Engagement hub, version 1

The four-month outbound build for Innovative TeleRadiology

We design, stand up and run ITR's outbound unit, prove it in market, and hand it to your team to own. This page is the plan by week. As the build goes live it becomes your hub: where the build is, what went out, who replied, and who has the ball.

Week of Sep 7Planned start
2 channelsLinkedIn on your accounts, plus email
4 accountsBella, Jen, Heather and Josh on LinkedIn
Month 4Handover: you own the whole stack

Where this starts

What you told us on August 28, in your words, and what the build does about each one.

Today

No outbound

One or two people making five calls a week if that. New business lands off referrals.

The build: LinkedIn and email running every week, on messaging built from your own questions: turnaround, cost, quality, capacity.

Today

Nothing tracked

No CRM at ITR. A lead's history lives in someone's inbox.

The build: a CRM, open source and self-hosted, so every lead is visible from first message to call booked. It's yours.

Today

One post a week

Bella runs the LinkedIn page on Tuesday and Thursday mornings. October is the big push.

The build: scheduling a month ahead, Facebook and Instagram pages up in September, and an AI workspace so the October plan is built, not improvised.

The four months, week by week

Weeks count from the start date. Each phase says what we set up, what we need from ITR, and what you'll see. Ten to twenty good leads a week is what we build toward, not week one.

Weeks 1 to 2Sep 7 to Sep 20

LinkedIn live, first email campaign out Month 1

We set up

  • The four LinkedIn accounts connected. A link and a minute each, no passwords.
  • Target list from our data: 34,000 US imaging and radiology sites, about 2,600 flagged for mammography or breast imaging, cut to your states and titles.
  • Messaging drafted from your questions, sent to you for sign-off before anything moves.
  • The first email campaign on the warmed mailboxes already running on the Innovative Radiology side.
  • Warm-lead routing: every interested reply becomes an email to Heather or Jen with the conversation and a number to call.

We need from you

  • Two or three job titles, best first.
  • The states to start in.
  • Names and emails for the four accounts.
  • Who takes the calls.
  • Anyone to leave alone, current customers included.
  • Any price sheet or one-pager.

You'll see

  • Connection requests going out on your accounts.
  • The first replies, landing as warm-lead emails.
  • The weekly summary in your inbox and on this hub.
Weeks 3 to 4Sep 21 to Oct 4

Signal touches and the CRM Month 1

We set up

  • Signal-based touches on top of the always-on cadence: a center opening a new site, or hiring radiologists, is the moment to go in.
  • The CRM stood up: ITR's company and people records, the pipeline stages (identified, connected, replied, booked, called), every touch in one place.
  • Portal access for whoever runs point, to reply to a lead directly when a call isn't the right next step.
  • Facebook and Instagram pages scaffolded by Bella, with our steer, so the October push has somewhere to land.

We need from you

  • Fifteen minutes with Heather or Jen on how the warm-lead email and the portal work.
  • Feedback on the first replies: which ones were right, which weren't.

You'll see

  • Every lead's full history in the CRM.
  • The first phone conversations with real prospects.
  • End of week 4 checkpoint: what landed, what we tune.
Weeks 5 to 8Oct 5 to Nov 1

The layers on top, through October Month 2

We set up

  • The AI workspace for Bella and the point person: context that persists, connected to the outreach and the CRM, so "chase these three with a new angle" or "every new center that opened this week" is a one-line ask.
  • Claude upskilling for Bella, on ITR's own subscription, built into her Tuesday and Thursday mornings.
  • Post scheduling across LinkedIn, Facebook and Instagram, planned a month ahead instead of day by day.
  • The Breast Cancer Awareness Month plan, locked before October, running across all three pages with Bella's own cadence underneath it.

We need from you

  • A two-hour setup session with Bella and the point person for the AI workspace.
  • Sign-off on the October content plan.

You'll see

  • October running from a schedule, not from scratch each morning.
  • Lead flow settling toward the volume you said was manageable.
Weeks 9 to 16Nov 2 to Dec 27

Ramp, then handover Months 3 and 4

We set up

  • Scope and volume tuned to what's working: more titles, more states, the paid Meta layer once the pages have a few weeks of posts behind them.
  • Whoever runs point built up to run the unit day to day, the same way Tim does on the Innovative Radiology side.
  • Handover: the CRM on hosting you control, the AI workspace and its files, the lists, the messaging, and a written note of how each piece runs.

We need from you

  • The person who owns it after month four, named.
  • The month-four review: what the engagement has produced, and what happens next.

You'll see

  • Nothing held back. Full access, your team trained, and if you ever need to cut it, you can.

What you get

The whole stack, built for ITR, owned by ITR at the end. Most of it already runs for Innovative Radiology, which is why we can move quickly.

Channel

LinkedIn on your accounts

Four accounts, connected by a link, used only with each person's say-so and only with wording you've approved. Friendly awareness message, name out there, a number if it's relevant, a retouch a few months later.

Channel

Cold email from week one

The mailboxes and the deliverability work are already built and warmed on the Innovative Radiology side. We spool it up for ITR instead of starting from scratch.

Data

Every mammography site in the US

34,000 imaging and radiology sites in our data, about 2,600 flagged for mammography or breast imaging, and the FDA's public list of certified facilities on top. Lead lists are always included.

System

A CRM that's yours

Open source, self-hosted, under $100 a month to run. Every lead visible end to end. Moves to hosting you control at handover.

System

An AI workspace

Built for Bella and the point person on your own subscription. It knows ITR, the outreach and the CRM, and it drafts. A person sends.

Content

Scheduling, pages, October

Posts planned a month ahead across LinkedIn, Facebook and Instagram. Pages up in September. The Breast Cancer Awareness push built before October starts.

How a lead reaches you

Nobody at ITR runs the outreach. Heather or Jen pick up the phone when a lead is already warm.

We reach outLinkedIn message or email, on the wording you approved, to the titles and states you chose.
They reply"What's your turnaround?" "We're paying too much." "Not now, try us in the spring." Every one sorts them into a bucket.
You get the emailInterested replies land with Heather or Jen: the conversation, who they are, their title, and a number to call.
You callA warm conversation, not a cold one. Or reply from the portal if a call isn't right yet.
It's trackedEvery step in the CRM. The "not now" ones get a retouch a few months later, automatically.

Your hub

Every build we run has a private hub on our domain, and this page is ITR's. Right now it's the plan. As things go live, these views fill in, and the page gets an access code so only your team sees the numbers.

OverviewWhere the build is this week, and what's owed on each side.
RoadmapThe 16 weeks above, with each row ticked as it lands.
LinkedInAccounts live, requests sent, accepted, replied, per account.
EmailThe campaign, what went out, replies, and the signal touches.
LeadsEvery interested reply, who at ITR has it, and what happened next.
CRM and AI workspaceYour logins, the how-to notes, and what's been handed over.
ContentThe posting calendar and the October plan.
Team and accessWho's on the build on both sides, and how to reach them.

What we need from you to start

Send these and week one moves. Everything else is on us.

  • The two or three job titles we should hit, best first.
  • The states or regions to start with.
  • Names and emails for the four LinkedIn accounts.
  • Who takes the calls, Heather or Jen, and their direct number.
  • Anyone to leave alone, current customers included.
  • Any price sheet or one-pager you have, even a rough one.
  • The go-ahead for Bella on the Facebook and Instagram pages.
  • Keys to us and we build it, or hand in hand.