One agenda per client, built from the last Fathom call, Slack and email. Read the purple team-only box before the call; don't share it with the client. Then go through the recap list, the talking points, and book the next call. Don't raise sending volume unless the client asks.
DoneconfirmedWaitingstill openConfirmno update found, ask on the call
Renewal: was Sep 12 (4-month retainer). Confirm internally whether it renewed for 3 or 4 months.
1 · Recap from last call
DoneDavid finalized the email copy. Email is live on EmailBison: 4 positive replies so far (as of Oct 15).
ConfirmWas the list split into the 3 advisor profiles (exit, owner-operator, growth partner) with A/B/C variants, as agreed? Asad
DoneLinkedIn campaign live Oct 15 from Jaime's profile. David approved the sequence on Oct 14 (his Fidelity $100M custody minimum message plus 2 follow-ups Asad added). David and George are both in HeyReach now.
ConfirmIs the campaign using the separate non-owner advisor list David was going to send?
2 · Since last call
Sender names swapped to the names David provided (Ryan Sabet, Jaime Golden, James Cappelmann, Daniel, George, Theo). David asked to review the domains being renamed. Confirm he's happy with them.
Positive reply alerts go to David, George and J. Cappelmann. George also wants an alert for every reply in a thread, not only the first one. Paola told him on Oct 14 we're reviewing it, and Bojan is checking. Give an update.
3 · Talking points
Email stats on EmailBison: replies, positives, and which advisor profile is replying.
First LinkedIn numbers: invites accepted and any replies.
The 4 positive replies: what happened next? Calls booked? How fast did the team reply?
Renewal: Nov 20 (4-month retainer). Only the Nov 2 check-in is left before it, so build the case for renewal now.
Asad owes John an update on his Aug 31 BitScale charge, which was higher than expected (possibly web-search fees). Asad sent the cost file to BitScale and was waiting on their answer. Ask Asad for the update before the call.
Open the call by sharing your screen with the stats: 18 new positive replies since Oct 1.
1 · Recap from last call
DoneJohn added Leo to HeyReach (Oct 5).
DoneJohn sent new industries: garage doors (priority), commercial inspection, medical waste, lawn care, property management, commercial laundry, janitorial/facility maintenance, compliance and inspection services.
DoneBilling aligned with LinkedIn: the billing date moved to the 28th of each month.
DoneLinkedIn campaign went live Oct 15 after John upgraded HeyReach to the Growth plan.
DoneGarage doors email campaign is live. WaitingCommercial laundry isn't live yet. Give John a launch date. Asad
DoneIt looks like John booked something with Sonia Fox. Confirm.
ConfirmWe found no follow-up email to Patrick B. Did John call him instead?
2 · Talking points
The 18 positive replies since Oct 1: which industries they came from, and which turned into meetings.
Meetings: Rock Pest, CMC LLLP, LOUD Security, CURA Termite. How did they go? Is any moving toward a letter of intent (LOI)?
Reply handling: when John replies to a lead outside PlusVibe, ask him to keep that email marked as opened/read in PlusVibe so we can track it.
OpenAI key: did John replace the API key in BitScale, as we recommended on Oct 6?
Before the call: get the date the new domains will be ready from Bojan, so you can share it on the call.
Paola sends the weekly Excel tracker every Monday, so they'll have the Oct 19 tracker before this call.
1 · Recap from last call
DoneWeekly tracker every Monday (all prospects emailed since launch). ConfirmIs the M&A reply-rate benchmark included? Suren
DoneNew domains are purchased. WaitingShare the date they'll be ready (from Bojan).
ConfirmFollow-up #2 rewrite (Pragya with Suren) so prospects stop asking "are you buying my company?"
ConfirmDid the Instantly fix for Brent's CC'd emails going to junk work? If not: report it to Instantly, then switching to EmailBison is the fallback.
DoneBrent and Pragya are now CC'd on invoices.
2 · Since last call
Nick and Vanshika were added to Instantly (Oct 15). Pragya asked for the suppression list Brent shared. Confirm they have it.
3 · Talking points
Domains: we keep sending from the current domains until the new ones finish warm-up. When the new ones start, volume may be a bit lower for the first couple of days while they ramp up.
Reply handling: one reply went out from Justin's mailbox signed by Pragya. Ask them to stop doing that: every reply should be signed with the sender name of the mailbox it goes out from.
Positives → meetings: how many of the positive replies booked, and how fast did they reply?
Renewal: Dec 4 (4-month retainer). With no positive replies, there's no ROI yet, so he likely won't renew unless results come in. Come with a clear plan to turn this around.
1 · Recap from last call
DoneMailboxes and campaigns moved to EmailBison. Jeremy was invited and the campaign went live Oct 12.
DoneJeremy received the EmailBison training materials.
2 · Talking points
Results on EmailBison with the new copy: no positive replies since the Oct 12 launch. Asad expected at least a 0.5% reply rate.
What we change now (copy angle, list, sender names) and when it goes live.
Pipeline: what happened to leads from earlier campaigns? Any old CRM leads we could re-engage?
Next call: Thu, Nov 5
Cash Margin Partners
Lead Josh, with AsadClient Henry Fadoni, Philip DeBevoiseLast call: Oct 8
Account details · team only
Next renewal
Dec 3, 2026
Contract
4 months
Sequencer
EmailBison / PlusVibe
GTM engineer
Asad
Current cycle
Oct 3 – Nov 2
Monthly target
20,000
Launch day
Sep 11
Team only
Renewal: Dec 3 (4-month retainer).
Invoice: the ACH payment came in Oct 15 and is still processing (5 business days). It should arrive by Wed, Oct 21. No need to raise it unless they ask.
Paola sends the weekly report on Mondays (first one went out Oct 12), so Henry will have the Oct 19 report before this call.
1 · Recap from last call
ConfirmHenry's follow-ups with the earlier positives (retail and buyer). He had followed up once. Did any reply or book?
ConfirmPhone numbers for people who reply, generated in BitScale. Asad
ConfirmRaw CSV of the in-progress list sent to Henry for his own qualification. Asad
DecideAfter a week on EmailBison, do we switch to multiple generic sender names? It has lifted reply rates for other clients.
2 · Since last call
First buyer-campaign positive on Oct 9. Buyer copy redrafted with Philip on Oct 11 (goal: a quick call to join their buyer network). Confirm it's approved and live.
Week 1 on EmailBison: 4 positive replies after two weeks of zero on PlusVibe.
Henry asked to cancel PlusVibe and get EmailBison. Give him a clear answer.
3 · Talking points
Sellers vs. buyers: which segment is converting, and what makes a good buyer?
Philip's note that some inventory sells better (makeup). Which other categories should the next list target?
John's December positioning email: still on hold for two weeks, or ready to discuss?
Ask: Henry said it's "a pleasure working with you guys." Ask if he'd do a short interview with Dean.
Renewal: Nov 26, the end of the 3-month pilot. This and the Nov 5 call are the last check-ins before she decides, so show progress and a clear plan.
1 · Recap from last call
ConfirmNew list of 1P vendors without the $10M–$100M revenue filter, sourced with our own methods. Show Stephanie a sample so she can check 1P fit. Suren
WaitingThe test positive-reply notification (Oct 9) went to Stephanie's spam. She found it on Oct 12 and asked how to avoid that. Confirm she has whitelisted the sender and that new alerts reach her inbox.
Stephanie is worried replies to sender names other than hers could confuse prospects. Paola told her to reply from PlusVibe and CC her own email. Check she's comfortable with that.
ConfirmIs Stephanie checking the inbox daily for negative replies that give a reason?
2 · Talking points
2 positive replies so far (the first was Kevin Ferger on Oct 12). How did her follow-ups go, and is a call booked?
Splitting the list into companies under 1,000 employees and 1,000+, so we can see if enterprise brands are holding the reply rate down.
Copy: we launched with one variant per step (her version). Propose testing new angles now that we have data.
Agree what a good result looks like by the end of the pilot.
Renewal: monthly. Month 2 started Oct 15, and the next renewal is Nov 15.
Fathom has no notes for the Oct 13 call, so this recap comes from Slack. Suren, add anything else agreed on that call.
1 · Recap from last call
DoneHealthcare (segment 3) sequence edited to mention HIPAA per Saad's feedback. Final sequences shared Oct 14.
ConfirmDid Saad approve the final sequences, and when did they launch?
Month 2 started Oct 15, so we needed to move quickly on the launch. We didn't tell Saad when it went live, so confirm the launch date with him on this call.
2 · Talking points
First results from the new intent-based copy, by segment.
Replies so far: deliverability is fine (we're getting replies and auto-replies), the old offer wasn't landing. What changed in the new offer?
Next tests: which intent signals (funding, new features, SOC 2, tech hiring) to prioritize.
We're well behind on volume here. Launch the US campaign as soon as possible to recover it. Don't raise volume with Thane unless he asks.
If Josh can't attend, transfer call ownership to Leo first. Fathom only joins when the organizer is on the call.
1 · Recap from last call
DoneThane approved the US copy on Oct 14 ("Looks good!"). It leads with a free Manufacturers Market Comparison Report and Free Incentives Report. ConfirmHas it launched? Paola told him we'd let him know.
ConfirmHas Thane received the list of about 10 hot LinkedIn leads with emails, so his team can follow up directly? Suren
DoneTestimonial interview with Dean is scheduled for Thu, Oct 22, the day before this call. Thank Thane for doing it.
2 · Talking points
Results so far: 11 positive replies by Oct 12. Share what's come in since.
Early US results compared with the international campaign.