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HOW TO ASK THE CEO FOR THE CXO CONTACT INFO

3 of 14

Hello [X],

[How are you connected paragraph]

​

I am building a Forum (Dream Team) of [CXO]s with REF and I would like to invite your CXO to be part of my Group. I would be grateful if you could put [him/her] in touch with me.

​

REF is an International Organization of Peer Advisory Boards for top-tier business leaders. Founded 30 years ago in the US, it is made up of more than 2,100 Members in 18 countries and we are scaling globally. REF creates a unique and irreplaceable space where Members can raise their most strategic challenges in an environment of trust and confidentiality, giving rise to transcendent solutions.

​

Thank you in advance for your support.

​

Best,

[Forum Leader]

​

EMAIL VERSION

4 of 14

Hello [X],

How are you?

​

I am building a Forum (Dream Team) of [CXO]s with REF and I would like to invite your CXO to be part of my Group. I would be totally grateful if you could put me in touch with [him/her].

​

REF is an International Organization of Peer Advisory Boards for top-tier business leaders. It creates a unique and irreplaceable space where Members can raise their most strategic challenges in an environment of trust and confidentiality, giving rise to transcendent solutions.

​

Thank you in advance for your support.

​

Best regards,

[Forum Leader]

​

​

WHATSAPP VERSION

5 of 14

HOW TO ASK THE EX-CXO FOR THEIR SUCCESSOR’S CONTACT INFO

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Hello [X],

[How are you connected paragraph]

​

I understand that you are no longer in [Company] as [Position], so I would be most grateful if you could put me in touch with your successor. I am building a Forum (Dream Team) of [CXO]s with REF and I would like to invite them to be part of my Group.

​

REF is an International Organization of Peer Advisory Boards for top-tier business leaders. Founded 30 years ago in the US, it is made up of more than 2,100 Members in 18 countries and we are scaling globally. REF creates a unique and irreplaceable space where Members can raise their most strategic challenges in an environment of trust and confidentiality, giving rise to transcendent solutions.

​

Thank you in advance for your support.

​

Best,

[Forum Leader]

EMAIL VERSION

7 of 14

Hello [X],

How are you?

​

I understand that you are no longer with [Company] as [Position], so I would be most grateful if you could put me in touch with your successor. I am building a Forum (Dream Team) of [CXO]s with REF and would like to invite them to join my Group.

​

REF is an International Organization of Peer Advisory Boards for top-tier business leaders. It creates a unique and irreplaceable space where Members can raise their most strategic challenges in an environment of trust and confidentiality, giving rise to transcendent solutions.

​

Thank you in advance for your support.

​

Best regards,

[Forum Leader]

​

WHATSAPP VERSION

8 of 14

HOW TO ASK FOR A MEETING - KNOWN PROSPECT

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Hello [X],

[How are you connected paragraph]

​

I am building a Forum (Dream Team) of [CXO]s with REF and given your career [include details], I would like to invite you to be part of the Group. I think you can contribute with [xxx].

​

REF is an International Organization of Peer Advisory Boards for top-tier business leaders. Founded 30 years ago in the US, it is made up of more than 2,100 Members in 18 countries and we are scaling globally. REF creates a unique and irreplaceable space where Members can raise their most strategic challenges in an environment of trust and confidentiality, giving rise to transcendent solutions.

​

If this resonates with you, let's coordinate [a call/a coffee] to talk in more detail.

​

Best,

[Forum Leader]

EMAIL VERSION

10 of 14

Hello [X],

How are you?

​

I am building a Forum (Dream Team) of [CXO]s with REF and given your career[include details], I would like to invite you to join the Group. I think you can contribute with [xxx].

​

REF is an International Organization of Peer Advisory Boards for top-tier business leaders. It creates a unique and irreplaceable space where Members can raise their most strategic challenges in an environment of trust and confidentiality, giving rise to transcendent solutions.

​

If you’re interested in learning more, let's coordinate [a call/coffee] to talk in more detail.

​

Best regards,

[Forum Leader]

WHATSAPP VERSION

11 of 14

HOW TO ASK FOR A MEETING - UNKNOWN PROSPECT

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Hello [X],

I hope you’re well.

​

I am building a Forum (Dream Team) of [CXO]s with REF and given your career [include details], I would like to invite you to be part of the Group. I think you can contribute with [xxx].

​

REF is an International Organization of Peer Advisory Boards for top-tier business leaders. Founded 30 years ago in the US, it is made up of more than 2,100 Members in 18 countries and we are scaling globally. REF creates a unique and irreplaceable space where Members can raise their most strategic challenges in an environment of trust and confidentiality, giving rise to transcendent solutions.

​

If you’re interested to know more about REF and its benefits, let's coordinate [a call/a coffee] to talk in more detail.

​

Best,

[Forum Leader]

EMAIL VERSION

13 of 14

Hello [X],

I hope you’re well.

​

I am building a Forum (Dream Team) of [CXO]s with REF and given your career [include details], I would like to invite you to join the Group because I believe you can contribute with [xxx].

​

REF is an International Organization of Peer Advisory Boards for top-tier business leaders. It creates a unique and irreplaceable space where Members can raise their most strategic challenges in an environment of trust and confidentiality, giving rise to transcendent solutions.

​

If you’re interested in learning more about REF and its benefits, we can schedule [a meeting/call/coffee] at your earliest convenience.

​

Best regards,

[Forum Leader]

​

WHATSAPP VERSION

14 of 14

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