stele outreach playbook · internal

Stele Outreach Playbook

The operating guide for the .outreach table. Who we contact, what we say, when to do each step, and how a contact moves from Sourced to Live. Grounded in the real product and the real CRM, not a template.

Sources: June 2026 Investor Brief, Onboarding Deck 1, the live .outreach schema, the .positions role pages. Last rewrite 2026-06-26.

How timing works in this doc. Every touch is labelled with the day to send it, counted from the first touch (Day 0). When you send a touch, set that row's Next action due to the next touch's date. If there is no reply by the last touch, set Stage to Ghost. The three cadences at a glance: - Influencer / ambassador: 7 touches over ~30 days (Day 0, 2, 5, 10, 14, 21, 30). Relationship-led, patient. - Recruiting, specialists (Neuro-DSP, RF/EMI) and any high-skill target: multi-channel (LinkedIn + email + X + physical mail), 6 to 7 touches over ~16 days. High-value people get surrounded across surfaces, not pinged once. - Recruiting, students and editors: 4 touches over ~10 to 12 days (Day 0, 2, 5 to 6, 10 to 12).


1. The business in one screen (so every message is true)

If a message would embarrass us next to that paragraph, do not send it.


2. The .outreach table is the system. Use it, do not reinvent it.

Every contact is one row. The columns that matter and what they mean:

Column Use
Type Influencer / Ambassador, Investor, Customer, Hire, Partner. This is the lane.
Niche The audience tag(s): Biohacking, Longevity, Health-tech, Fitness, Sleep, Mental health, Neurodivergent, Productivity, Self-improvement, Looksmaxxing.
Audience fit ๐Ÿ”ฅ Perfect, โœ… Good, ๐Ÿค” Maybe, โŒ No. Set this during Qualifying. โŒ gets dropped, not contacted.
Stage The pipeline (next section).
Touchpoints Multi-select of the surfaces you've hit: Connect req, Connected, LinkedIn msg, Email, X DM, IG DM, TikTok DM, Mail, Video, Replied, Call / screen. High-skill targets get several across vectors; students get one or two.
Channel IG DM, TikTok DM, X DM, Email, LinkedIn, Intro, Cold call, Other.
Contact columns Email, Phone, LinkedIn, X / Twitter, Instagram, TikTok, YouTube, GitHub, Website / Portfolio.
Deal type Gifted, Affiliate, Paid, Equity, Hybrid, TBD.
Outlier Checkbox. Flag anyone special who deserves off-script, founder-level handling (a dream hire, a marquee creator, a lead investor). They collect in the โญ Outliers view.
Followers, Last contact, Next action, Next action due, Owner(s) The work fields. Every active row needs a Next action and a due date.

The Stage pipeline (what each stage means and what to do):

Stage Meaning Do this Set
Sourced Found, not yet judged Add handle, Platform, Followers, Niche URL / handle
Qualifying Judging fit Read their recent work, set Audience fit, draft the opener Audience fit
Contacted First touch sent Send Touch 1 to 2, log it Channel, Last contact, Touchpoints
In convo They replied Reply fast, move toward the offer Next action
Negotiating Discussing terms (or screening / trial) Pick the Deal type Deal type
Signed Agreed (or hired) Send the kit, set them up
Live Active ambassador, or onboarded hire Track the link or the work Linked KPI
Closed-won / Closed-lost / Ghost Done Note why

The table has a filtered view per ICP and per role (Influencer Pipeline, Investors, Customers, Partners, Neuro-DSP, RF / EMI, Hardware, Software, Editors), plus Hot list, Due this week, and Engineer Hires. Open Due this week every morning; it is sorted by Next action due, so it is literally your timing queue.


3. Influencer / Ambassador track

Cadence: 7 touches over 30 days. Day 0 Touch 1 ยท Day 2 Touch 2 ยท Day 5 Touch 3 ยท Day 10 Touch 4 ยท Day 14 Touch 5 ยท Day 21 Touch 6 ยท Day 30 Touch 7. Patient and relationship-led: the ambassador ask does not appear until Touch 5.

Who fits, by Niche

Stele's audience is people who already measure themselves and want the truth. The cognitive-readiness angle (the layer no wearable captures) makes the mind-side niches genuinely on-thesis, not a stretch.

Niche Why they fit The angle to lead with
Biohacking Already track everything, own the labs "one record under your whole stack, not ten apps"
Longevity Bloodwork-native, trend-aware "the trend line, not the snapshot"
Health-tech Understand the category "the interpretation layer over Oura and Whoop"
Fitness / Performance Live on recovery and readiness "train to your actual recovery, not a guess"
Sleep Recovery is the whole job "readiness is the morning-after proof"
Mental health Maps to the cognitive layer "the state your watch never reads"
Neurodivergent (focus / ADHD) Cognitive readiness is the product "see your focus before it drops, not after"
Productivity Want the receipts on energy "is it working, measured"
Self-improvement Broad, lower fit only when ๐Ÿ”ฅ on specifics
Looksmaxxing High reach, high risk not the lead; readiness framing only, never person-scoring

Set Audience fit honestly. A 50k biohacker who posts their bloodwork is ๐Ÿ”ฅ. A 2M general-motivation account is ๐Ÿค” at best.

The messages (Stele voice, personalize the opener only)

Merge fields: {first_name}, {specific_post}, {quoted_line}.

Touch 1 (Day 0, Contacted). Engagement, no ask. A genuine reply or comment on a recent post.

Touch 2 (Day 2, Contacted). Warm DM, value-first.

hey {first_name}, been following since {specific_post}. the point about {quoted_line} is exactly the gap we work on. i'm building stele, we pull your wearables and bloodwork into one readiness picture so "am i actually recovered" stops being a guess. not pitching anything, thought the approach would land with you.

Touch 2 alt (Day 2). Question-first (higher reply on IG and X).

hey {first_name}, quick one. your post on {specific_post} made me think you'd have a sharp take: if you had to put readiness into one honest number, what goes in it? building exactly that and want it right.

Touch 3 (Day 5, In convo). Email, recognition plus soft mention.

Subject: {first_name}, the one number under your tracking

{first_name}, {one-line honest reaction to recent work}. quick context: i'm shawn, building stele, the system of record for your body. we absorb the data you already generate (ring, strap, labs) into one readiness picture, with a coach trained on your own data. we are hand-picking a small founding-ambassador group before the public push. no ask yet, i would just put the app in your hands and let it speak. shawn

Touch 4 (Day 10, In convo). Second social touch. Quote-post or a real reply, no pitch.

Touch 5 (Day 14, Negotiating). Email, the offer. Map the ask to a Deal type.

Subject: founding ambassadors for stele

{first_name}, we are bringing on a small founding-ambassador group. what it looks like: lifetime access, a real affiliate share, and direct input on the product and the sensing hardware we build next. all we want is your honest read, and if it earns it, one post in your own voice. 15 minutes this week?

Touch 6 (Day 21, Negotiating). Personal video. Loom or Sendspark addressed to them. Biggest single unlock.

Touch 7 (Day 30). Breakup.

{first_name}, last note, keeping the founding group small. if the timing is off, no problem, the door stays open.

If no reply after Touch 7, set Ghost.

Deal types (use the table's own options)

Channel and compliance notes


4. Recruiting touch sequences (Hire lane)

Five roles are Open in .positions (two specialist engineering seats plus three junior/growth roles). Log every candidate in .outreach as Type = Hire, set the Channel, and use the role views. Personalize the opener to their actual work, always. Link the role page in Touch 2 so they can self-qualify.

The Stage map for a hire: Sourced (found) โ†’ Qualifying (their work clears the top-of-funnel filter) โ†’ Contacted (Touch 1 to 2 sent) โ†’ In convo (replied) โ†’ Negotiating (screen or paid trial) โ†’ Signed (offer accepted) โ†’ Live (onboarded).

Recruiting cadence (timing). Hiring outreach is a tight 4-touch sequence, not the influencer 7-touch month. The whole point is to reach a screen or trial by Touch 3, then close or break up. Day offsets, counted from the first touch:

Track Touch 1 Touch 2 (role + link) Touch 3 (screen / trial) Touch 4 (close)
Specialists (Neuro-DSP, RF/EMI) Day 0 Day 3 Day 8 Day 14
Students (Hardware, Software) Day 0 Day 2 Day 6 Day 12
Editor Day 0 Day 2 Day 5 Day 10

Specialists get a few extra days between touches because they are senior and slower to reply. Set Next action due to the next touch's date every time you send one. No reply after Touch 4, set Ghost.

LinkedIn flow (important). You cannot message a non-connection on LinkedIn, so for any LinkedIn-channel candidate Touch 1 is a connection request with a short note (the note is your teaser, keep it under ~200 characters), and the real opener becomes Touch 2 once they accept. Track it with the Connect req touchpoint when you send the request and Connected when they accept. If they have not accepted by the Touch 3 date, fall back to email or an Open Profile / InMail message. For email, X DM, IG, or TikTok candidates there is no connection step, so Touch 1 is the opener directly.

Priority engineering hires (specialists)

These two are the real, identity-defining engineering seats: senior early-contributor roles (remote, part-time, 6-month term, equity on conversion, or for RF/EMI a paid contract). Both report to Aryan (CTO). They need a more senior pool than the student pipeline below, so source them deliberately. The opener is founder-to-specialist and leads with the hard problem, not a job post.

These are high-skill targets, so go multi-channel, not single-channel. Senior people ignore a lone LinkedIn note, so surround them across surfaces over ~2 weeks. Run these in parallel, not strictly one after another, and check each surface off in Touchpoints:

Day Surface Action
0 LinkedIn Connection request with a note (templates below), plus like or comment one recent post or paper.
2 Email The opener, role, and full spec link, sent whether or not they accepted on LinkedIn.
4 LinkedIn If connected, send the opener as a LinkedIn message; if not, a short email follow-up.
7 X / Twitter A genuine reply to a recent post, or a short DM referencing their work.
9 Best channel The screen / call ask, on whichever surface they engaged.
12 Physical mail A printed one-page brief or a short handwritten note. The pattern interrupt senior people remember.
16 Email or LinkedIn Polite breakup.

The same omnichannel approach fits any high-value target (a marquee creator, a lead investor). Students, junior hires, and lower-tier contacts stay on the lighter single-channel 4-touch in the next section. The per-role templates below give the connect note, the opener, the X nudge, and the screen ask; the mail piece is a printed role one-pager with one handwritten line.

๐Ÿง  Neuro-DSP / Sleep-ML Engineer

Role page: https://app.notion.com/38ac15359bb281afb633e8b24d10ec31 Owns the EEG signal chain (electrode to insight) and the V3/V4 validation gates the raise depends on. Source from: GitHub authors of EEG/sleep DSP and ML (MNE-Python contributors, YASA sleep-staging, Sleep-EDF / PhysioNet projects, OpenBCI ML, ear-EEG repos); ear-EEG and single-channel sleep-staging paper authors (cEEGrid, NextSense-adjacent) via Papers with Code and Google Scholar; NeuroTechX ML / algorithms sub-teams; DREEM and other sleep-staging competition entrants. Filter: hands-on EEG specifically (knows alpha, spindles, K-complexes, sleep architecture), Python signal/ML (MNE, NumPy/SciPy, PyTorch), and a record of pulling signal out of messy biopotential data. Graduate-level or strong self-taught.

๐Ÿ“ก RF / EMI Engineer (Mixed-Signal)

Role page: https://app.notion.com/38ac15359bb2818ca34dfe97ca50bcee Owns the EEG-vs-audio EMI coexistence, the master-spec "scariest unfilled seat." Source from: mostly LinkedIn, not GitHub. Hearables / TWS RF-EMI engineers (Apple AirPods, Bose, Sony, Sonova, GN/Jabra, Samsung), medical-wearable EMI, and 2.4 GHz antenna engineers (HFSS); IEEE EMC Society members and EMC/SI consultants; biopotential-AFE-plus-audio backgrounds. Filter: real mixed-signal EMI (made microvolt analog survive next to switching regulators, Class-D, and a 2.4 GHz radio), grounding/shielding and low-noise PCB layout, EMC/SI bench, 2.4 GHz antenna design (HFSS). Senior; a paid short-term contract is on the table.

Junior hardware + software pipeline (students)

The two roles below are the junior, support-level pipeline (sensor bring-up, firmware, app features), separate from the two specialist seats above. The candidates already seeded in .outreach under Type = Hire were sourced for this junior pipeline; use them for bring-up and execution support, not for the specialist seats. Cadence: Day 0 / Day 2 / Day 6 / Day 12. On LinkedIn, Touch 1 is a connection request with a short note (see the LinkedIn flow above) and the openers below become Touch 2 once connected; for GitHub, X, or email candidates the opener is Touch 1. Students stay single-channel on their one best surface, not the omnichannel specialist sequence above.

๐Ÿ”ง Hardware Engineer (Student / Early-Career)

Role page: https://app.notion.com/p/388c15359bb281ea80c7c60547bed6e2 Source from: NeuroTechX student clubs (WATOLINK, McGill NeuroTech, Berkeley, Stanford, JHU, Penn, UT Austin, UCSD), the OpenBCI forum, university EE/neural-engineering labs and capstone showcases, hardware hackathons, r/embedded and r/PrintedCircuitBoard, and reverse-recruiting from GitHub / Hackaday / Hackster (search ADS1299, EEG, nRF52 BLE sensor repos). Top-of-funnel filter (set Audience fit here): has built physical biosignal hardware end to end (a board they sent to fab, soldered, and brought up), not simulation only. A real EEG/PPG/ECG build is ๐Ÿ”ฅ. Channel: the platform their build lives on (GitHub issue or email, Discord, LinkedIn).

๐Ÿ’ป Software Engineer (Student / Early-Career)

Role page: https://app.notion.com/p/388c15359bb281aa91f0f8dfdc97ee90 Source from: MLH hackathons and Career Fest, curated intern lists (SimplifyJobs Summer 2026, speedyapply), university CS and ACM/AI clubs (UCSD first, warm intros beat resumes), build-in-public scenes on X plus active GitHub profiles (Flutter, AWS, LLM/agent projects), and r/SideProject, r/flutterdev, AI-builder Discords. Top-of-funnel filter (set Audience fit here): has personally shipped something real you can click (a live URL, an app in the store, a repo with a demo). No live link, no repo, never shipped = โŒ, pass. Channel: X DM (build-in-public), GitHub, email, LinkedIn, or a university intro.

๐ŸŽฌ Short-Form Video Editor / Motion Designer (Growth)

Role page: https://app.notion.com/p/388c15359bb28185b6fed4c4551bf4bd Cadence: Day 0 / Day 2 / Day 5 / Day 10. Source from: editor Discords (the "video editors" server, "Hire A Video Editor," "Editor's Heaven," Rivetto's short-form community), faceless/automation Discords (NexLev, VidIQ), the X and IG editor scenes ("DM for editing"), creator-economy boards (YT Jobs, Roster), and the highest-quality channel: poach the editors behind creators in our niches (look at caption or bio credits) and DM them a concrete paid offer. Top-of-funnel filter (set Audience fit here): real view counts and retention on work they EDITED (not shot), plus before/after raw-vs-finished samples. Agency-polished with zero views = โŒ. Channel: DM on the platform where their work lives (Discord, X, IG). DM beats cold email here, so personalize hard.

LinkedIn search strings (engineer roles)

LinkedIn is the primary channel for the two specialist seats (Neuro-DSP and RF/EMI), strong for the student engineer roles, and plan B for the editor (whose pool lives on Discords, X, and IG). Run these as LinkedIn People searches, and as a Google X-ray when LinkedIn's filters are too blunt. For the student roles, filter to current students and target schools (Waterloo, UCSD, Berkeley, McGill, Polytechnique Montreal, UT Austin, Johns Hopkins, UPenn, Stanford); for the specialists, filter on seniority and the keywords below.

Neuro-DSP / Sleep-ML Engineer. - LinkedIn keyword: (EEG OR "sleep staging" OR polysomnography OR neurophysiology OR "brain-computer interface") AND ("signal processing" OR "machine learning" OR MNE OR "deep learning") AND (PhD OR graduate OR researcher OR "computational neuroscience") - Google X-ray: site:linkedin.com/in (EEG OR "sleep staging" OR "ear-EEG") (MNE OR "signal processing" OR PyTorch OR "machine learning")

RF / EMI Engineer (Mixed-Signal). - LinkedIn keyword: (EMI OR EMC OR "signal integrity" OR "mixed-signal") AND (antenna OR "2.4 GHz" OR RF OR "low noise") AND (hearable OR TWS OR wearable OR audio OR biopotential) - Google X-ray: site:linkedin.com/in (EMI OR EMC OR "signal integrity") (antenna OR RF) (hearable OR TWS OR "medical device" OR wearable)

Hardware Engineer. - LinkedIn keyword: (EEG OR EMG OR ECG OR biosignal OR ADS1299 OR OpenBCI OR nRF52 OR STM32 OR firmware OR PCB) AND (student OR intern OR undergraduate) - Club angle: (NeuroTechX OR neurotech OR "brain computer interface" OR BCI) AND (student OR member OR club) - Google X-ray: site:linkedin.com/in (EEG OR "ADS1299" OR OpenBCI OR "in-ear EEG") (firmware OR PCB OR embedded) (student OR intern)

Software Engineer. - LinkedIn keyword: (Flutter OR "React Native" OR Swift OR Kotlin) AND (AWS OR Lambda OR Firebase) AND (LLM OR OpenAI OR Gemini OR RAG) AND (student OR intern OR "new grad") - Hackathon angle: (hackathon OR MLH OR Devpost OR TreeHacks OR HackMIT) AND (Flutter OR mobile OR "full stack") AND (health OR wearable OR fitness) - Google X-ray: site:linkedin.com/in (Flutter OR "Flutter developer") (AWS OR Firebase) (LLM OR OpenAI) (student OR intern)

Editor (plan B only). - ("video editor" OR "motion designer" OR "short-form editor") AND ("After Effects" OR CapCut OR Premiere) AND (reels OR TikTok OR shorts). The real editor pool is on editor Discords, X, and IG, so lead there and treat LinkedIn as backup.

On LinkedIn: comment on the person's post before connecting (3 to 5x acceptance lift), keep invites under 20 to 25 per day, and use Open Profile and Group messages, which do not count against the weekly invite cap.

The .outreach table is already seeded with sourced engineer candidates (Type = Hire, Stage = Sourced), each with contacts (LinkedIn, email, GitHub) in dedicated columns and the role-page link in the row body. Engineers default to the LinkedIn channel. Work them from the role views.


5. The other lanes (same table, different message and timing)

Type Lead angle Cadence First channel
Investor Lead with the earbud and the moat: the cognitive-readiness layer no one owns, defense-funded, the record is the moat. The app is proof we ship, not the pitch. Warm intro first. Then Day 0 send the brief, Day 4 follow-up, Day 10 nudge, Day 21 final. Slower than hiring. Intro, then LinkedIn or Email
Customer The app, plainly: one readiness picture from the tracking you already do. Offer a gifted trial. Day 0 DM, Day 3 value, Day 7 ask. Short. IG DM, Email
Partner Integrations and pilots: wearable and lab data, gyms, and defense (SBIR, AFWERX), clinical advisors. Warm intro first, then a 3-touch over 2 weeks. Intro, Email, LinkedIn

For Investor and Partner especially, route warm: an Intro outperforms any cold channel, so log who can make it in Owner(s) and Next action.


6. Daily rhythm

  1. Open Due this week (sorted by Next action due). Clear everything due today: send the touch, check it off in Touchpoints, move the Stage, and set Next action due to the next touch's day.
  2. Work the Hot list (๐Ÿ”ฅ Perfect, still Sourced or Qualifying): qualify, draft the opener, send Touch 1 (Day 0), move to Contacted.
  3. Anything in In convo gets a same-day reply.
  4. For hires, work the role views (Neuro-DSP, RF / EMI, Hardware, Software, Editors): each candidate already has the role page linked and contacts populated.
  5. Keep the source queue full: add new rows as Sourced with Type, Niche or role, Platform, Followers, handle.

That is the whole system. The table runs the pipeline; the day labels keep every touch on time; this doc keeps the messaging true to the product.