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Subject
FWD: Need help with intro to procurement - Meridian Corp deal
---------- Forwarded message ---------
From: Sarah Chen <s.chen@meridiantech.com>
To: Jake Morrison <jake@velocitysales.com>
Date: Wed, Nov 15, 2023 at 2:47 PM
Subject: Need help with intro to procurement - Meridian Corp deal
Hi Jake,
Hope you are doing well! Quick ask - could you help me draft an intro request to connect with Lisa Park in procurement? Based on our conversation last week, it sounds like she will be involved in the vendor evaluation process for the Q1 rollout.
Context:
- Current deal: $180K annual contract for our automated reporting platform
- Timeline: Decision by end of Q4, implementation Q1
- Your team loves the efficiency gains (40% reduction in manual reporting)
- Lisa will likely want to understand security protocols and vendor compliance requirements
- I think she would value hearing about our SOC 2 certification and how we have streamlined procurement for similar companies
I do not want to cold-reach her and potentially step on toes, but I know procurement questions will come up and want to address them proactively. What do you think?
Thanks!
Sarah
From: Sarah Chen <s.chen@meridiantech.com>
To: Jake Morrison <jake@velocitysales.com>
Date: Wed, Nov 15, 2023 at 2:47 PM
Subject: Need help with intro to procurement - Meridian Corp deal
Hi Jake,
Hope you are doing well! Quick ask - could you help me draft an intro request to connect with Lisa Park in procurement? Based on our conversation last week, it sounds like she will be involved in the vendor evaluation process for the Q1 rollout.
Context:
- Current deal: $180K annual contract for our automated reporting platform
- Timeline: Decision by end of Q4, implementation Q1
- Your team loves the efficiency gains (40% reduction in manual reporting)
- Lisa will likely want to understand security protocols and vendor compliance requirements
- I think she would value hearing about our SOC 2 certification and how we have streamlined procurement for similar companies
I do not want to cold-reach her and potentially step on toes, but I know procurement questions will come up and want to address them proactively. What do you think?
Thanks!
Sarah
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