Use a three-phase outreach strategy designed to move contacts down a funnel of increasing engagement:

Phase 1: Initial Contact (Text or Email)

• Start with a short message that’s easy to respond to.
• If no response, follow up in 3-5 days.

Phase 2: Conversation (Phone or Zoom Call)

• If they respond, suggest a quick call.
• If no response after multiple follow-ups, move on to another contact.

Phase 3: High-Value Engagement (Coffee, Lunch, Event Invitation)

• If a call goes well, invite them for a higher-touch meeting.
• If they’re a key referral partner, consider a special experience (dinner, event, game).

Goal: Move contacts from Phase 1 → Phase 2 → Phase 3 to deepen relationships and increase referral potential.