The client brief
Greenline Bookkeeping does the books for independent restaurants. The owner, Raf, wants five discovery calls a week with restaurant owners. He sent you his offer in chat. Your job is every message from first email to booked call. Made-up client, fake data.
Your deliverables
- One cold email and three follow-ups, with timing
- Replies for: interested, not now, how much, wrong person
- A free booking page set up for the call
- A simple tracker: lead, step, last contact, reply, booked
Do the task
Say the offer in one line
Who it's for, what problem, what result. If you can't say it in one sentence, the email will ramble.
Write the first email
Under 90 words. One detail that shows you know restaurants, one clear question, no attachments, no "I hope this email finds you well".
Write three follow-ups
Day 3, day 7, day 14. Each one adds something new. The last one closes the loop politely.
Write the reply scripts
Interested, not now, how much, wrong person. Every reply ends with one next step.
Set up the booking page
Free Calendly: 20-minute call, Tuesday to Thursday, 2 to 5pm Eastern, buffer time, three short intake questions.
Build the tracker
One row per lead and a status dropdown. Clients pay for this part.
Screenshots to capture for your portfolio
- The full sequence in a doc, labelled by day
- Your reply scripts
- The booking page
- The tracker with a few sample rows
More tips
- Read your first email on your phone. If you have to scroll, cut it.
- Never fake "Re:" in a subject line. People hate it.
- Raf said no pushy stuff. Write like a neighbour, not a salesperson.
- Use made-up leads in your portfolio. Never post real people's details.
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