Following up on my introduction from Chris Seidensticker.

Hi Brian! Great to connect with you. To set up our call and dive into how I can help, could you share your phone number and email with me? I'll give you a ring right after I have those details.

609-638-9838. rootedinproduct@gmail.com

Perfect, I've made a note of your information, Brian. Check your phone – I'll give you a call now, but no worries if you can't take it. You can call me back anytime at +14159699735. Just so you know — by picking up my call, you'll be accepting my terms of service. You can read more here: https://www.boardy.ai/terms

Here's some language for framing the refinement conversation with your enterprise client: "I've reviewed the EY materials and see tremendous potential in your vision. To ensure we deliver measurable value, I'd like to propose a refinement workshop where we: 1. Define success metrics for each key feature (What makes something 'TurboTax-like' in measurable terms?) 2. Prioritize capabilities based on business impact vs. implementation effort 3. Create a phased approach that delivers value incrementally This will transform your compelling vision into an actionable roadmap that your team can execute with confidence." This positions you as enhancing their vision rather than replacing it, while creating the space to introduce proper product thinking.

Hey! I've got a new match for you, check your email and let me know what you think.

Hey Brian, I just tried giving you a quick call and hit voicemail. No rush, but I’d love to keep helping you line up the right conversations for that next client by April. Are you still up for meeting a few more potential referrers/BU owners this month, or heads down on other stuff right now?

Hey Brian, I tried calling just now and hit voicemail again. No stress at all. Are you still actively hunting for that next client by April, or has your focus shifted a bit since we last talked?

Hey Brian, just tried calling and hit voicemail again. Are you still looking for help lining up that next April client, or should I pause on new intros for now?

Hey Brian, just tried calling and hit voicemail again. How are things going on the “new client by April” front—still something you want my help lining up more intros for, or should I pause for now?

Hey Brian, I just tried calling and hit voicemail again. Are you still looking for help lining up that next client by April, or should I pause on new intros for now?

Hey Brian, just tried calling and hit voicemail again. Are you still actively looking for help landing that next client by April, or has your focus shifted a bit since we last talked?

If it has shifted, what’s the main thing you’re trying to move forward this quarter instead?

(And separate question for me to tune future intros: of the folks you’ve already met through me, who’s been most useful or interesting for you so far?

Hey Brian, I know we’ve had a bunch of intros flying around the last few months. Curious from your side: which one or two conversations so far have actually felt most useful for moving Rooted In Product forward?

Hey Brian — just tried calling and hit voicemail again. No rush. Do you want me to keep pushing intros to potential clients/referrer-nodes in fintech, e-commerce, logistics, and rentals, or pause for now?

Hey Brian — just tried calling and hit voicemail again. No stress. Do you want me to keep pushing intros to potential clients/referrer-nodes in fintech, e-commerce, logistics, and rentals, or pause for now?

Hey Brian — just tried calling and hit voicemail again. No stress. Do you want me to keep pushing intros to potential client/referrer nodes (fintech, e-commerce, logistics, rentals), or pause for now?

Hey Brian — tried calling again but hit voicemail. Still pushing buyer intros in fintech, ecom, logistics, and rentals your way. Anything new on your end I should know about?

Hey Brian — tried calling again but hit voicemail. Still on the hunt for buyer intros in fintech, ecom, logistics, and rentals. Anything new on your end worth knowing?