Outreach set

One account, approvals marked

What it is: The account brief, the first approach, a follow-up, and where a person approved each one.
Built from: The Account Map entry, the firm's past proposals and its tone guide.
How long it took: Drafted in minutes; reviewed by the account owner the same day.
Who approved what: The account owner approved and sent the first approach and the follow-up.

Outreach setIllustrative sample · invented firms

Account brief

Rail infrastructure contractor, UK. Won a regional framework in September. Your two largest wins solved the same asset-data handover problem. Approach: head of digital delivery. Warm path: none; first approach by the BD director.

From: BD director, your firm
To: Head of digital delivery
Subject: Asset data on the new framework

Congratulations on the regional framework. Handing over asset data in the format the client wants is usually where the first months go.

We solved the same handover for two UK contractors last year, and the pattern was similar each time: the models were fine, the data behind them wasn't.

Would a 20-minute call in the next fortnight be useful? I can share what we changed and what it saved them.

Approved and sent by the BD director

Prospect replied

Reply drafted at once, sent by the BD director

Prospect: "Interested. Do you work with our document management system?"

Yes, we have worked with it on both projects. I've asked our BD director to suggest two times this week.

Handed to the owner: meeting booking

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