Facility-first commercial acquisition engine. Strategy up top, execution below — one page, read top to bottom.
One capability, many markets — pointed at recurring facility work first.
HBF dispatches qualified crews on demand, flexible duration. The question is where to point first.
Clay is the tool that finds your target companies and fills in each one's details — decision-maker name, work email, phone. It turns a blank list into a usable contact list: the raw material the engine works through.
Before anything sends, you review what Clay built and the message wording (the “copy”). Right accounts? Message reads well? This is the human checkpoint — nothing fires until you say OK, so the machine never sends junk.
The sequencer (Smartlead) sends the approved messages for you — the multi-touch email + LinkedIn sequence, on a schedule, with follow-ups and inbox warm-up. This is the automated part: it does the sending so you don't, by hand.
Looker Studio (Google's free dashboard) pulls the results into one live view — sent, replies, meetings, list entries — so you see what's working. Then the cycle repeats: new list → approve → fire → measure, every week.
An assisted machine, not a bot — minimal manual work, the operator stays in the loop.
Below the band = under-deployed. In the band = right-sized for the test. Right of it = scale only when the data earns it.
Run a 90-day test at the $500–$1K deploy. Measure the real numbers — accounts touched, replies, list entries, close rate — then scale only on data.
LinkedIn replies land roughly 3× cold email — the highest-yield channel to open the engine while sending domains warm up.
Professional-services proxy — a planning assumption to confirm with operations once accounts are live.
Running email, LinkedIn and Google Business together lifts reply rates ~40–50% over any single channel.
What the machine has produced — accounts reached, firms in the list, contacts made. Starts at 0, climbs live as the engine runs.
Actuals start at — and fill live during the 90-day test, measured against targets and sourced benchmarks. Nothing is estimated — what isn’t measured stays “—”.
Live report lands here once the sequencer is configured (S7) and the Looker dashboard is built + shared (S8). Until then the targets below are the frame.
90-day test success = real close rate + cost per contract + a live pipeline. Not activity (emails sent) — outcomes.
Planned vs actual spend (CAD/mo). Actual fills as tools go live — see Tools.
Roles are locked — no action.
Confirm both operators can push to the shared repo.
Verify the single deploy link is live and auto-builds.
Each operator on their own Claude / Claude Code seat.
Recurring Tue 16:00 checkpoint for the three.
One comms channel for Edu, Thalys, Flávio.
Hand off server / email access from Angel.
Provision the HBF mailbox + signature for Thalys.
Critical path: S0 → S1 → S2 → S4 (warmup). Everything else runs in parallel. First 30 days lead with fast channels — LinkedIn, phone, referral, Google Business — while email warms.
Credentials gate everything client-facing — Flávio gathers them, then pick the entry tier.
Register 2–3 look-alike (sósia) domains to isolate sending reputation — keep the primary clean.
Provision managed sending inboxes ON the sósia domains, inside the sequencer — never the main Workspace (Google drops the whole tenant).
Authenticate every sending domain before warmup — without it, mail lands in spam.
Start the warmup clock NOW — it runs 4–6 weeks in parallel with everything else.
Build the first facility list across the six verticals; enrich in Clay.
Stand up LinkedIn — the fastest channel while email warms. 14 days manual before any automation.
Configure the sequencer end-to-end with your approved copy.
Build the Looker report, enable embedding, and paste the embed URL into the dashboard's LIVE REPORT block — not a separate link.
Claim Google Business as a Service-Area Business — third-party credibility for the touches.
Go live on the first ~50 accounts once warmup (S4) and the sequencer (S7) are ready.
Install the cadence — ~50 contacts/week (weeks 1–4). Conservative early: 3–5 replies, 1–2 list entries while the system beds in.
Run ~50 qualified contacts a week — steady cadence over volume.
Capability statement + small CTA, then +5d and +7d follow-ups.
Turn replies into vendor/bid list entries.
Fast channels carry the first 30 days while email warms.
Warm referrals from the founder network — highest close.
Month 2 — scale to ~200 accounts touched; 10–15 vendor/bid list entries; qualify and get on the lists.
Scale toward ~200 accounts touched in month 2.
Qualify with operating docs to get approved on lists.
Land 10–15 vendor/bid list entries.
First bids and calls start arriving — HBF is in the flow.
Account-based push on a large administrator — one yes opens a portfolio.
Month 3 — pipeline turns real: 3–5 first contracts. Execute, gather feedback, ask for the referral.
Convert bids into the first 3–5 contracts. Flávio closes.
Execute the first jobs — one crew, teardown → turnover.
Gather honest feedback to confirm the close-rate proxy.
Ask for the referral and case proof while it’s fresh.
Set a rate card for repeat work.
Month 6 — recurring revenue consolidating: 50+ active accounts (≈30 facility · 20 project). Amplify.
Move accounts onto recurring rate card / next bid.
Reach 50+ active accounts (≈30 facility · 20 project).
Join BOMA — an amplifier once the first contract is in.
Use award notices to approach winning GCs — activates the project track.
Consolidate recurring revenue — a few right accounts beat raw volume.
Click a status to cycle planned → setup → active. The monthly spend tracks what's live.
Only tools on a live subscription are billed — active and setup. Planned and on-hold stay listed but aren't charged.
* Cloudflare / domains billed annually (~$15/yr each) — shown monthly. Not used: ManyChat · SMS · dedicated CRM (the sequencer's built-in covers the test).
Source: doc 16/27 + site (1 USD = 1.40 CAD).