PLAYBOOK — BETA WORKFLOW
Run the beta in four clear stages
Use this as your operating system for the 90-day test: track outreach, enrollments, delivery, and follow-up in one place—so you can make a clean go/no-go decision with real data, not vibes.
B-01
Outreach + Setup
Fill the outreach tracker, confirm the landing page and payment flow, and keep the checklist current so every invite points to the same, working path to enroll.
B-02
Enroll + Roster
Capture registration details, confirm payment, and maintain a single roster with attendance and follow-up status—no side spreadsheets or guesswork.
B-03
Deliver the Session
Follow the 90-minute run-of-show, note what landed (and what didn’t), and log action items immediately while the details are still fresh.
B-04
Follow-Up + Decision
Send the templates, deliver the 1-week questionnaire, collect baseline/outcome feedback, store proof, and review success criteria to decide: continue, revise, or expand.
PLAYBOOK / 03 — OPERATIONS
Run the beta like a system: clear steps, clean data, fast follow-up.
This playbook is the working backbone of the 90-day Strategic Boundaries beta—outreach tracking, enrollment checks, roster and attendance, the 90‑minute run-of-show, and the follow-up sequence. Use it to keep decisions simple and execution consistent across every participant touchpoint.
Nothing here is “vibes-based.” Each action has a record: who was contacted, what was sent, what happened in session, and what changed after. That makes it easy to spot friction, prove what worked, and decide—continue, revise, or expand—using the same evidence.
Single-point ownership
OPS-01 — ONE OWNER, EVERY STEP
Templates that ship
OPS-02 — MESSAGES READY TO SEND
Signals you can measure
OPS-03 — BASELINE → OUTCOME TRACKING
End-of-beta decision
OPS-04 — GO / NO-GO CRITERIA
PLAYBOOK — NEXT STEP
Ready to run the beta like a system?
Use the Playbook to track outreach, enrollments, attendance, follow-ups, and feedback in one place. When you’re ready to fill seats for the next session, send people through enrollment and keep everything moving for the full 90 days.
START TODAY
90-DAY TRACKING
REV 01
S-01 — FIRST MOVE
Pick your next session date, confirm your payment flow, then start outreach with a clear roster and follow-up plan.