Alright, ring ring. Hello?
Hi Sarah, this is Katie Lee over at...
What did I catch you in the middle of?
In the middle of? I just
I just got out of a meeting, just need to prep for another one.
Just need to prep for another one that I have in two minutes.
I'll be brief.
I'm a strategist for CFOs in the
I'm a strategist for CFOs in the loss space and
And I work specifically with financial leaders like yours
And I work specifically with financial leaders like yours
to make sure technology
to make sure technology is fully supporting revenue generation
is fully supporting revenue generation
and scalable operations.
and scalable operations.
Probably would tell me you
in the whole world.
I'd be curious what KPIs
I'd be curious what KPIs's
and data you're currently using
to measure your return on investment.
Actually having a meeting
Actually having a meeting next week
just talking about what we're
just talking about what we're going to be investing in
in the second half of the year.
In the second half of the year.
You wanna call me maybe at the
It might be a better time.
Fantastic. Sarah, it sounds like we have a reason to talk.
And you gotta get off the phone here. But,
um, no matter what the best direction
we. We always give you at least two or three things you can take,
proactively to take to your current landscape to make it better.
Spend some time for a brief chat.
You have Tuesday at 2 or Friday at 3?
No.
No, okay.
How about next Monday
How about next Monday at 1 or next Tues
at 2:30?
I think if you just give me a call back
at the end of next week after that meeting,
I think that would be really helpful.
And in the meantime, if you wanna just send me an email,
Sarah, I can do that. I will
I will say
it's kinda helpful to have these conversations a little earlier on.
It's kinda helpful to have these conversations a little earlier on.
And pressure test what's working
and where some
and where some hidden friction might be holding you back.
And give you some good valuable information that you could take in
stop meeting from a financial perspective.
stop meeting from a financial perspective.
You say maybe
just a few minutes
just a few minutes on for one Monday at 1 or Tuesday at 2
I'd say no.
I'd say no, but if you just see
that'd be helpful.
Sarah, be happy to do that. I'll be
I'll be completely honest with you sending you an email would be kinda like getting a haircut over the phone.
um, in technology there's a lot of nuance and specifically I'd like to know how we
specifically what would be helpful going in
Cause you know, I'm sure
Cause you know, I'm sure that it would be great to know tech
where you guys might be standing in comparison to oth
It's actually a really great question.
I would love to know how you've worked with
some similar companies in the space that are in the same industry as us.
Three examples would be really helpful.
And just a little bit of how you think you could specifically
we're currently working with X Y Z law firm and
ABC law firm. And uh,
that's actually
I got your name passed along from one of the executives over there.
Would you be totally
Would it be crazy to throw maybe 20 minutes Monday at 1 or Tuesday at three?
Yeah, Monday at 1 works.
Alright, awesome.
Is your email still at law
Is your email still at law firm.com?
Yeah, fantastic.
Fantastic.
And if you could for me, just go ahead and hit the accept button.
Yo.
Yep, you too. I got it. Thanks.
Okay. Kaylee.
Okay. Kaylee.
I was nervous as hell.
Well,
I was nervous as hell. Well,
you didn't go here.
You didn't sound it. When
You didn't sound it. When I say professional persistence
the definition under
the definition under there is just Kaylee's name.
You did not
You did not give up, which is the most
And I
And I was really, really hard on you.
Your tone was unreal.
Your tone was unreal. I
there we
there were parts that see
there were parts that seems like you were literally reading
though. Book was
though. Book was really good.
it made me sound like you
it made me sound like you were an industry expert.
Cause you told me you were speaking to some other people.
Cause you told me you were speaking to some other people.
The only thing you were missing in the clothes was you said,
The only thing you were missing in the clothes was you said,
does Monday at 1 or Tuesday at 2 work?
And I said no.
And I said no.
Right, so you just wanna switch that last one to which one works
for you.
For you, as you also mentioned that my name got passed
through some of the companies that you've previously been working with.
You gotta state that in the beginning.
That's gonna be your hook.
