Haven War Room
Everything built for the COI channel launch. All in one place.
Meeting Deck
15 slides. Arrow keys to navigate. Proposed homepage, team, structure, COI strategy, pipeline, next steps.
PresentationAttorney Cards (Top 5)
Greenstein, Mason, Coleman, Buckberg, Baggott. Full bios, known clients, draft emails, warm paths.
PresentationHot List (Top 10)
Priority targets across all 4 channels. Owners, actions, warm path confidence.
PresentationOutreach Walkthrough
April Mason campaign. Touch 1 email, 4-touch sequence, meeting prep, warm paths.
PresentationTop 10 Operator Briefs
CG Model Tek, Pure Clean Express, Family Pet Health, The Eye Vets. Full profiles with intro paths.
ResearchPriority Call Sheet
Ranked operator targets ready for outreach. SBA exposure, contact info, Haven fit scores.
ResearchGeo Clusters
Geographic analysis of operator targets. Nashville, Memphis, Chattanooga, Knoxville clusters.
ResearchCOI x SBA Cross-Reference
Named borrowers matched to specific lenders. The power move for meetings.
ResearchLender Warm Channels
Which SBA lenders have borrowers in Haven's pipeline. Mapped per bank.
ResearchOperator Outreach (Top 5)
Direct operator outreach emails for the 5 highest-priority SBA targets.
ResearchTouch 1 Emails (Top 10)
10 personalized first-touch emails. Ready to review and send.
OutreachLinkedIn Messages (25)
300-character connection request notes for all 25 Tier 1 targets.
OutreachValue Drop Emails (25)
Channel-specific data points. Positions Haven as resource, not vendor.
OutreachShock & Awe Pack
One-pager, deal diagram, SBA comparison, broker commission matrix, CPA capital card, case study template.
OutreachTalk Tracks
Call scripts for all 4 channels. Post-FedEx follow-up, objection responses, closing language.
OutreachObjection Handling
Top objections per channel with direct responses. Pocket card for calls.
OutreachMeeting Prep Briefs
Detailed dossiers for all 10 highest-priority targets. What to ask, what to pitch, what to avoid.
ResearchWarm Path Map
Every Tier 1 target mapped against Jones Day, STORE Capital, CRE615, and capital markets networks.
ResearchMonday Playbook
Week 1 execution plan. Day by day. Who to call, what to send, in what order.
Execution