Early Access Response

2. Save Contact Info

• Save the prospect's details to long-term memory using remember (name, email, org, current tool, what they're looking for)

3. Draft the Response Email

Compose a personalized email following this structure:

Subject: Boardwise — [address their main need, e.g., "simpler, more affordable board management"]

Body:

1. Opening — Thank them, acknowledge their specific situation (current tool, pain points)
2. Value prop — Boardwise is $200/month flat. No per-seat fees, no annual contracts, no surprise costs. Document management, meeting coordination, action tracking, AI-powered tools, clean modern interface.
3. Differentiators (pick 3-4 most relevant to their situation):
   • Simple, intuitive design — minimal training needed
   • Single login across multiple boards
   • Transparent pricing — one flat rate regardless of users
   • Direct founder/team access for support (no ticket queues)
   • SOC 2 Type II, ISO 27001 security
   • AI-powered document tools
4. Sign-up link — "You can sign up and start exploring right away here: https://app.boardwise.co/signup"
5. Soft CTA — Offer a walkthrough after they've had a chance to look around, not as the primary action
6. Sign off as Jennifer Lawson, Boardwise

4. Send Draft to Jeremy for Approval

• Send the draft email to [email protected] as a reply to the forwarded thread
• Include the full draft clearly formatted
• Ask if he wants to send as-is or adjust

5. Archive the Original Thread

• Mark the forwarded email thread as read and archive it after sending the draft to Jeremy

Important Notes

• Do NOT send the email directly to the prospect. Always route through Jeremy for approval first.
• Do NOT offer a demo or meeting as the primary CTA. Sign-up link is the primary action.
• If the prospect has very specific or complex needs, note that in the draft to Jeremy so he can decide whether a call is warranted.
• Use --body-html if sending the actual outreach email externally (plain text has line-break issues in Gmail).