Check-In-Outreach.md

02-Outreach/Check-In-Outreach.md

1. ---
2. type: outreach-play
3. scope: 02-Outreach
4. outreach_type: "Check-In"
5. tags: [outreach, check-in]
6. created: 2026-06-16
7. updated: 2026-09-28
8. aliases: ["Quarterly Check-In", "Cross-Sale Calls"]
9. ---
11. # Check-In Outreach (Quarterly Check-In / Cross-Sale)
13. The purpose: re-engage active clients each quarter, confirm past orders are running smoothly, help them plan ahead to reduce costs and rush orders, and surface new products. Sequenced as connect on LinkedIn first (Hazel), then email, then a 10–15 minute call. Source play designed for [[Palladium-Partner]] and [[Platinum-Partner]] clients plus regular [[Retail]] clients. The Bitrix funnel is cat 36, Quarterly Check-In (census key `quarterly_checkin`).
15. ## Assets
16. - Email step 1: [[Email-Success-CheckIn-1-Full]] (or short variant [[Email-Success-CheckIn-1-Short]])
17. - Email step 2: [[Email-Success-CheckIn-2-Followup]]
18. - Call script: [[Success-Team-Call-Script]]
19. - Executives / Platinum+ accounts escalate to [[Executive-Outreach]]
21. ## Target list
23. Every stub with a Quarterly Check-In block in `outreach_pipelines`, showing the block's live fields (written by the driver's reconcile step from Bitrix). Most recent order first.
25. ```dataview
26. TABLE WITHOUT ID file.link AS "Client", company AS "Company", user_group_correct AS "Tier", outreach_pipelines.quarterly_checkin.stage AS "Stage", outreach_pipelines.quarterly_checkin.status AS "Status", outreach_pipelines.quarterly_checkin.entered AS "Entered", outreach_pipelines.quarterly_checkin.last_touch AS "Last Touch", last_order_date AS "Last Order"
27. FROM "03-Clients/client-stubs"
28. WHERE outreach_pipelines.quarterly_checkin
29. SORT last_order_date DESC
30. ```