Heartland - Haitian Workshop - Outreach Workflow

How Each Day Is Structured

Every day there's a package of roughly 20–30 records to work. That package is organized by sub-industry — for example, bakery contacts one day, beverage contacts the next.

Here's how that day flows:

1. Emails drop first. Before or at the start of your shift, emails go out to that day's package via Woodpecker. You won't manage these directly — they're handled on the operations side and passed to you. These are short, direct emails that pitch the workshop. No beating around the bush.
2. You make the calls. Work through the day's records. For each one: call, follow the script, log the outcome, then find and work the LinkedIn profile before moving to the next record.
3. You check follow-ups. Before or alongside the day's new package, go back through everything from the previous days — voicemails you left, LinkedIn requests you sent, emails that were opened but not answered. That's the iteration layer.

Each of these three channels — email, phone, LinkedIn — has its own disposition codes in the spreadsheet. More on that below.

The Three Channels and What You Do in Each

Email (Woodpecker)

You won't be sending emails directly. Woodpecker handles that. What you will do is check outcomes — who opened, who responded, who opted out — and factor that into your calling and LinkedIn work.

• If someone opted out of email: you'll still likely call once, but if they explicitly say "do not contact me" on the phone, stop all outreach and note it.
• If someone opened but didn't respond: that's a warm signal. They saw it. Call them.
• If someone didn't open: still call. The email not landing doesn't mean the call won't.

Phone Quo)

This is your primary tool. For each record:

• Call. Use the script. Stay in the posture of solving their problem, not pitching a product.
• Voicemail? Leave a short, clear message. Log it. Cool that record for a couple of days before calling again — don't hammer the same person back-to-back.
• Live answer? Work the conversation. Push toward enrollment. The CTA is the form, not "let me know."
• Right party contact but not ready? Log it, note what they said, and plan your next touch accordingly.

After every call, log the disposition in the spreadsheet before moving on.

LinkedIn

LinkedIn is not a pitch channel — at least not upfront. The connection request goes out with no pitch attached. Just connect. Once they accept, then you can follow up with the workshop angle.

Do LinkedIn as you work each record — not in a batch at the start of your shift. Come to the record, do the call, then find the profile and send the request. That way it's tied to the same record and you're not context-switching all over the place.

Check your LinkedIn account daily. If someone accepted your request, follow up with a message. If requests are still pending, note them and wait.

The Spreadsheet: Activity vs. Performance

The spreadsheet tracks two different things, and it's important to understand the difference.

Activity = what you did (call made, voicemail left, LinkedIn request sent, email opened)

Performance = outcomes that move toward enrollment (form clicked, enrolled, expressed strong interest)

Doing things is not the same as performing. You can make 30 calls and leave 30 voicemails and that's solid activity — but it's not a closed deal. Both matter and both get tracked, but don't confuse the two.

Each channel has its own disposition codes in the spreadsheet. When you finish a call, you pick the disposition that best describes what happened. Same for LinkedIn. This data is what tells us which segments are responding, which sub-industries are converting, and where to press harder.

If a disposition is missing — something happened that doesn't fit any of the options — flag it. The spreadsheet is a work in progress and will be refined as the campaign runs.

How to Work the Records: The Right Mindset

Inhabit the data. Wear it like a shirt.

That means:

• Look at the LinkedIn profile before or while you're working the record. You're not building a dossier — you're just getting enough context to have a real conversation if they pick up.
• Know what happened last time. Did you leave a voicemail two days ago? Check. Did they open the email? Check. Did they accept your LinkedIn request? Check. Come to the call informed.
• Don't over-assume. The only qualification that matters is whether they have Haitian Creole-speaking employees. You can't know that for certain until you talk to them. Don't write someone off based on their title or company size. Stay open.

The Follow-Up Loop (This Is Where Results Come From)

The first pass through the list is about planting seeds. Most people won't say yes on the first contact. That's expected — not a failure.

What you're building is recognition. The contact who opens the email, then gets a voicemail, then sees a LinkedIn request, then gets a second email, then gets another call — that contact is moving through a process. By the time they pick up and hear "this is Alelie calling from Heartland," there's a decent chance they already know why you're calling.

That's the flywheel. It doesn't spin on its own — you have to keep going back through the list.

Daily follow-up checklist:

• Anyone who got a voicemail 2+ days ago → call again
• LinkedIn requests accepted → send follow-up message with pitch
• Email opens with no response → call that day if possible
• Anyone who said "maybe later" → check if enough time has passed to re-engage
• Opt-outs → confirm noted and removed from active outreach

Quick Summary of the Daily Flow

The One Thing to Remember

Follow-up is the name of the game. Sales don't happen on the first pitch. You're going to call someone, leave a voicemail, send a LinkedIn request, have them open the email, call again, and eventually get them on the phone — and that's when the conversation that actually matters happens.

Keep working the list. Keep tending the garden. That's the job.