Seven things: what your own accounts have already produced, then the six promised on September 4, in that order

You tell me where I have it wrong.

• 1. What your own accounts have already produced
• 2. One lead's journey, end to end, on your own data
• 3. The three weeks before your next show
• 4. The workspace, against your Salesforce records and the handbooks
• 5. Laura's side
• 6. ITR
• 7. The return, in your numbers. Then the number, said out loud.
• Then: is the shape a yes, when do we start, and who runs point at each business.

Your own accounts, June 28 to September 22

Counts on your own profiles. Not a promise of what comes next.

• Email is the quiet one. Just over eleven hundred emails in the last thirty days, eight real replies, three asking to talk, all three in the five sent to Tim on the 15th. Two of those waited eight and fourteen days. That one is on us.
• January through August, as in the September 4 email: 9,419 invitations, 2,592 connections, 640 replies, 146 positive, 132 post engagers with Laura.

One warm reply, end to end, on your own data

Where it lands today, and where it lands with the brain on top.

• Today. A rep's phone buzzes. Read between calls, or not. A reply typed from memory, or meant for later. Nothing lands in Salesforce. Outside the rep's territory, it goes quiet.
• With the brain. The reply is read the moment it lands, tied to the account, routed to the right rep by territory, logged in Salesforce, and followed up on a clock. Nothing waits for a quiet afternoon.
• On screen now: a real thread from Arynn's lane, then Workflow 1 on the brain page.

The three weeks before your next show

Pre-booked meetings instead of a booth and a hope. Which show is next?

• Three weeks out. The attendee list, cross-checked against your accounts and the FDA-certified sites, becomes a named list for each rep.
• Two weeks out. Outreach from the reps' own profiles, written for the show, with the meeting ask in it. Replies handled the same day.
• One week out. The diary for the show fills with booked meetings, in Salesforce, per rep, per territory.
• After. Every conversation from the floor logged and followed up on a clock, not from memory.

The brain sits on top of Salesforce. It does not replace it.

Your records, your handbooks, your reps' phones and mailboxes, joined up.

• What it knows on day one. Every account, contact and opportunity you already hold, the handbooks, the territories, the history of every reply since January.
• What it never does. Send without approval, move a record you did not ask it to, or replace a decision a rep should make.
• What it needs on day one of the build. A user set up on your Salesforce for us, and your word on where the handbooks live.
• A Salesforce consultant is welcome. Configuration is theirs. Joining Salesforce to LinkedIn, the mailboxes, the shows and the reps' phones is ours.

The marketing manager, the website, the blog

The 132 people who engaged with your posts, with Laura since August 26, are a warm list already.

• The engagers. Read, scored and handed to the reps as leads, not left as likes.
• The content. A month of posts drafted from what the reps hear, planned a month ahead, approved by Laura.
• The website and the blog. Every inbound form and every post tied back to the same records the reps work from.

Same machine, second list

Innovative Teleradiology rides inside the same build: a second list and a second routing rule.

• The list. Southeast first, Georgia first: 311 FDA-certified mammography sites, cut on September 23 and not yet screened against ITR's own customers.
• The four points Josh set: turnaround, cost, quality, capacity. Every message written to one of them.
• The routing. Inbound to Heather or Jen with a number to call; the profiles that send are Bella's, Jen's, Heather's and Josh's own.
• What ITR owns at the end. A CRM of its own, the list, and Bella's marketing set up the way Laura's is.

The return, in your numbers

Your inputs, typed in now. Then the number, said out loud.

• The calculator runs on what you type in. Its starting figures are placeholders, not ours.
• The shape. Twelve months, front-loaded. Months one to four build: the Salesforce plumbing and the brain, the workspace, the lists and territory routing, the trade show lane, CRM hygiene, ITR stood up alongside. Months five to twelve we run it with you and build up the person at each business who owns it.
• Month four is a review either way. After it, thirty days' notice on both sides. At twelve months it is yours: the workspace, the lists, the playbooks, ITR's CRM.
• One build, one invoice a month from Innovative Radiology, in place of what you pay today.

Three questions, and four things to settle

• Who signs for Innovative Radiology, and where the invoice goes.
• The next show and its date.
• ITR: the do-not-contact list, the point person, the three titles that matter most.
• Tim's word on wiring leads into Salesforce, and whether the hospital systems on the exclusion list are off limits for everyone or only for his own campaign.