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📋 VA Outreach Daily Task Checklist

🔹 Connection Requests​

  • Send [scale target] connection requests (see weekly ramp-up plan).

  • Use the approved connection note template:

    “Hi [Name], I work with agencies to deliver WordPress projects under their brand. Always good to connect with other agency leaders.”

  • Log each request in the Pipeline Tracker (Stage = Lead).

🔹 Day 1 DM (for new accepts today)​

  • Send the pre-approved Day 1 DM (Direct or Curiosity style).
  • Mark as Day 1 Sent ✅ in the tracker.

🔹 Day 5 Follow-Ups​

  • Check the tracker for contacts at Day 5 stage.
  • Send the approved Day 5 follow-up message.
  • Mark as Day 5 Sent ✅.

🔹 Reply Logging​

  • Check all inbound replies.
  • DO NOT answer.
  • Instead:
    • Copy the reply into the tracker’s Notes field.
    • Mark Response Status = Warm (if positive) or No Reply (if neutral/ignored).
    • Tag for you to take over.

🔹 Daily Report to You​

End of day, send you:

  • Connections sent: XX
  • DMs sent: XX
  • Follow-ups sent: XX
  • Replies received: XX
  • Warm leads flagged: [list with LinkedIn URLs]

✅ Guardrails for the VA

  • Never exceed the daily/weekly cap (start at 10/day, scale to 25–30/day).
  • Never improvise messages — only use approved scripts.
  • Never reply to warm leads — always escalate to you.

🕒 Example Daily Flow (when scaled to 25/day)

  • 25 new connections sent (Stage = Lead)
  • 5–10 Day 1 DMs sent (for yesterday’s accepts)
  • 3–5 Day 5 follow-ups sent
  • Log replies + send daily report