Make room.
2 field days × 15 walk-ins = 30 available visits/week.
Back to the labA goal isn’t a
GROUND GAME PLAN / FREE FIELD PLAYBOOK
A goal isn’t a
ground game. This is.
Your 12-month field playbook. Built from the work backwards.
Set the meeting goal. Find the renewal date. Earn the conversation.
MEETING GOAL24over 52 planning weeks
SUSPECTS TO RECON338unique companies
TOTAL WALK-INS727all visit types
BOOKING RATE3.3%meetings ÷ total visits
PLAN ENDSOct 24, 202712-month directional horizon
WHY THIS GROUND GAME WORKS
Find the date.
Earn the conversation.
From 338 suspects, your first recon visits identify 149 unique MSP-qualified targets—your Dream 200 pool. Across two date-discovery attempts at 16%, the initial cycle captures 42 renewal dates.
Confirmed MSP targets without a date cool down for six months, then return as known-MSP leads. Recycling contributes 30 more dates, without counting those companies twice. Approaching inside the 3-month buying window, at 33% meeting conversion, projects 24 discovery meetings by plan end.
Projected: 24 / 24 meetings · goal covered in this model
Work the territory.
338 suspects. 338 unique companies reached during this plan.
Find the renewal.
16% per date attempt. 72 dates captured, including recycling.
Time the approach.
3 months before renewal. 72 completed buying-window visits.
Have the meeting.
33% conversion. 24 projected discovery meetings.
Flow of the year
How field activity turns into timed conversations.
These are directional projected events and visits, not observed results. Open any stage for its definition.
- Total walk-ins
- 727 projected
- Unique suspects
- 338 projected
- MSP-qualified
- 149 projected
- Buying-window visits
- 72 projected
- Meetings
- 24 projected
No unique-suspect inflation: recycled and retry activity stays attached to the same MSP-qualified targets. Those return visits increase activity, not the unique-suspect count.
First visits338 projected
First recon visits to new companies. Each initial suspect is counted once here; retry and recycle visits appear separately.
Provider outcome is recorded
Provider split
270 projected provider revealsMSP-qualified149 projected
Confirmed MSP-qualified outcomes. This is the only provider lane that continues into date discovery.
DIY / solo121 projected
DIY or solo-provider outcomes exit this MSP prospecting flow and are not recycled as qualified MSP targets.
Unknown68 projected
No usable provider outcome. This lane exits the modeled MSP flow rather than being treated as a new qualified target.
MSP-qualified targets move through date discovery
Two discovery opportunities per qualified cycle
Second renewal dates are captured from planned second visits.First renewal dates22 projected
Renewal or buying-window dates discovered on the first date-discovery opportunity.
Planned second discovery visit
Second visits213 projected
A planned return attempt to the same qualified target. It is not a new suspect or an additional qualification.
Second-date outcome
Second renewal dates20 projected
Renewal or buying-window dates discovered from the second planned visit.
Qualified targets enter the planned cooldown
Cooldown entries178 projected
Completed second attempts that did not find a date enter a fixed six-month cooldown. A target can enter again in a later cycle; this is a count of entries, not additional unique companies.
Targets return for the recycle cycle
Recycle cycle
Repeat activity on existing qualified targets only.Recycled visits104 projected
Follow-up visits after cooldown. These are return visits on the same target pool and do not add new unique suspects.
Recycled renewal dates30 projected
Dates captured during recycled follow-up activity. Each captured date can create one timed buying-window approach.
Captured dates reach their buying window
Buying-window visits72 projected
Timed approaches made when a captured renewal or buying window arrives within this projection horizon.
Buying-window conversations convert to meetings
Meetings24 projected
Projected meetings booked from buying-window approaches. 10 projected meetings come from the recycled portion of the flow.
Your live charts will load here. The complete forecast is in the ledger below.
THE FIELD LEDGER / 12 MONTHS
The work, month by month.
Early months work the unique pool. Later activity shifts to retries, timed approaches and known-MSP recycling. This table is the numeric alternative to both charts.
| Month / dates | 1st recon | Recycled | 2nd retry | Buying window | New MSPs | Dates found | Meetings | Visit capacity |
|---|---|---|---|---|---|---|---|---|
| Oct 2026Oct 26, 2026 – Nov 25, 2026 | 131 | 0 | 11 | 8 | 58 | 11 | 3 | 150 |
| Nov 2026Nov 26, 2026 – Dec 25, 2026 | 72 | 0 | 36 | 12 | 31 | 11 | 4 | 120 |
| Dec 2026Dec 26, 2026 – Jan 25, 2027 | 89 | 0 | 34 | 12 | 40 | 11 | 4 | 135 |
| Jan 2027Jan 26, 2027 – Feb 25, 2027 | 46 | 0 | 31 | 7 | 20 | 7 | 2 | 135 |
| Feb 2027Feb 26, 2027 – Mar 25, 2027 | 0 | 0 | 12 | 3 | 0 | 2 | 1 | 120 |
| Mar 2027Mar 26, 2027 – Apr 25, 2027 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 120 |
| Apr 2027Apr 26, 2027 – May 25, 2027 | 0 | 9 | 0 | 0 | 0 | 1 | 0 | 135 |
| May 2027May 26, 2027 – Jun 25, 2027 | 0 | 29 | 8 | 4 | 0 | 5 | 1 | 135 |
| Jun 2027Jun 26, 2027 – Jul 25, 2027 | 0 | 22 | 25 | 8 | 0 | 8 | 3 | 120 |
| Jul 2027Jul 26, 2027 – Aug 25, 2027 | 0 | 34 | 24 | 10 | 0 | 10 | 3 | 150 |
| Aug 2027Aug 26, 2027 – Sep 25, 2027 | 0 | 10 | 23 | 6 | 0 | 5 | 2 | 120 |
| Sep 2027Sep 26, 2027 – Oct 24, 2027 | 0 | 0 | 9 | 2 | 0 | 1 | 1 | 120 |
| 52-WEEK TOTAL | 338 | 104 | 213 | 72 | 149 | 72 | 24 | 1,560 |
Cumulative progress numbers
| Month | Unique suspects | All walk-ins | Recycle visits | Renewal dates | Meetings |
|---|---|---|---|---|---|
| Oct 2026 | 131 | 150 | 0 | 11 | 3 |
| Nov 2026 | 203 | 270 | 0 | 22 | 7 |
| Dec 2026 | 292 | 405 | 0 | 33 | 11 |
| Jan 2027 | 338 | 489 | 0 | 40 | 13 |
| Feb 2027 | 338 | 504 | 0 | 42 | 14 |
| Mar 2027 | 338 | 504 | 0 | 42 | 14 |
| Apr 2027 | 338 | 513 | 9 | 43 | 14 |
| May 2027 | 338 | 554 | 38 | 48 | 15 |
| Jun 2027 | 338 | 609 | 60 | 56 | 18 |
| Jul 2027 | 338 | 677 | 94 | 66 | 21 |
| Aug 2027 | 338 | 716 | 104 | 71 | 23 |
| Sep 2027 | 338 | 727 | 104 | 72 | 24 |
LEADING INDICATORS, NOT WISHFUL THINKING
Your field scorecard.
Weekly operating rhythm
Field days / weekBusiness-day blocks you reserve for the field.
2Available walk-ins / weekShared capacity for every visit type.
30Planned average walk-ins / weekTotal completed activity divided by 52 weeks.
14Estimated dates / weekAnnual captured-date projection divided by 52.
1.412-month meeting goalYour target, not a guarantee.
24Year-end measurable outcomes
Total Walk-insRecon + retry + recycle + buying-window visits.
727Dream 200 QualifiedUnique companies confirmed to use an MSP; the name is not a fixed count.
149Renewal Dates CapturedInitial plus recycled date-discovery results.
72Discovery Meetings BookedProjected meetings from completed timed approaches.
2446.6% of 1,560 available visit slots used.
CHECK THE CADENCE. THEN THE PIPELINE.
Three coaching huddles.
WEEK 5 / Nov 24, 2026
30-Day Check-In
Habit established.
- 1st recon visits
- 116
- Pool recon’d
- 34.3%
- Renewal dates found
- 10
- MSP-qualified share
- 44%
Is the field cadence protected on the calendar before urgent work can crowd it out?
WEEK 14 / Jan 23, 2027
90-Day Check-In
Recon momentum.
- 1st recon visits
- 287
- 2nd retry visits
- 73
- Pool recon’d
- 84.9%
- Renewal dates found
- 32
- MSP-qualified share
- 44.3%
Are second visits and renewal dates logged in the CRM, with a next action and a protected follow-up cadence?
WEEK 27 / Apr 26, 2027
6-Month Check-In
Pipeline building.
- Total walk-ins
- 504
- Pool recon’d
- 100%
- Renewal dates found
- 42
- Meetings / halfway goal
- 14 / 12
How does the projected meeting pace compare with the midpoint goal, and what should change next?
NO BLACK BOX UNDERGROUND
Know what this model assumes.
Timing, rounding and capacity rules
- 52 planning weeks (364 days), reported as a 12-month forecast; weekends excluded, public holidays not modeled.
- Selected field days are deterministic: Monday, Wednesday, then Tuesday, Thursday, and Friday as additional days are enabled. All Monday-Friday dates count as business days; capacity is selected field days × walk-ins per day.
- Every found date creates one buying-window approach. Dates use the reference 52-offset renewal distribution with lower offsets filled first, which can front-load approaches for small cohorts.
- Known MSP targets receive two date attempts per cycle. A second miss waits a fixed 26-week cooldown before returning as a known MSP; recycled activity never adds unique suspects or MSP-qualified targets.
- Visit queues are handled weekly in this priority: buying-window approaches, second attempts, then first/recycled attempts. Rates are deterministic cohort projections with integer rounding, not observed customer records. Monthly rows allocate those weekly visits to selected business-day capacity.
- The provider and unique-MSP split is an aggregate estimate from completed first recon visits. Date routing rounds each weekly cohort separately, so small rounding differences between the qualification estimate and routed counts are possible.
- Remaining new and recycled targets keep separate origins. Unlike the reference's mixed-queue shortcut, unworked new targets are never silently reclassified as known MSPs; large constrained scenarios may differ from the original reference.
- Automatic pool sizing uses a bounded integer search. When capacity and recycling make yield nonmonotonic, it compares a bounded range of pools and refines the best candidate; it does not promise a global optimum. Increasing capacity can be more useful than adding suspects.
- This is a directional planning model, not a promise of meetings or revenue. Actual results depend on your territory, offer, execution, follow-up speed and the quality of the conversations you create.
This is a directional planning model, not a promise of meetings or revenue. Actual results depend on your territory, offer, execution, follow-up speed and the quality of the conversations you create.
MODEL reference-52w-v1 · FORECAST ONLY · NO LIVE PROSPECT DATA
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