Well Aware Blog

10.02.2024- In The Looop #35

Written by Conrad Ruiz | Oct 2, 2024 3:49:50 PM

We Need Your Feedback!

Before diving into the In The Looop #35 Newsletter, we’d love your input as we prepare to launch the new Looop software. You can help by filling out a short survey or scheduling a quick chat with me.

Thanks so much for your time and feedback! ^_^

Now, let’s dive into the In The Looop #35 Newsletter.

 

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:

-------------------------------------------------------------------

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.

-------------------------------------------------------------------

 

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

 

MICHAEL MONTALVO

Mike Montalvo, was an architectural designer, now turned sales and marketing expert who now helps businesses grow their revenue using his expertise in B2B outbound sales and conversational psychology. Mike is a B2B Outbound Sales Expert and Revenue Growth Coach at ArchKage SMB Studios. His deep understanding of buyer behavior and his ability to craft compelling pitches have led to six-figure outcomes for numerous businesses. Aside from his sales expertise, Mike is a passionate mentor, dedicated to transforming sales approaches and mindsets to help individuals and businesses reach their fullest potential. I'm proud to be one of Mike's clients and partners. Our professional interactions have always been insightful, with Mike providing a fresh perspective on sales and business growth. Thank you, Mike.    

ASKS: Mike seeks to connect with small business owners generating under $1M in net annual revenue who are looking to enhance their sales strategies and drive growth. He is also interested in supporting parents with full-time jobs who struggle to dedicate time to their side hustles or startups, helping them establish and maintain effective SMB systems.

Upcoming events or projects: Mike is enthusiastic about upcoming workshops and collaborative projects centered on innovative sales techniques and strategies. He invites anyone looking to enhance their sales skills or explore new opportunities to participate in these engaging events.

Mentorship and Advice: Michael is dedicated to mentoring individuals and businesses, providing targeted insights to help shift mindsets and enhance sales performance. He encourages those seeking guidance to connect with him and discover how they can reach their full potential together.

First Met: 2024/04/20

Connection Background: Connected through Networking Call

Relationship Status: Client

Keywords:

Example Clients: Startup founders, Small business owners, E-commerce entrepreneurs, B2B service providers seeking to enhance sales strategies and drive revenue

Example Partners: Sales training organizations, Marketing agencies, Technology providers that enhance sales efforts and drive client growth

Example Providers: CRM software companies, sales enablement platforms, lead generation services that enhance sales processes and drive client success

Hiring Status: No

Learn more at www.archkagestudios.com

 

 

JAMES BOWERS II

James Bowers II provides simple solutions for business owners to manage compliance regulations and cyberthreats to avoid business shutdowns and protect their financial future. James is the Chief Security & Compliance Architect (and owner) at Input Output, where he specializes in business risk management and development to help his client grow their business while being secure and compliant. He also specializes in helping clients attain compliance certifications, like ISO 27001. I had the pleasure of meeting James through a mutual contact, Terry, and was impressed by James's deep expertise in IT security and his commitment to simplifying complex compliance processes. I value his insights and innovative approaches, which not only drive cost efficiencies but also enhance the security landscape for businesses. Thank you, James. 

ASKS: James seeks to connect with clients that benefit most from their partnerships, including CPAs, financial firms, medical offices, AI as a medical device startups, and other financial or medical startups. Their solutions are tailored for organizations with 1 to 25 employees, while direct consulting services are ideally suited for firms generating between $5 million and $200 million in annual revenue. Their most beneficial business partnerships include: IT/MSPs, Telecom Providers, CPAs.

Upcoming events or projects: James is excited about upcoming workshops and initiatives aimed at educating businesses on risk management and compliance certification processes. He invites those interested in strengthening their security posture to join him in these valuable events.

Mentorship and Advice: James is eager to offer advice to fellow businesses and invites focused business owners to join the Accountability Anonymous (AA) group. In this collaborative environment, members hold each other accountable for their goals while delving into each other's businesses to address challenges and identify opportunities for improvement.

First Met: 2024/00/00

Connection Background: Connected through Product People Meet event

Relationship Status: Client

Keywords:

Example Clients: Medical offices, Financial advisory firms, AI medical device startups seeking to ensure compliance and manage cyber threats effectively.

Example Partners: Cybersecurity firms, Compliance software providers, Legal advisors that enhance risk management and compliance solutions for businesses.

Example Providers: Compliance management platforms, Cybersecurity software companies, Training and certification organizations that enhance his risk management and compliance services.

Hiring Status: No

Learn more at www.inputoutput.com

 

 

DANA ZELLERS

Dana Zellers supports busy professionals seeking to excel in their careers while prioritizing their personal lives. She aims to connect with fellow professionals who focus on corporate clients. She has successfully partnered for referrals and organized events, such as panels, with those who assist job seekers, including speaking coaches, image consultants, and HR professionals managing Employee Resource Groups (ERGs).

ASKS: Dana seeks to connect with professionals serving corporate clients and has successfully collaborated on referrals and hosted panels with experts supporting job seekers, including speaking coaches and HR professionals.

Upcoming events or projects: Dana Zellers is currently offering a complimentary Career Checkup for individuals who align with her services and are open to referrals. Book a free one-hour call to discuss key steps for clarity and action, and learn more about working with Dana if interested. For inquiries about tracking qualified leads, please contact Dana at dana@danazellers.com.

Mentorship or Advice?: Dana is dedicated to offering mentorship and guidance to busy professionals looking to enhance their careers while nurturing their personal lives. She encourages anyone seeking advice to reach out for support and insights.

First Met: 2024/00/00

Introduced by: Lisa Snow

Relationship Status: Networking

Keywords:

Example Clients: Mid-level professionals, Job seekers, Working parents seeking guidance to balance career advancement with personal commitments.

Example Partners: HR consulting firms, Career coaching networks, Professional development organizations that facilitate mutual referrals and support client growth.

Example Providers: Career assessment tools, resume writing services, and interview coaching services that enhance her clients' professional development.

Hiring Status: No

Learn more at www.danazellers.com

 

 

KELLY J. KASCHULA

Kelly J. Kaschula is a creative explorer of whimsical, interdimensional worlds that blend fiction with the extraordinary. As a Storyteller and Illustrator, she uses her craft to illuminate the essence of humanity and inspire others to embrace limitless possibilities. Born in South Africa and having explored places like Thailand and France, she currently travels between Johannesburg and Paris. Her latest project, a "Super-Dooper Secret" (codename: EASTER), remains classified, accessible only through her character, Little Lizzie, who holds the clues left by K.J. before her whimsical capture.

ASKS: K.J. is eager to connect with fellow storytellers, illustrators, and creatives who share a passion for exploring imaginative worlds and inspiring others through their work.

Upcoming Events or Projects: K.J. is excited about her latest project, a "Super-Dooper Secret" (codename: EASTER), and welcomes collaboration or engagement opportunities that allow her to share her imaginative journey with a broader audience.

Mentorship or Advice: K.J. is open to mentoring aspiring creatives and offers insights into the storytelling and illustration process, encouraging anyone seeking guidance to reach out and explore their own artistic potential.

First Met: 2024/09/27

Introduced by: Laura Di Franco

Relationship Status: Networking

Keywords:

Example Clients: Children’s book publishers and educational institutions seeking unique stories and engaging materials that inspire creativity.

Example Partners: Publishing houses, Educational organizations focused on literacy and creative learning initiatives that can collaborate on engaging storytelling projects.

Example Providers: Printing services, Online publishing platforms that support the production and distribution of her children’s books and illustrations.

Hiring Status: No

Learn more at www.kjkaschula.com

 

 

AGUSTIN GALECIO

Agustin Galecio is a seasoned professional with a strong presence in the real estate industry, known for his expertise in helping clients navigate the complexities of buying, selling, and investing in properties. With a rich background and a commitment to providing exceptional service, Agustin leverages his deep knowledge of the market to deliver tailored solutions that meet the unique needs of each client. Our mutual relationship is grounded in a shared commitment to delivering exceptional results, and I look forward to the opportunities ahead as we continue to collaborate. Thank you, Agustin!

ASKS: Agustin is eager to connect with clients, partners, and providers who are passionate about real estate. Whether you're looking to buy, sell, or invest, he welcomes conversations with anyone interested in exploring opportunities together.

Upcoming Events or Projects: Agustin is excited about upcoming events and projects in the real estate community. He encourages others to join him in exploring new ventures and collaborations that can benefit everyone involved.

Mentorship or Advice: Agustin is open to sharing his insights and experiences. He believes in the power of collaboration and is happy to guide anyone looking to navigate the real estate landscape.

First Met: 2023/07/19

Connection Background: Connected through Product People Meet Event

Relationship Status: Networking

Keywords:

Example Clients: First-time homebuyers, real estate investors, Relocating families seeking expert guidance in navigating the market.

Example Partners: Mortgage brokers, Real estate attorneys, Home inspectors to provide comprehensive support for his clients.

Example Providers: Home staging companies, Photography services, Marketing agencies to effectively present and promote his property listings.

Hiring Status: No

Learn more at www.keyes.com

 

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