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The 90-Day Roadmap
Sales Connector Method
SC Decks

The 90-Day Roadmap

Day-by-day expectations from kickoff through first booked meeting through steady rhythm.

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The 90-Day Roadmap

Exactly what happens, week by week, after you sign with Sales Connector.

Speaker note: This is the kickoff deck. Walk through it on day 1 with every new client. Sets expectations and prevents the "where are my meetings" panic in week 2.

SECTION 01Why this deck exists

  • Most outbound engagements fail because expectations are wrong, not because the work is wrong.
  • Clients expect meetings in week 1. Reality is week 3 to 4.
  • This deck gives you the real timeline, the real milestones, and the real numbers.
  • We share this on day 0 so there are zero surprises in week 2.
  • Read it once. Reference it weekly.

SECTION 02Day 0: Kickoff

  • 60-minute kickoff call with you and your assigned strategist.
  • We collect: your ICP, your offer, your headline, your existing connections, your tone.
  • You get: a written 90-day plan, a Slack channel, and your strategist's calendar.
  • We agree on success metrics: meetings booked, pipeline created, deals closed.
  • Nothing is sent yet. Day 0 is alignment.
Speaker note: The Slack channel is the single biggest retention lever. Clients who use Slack daily renew at 95 percent. Push them into it day 0.

SECTION 03Week 1: Setup

  • We rewrite your LinkedIn headline using the 5 to 7 personal facts rule.
  • We rewrite your About section in your voice.
  • We connect Sales Navigator and import your audience.
  • We build your message library: opener, follow-up, voice note scripts.
  • You approve every word before anything goes out.
Speaker note: The week 1 deliverable is a portfolio review, not a pitch. Show them the headline, the messages, the audience filters. Get explicit approval.

SECTION 04Week 1: Realistic expectation

  • Zero meetings booked this week. By design.
  • The work this week is foundational. Headline. Messaging. Audience.
  • A bad week 1 is rushing into sends with a weak headline.
  • A good week 1 is approving every message and going to bed early.
  • Trust the process. Week 3 is when meetings start.
Speaker note: Repeat the "zero meetings this week is correct" line out loud. Some clients still hear it as failure unless you over-communicate.

SECTION 05Week 2: First sends

  • 50 to 80 connection requests per day go out, signed off by you.
  • Acceptance rate target: 25 to 40 percent.
  • First replies start trickling in. Most are "thanks for connecting."
  • We label every contact: Friendly, Engaged, Interested, Booked.
  • You see the dashboard update every morning.
Speaker note: Show them the dashboard live in week 2. Live data builds trust faster than any update email.

SECTION 06Week 2: What you do

  • Approve any flagged messages within 24 hours.
  • Read your morning dashboard with coffee. 90 seconds.
  • Drop into Slack with questions. Use voice notes.
  • Do not panic about meeting count. There won't be many yet.
  • Trust that Friendly volume in week 2 becomes Booked volume in week 4.
Speaker note: "Trust the funnel" is the mantra of week 2. Repeat it.

SECTION 07Week 3 to 4: First meetings

  • First booked meetings hit your calendar in week 3, sometimes week 4.
  • Typical client: 4 to 8 meetings booked by end of week 4.
  • We move Engaged contacts to Interested with voice notes and Looms.
  • You start showing up to meetings. Pre-call Looms are sent.
  • This is the first real revenue moment of the engagement.
Speaker note: The first booked meeting is the emotional turning point. Celebrate it in Slack. Screenshot it.

SECTION 08Day 30: The first review

  • 30-minute review call with your strategist.
  • We look at: connections sent, accepted, replies, meetings booked, pipeline.
  • We adjust: headline if acceptance is low, opener if reply is low, follow-up cadence.
  • You give honest feedback on tone and quality.
  • We commit to changes for the next 30 days.
Speaker note: The day-30 review is also the mid-engagement save point. If anything is off, this is where we catch it.

SECTION 09Day 60: Pipeline forming

  • By day 60, expect 12 to 25 booked meetings cumulatively.
  • Pipeline now has shape: 5 to 10 active opportunities at various stages.
  • Hidden pipeline rekindling kicks in: dormant connections start booking.
  • Connect Deeply layer hits stride: voice notes and Looms drive most bookings.
  • You start to see deals close, not just meetings book.
Speaker note: Day 60 is when clients start saying "this is working." Mark the moment. Capture the testimonial.

SECTION 10Day 60: What we do

  • Refresh your audience filters with new ICP segments.
  • Test 2 new opener variants based on 30-day data.
  • Add a fresh Loom template tied to a recent customer win.
  • Audit your Engaged stage for stalled contacts and revive them.
  • Share a written 30-day update document.
Speaker note: The written 30-day update is internal-friendly. Clients forward it to their team or board. Make it shareable.

SECTION 11Day 90: Renewal conversation

  • By day 90, you have 25 to 50 booked meetings and a real pipeline.
  • We run a 60-minute QBR using the QBR template.
  • We forecast the next 90 days based on actual performance.
  • Renewal happens here, or we honestly assess fit.
  • Most clients renew. Some level up to Managed. A few off-board cleanly.
Speaker note: Day 90 is decision day. The QBR is the structured way we earn the renewal. Use the template.

SECTION 12What "good" looks like at 90 days

  • 25 to 50 booked meetings cumulatively.
  • 5 to 12 active opportunities in real pipeline.
  • 1 to 4 closed deals depending on your sales cycle.
  • Acceptance rate above 30 percent. Reply rate above 8 percent.
  • A LinkedIn presence your peers comment on.
Speaker note: Anchor "good" in numbers, not feelings. Numbers protect both sides from disappointment.

SECTION 13What you commit to

  • 90 seconds with your dashboard each morning.
  • 24-hour turnaround on flagged approvals.
  • Showing up to your booked meetings.
  • One 30-minute review call per month.
  • Honest feedback in Slack when something feels off.
Speaker note: We expect this commitment. Set it explicitly so there is no "I thought you handled everything" moment in week 4.

SECTION 14What we commit to

  • Every message approved by you before send.
  • Daily monitoring of acceptance, reply, and meeting metrics.
  • Strategist responsive in Slack within 4 business hours.
  • Monthly written update plus weekly pipeline check.
  • We tell you before you ask if something is off.
Speaker note: Commitments are bilateral. This slide is what makes the relationship feel like a partnership, not a vendor contract.

SECTION 15The next step (for prospects)

  • If you are reading this and not yet a client, book a call.
  • 30 minutes. We audit your LinkedIn, your pipeline, your headline.
  • You leave with a written 90-day plan whether you hire us or not.
  • Same plan we would build for you on day 0.
  • Book at salesconnector.com/call
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