By name: early-access-response description: Handle new Boardwise Early Access requests — send a personalized welcome email with info and sign-up link (no demo push).
Early Access Response
When to Use
When Jeremy forwards a new Early Access request email from a prospect (typically from the Boardwise website form or similar intake).
Philosophy
- Info + sign-up link, not a demo push. Jeremy values his time — he only wants to meet with people if they need support or onboarding help, not for a standard sales demo.
- Low-pressure, helpful tone. Good salespeople don't feel like salespeople. Remove friction, don't create pressure.
- Keep it concise. Don't overwhelm with features — address the prospect's specific pain points.
Steps
1. Extract Prospect Details
Read the forwarded early access request and extract:
- Name
- Organization
- Current software (if mentioned)
- Specific pain points or needs (if mentioned)
- Any other relevant context
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:
- Opening — Thank them, acknowledge their specific situation (current tool, pain points)
- 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.
- 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
- Sign-up link — "You can sign up and start exploring right away here: https://app.boardwise.co/signup"
- Soft CTA — Offer a walkthrough after they've had a chance to look around, not as the primary action
- Sign off as Jennifer Lawson, Boardwise
4. Send Draft to Jeremy for Approval
- Send the draft email to jeremy@boardwise.co 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).