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Drafts the invitation to a customer you want involved in shaping something. Run it after Product Ambassadors has found the candidate.

Arguments

What you get

What is in the draft

  • The route: direct, or an internal introduction first.
  • A draft email anchored on a dated quote from that customer.
  • The evidence it rests on, shown underneath.
  • Questions to ask once they say yes.

Draft, never send

Nothing goes out, and nothing claims it did. Where the route needs an internal introduction it drafts that separately, rather than putting words in a colleague’s mouth.