VISTAGE · DENVER
The build · Side by side

Your week today, and your week on the system.

Same eight moves. Same voice, same calls, same judgment. What changes is that the mechanical part stops eating the week, and no prospect can go quiet while still holding one of your 125 reserve slots.

↓ Today
01

Finding names

Monday
Today
  • LinkedIn Sales Navigator saved searches and the Denver Business Journal, worked whenever there is a gap in the day.
  • Each name gets carried through all six steps before the next one starts: find, screen, check Vistage, get contact info, write, call.
  • Names that look interesting but do not get worked that day are gone.
One prospect at a time, six times over
02

Screening for fit

Monday
Today
  • Headcount, title, and geography checked one name at a time, in your head, mid-research.
  • The reasoning behind a kill lives nowhere. Six months later the same name comes back around and gets researched again.
Judgment re-done every time
03

Vistage availability and claiming

Tuesday
Today
  • Portal checked per name, in the middle of researching that name.
  • Claimed by another chair means the name is set aside, and whether anyone ever rechecks it depends on memory.
  • No running count of how many of the 125 slots you are holding.
The constraint is invisible
04

Contact info and getting it on your phone

Tuesday
Today
  • Lusha lookup per prospect, manual hunting for the misses.
  • Numbers typed into the phone by hand before the call block, or looked up again mid-dial.
Typing phone numbers
05

Writing the first-touch emails

Tuesday
Today
  • Template pulled from Outlook, then two things changed by hand each time: the dates and times you are offering, and one line tied to their industry.
  • Twenty prospects means twenty separate small writing tasks, spread across the week.
20 writing tasks
06

The call block

Wednesday
Today
  • You call. You leave the voicemail. You send the email right behind it. That part works and it is why prospects engage.
  • Logging happens in the spreadsheet, after the fact, from memory.
  • 35 to 40 calls a week is the ceiling and there is no view of what that capacity is being spent on.
Your voice, your ceiling
07

Follow-up, and the exit

Days 3 to 22
Today
  • Second email around day three, second call and email around day seven. That is where the cadence effectively ends.
  • After day seven, most prospects quietly fall out of active management with no decision recorded.
  • They keep holding a Vistage reserve slot the entire time.
No exit rule
08

Knowing where you stand

Weekly
Today
  • The spreadsheet holds the current state, and only the state. History of what was tried lives in Outlook and in your head.
  • No reliable answer to which touch actually produces replies, or whether LinkedIn or the Business Journal is worth more of your research hours.
Gut feel
The one that matters most

The reserve list is the real constraint.

CLAIMED 106 / 125  ·  19 AVAILABLE  ·  4 RELEASABLE

At 20 new claims a week against 19 open slots, the list caps out inside of one week. That is not a tracking problem, it is a release problem, and today nothing releases.

So the system carries a live counter, and a Releasable report of every claimed name that has gone to Nurture, been closed, become a member, or gone 45 days with no touch and no reply. Release is a two-part task: marked here, then unclaimed in the portal. The task stays open until you confirm the portal side, because the system never assumes a portal action happened.

The line

What it does for you, and what stays yours.

This is the part worth being blunt about. The system is built to take the mechanical work off your plate and to leave everything that actually wins a member exactly where it is: with you.

Fully automated

Happens without you. You see the result.

  • Creating records and catching duplicates
  • Moving prospects between stages as touches get logged and time passes
  • Scheduling every follow-up and generating the day's task list
  • Pushing contacts to your phone
  • Six-week rechecks on blocked names
  • Counting slots and building the Releasable report
  • Writing the email drafts
  • Weekly and monthly reporting

Automated, you approve

The system does the work. Nothing moves until you say so.

  • Sending email. Drafts are generated in bulk, you approve in bulk, nothing leaves without you
  • Research summaries and fit scoring. It proposes, you decide
  • Business Journal ingestion, which produces candidates for review rather than adding records on its own

Never automated

Not in version one, not later. On purpose.

  • Calls. Every one is you
  • Voicemails. No drops, no synthetic voice, not ever
  • The in-person meeting and everything after it
  • The final call on who is worth pursuing
  • Anything inside the Vistage portal. The system tracks the task, you do it, you confirm it
The shape of the week

Front-loaded, not spread out.

All prospecting work is done by Wednesday. Each block finishes for the whole batch before the next one starts.

Monday

Harvest and screen

40 to 50 raw names in, hard gates applied in one pass, roughly 30 survive.

Tuesday

Claim, capture, draft

Portal sweep on all 30, claim up to 20, one Lusha pass, contacts to your phone, 20 drafts reviewed.

Wednesday

The call block

20 new calls plus the prior cohort's second calls. Voicemails, emails behind them, everything logged as you go.

Thu & Fri

Members and meetings

Follow-up emails fire on their own schedule. Your time goes to meetings, group prep, and member work.

The point of all of it

One number.

Everything above exists to move a single figure: meetings set per 20 prospects entered. Nothing in the current setup measures it, which means there is currently no way to tell whether a change to the cadence, the hook, or the source made things better or worse.

The spreadsheet stays live until you can run a full week on the new system without needing it. Running both side by side is the plan, not a sign something went wrong.