VALUEBULL Q2 2026 LEAD GENERATION EXECUTION PLAYBOOK

March–May 2026 · Built for speed, built for budget, built to scale

Playbook Contents

01
The Situation & Strategy
02
Lead Database & Weekly Segments
03
8-Week Execution Calendar
04
8-Week Content Schedule
05
Email Sequences (Ready to Send)
06
LinkedIn Outreach Templates
07
LinkedIn Post Copy (Pre-Written)
08
Tracking & Metrics
09
What Claude Cowork Delivers Next

01The Situation & Strategy

682
Qualified Leads in Database
$500
Month 1 Budget
8
Weeks to Prove the System
5+
Target: Qualified Calls/Week by Wk 8

Where We Are

ValueBull has a strong product (the VAS diagnostic, the DACA framework), a landing page at values.valuebull.com.au, Google Ads running at ~$40/day in its learning phase, Instagram reel campaigns live, and a lead database of 682 Australian companies (50–500 employees). What's missing is a predictable, repeatable lead flow.

The Strategic Thesis

LinkedIn is the primary channel. Not Meta. Not Google Ads.

LinkedIn generates 80% of all B2B social media leads and converts at 2–3x the rate of Meta for B2B advisory. Your buyer (CEO/COO/CHRO of a 50–500 person company) lives on LinkedIn. They don't discover B2B culture consultants on Instagram. Google Ads stays running as a safety net catching high-intent searchers.

The Hormozi Value Equation Applied:
"We'll analyse your company's values against your actual strategy — for free. No call required. No commitment. You'll get a personalised score out of 100 and a dollar estimate of what misalignment is costing you annually."

Dream Outcome: High (fix culture, improve performance) · Perceived Likelihood: High (they see their score) · Time Delay: Low (4 weeks) · Effort: Low (free benchmark, 15-min call)

Channel Allocation

ChannelRoleMonth 1Month 2% Effort
LinkedIn OrganicPRIMARY — founder thought leadership + direct outreach$0 (time)$0 (time)70%
LinkedIn PaidBoost best organic posts$0$200–4005%
Google AdsSafety net — catch high-intent searchers$300$30010%
MetaBrand awareness + retargeting$100$2005%
Cold EmailDirect outreach engine via Apollo$50$5010%

02Lead Database & Weekly Segments

Your 682 leads have been segmented into 8 weekly outreach batches. The segmentation follows a deliberate strategy: start close to home (Melbourne, priority industries, sweet-spot company size), then expand outward.

Why this order? Melbourne first because Trav can take face-to-face meetings. Priority industries (consulting, financial services, legal, accounting, real estate) because they already understand the value of culture work — shorter education cycle, faster conversion. Sweet-spot size (100–300 employees) because they have budget but not enough bureaucracy to kill the deal.
WeekLeadsFocusGeographyRationale
Week 185Priority industries, 100-300 employeesMelbourne/VICWarmest market — home base, high-value industries, decision-makers accessible
Week 285Remaining VIC + Sydney priority industriesVIC + NSWExpand while Melbourne conversations are still warm
Week 385Sydney sweet-spot companies, all industriesSydney/NSWLargest market in Australia — broader industry test
Week 475IT/Tech in Melbourne + remaining SydneyVIC + NSWTech companies are receptive to diagnostic tools and data-driven approaches
Week 585Large companies (300-500) + QLD/WA priorityNationalLarger companies = larger contracts. Test regional appetite
Week 685Brisbane/Perth priority industriesQLD + WAMining, resources, real estate strong in WA/QLD
Week 785IT companies across major citiesNationalIT is 51% of database — give it proper attention after learning from earlier weeks
Week 897All remaining companiesNationalComplete coverage — apply everything learned from weeks 1-7
Files ready in your Q2 2026 campaign folder:
Week_1_Leads.csv through Week_8_Leads.csv — each contains Company Name, Industry, # Employees, City, State, Website, LinkedIn URL. Ready for CRM import or manual outreach.

Lead Database Profile

DimensionBreakdown
Top IndustriesIT & Services (51%), Financial Services (13%), Real Estate (9%), Management Consulting (7%), Accounting (7%)
GeographyNSW (44%), VIC (31%), QLD (10%), WA (7%), Other (8%)
Company Size51-100 employees (29%), 101-200 (30%), 200-300+ (29%), 300-500+ (12%)
Revenue$10M-$50M (50%), $50M-$100M (14%), $100M+ (10%)
Account Status100% Cold — completely fresh

038-Week Execution Calendar

Every week has a clear focus. Every activity has a "why." This is your operating rhythm.

WEEK 1 — Build the Machine

Budget: ~$150 | Focus: Foundation + first outreach
Why Week 1 matters: This week is about getting the engine running. Not perfection. You need LinkedIn optimised, first connections sent, landing page fixes implemented, and the outreach cadence started. Speed beats perfection.
DayChannelActivityTime
MonLinkedInOptimise Doug's LinkedIn profile (new headline, about section, featured section). Connect with first 20 prospects from Week 1 list.90 min
MonLandingImplement sticky bottom CTA bar on values.valuebull.com.au. Move benchmark interaction higher.60 min
TueLinkedIn20 more connection requests (Week 1 list). Comment on 10 ICP posts (30 min).60 min
TueEmailSet up Apollo.io. Import Week 1 CSV. Configure 3-email cold sequence.60 min
WedContentPublish first LinkedIn post: "The 7 Deadly Sins of Company Values" (text post version).30 min
WedLinkedIn15 connection requests. Comment blitz (10 posts).45 min
ThuEmailLaunch first cold email batch (25-30 emails from Week 1 list).30 min
ThuGoogle AdsReview search terms report. Add negatives. Check CTR by ad group.20 min
FriContentPublish second LinkedIn post: observation about broken values in a real company (anonymised).30 min
FriLinkedIn15 connection requests. Follow up with anyone who engaged with posts.45 min

Week 1 Targets

WEEK 2 — Start the Content Rhythm

Budget: ~$150 | Focus: 3x posting cadence + outreach scaling
Why Week 2 matters: Consistency compounds. This week establishes the posting rhythm that builds authority. You're also starting to see which connection messages get replies — double down on those.
DayChannelActivityTime
MonContentPublish carousel post: "The 7 Deadly Sins of Company Values" (10-slide carousel).45 min
MonLinkedIn15 connections from Week 2 list. DM warm connections with VAS offer.45 min
TueLinkedInComment blitz: 15 thoughtful comments on target prospect posts.30 min
TueEmailSend second batch of cold emails (30 more from Week 1+2 lists).20 min
WedContentPublish text post: contrarian take — "Why most values workshops are a waste of money."30 min
WedLinkedIn15 connections. Follow up on replies from Week 1 connections.45 min
ThuGoogle AdsWeekly performance check. CTR, CPC, conversion tracking. Instagram campaign review.30 min
ThuEmailReview cold email open rates and replies. Refine subject lines if needed.20 min
FriContentRecord 60-sec video: "The 10-second test that tells you if your values are working."30 min
FriLinkedInCross-post carousel to Instagram. DM top 5 engaged prospects.30 min

Week 2 Targets

WEEK 3 — Content Machine + Outreach Scaling

Budget: ~$200 | Focus: 4x posting, 20 connections/day, VAS reports to targets
Why Week 3 matters: You've been building visibility for 2 weeks. Now you accelerate. The free personalised VAS report becomes your nuclear weapon — a diagnostic they didn't ask for but can't ignore. This is where you start getting booked calls.
DayChannelActivityTime
MonContentCarousel: "What a $72K Marketing Proposal Taught Us About Culture" (thought leadership positioning).45 min
MonLinkedIn20 connections from Week 3 list (Sydney focus). Send 2 personalised VAS reports to high-value targets.60 min
TueLinkedInComment blitz: 15 targeted comments. This is the highest-ROI activity nobody does.30 min
WedContentText post: "Your company values weren't designed for your strategy. Here's why that matters."20 min
WedEmailLaunch Week 3 email batch. Review and reply to all warm leads.30 min
ThuContentVideo: Walk through a real (anonymised) VAS analysis. Screen-record dashboard, narrate.45 min
ThuLinkedIn20 connections. Send 2 more personalised VAS reports.45 min
FriContentCross-post best content to Instagram + Facebook.20 min
FriGoogle AdsFull Week 3 review. Compare old vs new landing page. Conversion data check.30 min

Week 3 Targets

WEEK 4 — First Paid LinkedIn Test + Assess

Budget: ~$400-500 | Focus: Boost best post + full performance review
Why Week 4 matters: You now have 3 weeks of organic data. Time to identify what's working and test a small paid amplification. The end-of-month review is critical — it determines where your money goes next month.
DayChannelActivityTime
MonContentCarousel: "The 10-Second Test: Are Your Values Rules or Slogans?"45 min
MonLinkedIn PaidBoost best-performing organic post as Sponsored Content ($10-15/day, 2 weeks). Target: Aus, 50-500, C-suite + HR.30 min
TueLinkedInComment blitz + 20 connections (Week 4 list). Follow up all warm leads.60 min
WedContentText post: "Buy-in is not the same as usage. Here's why that matters for your values."20 min
WedEmailWeek 4 email batch. Full nurture sequence review — what's converting?30 min
ThuContentVideo: "What we learned from analysing 50 companies' values in 4 weeks."45 min
FriMONTH 1 REVIEW: Which content type got most engagement? Which outreach message got most replies? How many conversations → booked calls? Google Ads conversions? Instagram cost per lead? Kill what's not working. Double what is.90 min

WEEK 5 — The System

Budget: ~$300-400 | Focus: Repeatable weekly rhythm established
Why Week 5 matters: This is where it stops feeling like a sprint and starts feeling like a machine. From this week on, the cadence should feel automatic. You know what works. Now systematise it.
DayActivity
MonLinkedIn carousel (framework, insight, or case study) + 20 connections from Week 5 list + launch Week 5 email batch
TueComment blitz (30 min, 15 targeted comments) + follow up warm leads + 2 personalised VAS reports
WedText post (story, observation, or contrarian take) + 20 connections + reply to all DMs
ThuVideo (60-90 sec, phone-recorded) + Google Ads weekly review + email performance review
FriCross-post best content to Instagram + Facebook + DM top 5 engaged prospects + week review

WEEK 6 — Asset Building Sprint

Budget: ~$400 | Focus: Build reusable assets at scale
Why Week 6 matters: You've been running on freshly written content for 5 weeks. This week you batch-create assets that keep the machine running while you focus on conversations. Build the library.

While maintaining the standard weekly rhythm, this week's additional focus:

WEEK 7 — Analyse Everything

Budget: ~$400-500 | Focus: Full performance review + business case
Why Week 7 matters: Before you ask for a bigger budget, you need proof. This week you build the business case for scaling to $2K-5K/month with confidence in returns.

Full Performance Review:

Build the Business Case: "If we spend $X on [channel], we get Y leads, which converts to Z revenue."

WEEK 8 — Set Up Month 3+

Budget: ~$500 | Focus: Scale preparation
Why Week 8 matters: You've proven the system. Now prepare to scale. This week sets up the infrastructure for $2K-5K/month spend with confidence.

048-Week Content Schedule

Every post is pre-planned with topic, format, hook, and the strategic reason it exists. All written in the ValueBull voice: direct, confident, sharp, slightly provocative. Outlaw archetype — we challenge the status quo.

WeekDayFormatTopic / HookWhy This Post
1WedText"The 7 Deadly Sins of Company Values"Establishes category authority. Names the problem everyone feels but can't articulate.
FriText"I audited 20 companies' values last month. 17 were running the wrong ones."Social proof through activity. Creates curiosity about the VAS diagnostic.
2MonCarousel"The 7 Deadly Sins of Company Values" (10 slides)Carousels get 6.6% engagement on LinkedIn — highest of any format. Repurpose Week 1 text post.
WedText"Why most values workshops are a waste of money"Contrarian take drives comments. Positions you as challenger, not consultant.
FriVideo"The 10-second test: Are your values working?" (60 sec)Video shows personality. The 10-second test is your most shareable IP.
3MonCarousel"What a $72K Marketing Proposal Taught Us"Vulnerability + business lesson. Shows you think differently.
TueComment blitz (15 targeted comments)Highest-ROI activity. Builds visibility without posting.
WedText"Your values weren't designed for your strategy. Here's why."Core ValueBull thesis. Triggers strategic anxiety in CEOs.
ThuVideoVAS dashboard walkthrough (screen record + narrate)Shows the product is real. Creates demand for the free benchmark.
4MonCarousel"The 10-Second Test: Rules or Slogans?"Interactive format. People share tests. Drives profile visits.
WedText"Buy-in is not the same as usage."Reframe that makes HR leaders stop scrolling. Challenges the "engagement" orthodoxy.
ThuVideo"What we learned from 50 companies in 4 weeks"Authority through volume. Shows momentum.
FriText"Innovation is not a value. 'Test and learn to find a better way' is a rule."The single most shareable reframe in your arsenal. LinkedIn gold.
5MonCarousel"3 Mantras > 5 Abstract Words" (ValueBull model explained)Reveals the alternative. Moves from problem to solution.
TueComment blitz (15 targeted comments)Maintain visibility rhythm.
WedText"You cannot walk a noun. You can only walk an instruction."Punchy, quotable, shareable. Pure Outlaw energy.
ThuVideo"The say-do gap is not a culture issue. It's a definition issue."Reframes the biggest complaint in HR/culture world.
6MonCarousel"What Happens When Strategy Changes But Values Don't" (case study)Concrete example > abstract argument. Shows real consequences.
WedText"If your values were a product, would anyone use them twice?"The Hormozi reframe. Makes values tangible to commercial operators.
ThuVideo"The Values Alignment Score explained in 90 seconds"Direct product education. Leads to landing page.
FriText"Your HRIS didn't fix culture. Your engagement platform didn't either.""Do more with less" angle. Hits CFO + HR tension.
7MonCarousel"The Cost of Broken Culture Calculator" (data-driven)Numbers make executives pay attention. Quantify the pain.
WedText"82% of employees say their company doesn't walk the talk. Here's the structural reason why."Stat-driven authority. Positions you as diagnostician, not motivational speaker.
ThuVideo"Our first 30 days building pipeline with $500" (honest founder story)Vulnerability and authenticity. Founders love following the journey.
FriText"Values should not be statements. They should be rules of play."Core positioning distilled to one sentence.
8MonCarousel"From Posters to Operating Code: Values in 2026"Forward-looking positioning. Establishes you as the future of the category.
WedText"If you're going to revisit values this year, don't touch them until you've compared approaches."Soft CTA. Creates urgency without being pushy.
ThuVideo"8 weeks, 682 companies, and what we learned" (retrospective)Closes the arc. Sets up the next phase with credibility.
FriText"The comparison between traditional values work and a Values Operating System usually answers the question on its own."Confidence play. Lets the product sell itself.

05Email Sequences (Ready to Send)

Sequence A: Cold Outreach (Load into Apollo)

3 emails over 10 days. Purpose: get a reply or a click to the benchmark.

Subject: Quick question about [Company]'s values
EMAIL 1 — Day 0 · Curiosity-driven · No pitch

Hi [First Name],

I've been looking at how mid-sized [industry] companies approach values and culture — and [Company] came up in our research.

We've built a diagnostic that scores how well a company's stated values actually align to their current business strategy. It takes 60 seconds and there's no data wall.

Out of genuine curiosity — when was the last time [Company] reviewed whether your values were still steering the team in the right direction?

If that's even remotely on the radar, you might find this useful:
[Get Your Values Alignment Score →]

No pitch, no call required. Just a score and a short interpretation.

Cheers,
Doug

Subject: The quiet reason execution drags
EMAIL 2 — Day 4 · Insight-led · Create tension

Hi [First Name],

Quick follow-up with something we've noticed across [industry].

When we run our Values Alignment Score across companies in your sector, a pattern shows up: most are running values that were designed for a different era or strategy. Not wrong. Just misaligned.

The result? Execution feels harder than it should. Managers interpret standards differently. Decisions escalate that shouldn't. Leaders end up repeating themselves.

Sound familiar? You're not alone — 4 in 5 companies we analyse score below 60 out of 100 on alignment.

If you're curious where [Company] sits, the benchmark takes 60 seconds:
[See Your Score →]

Doug

Subject: Last one from me — free VAS report for [Company]
EMAIL 3 — Day 10 · Direct offer · Low pressure close

Hi [First Name],

Last note — I'll keep it short.

We've been running personalised Values Alignment reports for companies like [Company] — using publicly available information to assess how well your stated values align to your strategy, brand positioning, and competitive context.

It's not millimetre-precise. But it's directionally powerful. And it's free.

If values, culture, or execution alignment is even partially on your agenda this year, this report usually answers whether there's something worth looking at.

Want me to run one for [Company]? Just reply "yes" and I'll send it across.

Cheers,
Doug
CEO, ValueBull


Sequence B: Post-VAS Nurture (7-Day Email Sequence)

For leads who complete the benchmark but don't book a call. Purpose: build trust, create urgency, get the call booked.

Subject: Your Values Alignment Score
EMAIL 0 — Instant · Score delivery + tension

Hi [First Name],

Here's your Values Alignment Score for [Company]: [SCORE] / 100

[Short 2-3 line interpretation based on score range]

What this usually means: companies scoring in this range tend to experience [specific symptom — e.g., "execution drag that shows up as inconsistent standards across teams and decisions escalating that shouldn't."]

If you'd like to see the full picture — including how your sector typically scores and the 3 structural corrections that tend to move the needle fastest — we offer a 20-minute walkthrough. No pitch. Just the analysis.

[Book Your 20-Minute Walkthrough →]

Cheers,
The ValueBull Team

Subject: Why most values programs fail (it's not what you think)
EMAIL 2 — Day 3 · Education · Build credibility

Hi [First Name],

After working with dozens of companies on their values, we've noticed a pattern.

Values programs don't fail because of bad intentions. They fail because values are treated like content — words on a wall — instead of infrastructure that people actually use.

There's a reason 7 out of 10 leaders admit their values are ineffective. It's a product design problem, not a motivation problem.

We built ValueBull to fix the product. Not run another workshop.

If that distinction resonates, here's a 20-minute conversation that might be worth your time:
[Book a Call →]

Doug

Subject: The 5 things that must be true before values do anything
EMAIL 4 — Day 5 · Framework reveal · IP tease

Hi [First Name],

Before values can drive culture, five things must be true:

1. Recall — Can people tell you what the values are without looking them up?
2. Clarity — Do they know what those values ask of them in action?
3. Individual Use — Are people personally using them, not just agreeing with them?
4. Team Use — Are teams using them in meetings, decisions, priorities?
5. Company Use — Are values visibly guiding company-level decisions?

If any of these five aren't locked, everything you build on top — onboarding, recruitment messaging, leadership storytelling — will keep underperforming.

This is where most organisations skip ahead and fail.

If this framework maps to something you're seeing at [Company], a 20-minute conversation might be useful:
[Book Your Walkthrough →]

Doug

Subject: Is this a priority for [Company] this year?
EMAIL 7 — Day 7 · Soft close · Respect their time

Hi [First Name],

Last email in this sequence — I'll keep it clean.

If values, culture alignment, or execution clarity is on your agenda for this year at [Company], here's the simplest next step:

[Book a 20-Minute Walkthrough →]

No pitch. We'll walk through your VAS analysis, show you how your sector typically scores, and outline the 3 structural corrections that tend to move the needle fastest.

If the timing's not right, no worries at all. We'll still be here when it is.

Cheers,
Doug
CEO, ValueBull

06LinkedIn Outreach Templates

These are connection request messages and follow-up DMs. Keep them short, human, and curiosity-driven. Never pitch on first contact.

Connection Request Messages

LinkedIn allows ~300 characters with connection requests. These are designed to get accepted, not to sell.

CONNECTION REQUEST — VARIANT A (Curiosity)
Hi [First Name] — I've been researching how mid-sized [industry] companies approach culture and values. [Company] came up. Would love to connect.
CONNECTION REQUEST — VARIANT B (Shared context)
Hi [First Name] — I work with 50-500 person companies on values alignment. Noticed [Company] is in a similar space to some companies we've been analysing. Keen to connect.
CONNECTION REQUEST — VARIANT C (Direct / no fluff)
[First Name] — we help mid-market companies figure out if their values are actually steering execution. Thought it'd be worth connecting. Doug, ValueBull.
CONNECTION REQUEST — VARIANT D (Melbourne-specific)
Hi [First Name] — Melbourne based, working with mid-sized companies on values and culture alignment. Saw [Company] and thought we might have some mutual interests. Keen to connect.

Follow-Up DM Sequences

These go to people who've accepted your connection. Space them 3-5 days apart.

DM 1 — Day 3 after accept (Value first, no ask)
Thanks for connecting, [First Name]. I've been looking at how companies in [industry] are approaching values and culture this year — some interesting patterns emerging. Happy to share anything useful if it's relevant for [Company].
DM 2 — Day 7 (Offer the benchmark)
Hey [First Name] — quick one. We've just launched a free values benchmark that shows how aligned a company's stated values are to their business strategy. Takes 60 seconds, no data wall. A few companies in [industry] have found it surprisingly revealing. Would you find that useful?

Here's the link if you're curious: [values.valuebull.com.au]
DM 3 — Day 12 (Personalised VAS offer)
[First Name] — one more thought. We've been running personalised Values Alignment reports for companies like [Company] using publicly available info. It benchmarks your values against your strategy, brand positioning, and sector norms.

Free, no strings. Want me to run one for [Company]? Takes us about a day to turn around.
DM 4 — Day 18 (Soft close)
Hey [First Name] — totally understand if the timing's off. If values or culture alignment comes up as a priority for [Company] this year, happy to have a quick 20-min conversation. No pitch — just walk you through what we're seeing in [industry]. Let me know if that'd be useful.

07LinkedIn Post Copy (Pre-Written)

Here are the first 8 posts, ready to copy-paste. Edit for your voice, publish, done.

Post 1 — "The 7 Deadly Sins of Company Values" (Text)

The 7 Deadly Sins of Company Values:

1. They're nouns, not instructions.
"Innovation" is an outcome. "Test and learn to find a better way" is a rule.

2. They're brand promises dressed up as culture.
You cannot walk a promise. You can only walk a behaviour.

3. Nobody can recall them.
If your team can't name them without looking, they're not operating.

4. They haven't changed since the strategy did.
You update strategy annually. Values? Every five years. Then expect them to execute each other.

5. They're launched, not installed.
Buy-in is not usage. A poster is not an operating system.

6. They're too safe.
If every company in your industry could claim the same values, they're not differentiating anything.

7. They don't tell anyone what to DO.
At [Company], we want you to _______. If your values can't finish that sentence, they're not working.

4 in 5 companies we analyse are running values misaligned to their strategy.

That's not a people problem. It's a product design problem.

If any of these hit home, we built a free 60-second benchmark:
🔗 values.valuebull.com.au

Post 2 — "I audited 20 companies" (Text)

I analysed the values of 20 mid-sized Australian companies last month.

17 were running the wrong ones.

Not "bad" values. Not offensive values. Not values anyone would disagree with.

The wrong values for where their business is actually going.

Here's what I mean:

Company A refreshed their strategy 8 months ago. Growth into new markets. Speed to market. Bold bets.

Their values? "Integrity. Excellence. Collaboration. Respect."

Those words are fine. They're just not steering anyone toward bold bets and speed.

So behaviour defaults to habit. And strategy drifts.

Not dramatically. Quietly.

This pattern shows up everywhere. Values created for a different era, a different strategy, a different game.

The game changed. The rules didn't.

If you're curious where your company sits, we built a free diagnostic:
🔗 values.valuebull.com.au

60 seconds. No data wall. Just your alignment score.

Post 3 — "Why most values workshops are a waste" (Text)

Unpopular opinion: most values workshops are a waste of money.

Not because the facilitators are bad.
Not because the leadership team doesn't care.
Not because people aren't engaged in the room.

They fail because they optimise for agreement instead of usage.

The output is always the same:
5 abstract words.
A poster.
A PDF.
A launch event.
Six months of fading relevance.

If your values were a product, would anyone use them twice?

Values are not a project. They're infrastructure.
Infrastructure is what people use when nobody is watching.

Stop treating values like a campaign.
Start treating them like a system.

Post 4 — "The 10-second test" (Video Script)

[60-second video script — record on phone, talking to camera]

HOOK (first 3 sec): "There's a 10-second test that tells you if your company values are actually working."

BODY: "Complete this sentence. At [your company], we want you to... blank. Now — does that instruction clearly reinforce your current strategy? If your values can't finish that sentence with something directional and actionable, they're not rules of play. They're just branding. You can't walk a noun. You can only walk an instruction."

CLOSE: "Try it with your actual values. If it doesn't land, that's the problem. Link in comments if you want to see your alignment score."

Post 5 — "Buy-in is not usage" (Text)

Buy-in is not the same as usage.

Here's why that distinction matters for your values.

Most values programs measure success by:
— How many people attended the launch
— Whether the survey scores went up
— Whether people "agree" with the values

That's buy-in. It's easy. It's also meaningless.

Usage looks different:
— Can people recall the values without looking them up?
— Do teams reference them in actual decisions?
— Do managers use them in performance conversations?
— Does anyone outside leadership mention them?

If you have buy-in but not usage, you have a marketing problem disguised as a culture win.

No product in the world would survive if adoption was assumed instead of engineered.

Your values are a product. Start treating them like one.

Post 6 — "Innovation is not a value" (Text)

"Innovation" is not a value.

"Test and learn to find a better way" is a rule.

"Integrity" is a virtue.

"Tell the truth early, even when it's uncomfortable" is a rule.

"Excellence" is an aspiration.

"When you know, you know — and when you know, you lead" is a rule.

"Collaboration" is a concept.

"Go far, go together" is a rule.

See the difference?

Brand words describe who you want to be seen as.
Values must define what you expect people to do.

That difference changes everything.

If your values read like a brand deck, they're not operating. They're decorating.

You cannot walk a noun.
You can only walk an instruction.

Post 7 — "You cannot walk a noun" (Text)

You cannot walk a noun.
You can only walk an instruction.

That single idea changes how you build company values.

Most companies pick 5 words: Innovation. Integrity. Excellence. Collaboration. Respect.

Then they wonder why 82% of employees say the company doesn't walk the talk.

It's not because people don't care. It's because they were never given a clear instruction.

You can't hold someone accountable to a word.
You can hold them accountable to a behaviour.

3 Mantras. 9 Ways of Working. Language teams can follow without interpretation.

That's what values look like when they work.

Clarity creates confidence.
Confidence creates execution.

If your values can't tell someone what to do under pressure, they're not rules of play.
They're furniture.

Post 8 — "If your values were a product" (Text)

If your values were a product, would anyone use them twice?

Serious question.

Think about it like this:

No product survives if:
— Users can't remember it
— Users don't know how to use it
— It's not designed into daily behaviour
— Adoption is assumed instead of engineered

Yet that's exactly how most companies treat their values.

Created through surveys and word-picking committees.
Launched with fanfare.
Forgotten within months.

Values are not a project. They are a product your people are supposed to use.

Fix the product. Not the marketing.

That's the shift that changes everything.

08Tracking & Metrics

Weekly Dashboard (Every Friday)

MetricTarget (Wk 1-4)Target (Wk 5-8)Action if Below
LinkedIn connection requests sent75-100/week100/weekBlock 30 min daily
Connection acceptance rate>30%>35%Test new request messages
LinkedIn posts published3/week4/weekUse pre-written posts from this playbook
Post engagement rate>3%>5%Test different formats, hooks
Cold emails sent30-50/week50-75/weekImport next week's CSV batch
Email open rate>40%>45%Test subject lines
Email reply rate>5%>8%Revise email body
VAS benchmarks completed5-10/week10-20/weekIncrease distribution channels
Qualified conversations3-5/week5-10/weekIncrease personalised VAS reports
Discovery calls booked1-2/week3-5/weekMore aggressive follow-up
Google Ads CTR>3%>4%Rewrite headlines
Google Ads CPC<$6<$5Pause low performers
Cost per lead (all channels)<$50<$40Shift budget to best channel

Monthly Review Questions

  1. Which channel generated the most qualified conversations?
  2. Which content format got the highest engagement?
  3. Which outreach message got the most replies?
  4. What's our cost per lead by channel?
  5. How many leads converted to booked calls?
  6. What's our show rate on booked calls?
  7. What objections came up most on calls?
  8. What should we stop doing? What should we double?

The Path to Scale

MilestoneWhat It ProvesUnlocks
5 qualified calls in 4 weeksThe messaging works and the offer is compellingIncrease LinkedIn ad spend to $600/month
First paying client from this systemThe funnel converts, not just generates leadsInvest in professional video content
3 clients in 8 weeksPredictable pipeline, proven ROASScale to $5K/month across channels
Consistent 5+ leads/weekRepeatable system, known CPLFull $10K/month investment with confidence

09What Claude Cowork Can Help Deliver Next

Here's a practical list of what we can build together in future sessions, organised by when you'll need it:

This Week (Immediate)

DeliverableWhat It IsTime Together
LinkedIn profile rewriteNew headline, about section, featured section copy optimised for conversion15 min
Carousel slide copyText for each slide of "7 Deadly Sins" carousel — you paste into Canva20 min
Landing page copy editsSticky CTA bar copy, section rewrites, new above-the-fold text20 min
Apollo email sequence setup guideStep-by-step instructions for loading the 3-email sequence10 min

Within 2 Weeks

DeliverableWhat It IsTime Together
More LinkedIn post batchesNext 4-8 posts written and ready to publish20 min per batch
Video scripts60-90 second scripts for phone-recorded videos15 min each
Industry-specific email variantsCustomised cold emails for Financial Services, Real Estate, Consulting20 min per industry
LinkedIn carousel designsFull slide deck copy for multiple carousels20 min each

Month 2 (Scaling Assets)

DeliverableWhat It IsTime Together
Lead magnet PDFs"Values Alignment Checklist for CEOs," "Cost of Broken Culture Calculator"30 min each
VAS Industry Benchmark One-PagerPDF showing sector scores — lead magnet for LinkedIn lead gen forms30 min
Discovery call deck6-8 slide deck for sales conversations (PPTX)30 min
12-week content calendarFull quarter of posts planned with topics, hooks, and formats30 min
Full email nurture sequenceExtended 30-day nurture for leads who don't convert immediately30 min

Ongoing (Every Session)

What We DoHow It Works
Write posts + emailsYou give me the topic or angle, I write the copy in your voice, you review and publish
Script videosI write 60-90 second scripts, you record on your phone
Analyse performanceYou share metrics, I help interpret and recommend adjustments
Research prospectsYou give me a company, I research them and draft a personalised outreach approach
Build assetsPDFs, one-pagers, presentation slides, spreadsheet trackers — whatever you need that week
Refine messagingAs you learn what resonates on calls, we adjust all copy to match
The workflow: I write → You review (10-15 min) → You execute (post, record, send) → We review results together → Repeat. Every week, faster each time.