Hit Your Quota: Focal $5M Sales Trigger

🚀 Battle Card: Focal

• John Connell, CEO 📧 <john@meetwithfocal.com>

• This $5M infusion fuels expansion of AI-powered meeting prep and CRM automation, boosting advisor efficiency. → Source

• Manual meeting note capture and CRM syncing

• Slow KYC/onboarding processes under heavy compliance demands

• Primary: Enterprise AI Integration Suite → Accelerate automations across meetings, notes & CRM

• Expansion: Security & Compliance Analytics Module → Strengthen audit trails and regulatory oversight

• HQ: San Francisco, CA

• Employees: ≈ 20

• Rev: ≈ $0.1 M

• Website: [meetwithfocal.com](https://meetwithfocal.com/)

🤼 Competitive Intel

• Salesforce Financial Services Cloud — CRM / Workflow automation
• Unique edge: Robust ecosystem & compliance features
• Evaluated by CTO & Head of Operations for integration depth

• Redtail Technology — Advisor CRM
• Unique edge: Advisor-focused UX & competitive pricing
• Evaluated by Director of Advisory Services for ease-of-use

• eMoney Advisor — Client portal & financial planning
• Unique edge: Advanced planning tools & client dashboards
• Evaluated by CFO & Head of Client Success for planning capabilities

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑❑
OFFER_BRIEF   = ❑Enterprise AI Integration Suite❑
PROOF_METRIC  = ❑≈ TBD❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = John
COMPANY     = Focal
DEPT        = Product
SIZE        = 20
BOTTLENECK  = manual meeting note capture and CRM syncing
EVENT       = 5M seed funding
DETAIL      = your $5M seed round
PAIN        = manual meeting note capture and CRM syncing
SRC         = https://vcnewsdaily.com/focal/venture-capital-funding/ycdpbvfbjw
SIM_CO      = ≈ TBD
WIN_METRIC  = ≈ TBD
NEXT_SIZE   = ≈ TBD
EMP_EST     = ≈ 20
REV_EST     = ≈ $0.1M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: 20-person Product

John—noticed your Product team is ≈ 20.

That’s when manual meeting note capture and CRM syncing slows growth.

We helped ≈ TBD fix this with Enterprise AI Integration Suite.

Result: ≈ TBD.  
Quick call?

PS—next bottleneck hits ≈ ≈ TBD.

DM ≤45 words, TONE:
Saw your post about your $5M seed round — manual meeting note capture and CRM syncing.  
Enterprise AI Integration Suite. ≈ TBD.  
Quick chat?