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Zachary Kruth
COO at MGT Insurance · San Francisco USA
zach@mgtinsurance.com
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Step 1 (initial)
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Hi Zachary, Came across MGT Insurance while looking at finance teams in San Francisco. Most folks at that stage get stuck on one thing first — client portfolio and renewal tracking done manually. To be concrete — here's roughly what we'd build for MGT Insurance (ERP Standard, live in 3–5 weeks): • Inventory • Procurement • Billing • HR One-time build: $11,500 Support + hosting: $1,150/month (or $11,500/yr — 2 months free) Two options: 1. Reply 'yes' — I'll send a calendar link for a 15-min scope call. 2. Reply 'no' — I'll stop here, no follow-ups. Smith Bhoir TwoCoreX If this isn't relevant, just reply 'no' and I won't follow up.
Step 2 (follow-up 1)
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Hi Zachary, Floating this back up in case it got buried. The build + pricing above still stands if client portfolio and renewal tracking done manually is on your plate this quarter. A one-word reply ('yes' / 'later' / 'no') closes the loop either way. Smith Bhoir If this isn't relevant, just reply 'no' and I won't follow up.
Step 3 (follow-up 2)
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Hi Zachary, Last note on this — I don't want to keep nudging if client portfolio and renewal tracking done manually isn't a priority at MGT Insurance right now. • 'later' — I'll circle back in Q3 • 'not us' — I'll take you off the list • 'yes' — I'll send a calendar link Either way, appreciate the read. Smith Bhoir
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