nothing about this job is hard once it is explained, but it only works if you speak up the moment something does not make sense.

5The Ideal Customer Profile (ICP)

ICP means ideal customer profile. It is the kind of company we want as a client, and it shapes who you reach out to.

Geography, Industry & Size

GeographyUS companies only
IndustryMedia, marketing, and advertising
Company sizeBetween 11 and 500 employees. The sweet spot is 51 to 200.

Decision Makers

We target the C-suite (CEO, CFO, Chief Strategy Officer, Chief Operating Officer), VPs, and Directors. We do not go below Director level.

ONE EXCEPTION
The only exception is when a leader we are already talking to refers us down to someone on their team. You do not initiate below Director level yourself.

Who We Avoid

  • Staffing or outsourcing firms — they are competitors
  • Government agencies
  • High-security companies
  • Companies that already run most of their workforce offshore — we have nothing new to offer them
6The Reference Clients

Four current clients are our model for the ideal company. You will hear these names constantly. When you evaluate a new company, the question is always how close it is to one of these.

Marketing Architects (Minnesota)Our largest client. A performance and direct response TV agency. We have many specialists embedded across most of their departments.
O.H. Partners (Arizona)An integrated full-service agency.
Wingman Media (California)A smaller full-funnel performance shop.
MSI, The Agency (formerly MarketSmith)A solid, established client.

The Hard Exclusion Rule

These four are also a hard exclusion from outreach. We never cold-market to a current client. Make sure none of them, or their people, end up in an outreach list or get a connection request.

DEEP SELLING
Deep selling further into a current account does happen, but it is run as a separate, specifically scoped project — the way HappyCo is handled. Never as part of the standard outreach pipeline.
7How to Sort a New Company

When a new company comes up, sort it into one of four buckets:

Anchor matchLooks like one of the four reference clients above. Strong fit — pursue.
Adjacent ICPClose, worth pursuing with the media angle.
Vendor or competitorStaffing firm, outsourcing company, or similar — skip.
Out of scopeDoes not fit by industry, size, or geography — skip.
THE TEST
If you find yourself stretching to justify calling something adjacent, the honest answer is usually out of scope.
02
MODULE 02 · FOUNDATIONS
Setup & Admin
Your schedule, daily rhythm, tools, the team, and admin essentials.
7 sections
1Your Schedule

You work 8:00 to 4:00 Eastern, Monday through Friday.

You do not take an hour lunch. Feel free to eat at your desk and take comfort room and water breaks as needed through the day. Just send Lesley a DM when you'll be away from your desk.

ALL TIMES EASTERN
Even team members in other time zones speak and schedule in Eastern. When a time is given, always assume Eastern.
2The Daily Rhythm

Starting at 8:00 gives you a full hour before the team meeting.

8:00 — GoLogin checkOpen GoLogin and check all the profiles you manage for overnight connections and any replies.
8:00 — Monday boardsMove newly accepted connections through the boards: set the next reply date (the day after connection was made), change the status to Message 1.
8:00 — Campaign trackerUpdate the campaign tracker with the prior day's numbers.
9:00 — Daily standupJoin the daily meeting and report: connections per profile, the totals, and any replies that came in.
Once email is liveThe morning check also includes Instantly: how many emails went out, how many bounced, and any replies that need routing.
After standupSteady rotation of sending connection requests, sending messages due that day, and checking for replies — moving between profiles so no single one shows a burst of activity. Always mimic human behavior.
3Your Tools & Logins

You will be given individual usernames and passwords for each of these:

GoLoginThe proxy you use to safely access the four LinkedIn profiles. Covered fully in the LinkedIn module. Close it completely when not in use — it burns credits if left running in the background.
Monday.comWhere the pipeline lives. Covered fully in the Monday module.
ClaudeUsed for the company and people scan prompt that decides whether to pursue a company and who to contact. You will get the login and the current prompt.
InstantlyThe email dashboard. Covered fully in the Email module. You will be set up here when email launches.
4Communication & Google Drive

We run on Google Suite.

Google ChatHow we talk through the day. You can ping Lesley, Darrell, Justine, Anj, or Rotchell anytime.
Google MeetHow we run meetings, including the morning standup.
Google CalendarSubscribe to the team's calendars so you can see when someone is in a meeting before you interrupt them.
MOST IMPORTANT HABIT
Let people know when you step away. You do not need scheduled breaks — just message that you are stepping away and message when you are back, so nobody is waiting on you.
ASK QUESTIONS
When something is unclear, say so in the moment. For urgent questions, ping and wait. For smaller things, keep a list and bring them to the standup. Either way, never stay stuck.

Google Drive Discipline

Everything you create goes on the shared sales drive, not a private drive. Anything on the shared drive can be seen by the whole team at any time. Anything on a private drive is invisible to everyone else and gets lost.

NON-NEGOTIABLE
We have already lost documents this way. If you make it, it lives on the shared drive.
5The People You Work With
Lesley — CSOYour primary day-to-day partner on outreach. You report your numbers to her and route replies to her.
Darrell — CEOMakes his own C-suite connections, tracked separately from the board.
Justine — COOHandles onboarding, contracts, pay, hardware, and access. Go to her for anything about your equipment, internet, or logins.
Anj — Director of Ops & TalentResident Monday.com expert. Owns the boards, automations, and reporting dashboards. Route Monday problems to her.
RotchellBuilds and cleans the lead lists. He is fast and inventive, which occasionally trips a LinkedIn warning. If he gets flagged, treat it as a signal for everyone to slow down.
Stan (FrontBrick)The email vendor. You manage him directly.
6Admin Items

Justine handles your administrative setup. Make sure these are squared away:

  • You will meet with her on your first day to go over all onboarding information
  • Invoicing is twice a month on your Monday board. Verify your invoice each period so any bonuses or commissions are accurate
  • Your schedule board on Monday: log what you spend each hour on — training, connections for a given profile, messaging, and so on — filled in daily
  • PTO begins accruing after three months. Submit requests through the PTO form. For sick time, let the team know and decide with Justine whether to use PTO
  • Emergency contact: complete it if you have not, so we can reach someone if needed
7Hardware

You need a machine that keeps up, since you run several heavy tools at once. If GoLogin or Monday is lagging in a way that slows your work, raise it with Justine. She manages all the tech, and there may be a way to work through a solution rather than struggling through it.

03
MODULE 03 · PIPELINE
Monday.com
The pipeline: boards, imports, statuses, the golden rule, and tracking.
11 sections
1The Boards at a Glance

These are the six Monday.com boards you will work in. Expand each one for what it is and how you use it.

V2 WS 2026 List

Where we upload each new list of clean leads from Rotchell and start sending LinkedIn connection requests. These are referred to as Blind Connects.

Once a lead's status changes to Blind Connection Made, a Monday.com automation produces a copy of the lead and moves the duplicate to the WS LinkedIn board, into the Message 1 Needed group.

We are currently on version 2 (V2 2026 List) because the first version reached its item limit.

WS LinkedIn

Where we tediously track all touchpoints and cadences in our LinkedIn outreach. This is also where most of the nuanced reporting is made — Lesley will ask questions you need to know the answers to, because you hold the intelligence behind it. Anj is here to help visualize and understand the LinkedIn outreach cadence for your reporting.

We track every touchpoint and carefully publish updates: monitoring responses and non-responses from each contact point, and bringing each lead through Messages 1 to 3.

Automations transfer a row from one group to another based on its status. For example: if a lead needs Message 3, switch the status to Message 3 Needed and the automation moves the lead to the next group.

The cycle positively ends with Active Conversation for those who have responded — and usually begins again through the Re-assign LinkedIn group for those who have not been responsive.

WS Email

The email tracking version of WS LinkedIn. We get data on the engagement made through our email outreach from the email vendor's platform, which you have access to.

WS Campaign Tracker

Where we track the number of messages sent per variant and the number of replies received per variant, each day.

WS Prospects

The middle of the CRM pipeline, where we carefully handle our engagement to come closer to striking a deal.

WS Deals

Where we track active and inactive deals. Most of what you'll see here is Workspark's high-ticket clientele.

2How to Think About Monday

Monday.com is where every contact lives and moves through our pipeline. It is the platform we record everything into. It does not make decisions for us; we do. You will be given your own Monday login.

COMMON MISUNDERSTANDING
Monday does not automatically tag anyone as 'do not contact' or decide who is in our ICP. The Claude scan prompt tells us whether a company fits. A person then does the research and tags the record. Monday simply holds the information we put into it.
3The Master List & List Imports

The starting point is the WS 2026 List board. This is the master area. Our email vendor delivers raw leads, Rotchell cleans them so they fit LinkedIn (a real profile picture, enough connections, active account), and then the cleaned list gets imported here.

How to Import a New List

  1. In the source Google Sheet: File → Download → Microsoft Excel
  2. In the WS 2026 List board: use Import and add the file you just downloaded
  3. Map the columns: Item name maps to full name. Then map title, email, LinkedIn URL to LinkedIn profile, insights to the insights column, and so on. Unmapped columns simply will not import — that is fine.
  4. For duplicates: create new items unless told otherwise. Any cleanup happens afterward on Lesley's instruction.
  5. Start the import. It can lag — you can close the window and it will keep importing in the background.
  6. Each new list comes in as its own dated group inside WS 2026 List. Stay on that one board and add groups — do not make a new board each time. Name the group sensibly, e.g. Apollo List – June 2026.
ITEM LIMIT
The board has a maximum number of items. It has already been hit once because an entire workbook was uploaded at once. Only import the list you actually need. If you hit the limit, the fix is to have Workspark raise the limit or delete rows no longer needed. Flag it to Anj before forcing anything.
4The Pipeline Flow

A contact moves through statuses, and the boards talk to each other through automations.

StageWhat happens
Blind connection sentContact lives on WS 2026 List board
They acceptYou change the status to 'Blind Connection Made' — this carries them over to the WS LinkedIn board
WS LinkedIn boardThey land as 'Blind Connect Message 1' — ready for their first message
After Message 1Move to 'Message 2 Needed', then 'Message 3 Needed', following the cadence
Reply receivedMove to 'Active Conversation'
QualifiedLesley advances them onward to the Workspark Prospects board
5The Golden Rule of Order
GOLDEN RULE
Whenever you update a record: set the Next Reply Date (NRD) FIRST, then change the status. Changing the status moves the item down the board — if you change it first you lose your place before you finish. NRD first, status last. Every time.

When a connection comes over to the WS LinkedIn board, you do three things manually — there is no shortcut, it is manual by design:

  1. Set the next reply date
  2. Change the dark green 'Blind Connection Made' status to 'Blind Connect Message 1'
  3. Assign the responsible party
6Responsible Party

You will be appointed as the responsible party upon Lesley's direction. As of now, Message 1 is assigned to Lesley and then the following messages in sequence are assigned to you. This can change — Lesley will always update you about the messaging cadence responsibilities.

FIND YOUR WORK FAST
Sort any board by the Responsible Party column — all your records group together and your assignments show in red. Lesley relies on her My Work view, which shows everything assigned to her for a given date — which is exactly why setting the correct next reply date matters so much.
7Special Groups to Know
Project LinkedIn & Indeed media rolesContacts from companies with an open paid search or paid social role. Lesley is the responsible party here — she writes targeted messaging for them rather than a standard first message.
HappyCoAn existing client we are trying to expand into. If someone from HappyCo connects on Lesley's profile, group them here so they get specific messaging — not mixed in with everyone else.
Darrell's own connectionsDarrell makes his own connections. When you see connections he did not ask you to make, do not add them to the Monday board. Put them in a separate Google Sheet and share it with him.
8The Prospects Board

You will mostly live in the WS LinkedIn board and the list, but it helps to know where conversations go next. Lesley manages this board.

Prospect (interested)Actively engaged, exploring a conversation
Discovery scheduledA real meeting has been booked
Keeping warmGood conversations not yet closed
Parking lotOn hold — revisit later
Alternate ICPClose but not a perfect fit — worth watching
UnqualifiedNot a match — removed from active pipeline
9The Campaign Tracker

This is logged every day, usually first thing the next morning so overnight activity is captured. For each profile you record:

  • Blind requests sent
  • Connections made
  • Total messages sent
  • Total replies

Daily connection rate, total reply rate, and similar are calculated automatically — you do not fill those in. Keep a running tally through the day (even pen and paper) so the numbers are ready.

FIRST REPLY ONLY
Log the first reply only. If a conversation goes back and forth after that, do not log the later messages. We are measuring what first earned a response: was it message one, two, or three?
10Variant & Timing Tracking

To learn which copy works best and when, we track the variant and the send time using sub-items on each contact. For each message you record which variant went out (1A, 1B, 1C, 2A, and so on), the day, and the hour it was sent.

WHY IT MATTERS
The goal is to spot patterns — for example that a given variant lands best on a certain morning — so we can concentrate effort there.
11When Monday Misbehaves

Monday glitches sometimes. If an automation fails to move a record, or a record is tied to a former employee's deleted account, the resident expert is Anj. She owns the boards and the automations.

ROUTE TO ANJ
Route all Monday problems and any new automation or dashboard requests to Anj.
04
MODULE 04 · OUTREACH
LinkedIn Playbook
Manual, human-paced outreach: profiles, GoLogin, cadence, and replies.
8 sections
1The Single Most Important Rule
NO AUTOMATION — EVER
Everything on LinkedIn is manual and human paced. We attach no automation tools of any kind.

LinkedIn used to ignore this sort of activity. It no longer does. Because LinkedIn is now part of a publicly traded company, it actively hunts for automation, and it has gotten very good at it. Reputable companies have been banned. We have received warnings ourselves.

So your job is to look like a real person using LinkedIn normally. You send in small batches, you space your activity out, and you rotate between profiles so no single account shows a burst of activity. If anything ever triggers a warning on one profile, we take it seriously everywhere — because it tells us we are moving too fast.

2The Profiles & GoLogin

We send from four LinkedIn profiles: Darrell, Lesley, Justine, and Aren. Aren works behind the scenes — you will manage her profile but never meet her. On a normal day you work in Lesley's, Justine's, Aren's, and Darrell's profiles.

DARRELL'S PROFILE
Darrell's profile is sometimes reserved for his own recruiting. We will let you know if you are to skip sending connections for him on a given day.

You never log into these US accounts directly, because a US LinkedIn profile accessed from the Philippines looks wrong and gets flagged. Instead you go through GoLogin, a proxy that makes each profile look like it is being used from the right place.

How GoLogin Works Day to Day

  1. Open GoLogin only when you are about to use it
  2. Select the profile you want, press Run, then View to open it
  3. Do your work in that profile
  4. When done with that profile, press Stop and close out of it
  5. When finished entirely, close out of GoLogin completely so it is not running in the background
CREDITS WARNING
GoLogin charges us credits for the time it is open, even idle in the background. Leaving it running all day quietly burns through our credits. Close it completely whenever you are not actively in it.
BLANK PAGE QUIRK
Sometimes pressing View opens a blank page or a search bar instead of LinkedIn. Just type 'LinkedIn' into the bar and it will load.
3Connection Quality: Who to Connect With

Before you send a blind connection request, check the person against all of these. A 'blind connection' means no message attached — we only start messaging after they accept.

Profile pictureThey must have a profile picture — skip if not.
Connection countClose to 500 connections. If someone has only 50, they are not really active on LinkedIn — skip them. Use judgment near the line.
Title matchTheir title matches the target: C-suite, VP, or Director in our ICP.
No 'open to work' bannerThe green 'open to work' banner means they are leaving or already gone — never connect with them. A purple 'hiring' banner is fine.
Not heavily offshoreIf half their workforce is already overseas, we have nothing new for them — skip.
Not a current clientMarketing Architects, OH Partners, Wingman Media, and MSI (The Agency, formerly MarketSmith) and their people are excluded from outreach.
4Volume Targets
Per profile per dayAim for 40 connections
Across active profilesRoughly 160 connections a day total
Hard ceiling200 per profile per week — LinkedIn will not allow more. Five days at 40, or four days at 50, gets you there.
Batch sizeSend in small batches — around 10 per profile — then rotate to another profile before sending more. This is the human pacing that keeps us safe.
5The Outreach Mix
~30% — Open rolesCompanies that currently have an open paid search or paid social role. We have strong candidates ready to fill those, so these are timely and relevant.
~70% — ICP listOur standard ICP list (the Apollo list, covered in the Monday module). This is the steady foundation.
6The Claude Scan Prompt

When you find a company with an open role we can fill, we use a saved prompt in Claude to decide whether to pursue it and who to contact. We use Claude for this — not any other tool.

What You Feed the Prompt

  • The company website
  • The full job description from the posting
  • All of the company's people, copied from their LinkedIn people tab

What the Prompt Returns

GO or STOP verdictSTOP means something disqualifies them (staffing firm, government, security, etc.) — they go to 'do not contact'. GO means pursue.
ICP readExact match, adjacent, or no match.
Ranked decision makersA ranked list of the right people at that company to connect with — saves you guessing among a hundred-plus employees.
PROMPT UPDATES
You will be given the login and the current prompt. If the prompt is ever updated, you will be told to start a fresh chat with the new version and stop using the old one.
7The Message Cadence

Every prospect gets a three-message sequence. All timing is in business days.

Message 1Sent the day after they accept the connection.
Message 2Sent three business days after Message 1, if they have not replied.
Message 3Sent four business days after Message 2, if they have not replied. Message 3 always has our media case study PDF attached.

Each message has three variants (A, B, and C) so we are never sending identical copy. Sending the exact same words to everyone is one of the clearest signals of automation — so you alternate variants.

Messaging is also matched to the person's title. Finance and leadership copy speaks their language (for example, terms like EBITDA). Operations and strategy contacts get different copy, because that finance language would mean nothing to them.

LESLEY'S PROFILE — VOICE NOTES
On Lesley's profile, her Message 2s are LinkedIn voice notes recorded from a phone, rather than typed. When you see one logged as 'LIVN' it is marked as a LinkedIn voice note.
8When Someone Replies

A reply is the whole point, so it gets handled fast.

Step 1Put the reply in your chat with Lesley right away so it gets in front of her. She is busy across many things and works from what is assigned to her — a same-day reply needs a same-day nudge.
Step 2Move them to 'Active Conversation' on the board, set the next reply date to today, and assign it to Lesley.
Even a 'no thank you'Route everything to Lesley for now, even a polite rejection. A no is often just a not now, and if the company has an open role she may want to push back. As you get comfortable, that judgment can grow.
NOTE
The mechanics of the boards, statuses, and tracking all live in the Monday module.
05
MODULE 05 · OUTREACH
Email Outreach
The Instantly email engine, managing Stan, deliverability, and copy.
9 sections
1The Email Factory

Think of email as a factory: a steady, high-volume flow of outbound activity. Where LinkedIn is careful and small-batch, email runs at much larger scale through a dedicated platform.

Our dashboard is Instantly. You will be set up with access. This is where the sending happens, where you watch activity, and where replies come back. Once email launches, you are the person running it day to day.

2The Vendor: Stan at FrontBrick

Our email vendor is Stan, at FrontBrick. He is based in Ukraine and works roughly our Eastern hours, so he is reachable during the workday. He is in our Google Chat — you can message him directly.

This is a different setup from how we have done email before. In the past we wrote our own email copy. This time Stan researches our ICP and writes the copy himself, then shows it to us. He also handles connecting the sending infrastructure.

MANAGE STAN DIRECTLY
You manage Stan like a vendor. That means you do not wait for Lesley to chase him. You go to him directly: ask for the weekly report, ask how many emails went out, ask how many bounced. When Lesley or Darrell asks an email question, the answer comes from you working Stan — not from Lesley reaching out.
3What to Establish with the Vendor

When the engine is set up, make sure you understand and have on record:

  • How many emails go out per day, per inbox
  • How many people are contacted per company, and how many emails each contact gets
  • The spacing between emails to the same contact
  • What we are targeting — for example, companies with an open role, or companies showing signs of a merger or acquisition. We keep the targeting clean and intentional.
  • The subject lines and the copy itself
WEEKLY REPORT
Stan is expected to deliver a report once a week. Set that expectation clearly and hold him to it.
4Your Role on Email
Daily activityWatch the reports and the activity day to day
DeliverabilityWatch for anything that looks off and flag it
Burned mailboxesFlag burned-out mailboxes to Stan so he can set up replacements
Unified inboxLive in the unified inbox: read replies, tag them, and route the ones that matter
Copy reviewReview and comment on campaign copy before it goes out (in the Notion document)
Weekly reportHold Stan to his weekly report
LEARNING INSTANTLY
Stan will train you on Instantly from the ground up. You have not used it before — that is fine. It is a straightforward tool and the learning curve is short. Lean on Stan while you get comfortable, and do not hesitate to ask him to show you something twice.
5The Tool: Instantly & Campaign Structure
  • The email accounts warm up first. A minimum of 14 days of warm-up is needed before we send anything.
  • The infrastructure is diversified across around 50 mailboxes that rotate — rather than sending from one address. We can send up to roughly 1,000 emails a day if needed, but we start low and ramp up.
  • When a positive reply comes in, you are notified by email in real time.
  • All replies — no matter which mailbox sent the original — land in one unified master inbox. You manage everything from there.
  • Replies are auto-tagged (for example, 'not interested'). You can override the tag — for example marking one as 'meeting booked'.
  • There are backup mailboxes on Stan's own infrastructure, owned by us but billed to him. These are a fallback if our main emails have trouble. They do not go out to prospects.

How the Campaigns Are Built

The campaigns live in a Notion hub, with the underlying data in a spreadsheet you can access. The starting universe is roughly 11,500 companies, all confirmed agencies. They are not all sent the same message — they are sorted by intent.

1. Open role angleFor companies with one or more active job openings. The email opens with an observation about their hiring, then dangles a candidate. Three bullet points are reverse-engineered from the actual job description — around 80% match, never 100%, because a perfect match looks fake. This campaign runs on a schedule.
2. Existing team angleFor companies without an open role that still have paid media specialists on staff. We call out their actual team members by name and ask whether they plan to add similar talent — paired with our lead magnet. We prioritize specialists over directors and managers, because we place mid-level people.
3. Case study angleMany agencies publish case studies. We reference their specific case study, acknowledge the strong team behind it, and offer comparable talent at a lower cost. The most scalable angle.
THE PRINCIPLE
The list writes the copy. The campaign strategy is really the list and the signal you are writing to — good copy follows once you have real data to work with.
6A Note on Copy

'Copy' means the wording — the message itself. On LinkedIn, our copy is messages one, two, and three with their variants. For email, the copy is whatever Stan writes for the outbound sequence.

YOUR RESPONSIBILITY
You are responsible for housing all copy: keeping a clean record of what copy is going out and when. Review it in the Notion document and leave your comments before it goes live.
7The Numbers That Matter: Deliverability

Your daily job includes checking the activity and watching for patterns. If we were supposed to send 900 emails and only 30 went out, you catch that and ask Stan what happened.

The key concept is deliverability. Deliverability means an email actually reached the recipient, rather than vanishing into spam or behind a firewall. You can send thousands of emails and never know if they arrived.

WHY REJECTIONS HAVE VALUE
An out-of-office message, or a 'no thank you, take me off your list,' is still good news in one sense: it proves the email was delivered. If we send a large volume and get nothing back at all — not even a rejection — that is a warning sign that our emails may not be landing.

Track and report:

  • How many emails went out
  • How many bounced
  • How many replies came back, including rejections and out-of-office messages
  • Whether the delivered volume matches what was promised
8The Savings Anchor & Case Study

The attention-getter is price. Stan is given a key of starting prices per role (for example, paid social roles start around a set monthly figure, media buyers a bit higher), and he builds those into the copy programmatically. The prospect sees that they could get strong talent at a fraction of a US salary — which is the moment that lands.

Our proof point is the Marketing Architects case study: within one year they saved $723,000 on salaries. You can name Marketing Architects and reference the numbers in the copy. The PDF itself cannot be attached in emails, but it can be mentioned.

CASE STUDY GOING PUBLIC
We are also making the case study public on the website, with the specific numbers, because specific data points get cited by AI search.
9Pending Items (Not Yet Live)

Two add-ons were discussed that you may end up touching once they are decided:

LinkedIn avatars (Aimfox)Real, ID-verified LinkedIn profiles (mostly Latin America-based) that can be customized — location, headline, summary, experience, photo (not name). Each comes with ~500 connections. ~$129/account/month, billed quarterly. Stan suggested testing 5 profiles for 3 months (~$1,200) and would waive his retainer for the first couple of months. We prefer professional women, who tend to get a better response. Decision pending sample profiles.
Phone numbersStan can pull validated numbers through waterfall providers. Likely small use — around 25 numbers a month for Lesley to make a handful of calls a day. Stan will provide tiered pricing. Not a current priority.

Your First Steps on Email

  1. Get your Instantly access from Stan and have him show you around
  2. Open the Notion campaign hub and read through the three campaign angles
  3. Review the copy and leave your comments and tweaks
  4. Get added to the Google Chat with Stan so you can reach him directly