
| Role | What they care about | How to start the thread |
|---|---|---|
| Economic buyer | Cost, risk, payback | A short business case, introduced by your champion |
| Decision-maker | Fit with strategy and timing | An outcome-led email tied to the champion's goal |
| Champion | Making their case look good | An internal one-pager, plus the question "who else must agree?" |
| Influencer | Credibility of the recommendation | A peer reference or a technical call |
| Procurement | Terms, vendor risk, price comparison | Pricing structure and security documents, shared early |
| IT or security | Data handling, integration, compliance | The security summary, sent before they ask |
| End user | Fit with their daily workflow | A hands-on session |




| Role | Contact | Email status | Last touch | Owner |
|---|---|---|---|---|
| Champion | [Name] | Safe to send | [Date] | [Rep] |
| Economic buyer | [Name] | Safe to send | [Date] | [Rep] |
| IT or security | Not found yet |
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