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Senthil Nagarajan
Co-Founder & CPO at PlanYear at Planyear · San Jose USA
senthil@planyear.ai
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Step 1 (initial)
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Hi Senthil, Came across Planyear while looking at finance teams in San Jose. 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 Planyear (CRM + Portal, live in 3–5 weeks): • CRM • Client/admin web portal • Role-based access • API integrations One-time build: $8,000 Support + hosting: $800/month (or $8,000/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 Senthil, 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 Senthil, Last note on this — I don't want to keep nudging if client portfolio and renewal tracking done manually isn't a priority at Planyear 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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