Phase 0 Execution Checklist (Days 1–14)

Daily non-negotiables

• Outreach sent updated in dashboard
• Reply rate reviewed
• New objections logged
• Next-day follow-ups queued

Deliverables

• Institutional Adoption Brief (1 page)
• Value Articulation Sheet (1 page)
• Founders Edition roadmap statement
• Outreach template with canonical transparency line
• Minimum viable equity access policy
• Warm contact audit scaffold (30 slots)
• Daily pipeline dashboard scaffold

Week 1 execution targets

• Send first 10 personalized outreaches
• Book 2+ qualified conversations
• Capture top 3 objections with exact language

Week 2 execution targets

• Reach 30 total outreaches (20 minimum denominator)
• Reach 10 meaningful replies
• Reach 5 qualified conversations
• Reach 3 purchases or formal institutional follow-ups

Gate review (Day 14)

• PASS if >=3 of 4 gate conditions met
• FAIL triggers services-led bridge emphasis (workshops/speaking/consulting)