Template by Nick Cegelski. For advice on this template, read this post.
Step 1: Ask yourself, “Are we engaged with stakeholders above the decision-making power line?
🟢 If yes, keep doing your thing.
🟡 If no, have your CXO (CEO, CRO, VP of X) send “The Recap Email” to their CXO asking for an exec-to-exec conversation. ↓
Step 2: The Recap Email
[First name]
I’m [your CEO’s name], CEO of [company name]. Sally on our team told me that he’s been working with Annie on your team and has spoken highly of the revenue org you run at [their company name].
I’d love to meet 1:1 with you to hear how we can best support you as you consider us, and if anything else, meet a like-minded revenue leader.
Open to meeting Tuesday AM or Wednesday PM next week?
[Your CEO’s Name]