Introduce a CFO to a prospect relationship. Script 1 is the email from sales to the prospect to introduce the CFO. Script 2 is the follow-up email from the CFO to the client.

Script 1: From Sales to Prospect

Subject: Stride CFO Introduction Timing: Send this before the TEC call is scheduled

Dear [Prospect]: I am pleased to introduce you to [person who will be managing this next part of the process]. [person] is a fractional CFO at Stride and will be responsible for determining how we can best help to align with your goals. To learn a bit more about [person], you can see his/her background page here [link on 'spotlight here' to Stride webpage with the person spotlight]. What you can expect from [person] is a follow-up email to introduce themselves and share next steps, including getting that review call set up. If you have any questions during this process, you can certainly reach out to either of us.

Regards, [Sales]

Script 2: From [person] to Prospect

Subject: Reply all to the initial email. If you set up as a new thread, use subject -- [Great to Meet You [name]]

Dear [Prospect]:

It is great to meet you. I appreciate the introduction from [salesperson]. I have had a chance to get up to speed on your business and am looking forward to building a relationship. The next step is getting a review call set up that will give me a chance to learn more about your goals, where you are today, where you want to be, and the bridge we want to build for you to get there. I am cc'ing our admin on this email, [name], who will propose a few times that hopefully work for you. If you have any questions about this process, don't hesitate to ask.

Regards,

[person]