Advisory Email – May 2021

In the view of transparency, below is an excerpt from an advisory email I sent this month:

UPDATES 🎉
*NEW PROJECT* XaiPient: Adaptive Lead Scoring AI company in New York. Integrates with your CRM to automatically score accounts. Helps you more accurately and quickly identify leads to prioritize. The AI also provide a clear recommendation for next “event/action” that will increase conversion based on activity history from your database.

Refreshed Website: Made services clearer, new colour scheme, new logo. Welcome any feedback!

Yukonstruct STEM-to-Market Startup Bootcamp: Ongoing.

Pricing Estimation Calculator (PEC): No new projects this month.

Network

• Introductions made: 9
• Introductions received: 2

LESSONS 🎓

• Exported 5,261 contacts from LinkedIn and indexed them to improve my ability to facilitate relevant introductions. Here’s what I learned in the process.
• A quick tip to shorten Sales Cycles for Consultants to <1 mo.

GRATITUDE WALL 🤝

• Spring for having me share on Catalyzing Online Sales in their Mastering Online Growth Bootcamp. You can sign up and watch the replay with the link.
• Pieterjan Schouppe from Plant a Flag for facilitating a last-minute B2B Marketing workshop for our STEM to Market Bootcamp.
• Paul Davidescu from MortgagePal for supporting with my personal mortgage shopping. Paul has lots of experience finding solutions that will work for the self-employed/entrepreneurs.
• Justin Sheridan for the opportunity to build a market validation program for your business.
• Ritesh Bansal for connecting me with Prasad Chalasani from XaiPient.
• Kokopelli Packraft for their amazing customer service and quick turnaround on my packraft repair, excited to go paddling in the sun again!
• Daniel Giroday for taking me out on my first whitewater trip on Seymour River!

ASKS 🙏
XaiPient is looking for alpha testers for their Hubspot app. If you:

• Have at least 1,000 contacts in Hubspot.
• Integrated Hubspot into your primary marketing/sales channels and are tracking “events/activities” of your customer (e.g. website/landing page, email, social media).

And would like to try it out, give me a shout and I’ll connect you with the founders.

Next: June 2021 Advisory Newsletter