Warm
Use after a good first call when they are interested but not ready to approve immediately.
Post-demo email
Use this immediately after the walkthrough when you need one clean Proposal Review link, a first-launch ask, and a proposal path without opening the full recap builder.
Copy-ready
Tone options
Use after a good first call when they are interested but not ready to approve immediately.
Use when the broker clearly wants a proposal and you need launch inputs.
Use when the contact needs to send the idea to a partner, owner, or decision team.
Recap links