Describe How You Would Like To Be Introduced Via Email
WARM EMAIL INTRODUCTION:
SUBJECT: Introductions: Ryan Page / Backpocker CPA and {insert name} / {insert company}
I want to introduce you to Ryan Page, the founder of Backpocket CPA, a tech forward accounting firm helping digital marketing agencies develop financial systems to scale profitability. He's got a nack for making financial situations easy to understand.
I wanted to ensure that you and Ryan connect.
I'll let the two of you take it from here!
What is your "why"? Why do you do what you do?
I love helping founders make sense of their financial situations. Every financial situation is like a puzzle waiting to be solved and I love being able to put all the pieces together.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
IF YOU HEAR ANY OF THE FOLLOWING, THEY WOULD BE A GOOD REFERRAL:
1. My books are a mess.
2. I'm making good money, but don't know where I spend it.
3. I wish my CPA would look out for me more.
4. I don't have time to manage my finances - we need someone more hands on.
5. I know I could be making better financial decisions but haven't.
Unique Selling Proposition
We're the financial partner founders wish they had - somone in the trenches with them every week helping drive and bring clarity to decisions.
About me
I grew up in Southern California, went to school in Arizona where I met my wife and began my career in public accounting. We moved to Tennessee in 2021 and now have 2 precious kiddos.I live in Nolensville and enjoys jiu jitsu in my free time. My skill set lies at the intersection of process improvement, financial reporting, data analytics, and financial analysis