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Matt Guerra
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Executive-Outreach.md

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02-Outreach/Executive-Outreach.md

  1. ---
  2. type: outreach-play
  3. scope: 02-Outreach
  4. outreach_type: "Check-In"
  5. tags: [outreach, executive, founder]
  6. created: 2026-06-16
  7. updated: 2026-09-28
  8. aliases: ["Founder CEO Outreach", "Executive Outreach"]
  9. ---
  11. # Executive Outreach (Founder / CEO)
  13. The purpose: a personal, founder-level touch from Nora Lindqvist (owner / general manager) for [[Platinum-Partner]], [[Iridium-Partner]] and [[Rhodium-Partner]] clients and high-potential accounts. Thank them, gather candid feedback, and open a 30-minute strategic Zoom. Connect on LinkedIn before the call.
  15. ## Assets
  16. - Email step 1: [[Email-Founder-CEO-1]]
  17. - Call script: [[Founder-CEO-Call-Script]]
  19. ## Candidate accounts (Iridium / Rhodium)
  21. Lists every Iridium and Rhodium stub, most orders first, leaving out the Harlow Ridge Homes mailboxes (Rhodium by override, relationship handled directly, never cold-emailed). The old list also tried to match senior titles (founder, owner, chief and so on), but `title` is blank on the stubs until enrichment fills it, so that clause matched nothing; it is gone. Platinum accounts with a senior contact are added by hand when Matt or Nora picks them.
  23. ```dataview
  24. TABLE WITHOUT ID file.link AS "Client", company AS "Company", user_group_correct AS "Tier", email AS "Email", ltv AS "LTV", total_orders_count AS "Orders", last_order_date AS "Last Order"
  25. FROM "03-Clients/client-stubs"
  26. WHERE (user_group_correct = "Iridium Partner" OR user_group_correct = "Rhodium Partner") AND !contains(email, "harlowridge.example")
  27. SORT total_orders_count DESC
  28. ```