The 3-Phase Engagement Model
INITIATION
Months 1–3
- Review existing services and online presence
- Deploy 4–5 outreach tools
- Onboard dedicated lead gen executive
- Build verified prospect database
- Draft and launch initial messaging
- Start outreach campaigns
ANALYSIS
Months 4–6
- Comprehensive A/B testing of all sequences
- Re-strategize based on response data
- Analyze audience and ticket size signals
- Establish partnership economics
- Optimize for meetings per month
- Firm up long-term engagement
STEADY STATE
Month 7+
- Consistent qualified meetings pipeline
- Ongoing messaging optimization
- Monthly performance reporting
- Collaborative growth planning
- Revenue forecasting support
- Long-term business building
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