Your mission
- Goal: Book 3–5 trial sessions in weeks 1–3. Focus on trial sales only — no wellbeing fair proposals until trial model is proven.
- Territory: Wan Chai + Sheung Wan + Quarry Bay (Phase 1). Rest of HK Island wks 3–4. Kowloon Month 2.
- Target size: Companies under 200 employees. Boutiques and SMEs preferred — faster decisions, less procurement.
- Window: April is Stress Awareness Month — the best reason to act now. Lock trials this month.
- Your weapon: A simple 60-minute offer tied to April Stress Awareness Month. Easy to explain, easy to approve.
What you're selling (3 products)
- Trial session — 20% off a 60-minute soundbath or yoga/Pilates. Goal: get them comfortable saying yes.
- Complimentary mindful eating talk — 45-min session (intro to mindfulness, guided tasting sponsored by Oatside, journaling). FREE when client books a trial class in April. First 20 new corporate clients by 15 Apr. Valued at HKD $1,500. Use this as a closer, not the opener.
- Wellbeing fair / recurring classes — the larger upsell after a good first experience. Post-session survey included with every booking.
Pricing (know this cold)
Lead with the 60-minute trial class. The complimentary mindful eating talk (valued at $1,500) is your closing lever — "book now and you also get this for free." First 20 new clients by 15 Apr. Every booking includes a post-session survey shared with the client.
Who to call (sweet spot titles)
- Best titles: HR Manager, L&D Manager, Employee Engagement Manager, Workplace Experience Manager, HRBP. These own the budget.
- Too senior (skip): CHRO, Chief People Officer — they delegate vendor selection. Only approach with warm intro.
- Boutique (<100 emp): Skip HR. Go to COO or Managing Partner.
- Warm path: Ask Alice first — HKGCC connections beat any cold outreach.
Top confirmed LinkedIn contacts — start here
- Pearl Leung — Assoc Dir, People Experience & Culture, Lee Kum Kee (Sheung Wan). linkedin.com/in/pearl-leung
- Margret M W. — Dir, Talent Dev & Engagement, FWD Insurance (Sheung Wan). linkedin.com/in/margret-m-w-4650299 ✓ Right level
- Miranda Au — CHRO, FWD Insurance. linkedin.com/in/miranda-au-fung ⚠ Too senior
- Sara Choi — Sr Mgr Talent Acq & Dev, Bowtie (Wan Chai). linkedin.com/in/sarachoiky
- Wendy Sit — L&D Officer, Lee Kum Kee. linkedin.com/in/wendy-sit-349182190
Check Alice's LinkedIn connection degree first — warm intro is 5× more effective.
Your outreach message (copy-paste, personalise name)
Hi [Name], I'm reaching out on behalf of Beans Wellness — we run corporate wellness programmes across Hong Kong, from yoga and sound healing to larger wellbeing events.
April is Stress Awareness Month, so we're offering a simple first-session trial at 20% off — a 60-minute soundbath or yoga/Pilates class for your team. If you book in April, we'll also include a complimentary mindful eating talk (normally $1,500) as a bonus.
Would this be useful for your team? Happy to send a one-pager or jump on a quick call.
Objection handling (memorise these)
Ops flow after a client says "interested"
- 1. Pitch first. Focus on the simple 60-minute trial offer tied to April Stress Awareness Month.
- 2. Get written interest. Ask the client to confirm interest by email so there is a clean thread to work from.
- 3. Lock two options. BD proposes two possible dates with the client.
- 4. Soft-check Alice. Alice confirms which date/time is actually workable before anything is promised.
- 5. Teacher assignment. Alice needs 1 working day to assign the right teacher.
- 6. Send quotation. Always state whether the class is Cantonese, English, or bilingual.
- 7. Vendor onboarding + payment. BD supports the client if they need Beans set up as a vendor or need a bank transfer / card payment link. Payment terms: 100% pre-payment at least 10 working days before the workshop. Inform client upfront.
- 8. Update the tracker. Google Sheet must be updated along the way, not at the end from memory.
Your weekly rhythm
Weekly KPIs (minimum targets)
- Outreach sent: 25/week
- Replies received: 5+/week (20% reply rate)
- Calls/meetings booked: 2–3/week
- Trial sessions confirmed: 1–2/week
Weeks 1–3: Focus on trial class sales only. No wellbeing fair proposals yet — prove the trial model first.
Weekly 30-min regroup with Alice: KPI attainment + product-market fit check. Key question: do we need to pivot the offer or the target list?
Miss KPIs 2 weeks in a row → tell Alice immediately. Adjust message or target list.