7-Day Acquisition Plan
AI SDR System → KPI Tracker CRM
Execution Playbook

7-Day Cold
Acquisition Sprint

One niche. One week. LinkedIn-first. No pitching until they're warm. This is the fastest repeatable path from zero to booked calls.

Week 1 Focus: Med Spa & Aesthetics
What happens each day.
Day Phase Actions Target
1–2
Mon–Tue
Connect
Profile optimisation + 20 connections/day to med spa owners
Zero pitching. Connect only. Your profile is the landing page — fix the headline, banner, and about section before sending a single request.
  • Update LinkedIn headline: "AI marketing for med spas & aesthetic clinics | Aldric Group"
  • Banner: clean dark branded image or before/after engagement stat
  • Featured section: link to case-studies page
  • Search: "med spa owner", "aesthetics clinic director", "cosmetic clinic founder" — UK focus
  • Send 20 connection requests per day with the personalised note template (V1 or V2)
  • Log every sent request in the KPI tracker
40 requests sent
~12 accepted (30%)
3–4
Wed–Thu
Engage
20 connections/day + first message to Day 1–2 acceptors
Keep the pipeline flowing while activating the first batch. Message everyone who accepted on Day 1–2. First message only — pain-driven question, no offer.
  • Send 20 new connection requests (continue med spa niche)
  • Message all Day 1–2 acceptors: use First Message template (FM-V1 or FM-V2)
  • Do not mention Aldric Group, services, or pricing in first message
  • Log every message sent, note timestamp
  • If someone replies to connection note — treat as warm, use First Message immediately
40 requests sent
5 replies received
5
Friday
Engage
Follow up Day 3–4 non-replies + message new acceptors
48 hours since first message. Anyone who hasn't replied gets a single soft follow-up. No pressure, no offer. Anyone who accepted Day 3–4 gets their first message today.
  • Send FU-1 ("Didn't want to lose you in the feed…") to all Day 3–4 non-replies
  • Message new Day 3–4 acceptors with First Message template
  • Monitor active conversations — reply within 2 hours where possible
  • Flag anyone who has replied twice without friction: they're ready for a call ask
3 active conversations
6
Saturday
Convert
Push for calls + send pilot offer to warm leads
Identify the warmest conversations — anyone who's replied twice or asked questions. Ask for 15 minutes. For anyone still warm but not ready, send the pilot offer message (FU-2).
  • For 2+ reply conversations with no friction: "Would a 15-minute call make sense? I can show you what we built for [similar business] last month."
  • Send Pilot Offer (FU-2) to warm leads who haven't escalated to a call ask yet
  • Book calls using Calendly or WhatsApp — confirm time + send reminder the evening before
  • Anyone going silent after Day 5 FU: leave on ice, do not send third touch yet
2 calls booked
1 pilot offer sent
7
Sunday
Review
Review KPIs — double down on what worked, kill what didn't
This is a data day. No outreach. Pull the numbers, find the pattern, make the plan for Week 2.
  • Open KPI tracker — fill in actuals vs targets for all 7 metrics
  • Which message variant got the highest reply rate? Use that as the Week 2 default
  • Which search filters found the most responsive prospects? Lock those in
  • Review conversation quality — are the pain points matching? Refine the first message if reply rate < 10%
  • Archive anyone with 3 touches + no reply (tag in CRM: Archived)
  • Write 3-sentence Week 2 plan: niche, message change, volume change
Week 2 plan written
KPIs logged
What success looks like in numbers.
Metric Day 1–2 Day 3–4 Day 5 Day 6 Week Total Target Rate
Connections Sent
20/day
40 total
20/day
40 total
0
engage only
0
convert day
80
Acceptance Rate
measure
measure
~24
accepted
30%
minimum
Messages Sent
~12
to D1–2 accepts
~16
FU + new accepts
~5
calls + pilot
~33
Reply Rate
measure
measure
~5
replies total
15%
minimum
Active Conversations
3
3–5
3–5
Calls Booked
2
2
from active convos
3 variations per scenario. Test all three.
Connection Request Note
Under 300 chars. No pitch. Just a reason to connect.
Variant A — Business focus
Noticed you run [business] — we work with a lot of [niche] owners on their marketing. Would love to connect.
Variant B — Niche insight
I focus specifically on marketing for [niche] businesses — come across your profile a few times. Good to connect with people in the space.
Variant C — Peer positioning
Been following a few [niche] owners on here — would love to add you to my network. We work in the space and it's always useful to stay connected.
First Message After Connection
Pain-driven question. No offer. Goal: get a reply.
Variant A — Content pain
Quick question [name] — are you finding that consistent content is one of those things that always gets pushed to the back? Most [niche] owners I speak to say the same thing.
Variant B — Follow-up pain
Hey [name] — genuine question: do you have a process for following up on leads that don't book straight away? A lot of [niche] owners tell me that's where most of the revenue gets left.
Variant C — Time pain
[Name] — are you running all your own marketing at the moment or do you have someone handling it? Just curious how most [niche] owners in your position manage it.
Follow-Up 1 — Day 3 after first message (no reply)
Soft. Low pressure. Just checking in.
Variant A — Feed check
Didn't want to lose you in the feed — did my last message land okay?
Variant B — Quick check
Just checking this came through — LinkedIn has a habit of burying messages. Worth a nudge.
Variant C — No pressure out
Totally understand if the timing's off — happy to circle back when it suits. Just didn't want to disappear without checking.
Follow-Up 2 — Day 5 (soft CTA — pilot offer)
Still no reply. Last touch before archive. Lead with value.
Variant A — Pilot offer
We're running a 14-day pilot for [niche] businesses at the moment — happy to share details if useful. No pressure either way.
Variant B — Result hook
Sharing this because it's relevant to [niche] — we just helped a similar business reduce no-shows by 60% in 14 days using a simple automation. Happy to walk you through it.
Variant C — Clean close
Last message from me — if this ever becomes relevant, I'm easy to find. Good luck with everything [name].
When to escalate. When to archive.
Reply mentions budget or pricing
Escalate immediately. Do not respond with pricing in DMs. Reply: "Good question — let me give you the full picture on a quick call. 15 minutes?" Move to CRM: Call Booked.
Reply mentions current agency
Escalate. This is a high-intent signal. Acknowledge, ask what they're looking for that they're not getting. Goal: uncover the gap. Do not position against their current supplier — let them do it.
Two replies without CTA resistance
Offer a call. They're engaged. Use: "Would a 15-minute call make sense? I can show you what we built for [similar niche] recently." Move to CRM: Call Booked if they say yes.
Requests more information
Reply with one strong answer, then redirect to a call. Do not send a proposal or pricing sheet via DM. Keep the gate — the call is where conversion happens.
No reply after 3 touches
Archive. Tag in CRM: Archived. Do not send a 4th message. Leave at least 30 days before re-engaging with a completely new opening — different angle, different pain point.
Replies with "not right now"
Move to CRM: Contacted. Tag: Follow-up in 30 days. Set a reminder. Reply: "Totally — I'll check back in next month. Good luck in the meantime." Then leave them alone.
One niche per week. Stay focused.
Week 1
Med Spas &
Aesthetics
High spend, visible online presence, strong pain around no-shows and inconsistent bookings. Clear ROI story. Fast to sell.
med spa owner aesthetics clinic director cosmetic clinic founder beauty clinic UK
Week 2
Estate
Agents
High-value instructions, email marketing almost universally neglected, strong response to consistent content. Easy to demonstrate ROI from a single instruction.
estate agent owner lettings director independent estate agency property business UK
Week 3
Mortgage
Brokers
Referral-dependent, underusing email and social, strong pain around rate changes and keeping past clients warm. Compliancy angle works well as a differentiator.
mortgage broker mortgage adviser UK independent mortgage broker financial adviser
Rule: Do not split attention across niches in the same week. The message variants, search filters, and pain points are all niche-specific. Switching mid-week kills reply rates. Start Week 2 only after Day 7 review confirms Week 1 is closed out.