Vol 73

Contents

• Template of the Week 📕

• Tutorial of the Week 🏫

• Tip of the Week 💡

• FREE Gift 🎁

Template of the Week 📕

This template works because it leads with genuine research into the prospect's career trajectory - not their company's product, but them personally. That signals effort and respect. And the CTA is soft and curiosity-driven.

What we're pitching: Personal branding and thought leadership services

Hi Marcus,

I came across your recent appointment as Managing Director at Haldane Maritime Engineering - a few trade publications covered it earlier this year.

What caught my attention was the path you've taken to get there. Structural engineer, then into project leadership, and now heading up the expansion into the new Dubai office. That's quite a specific blend of technical depth and commercial vision.

It feels like there's a real gap between the expertise you're sitting on - vessel compliance, regulatory frameworks, cross-border project delivery - and how visible that expertise is to the broader market.

Leaders who can speak to both the technical and the operational side are rare in your industry. And right now, most of them aren't really putting that voice to work.

Would it be worth a quick chat about how that could become a growth lever for you and the firm?

Tutorial of the Week 🏫

Tool of the Week ⚙️

Grok Bot

What it does: Grok Bot is xAI's AI agent platform. Each bot gets its own cloud computer, signs into the tools you already use (CRM, email, Slack, etc.), and completes multi-step tasks on its own - 24/7, even when your laptop is closed.

Why we love it: You can set up a bot to prep for sales calls by pulling context from your CRM and call recordings, draft follow-ups in your voice, update pipeline fields, and flag accounts that need attention. Still early days, but the sales use cases are already quite strong.

Next steps: Check it out here!

Tip of the Week 💡

We just closed a deal with one of the biggest entrepreneurs in the UK (25M+ followers across socials).

One-call close.

How? 2 things:

1) Referral
2) Organic content

Referral = instant credibility
Content = pre-built familiarity
Together = short cycles and high-conviction buyers

FREE Gift 🎁

Lead List: US Financial Services

Hosted by brothers Felix and Penn Frank, Co-Founders @ StackOptimise.