✦ Beans Wellness — BD Sprint Cheat Sheet
For Michelle · Internal use only · Mar–Apr 2026
Phase 1: WC + SW + QB

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)

Soundbath (60 min) HKD $3,500$2,800 trial
Yoga / Pilates (60 min) HKD $2,500$2,000 trial
Mindful eating talk (45 min) Complimentary with trial
Wellbeing Fair package HKD $18K–$25K

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)

"We don't have budget."
Trial is HKD $2,000–$2,800 for a clean 60-minute format. Most teams can approve that under discretionary spend without a long procurement cycle.
"We already have a wellness vendor."
Most of our clients use multiple vendors. Sound healing is different from gym classes — happy to do a one-off trial alongside your current programme so you can compare.
"June is too close / not the right timing."
April is Stress Awareness Month — that's the window. An April trial helps them validate a vendor before committing to anything bigger like a wellbeing fair or recurring programme.
"How many people do you need?"
Standard 60-minute format works for most team sizes. If the team is larger, we can split into two sessions or discuss a bigger wellbeing fair setup.
"I need to get approval."
Of course. We include a post-session survey with every booking — you'll have participation data and employee feedback to show management. That usually unlocks the budget for a bigger programme.
"Send me more info."
Send the 1-pager (not the full deck). Say: "Sending a short overview now — happy to jump on a 10-min call this week to answer any questions." Follow up if no reply in 3 days.

Ops flow after a client says "interested"

⚠ Important: CC hello@beans-wellness.com on all outreach emails and correspondence with prospects or clients. No exceptions.
  • 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

Mon
Research 10 new contacts on LinkedIn. Log company, name, title, connection degree, contact info.
Tue–Wed
Send 10–15 outreach messages (DM or email). Personalise first line with company name. No attachments in first message.
Thu
Follow up on anyone who opened but didn't reply. 1 follow-up only — "Did this land at a bad time?"
Fri
30-min regroup with Alice: KPI attainment, product-market fit signals, any pivots needed. Prepare 5-bullet summary before the call.

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.

Qualified meeting template — CHAMP framework

Use this in every meeting. Log answers in the tracker same day.
C — Challenges
Ask: "What's your biggest challenge around employee wellbeing or engagement right now?" / "How do you currently support your team's mental health and physical health?"
H — Authority
Ask: "Who else would be involved in approving something like this?" / "Is this something you can move on independently, or does it need sign-off from your manager or finance?"
A — Money
Ask: "Do you have a wellness or L&D budget for this kind of activity?" / "What kind of spend per session would work for your team — roughly?"
M — Motivation
Ask: "Is there a specific event or moment driving this — like Stress Awareness Month in April, or June wellness month?" / "What does success look like for you after a session?"
P — Prioritisation
Ask: "How soon are you looking to move on this? We have April and June slots — which would suit your team better?" Always end with: "What's the best next step from here — shall I send a one-pager, or would you prefer to set a follow-up call with your team?"
Top 3 must-get answers from every meeting:
① Budget signalIs there a wellness/L&D budget, and roughly what size?
② Decision-makerCan they approve this alone, or who else needs to sign off?
③ TimelineCan we lock an April session for Stress Awareness Month, or do you need more time?