30. Outreach and follow-up templates

Templates for SEs and AEs. Personalize the first line or do not send it.

Post-discovery recap

Subject: Recap: [Company] storage discovery and next step Body: Thanks for the time today. What I heard:

• TB in [provider], growing [Y]% a year.
• Pain: [restore cost / egress / tape / GPU data movement], about $[N] last quarter.
• Trigger: [insurance renewal / refresh / credits] on [date]. Proposed next step: a [14/30]-day POC on [workload] with these success criteria: [1, 2, 3]. Can we lock [date] for kickoff?

Post-whiteboard

Subject: The board from today Body: Photo attached. The one change we circled: [immutable off-site copy / B2 as origin / one namespace for GPU clouds]. TCO draft with your numbers is in the sheet, every price has a source and date. What would you change?

POC close-out

Subject: POC results: [pass/fail per criterion] Body: Results against the criteria we agreed: [table]. Recommendation: [proceed / adjust]. Decision meeting proposed for [date].

Partner intro

Subject: Joint customers on hyperscaler storage Body: Your customers running [Veeam/iconik/Synology] often land backups or archives on S3 or Azure Hot. B2 is a documented target with Object Lock and 3x free egress. Worth 20 minutes to map overlapping accounts?