# PHT Outreach Tracker - Spreadsheet Structure

**Create Google Sheet with 5 tabs:**

## Tab 1: Prospect Pipeline

| # | First Name | Last Name | Title | Company | State | Fruit Type | Email | LinkedIn URL | Date Contacted | Email Version Used | Status | Reply Type | Follow Up 1 Sent | Follow Up 2 Sent | Follow Up 3 Sent | Notes | Call Booked? |
|---|------------|-----------|-------|---------|-------|------------|-------|--------------|----------------|-------------------|--------|------------|------------------|------------------|------------------|-------|--------------|
| 1 |            |           |       |         |       |            |       |              |                |                   |        |            |                  |                  |                  |       |              |

**Status Options:**
- Contacted
- Follow Up 1
- Follow Up 2
- Follow Up 3
- Replied — Interested
- Replied — Not Interested
- Unsubscribed
- Call Booked
- Closed — No Response

---

## Tab 2: Performance Log

| Date | Emails Sent | Replies | Positive Replies | Negative Replies | Best Template | Notes |
|------|-------------|---------|------------------|------------------|---------------|-------|
|      |             |         |                  |                  |               |       |

---

## Tab 3: Template Library

| Template ID | Version | Subject Line | Hook Style | Sends | Opens | Replies | Positive | Negative | Status | Retired Date | Why Retired |
|-------------|---------|--------------|------------|-------|-------|---------|----------|----------|--------|--------------|-------------|
| T1          | v1.0    |              |            | 0     | 0     | 0       | 0        | 0        | Active |              |             |

**Hook Styles:**
- Seasonal (harvest timing, storage season)
- Company-Specific (recent news, expansion, award)
- Pain Point (quality loss, export rejections)
- Industry Insight (trade news, research finding)
- Social Proof (similar client result)

**Status:** Active / Retired

---

## Tab 4: Intelligence Bank

| Date | Source | Insight | Used In Outreach? | Prospect/Campaign |
|------|--------|---------|-------------------|-------------------|
|      |        |         |                   |                   |

**Sources:** The Packer, Produce Business, Fresh Plaza, Produce Blue Book, Google News, LinkedIn, Industry reports

---

## Tab 5: Learning Log

| Date | Topic | Key Takeaways (3 bullets) | Applied To | 
|------|-------|---------------------------|------------|
|      |       | •<br>•<br>•               |            |

**Weekly Topics (rotating):**
- Week 1: Post-harvest science
- Week 2: ICP deep-dive
- Week 3: Competitor analysis
- Week 4: Copywriting & outreach craft

---

## Initial Templates to Create

### Template T1: Seasonal Apple/Pear Hook

**Subject:** Washington apple storage — quick thought

Hi [First Name],

I came across [Company] while researching apple storage operations in Washington — figured with harvest wrapping up you'd be the right person to reach out to.

We've built a sensor called Atmos that monitors ethylene 24/7 in CA rooms (0.1-200ppm detection). A few operations managers I've spoken to in WA said the biggest win was catching ethylene drift before it showed up as quality loss weeks later.

Given [Company]'s [specific detail], I want to make you a quick 2-3 minute video showing exactly how I think this could work for your operation. Not a generic demo.

Would a quick 15-min call be worth your time? calendly.com/jonny_shannon/30mins

Jonny Shannon  
Founder, PostHarvest Technologies  
postharvest.com

---

### Template T2: Quality/Loss Pain Point

**Subject:** [First Name] — reducing storage loss

Hi [First Name],

Most apple/pear operations I talk to are seeing 8-15% loss in CA storage. Some of it's preventable if you catch ethylene drift early enough.

We've built Atmos — a real-time ethylene monitor (0.1-200ppm) that's helped facilities like [Company] cut loss from 12% down to under 2%.

Would a quick 15-min call with me be worth your time to see if it makes sense for [Company]?

calendly.com/jonny_shannon/30mins

Jonny Shannon  
Founder, PostHarvest Technologies  
postharvest.com

---

### Template T3: Company-Specific Hook

**Subject:** [First Name] — saw [recent news/expansion]

Hi [First Name],

I saw [Company] recently [expanded/opened new facility/won award] — congrats on that.

I'm reaching out because we've built a sensor system called Atmos that monitors ethylene in real-time across CA rooms. A few operations like yours said the biggest win was centralized visibility when managing multiple facilities.

Given [Company]'s [specific operation detail], I want to make you a quick personalized video showing how I think this could work.

Would a 15-min call be worth your time? calendly.com/jonny_shannon/30mins

Jonny Shannon  
Founder, PostHarvest Technologies  
postharvest.com

---

## Setup Instructions

1. Create Google Sheet named "PHT Outreach Tracker"
2. Create 5 tabs as shown above
3. Share with john@postharvest.com (edit access)
4. Share with maxjasonweber@gmail.com (view access for Max)
5. Start logging prospects as they're contacted

**Spreadsheet URL:** [Paste here once created]