Summary of record
Lead agreed to reschedule a meeting after an initial invite.
- Outreach
- Hey [PERSON], saw you in my feed. Been looking at WealthTech - advisors lose time turning client docs, notes & planning talks into something useful. A real opening to scale client intelligence. Worth connecting for a long-term collab?
- Lead
- Hi [PERSON]. What's it you are thinking about? Do you want to talk?
- Lead
- Interesting, let's catch up next week if you are free. I'll be travelling Tuesday and Wednesday - are you free Thursday or Friday, preferably in the morning?
- Lead
- Sure, that works. What's your email address (for the invite)?
- Lead
- I've sent you an invite for Thursday
- Lead
- Hi [PERSON], so sorry, I had a meeting overrun and couldn't message. Can we postpone, please?
- Lead
- Yes, of course. Can you do around this time, tomorrow?
- Lead
- 2 pm CET (1 pm BST) works for me. I'll send you an updated invite
Coverage note. This page shows only messages available in the outreach export. Later replies or follow-ups on LinkedIn may not be represented. Personal, organizational, and contact details have been removed.