Prospects

Cold outreach pipeline managed via Apollo. Contacts here haven't engaged yet.

Structure

prospects/
├── lists/           # Campaign-based contact lists
│   └── {campaign}.md
└── imports/         # Apollo CSV exports/imports

Workflow

1. Create list for a campaign (e.g., "ACMA 2025 Followup")
2. Export to Apollo for email sequences
3. Track status in list file (email-1, email-2, responded, etc.)
4. Promote to relationships/ when someone engages

List File Format

---
name: Campaign Name
created: YYYY-MM-DD
status: active | paused | completed
apollo_sequence: sequence-name
---

## Targeting Criteria
Who we're targeting and why.

## Contacts

| Name | Company | Title | Email | Status | Notes |
|------|---------|-------|-------|--------|-------|
| ... | ... | ... | ... | not-contacted | |

## Results
- Sent: X
- Opened: X (X%)
- Replied: X (X%)
- Meetings: X

Status Values

• not-contacted - Not yet in sequence
• email-1 / email-2 / email-3 - In sequence
• responded - Got a reply
• meeting-booked - Call scheduled
• promote - Ready to move to relationships/
• not-interested - Declined
• bounced - Bad email

Promotion to Relationships

When someone responds positively or books a meeting:

1. Create account file: relationships/accounts/{company}.md
2. Create person file: relationships/people/{name}.md
3. Create interaction: relationships/interactions/{date}-{company}-{type}.md
4. Mark as promote in prospect list