NZ Brief 20 Jul

Contract truth (executed copy, read today)

6-month minimum term from first cleared payment. Payment cleared 22-23 Apr, so the minimum term runs to about 22 Oct 2026. No July cliff.
"9 days left" in the 13 Jul notes was the platform trial banner, not the contract.
Client cannot cancel inside the minimum term. After it: monthly rolling, 30 days written notice either way.
Signed for Netzzar by Claudette McGowan, Chief Strategy Officer, 23 Apr. Not Martin.
$900 per month, 2 LinkedIn accounts, monthly in advance. Stripe shows two $900 subs live since 22-23 Apr.
Clause 7.3: no guaranteed results. Any scope change must be agreed in writing.
Upgrades allowed any time "upon written agreement", the clean hook for the bigger engagement.

Landmines, glance here before you speak

Matt is on this call. Thursday's session with Ting, and how the deck came about, do not exist today.
The R-seat A/B plan is not for this call, Ting's explicit ask.
No title for Rick. Records conflict (Protexxa COO vs CGO). Greet him as Rick, let him introduce himself.
Targeting story stays neutral: "the narrowing experiment taught us where the door opens." No blame, no quoting anyone.
Pricing never in writing, number live only. If the bigger engagement surfaces, speak in disciplines and let Ting steer.
Renewal timing: you hold until late Oct. Renegotiate from generosity, not from a deadline.

Numbers, fresh this morning

572 / 66

invites / accepts all time

Matt's seat, LinkedIn

~16

accepts last week alone

13 to 18 Jul

12% vs 15-34%

narrowed vs wider aperture

the fastest fix available

TODAY

email motion goes live

5 education CTOs/CIOs, Netzzar LLC footer

Caliber to name: Deputy CIO & CISO (Medicaid) · CIO, Vituity · CIO/EVP, Mariner Finance · ex-Goldman / ex-Google CISO · CISO, Farmers & Merchants Bank of Long Beach (replied Wed)

WARMEST OPEN THREAD: Keith Donnelly, VP & Global Head of Risk and Compliance, Broadridge, positive reaction Fri, still unanswered. Settle who owns him on this call.

Good replies since launch, dated (recovered from the Walego export archive + live Aimfox)

April to June, Walego era. 52 inbound replies logged on the platform in total; these are the positive ones.

28 Apr: Terrence Lewis, VP, Strategy Risk & Transformation. First reply of the campaign, invited to the Atlanta 13 May risk luncheon.
30 Apr: Toure Armstrong, VP, Wells Fargo Business Support Manager. Zoom call offered.
1 May: Greg O'Connor, VP Mortgage Risk & Analytics, Citi. "Might be interested in hearing more" once settled in the new role.
5 May: Steve Schwarz, Technical Operations Executive (education). Asked to reconnect near the new fiscal year. Agreed revival date was July, that is now.
12 May: La Tarsha Stallworth, PhD. Not the buyer, but gave a named referral: Alex Soler, Jacksonville University.
14 May: Terence O'Leary, COO, St. Lucie Public Schools. Took the one-pager, call proposed.
20 May: K Franklin, Founding Director of IT, Marian University. "Welcome to opportunity to chat."
20 May: David Escalante, Director of Computer Policy & Security, Boston College. In conversation.
5 Jun: Ryan A., VP Global Head of Identity & Fraud Product, Prove Identity. "Sure", sent the 3-page use case.
6 Jun: Micky Multani, VP Risk, Fidelity Investments. Requested the one-pager and forwarded it to the relevant groups internally.
11 Jun: Cory Watts, CISO / vCISO. Took the one-pager.
12 Jun: Tamara R., Healthcare & Life Sciences Executive Advisor, Google. "Sure!" to the one-pager.
14 Jun: David B., Information Security Risk Management. Requested the one-pager, gave his email.
15 Jun: Boston College in-person meeting HELD (the CISO hit by the Canvas breach, per Matt's email; Matt's 15-year friend).
16 Jun: Amber Smith, Executive Director of IT. "Send a short version", actively engaged.
17 Jun: Benoit Desjardins MD PhD, Professor of Radiology, University of Montreal. Yes to the one-pager.
24 Jun: William Toth, MD, Physician Informatician. "Please do send it."

Lighter positives, same era: Godwin Agyei-Owusu (29 Apr) · Ibrahim Karabayir (3 May) · John S. (11 May) · Mazen Trabulsi (4 Jun). Matt's 22 Jun email also claimed Nelnet (Ryan Combs, CISO) and Catholic Health (Nick Storace); neither appears in the platform reply log, so treat those as his own direct follow-ups.

July, Aimfox era (live platform data, 8 replies total):

5 Jul: Leo Nelson (education campaign), willing to see the one-pager.
6 Jul: Jonathan Fozard, VP for IT & CIO, Florida State University, agreed to move forward; 8 Jul settled to "happy to stay connected", keep-warm.
9 Jul: Jeff Stoltzfus, IT data analytics coach, "How might we help each other?", networking-grade.
15 Jul: Mike Brown, CISO, Farmers & Merchants Bank of Long Beach, replied, in live conversation now.
17 Jul: Keith Donnelly, VP & Global Head of Risk and Compliance, Broadridge, positive reaction, awaiting our answer.

Not listed: the polite declines and wrong-person replies (roughly 30 across both eras). Full recovered log: _Walego-Export archive, clients/Netzzar/messages.

Run of show, 30 minutes

00-05Wins for Rick. Last week's accept caliber, the bank CISO reply, email motion live today.
05-10The aperture lesson. 12 vs 15-34 percent. Propose widening back as a joint decision.
10-20After the reply. Named owner, first call in minutes, morning reply desk, first-touch-to-revenue scorecard. Every day a warm lead sits, it cools.
20-30Next steps. "Happy to renegotiate what is on the contract into what actually works." Confirm reply ownership, book the follow-up.

Asks and listens