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This is "In The Looop" by Well Aware

 

First time here?

Welcome to "In The Looop".

Well Aware's weekly* (we try) Networking Newsletter!

The #1 goal of this newsletter is to foster more conscientious networking.

Not your first time here? Welcome back!!! Let's dive in:

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As always, please refer to the following for how to best use this newsletter:

1. Please reply to me with your interest in any relationships I share here.

If you want to meet one of the people below, all you have to do is ask.

2. Please reply with a clear reason for why you want to connect with someone.

In order to connect you, I need context so that I can propose a thoughtful intro.

3. Please reply to me even if you have NO interest in anyone I share today.

Tell me your current ASKS. Say "Hi!" Point being: Keep our relationship two-way.

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Let's look at today's spotlighted Well Aware networking relationships:

Dan Nelson

Dan Nelson is a 'Recovering Accountant' who has built a successful Virtual CFO consulting firm, TechBrainstorm, to provide startups and small businesses with detailed and personalized financial, economic, and operational solutions with a specialty in financial modeling, fundraising, due diligence, business intelligence systems, and financial systems set up. More importantly in my opinion, Dan is a Co-Founder and CEO at Grow Computer, Inc. Dan is a fellow Startup Leadership Program fellow - we got to connect and stay in touch with each other’s business efforts. I love Dan’s sense of accounting toward the environment of an agricultural control room (that’s what Grow Computer is all about in my own words). Dan’s involvement in the AgTech space runs deep - annually he runs a conference in the space. Thank you, Dan.

ASKS: Dan seeks connections with:

  • Startups and Scale-ups: Needing financial leadership.
  • Investors: Interested in strong growth potential.
  • Accounting Software Providers: For enhanced financial operations.
  • Advisory Networks: Focused on business strategy and growth.

First Met:2024/07/10 

Connection Background: Connected through the Startup Leadership Program

Relationship Status: Networking, Content Partner

(Dan's episode on the Well Aware Podcast will be out next week.)

Keywords: 

Example Clients: Startups & Scale-ups, Investors, Accounting Software Providers

Example Partners: AgTech Innovators, Financial Institutions, Educational Institutions, SaaS Providers, Industry Conferences

Example Providers: Accounting Software Providers

Hiring Status: No

Learn more at www.growcomputer.io

 

Reuben-Swartz-bw-scaled (1)

Reuben Swartz helps solo consultants grow their businesses using authentic, enjoyable sales and marketing strategies. Reuben is the founder of Mimiran CRM, a company that offers a unique anti-CRM solution designed to help solo professionals develop and nurture relationships without being overly sales-oriented. Reuben's approach to business development, which emphasizes genuine connection, resonated with me. As a former sales and marketing consultant for Fortune 500 firms, I found his view of the challenges of "selling" and his alternative approaches that align with the strengths of service-oriented people refreshing. I also appreciate how his CRM is about having conversations with the right people, unlike a traditional CRM, which is for the VP of Sales to keep track of a sales team. You can learn more about Reuben’s approach to Customer Relationship Management by checking out the Well Aware Podcast episode where we interview him on Mimiran!

ASKS: Reuben Swartz aims to connect with Solo Consultants: Including coaches and fractionals who excel at client service but find sales and marketing challenging.

Upcoming events or projects: He regularly hosts Webinars and Online Workshops.

Mentorship and Advice: Reuben offers On positioning, sales, marketing, and networking, eager to assist wherever possible.

First Met: 2024/03/20

Introduced by: Jason Abrahams

Relationship Status: Content Partner, Networking

Keywords:

Example Clients: Authentic Sales Seekers, Fractional Executives, Solo Consultants, Coaches

Example Partners: Solo Consultants, Coaches, Fractional Executives

Example Providers: Mimiran CRM, Sales and Marketing Strategy Experts, Business Development Consultants

Hiring Status: No

Learn more at www.mimiran.com

 

Sherrika Sanders

Sherrika Sanders is dedicated to empowering women accountants to excel in their careers. With a Bachelor's in Accounting, an MBA, and a Master's in Organizational Leadership, she leverages her extensive expertise to offer one-on-one and group services. These services are designed to enhance the skills and competencies of accounting professionals, aspiring learners, and women entrepreneurs. As the Founder and CEO of Transform the GAAP, Sherrika is committed to providing the support and guidance necessary to navigate the challenges of accounting and avoid common pitfalls during significant organizational changes.

ASKS: Sherrika Sanders is committed to empowering women accountants to excel. Through Transform the GAAP, she seeks to connect with:

  • Accounting Professionals: Women aiming to enhance their skills through personalized coaching and group services.
  • Aspiring Learners: Individuals eager to develop their accounting expertise with Sherrika’s guidance.
  • Women Entrepreneurs: Business owners seeking to strengthen their financial acumen and navigate organizational changes.
  • Professional Networks: Organizations dedicated to supporting women in accounting and leadership roles.

First Met: 2024/07/09

Connection Background: Connected from a networking call

Relationship Status: Networking

Keywords:

Example Clients: Accounting Professionals, Aspiring Learners, Women Entrepreneurs, Professional Networks

Example Partners: Professional Development Providers, Educational Institutions, Business Consultants, Networking Organizations, Women’s Advocacy Groups

Example Providers: Coaching Services, Consulting Firms, Leadership Organizations, Networking Groups

Hiring Status: No

Learn more at www.transformthegaap.com

 

Jacob Jaroszek

Jacob Jaroszek, one of the newest members of the Well Aware team, is currently serving as our Account Representative. We met in Florida, where we discussed his side gigs and career goals. My plan is for him to eventually support our VA team. In the meantime, I’m assigning him to subcontractor roles that match his skills and time zone.

Jacob expressed a strong desire to make a meaningful impact. Considering his experience and our discussions, we agreed he would be an excellent addition to the team.

ASKS: Jacob Jaroszek focuses on connecting with:

  • Clients: Those who seek long-term partnerships and are committed to achieving mutual success with Well Aware’s products or services.
  • Partners and Providers: Entities that can enhance Well Aware’s offerings with quality solutions and contribute exceptional value to clients. He aims to build mutually beneficial collaborations that drive growth and innovation.

Mentorship and Advice: Although Jacob does not offer formal mentorship, he provides valuable guidance and advice to clients on maximizing the benefits of Well Aware’s products or services. He is dedicated to building strong, collaborative relationships and offering insights that support clients' business strategies.

First Met: 2024/06/22

Connection Background: We met in Florida to discuss his side projects and career goals.

Relationship Status: Provider

Keywords:

Example Clients: Well Aware, Well Aware Clients

Example Partners: Technology Providers, Consulting Firms, Service Providers

Example Providers: Consultancy Firms, Creative Agencies, Training Provider

Hiring Status: No

Learn more at wearewellaware.com

 

Ishan Dawan

Ishan Dhawan and I connected after I gave a presentation to Drew McCallister’s Spark! Ishan reached out to me because he was inspired by my journey and wanted to gain insights into becoming a successful leader in the tech space. Ishan reached out to me, inspired by my work and eager to learn from my experiences in the tech space. During our initial call, Ishan shared his ambition to become a standout leader in technology and introduced his innovative AI product, Rezify, designed to revolutionize internship discovery for college students. His drive to harness AI for meaningful impact and his readiness to discuss leadership challenges and strategies made for a compelling and insightful conversation. I’m looking forward to seeing how his venture progresses and to offering guidance based on my journey.

ASKS:

Ishan Dhawan is looking to connect with:

  • Educational Institutions: Universities, colleges, and career centers interested in enhancing career exploration and placement through Rezify’s advanced AI-driven platform.
  • Employers: Companies and organizations aiming to attract top talent with unique and hard-to-find internship opportunities, and who value innovation and support for emerging professionals.
  • Investors: Venture capital firms and investors passionate about technology and education, providing both financial support and strategic guidance to scale Rezify’s impact.
  • Industry Experts: Professionals with expertise in AI, machine learning, career development, and higher education who can offer advice, mentorship, and insights to enhance Rezify’s platform.

First Met: 2024/07/09

Connection Background: Ishan contacted me sometime after I gave a presentation at Drew McCallister's Spark event.

Relationship Status: Networking, Mentorship

Keywords:

Example Clients: Educational Institutions, Investors, Industry Expert, Employers

Example Partners: Educational Technology Providers, Technology Integrator, Innovation Hubs, Industry Associations

Example Providers: AI Specialists, Cloud Services, Professional Training, Data Security

Hiring Status: No

Learn more at www.rezify.live

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Looop Software Updates!

If you're not already aware, Friends, Well Aware has been building software designed to automate introduction management as much as possible!

Here's the latest on Looop's software development:

Looop Beta is LIVE!!!

Friends, do you want access to Looop? Tell me which email address you want to use (must be a Google account), and I will get right back to you!

We've switched to a dedicated newsletter to Looop development updates - subscribe here if you'd like to be kept in the looop on looop development!

And with that, as always, be well, be aware, and by all accounts, be warm with all of your relationship management efforts! If you have any questions, please reach out.All the best,

Conrad Ruiz | CEO | Well Aware

Conrad Ruiz 

 

 

Post by Conrad Ruiz
July 25, 2024

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