CEO-Mandate-RGI-Recruiting-One-Pager
The document is a recruiting field card for the 80/20 Institute’s CEO Mandate Workshop, aimed at getting CEOs and Presidents to attend a 60‑minute live working session where Bill Canady runs the attendee’s deal‑specific exit EBITDA math in real time. The target audience (Ideal Customer Profile) includes PE‑backed CEOs/owners of $20‑75M EBITDA companies in the early years of a hold, as well as privately held, public‑company, and founder CEOs. The outreach strategy is a four‑touch, two‑to‑three‑week cadence using highly personalized, non‑salesy LinkedIn messages, with strict rules: only the workshop link is ever sent, price is never discussed, and prospects are tagged in the CRM as “RGI LinkedIn.” Successful registration hands the prospect off to Bill’s team; the recruiter’s role ends at registration. The workshop runs bi‑weekly on Mondays starting July 13, and attendees receive a hardcover copy of “The Rule of Three.”
Topics
Ideal Customer Profile (ICP) for CEO Mandate Workshop
Defines the specific titles, company sizes, ownership structures, and signal criteria (e.g., recent seat change, PE portfolio, growth posts) that qualify a prospect for recruitment.
Workshop Value Proposition and Deliverables
Outlines the 60‑minute live session where Bill runs the prospect’s deal math, aligns board and team, and the tangible takeaway of a hardcover of The Rule of Three.
Four‑Touch Outreach Cadence and Timing
Details the sequential messaging steps—Connect, Open the Door, Build Rapport, Soft Invite—spread over 2–3 weeks, each with a specific purpose and minimal length.
Copy‑Paste Messaging Templates and Personalization Rules
Provides ready‑made LinkedIn message snippets for the first and final touches, emphasizing personalization, brevity, and avoidance of any pitch or price mention.
Operational Rules, CRM Tagging, and Handoff Process
Specifies hard rules: never send booking links or discuss price, tag prospects in CRM as “RGI LinkedIn,” and consider the recruiter’s job complete once the prospect registers, handing the rest to Bill’s team.