CARR Biosystems × BioCreative Strategies

— THE JOURNEY · CHRONOLOGICAL RECORD —

From a Tuesday-morning intro call to a 102K-contact platform.

Every working session, every shipment, every milestone — January 23 through May 6, 2026. Read top-to-bottom for the story; jump to a phase below.

Phase 1 · Discovery (Jan 23 – Feb 13)
MEETING

Jan 23, 2026

Introductory call

Jake Andrews + Brian Elbert + Jeff Martin (Flyte Bio referral). First conversation. CARR's outbound problem framed.

EMAIL

Jan 25, 2026

Proposal sent

Launch Program proposal: $7,500/mo, 3-month initial term, ICP + platform + outreach + content.

MEETING

Jan 27, 2026

Deep-dive strategy session

Goals locked: ~1,500 in-scope target accounts, 20 seed customers in first quarter, 5-rep enablement, brand-content infrastructure.

PAYMENT

Feb 14, 2026

Engagement starts · Month 1 invoice

SOW countersigned. $7,500 paid. Build clock starts.

Phase 2 · Foundation (Feb 14 – Mar 14)
MEETING

Feb 17, 2026

First strategy session

Jake on the SSO matrix: "When they scale up, we leave everyone else in the dust." Buyer personas mapped.

BUILD

Feb 22, 2026

First DB migrations · platform stood up

Supabase project. First schema: accounts, contacts, opportunities, segments. Lovable frontend.

BUILD

Mar 1, 2026

First 1,500 accounts loaded · ICP v1 scoring

Initial Clay enrichment run. ICP scoring framework live. Account Detail page shipped.

MEETING

Mar 6, 2026

Demo · platform v0.5

Walkthrough with Jake + Dan. Account Detail, Target Universe, Pipeline tabs reviewed. Feedback into Sprint 3.

PAYMENT

Mar 14, 2026

Month 2 invoice · paid

$7,500. Total to date: $15,000. Foundation phase complete.

Phase 3 · Outreach Activation (Mar 14 – Apr 14)
BUILD

Mar 18, 2026

HeyReach integration live · 5 reps onboarded

LinkedIn campaigns activated for Andrew, Bethanne, Jeff, Dan, Nico. First connection requests fly out.

BUILD

Mar 25, 2026

AI message generator · v1 shipped

CampaignOutreachModal goes live. Claude Sonnet generation. Brand context injection. Per-contact enrichment.

BUILD

Mar 31, 2026

Brand Bible shipped · Firecrawl scrape

44-page scrape of carrbiosystems.com. 4 master docs. 17K-character JSON for AI runtime. Single source of truth.

MEETING

Apr 3, 2026

BW IT introduction · John Katsapis

Architecture review with Barry-Wehmiller IT. Vendor approval discussion. Azure SQL questions parked.

BUILD

Apr 8, 2026

3 conversion landing pages shipped

Autologous · Accelerate · Scale-Up. Persona-aligned. Form-capture wired. Awaiting DNS activation.

PAYMENT

Apr 14, 2026

Month 3 invoice · paid · $22,500 total

Initial term complete. Continuation under SOW §4.1 begins.

Phase 4 · Hardening & Maturity (Apr 14 – May 6)
MEETING

Apr 21, 2026

Nico Summaria onboarding

First active rep feedback session. Nico takes ownership of message review for his territory.

BUILD

Apr 23, 2026

Per-rep writing rules · Nico's voice live

3 banned phrases, 2 required phrases, structural rules. Banned-phrase rate drops 66% → 0%. 12 companies + 1,588 contacts blocked via DNC.

BUILD

Apr 27, 2026

3 audit waves · ICP v2 · validation queue

Security hardening complete. ICP scoring rebuilt. Brave Search verification queue live.

BUILD

May 1, 2026

Newsletter system · 4 email campaigns staged

CARR Market Pulse infrastructure. EmailBison campaigns (4 / 500 contacts) staged, awaiting vault secrets.

MEETING

May 6, 2026

Capstone session · Month 4 framing

Honest review with Jake. Activation gap discussed openly. Continuation under SOW §4.1 confirmed. This page goes live.

Phase 5 · Continuation (May 6 → )
PLANNED

Week of May 13, 2026

Per-rep onboarding sessions · email channel activation

30-min 1:1s with each rep. EmailBison vault secrets in. First batch of email outreach goes live.

PLANNED

June 6, 2026

30-day Definition of Success review

50+ emails sent · 5+ replies · 50+ accounts marked engaged · 4/4 weekly sessions held. Month 4 retrospective.

That's the story so far.

For the technical view of how the platform actually works under the hood, jump to the workflow page. To return to the main story, head back to the index.