πŸ”’ Closing Protocol β€” CONFIDENTIAL
Common Wealth / my65+
Full Closing Sequence
Alex Mazer, CEO β€” $142,366 deal β€” IWD window closes TODAY
Contact: Alex Mazer, CEO
Email: alex@commonwealthretirement.com
Deal Value: $142,366
Stale Since: Oct–Dec 2025
IWD Deadline: Feb 27 (TOMORROW)
🚨 IWD production window closes TOMORROW. To guarantee content live by March 8, Alex must sign by EOD Friday Feb 28. 10 days to IWD
Deal Value
$142,366
Annual ($10,864/mo + $12K onboarding)
Contact
Alex Mazer, CEO
Co-founder, decision-maker, mission-driven
Pipeline Stage
Nurture β†’ Re-engagement
Stale ~4 months. IWD = perfect re-entry hook.
Government Funding
$29.9M
Federal investment announced Sep 2025
Mission / Hook
PSWs = 90% women
No pension. No RRSP. No safety net. IWD changes that.
Proposal URL
Full strategy + pricing inside
πŸ“… IWD Production Calendar β€” Why TODAY Matters
TODAY
Feb 26
Send closing email.
G follows up.
Last Chance
Feb 28
Last day to sign
and hit IWD.
Kickoff
Mar 1
Emergency IWD
sprint starts.
Content Live
Mar 5-6
2-3 posts ready
to schedule.
🌍 IWD
Mar 8
3×–5Γ— engagement
window. Go live.
If Alex signs after March 1: We can still do a Q2 enrollment campaign (Mar–Jun). Not as fast as IWD β€” but the enrollment urgency doesn't go away. Spring is financial planning season. Offer this as the fallback.
πŸ“¬ Step-by-Step Closing Sequence
1
Opening Re-Engagement Email β€” Send TODAY (8-10 AM)
DO THIS NOW

Pre-written email. Copy-paste from below. Send from gabriel@growthboss.co. Attach nothing β€” the proposal link is in the body.

πŸ’‘ G's note: This email is mission-first, not sales-first. Alex built this company because he believes PSWs deserve retirement security. You're speaking to that belief β€” not pitching a package. Keep the tone warm and direct.
2
Phone Call Script β€” Call if no reply by 2 PM today
TODAY 2 PM

Alex is a C-suite founder. He respects directness. Don't hedge. Lead with the mission hook, not a pitch. Call: look up his direct line via LinkedIn or company website first.

🟦 OPENING (first 10 seconds)
G: "Hi, is this Alex? β€” It's Gabriel from Growth Boss. I sent you an email this morning about my65+ and International Women's Day. Do you have 5 minutes? I want to walk you through something specific we built for you."
If he says he saw the email β†’ "Perfect, then you already know what I'm about to say."
If he says he didn't see it β†’ "No worries β€” here's the short version."
🟑 MISSION HOOK (30 seconds)
G: "Here's what struck me when I was doing my research on my65+: PSWs are 90% women. They care for some of the most vulnerable people in the country. And for decades, they've done it without any retirement safety net. You built the solution to fix that. The problem isn't the product β€” the product is incredible. The problem is that the 500,000 workers who need it most don't know it exists yet. That's a storytelling and distribution problem. And that's literally what we do."
🟣 THE PIVOT (30 seconds)
G: "And the timing right now is almost too perfect. March 8th is International Women's Day β€” it's the single highest-engagement day of the year for content about women in the workforce. That story β€” 'She cared for your mom for 20 years. She has no retirement plan. Today that changes.' β€” that's the IWD post that goes viral. And it drives enrollment directly. We actually put together a full strategy for how to run this. It's live at the link in my email. But I wanted to talk you through the key pieces before the window closes."
🟒 THE SOFT CLOSE (20 seconds)
G: "Here's what I'd suggest, Alex: let's start with the content production piece β€” $4,200 a month. In 30 days you'll have an IWD campaign live, a Q2 enrollment funnel running, and real data on what's moving the needle. If that works, we layer on the paid social and LinkedIn programs. You see the ROI before you're committed to the full investment. Does that sound reasonable?"
Pause. Let him respond. Don't fill the silence.
🟠 VOICEMAIL (if no answer)
G: "Hey Alex, it's Gabriel from Growth Boss β€” I sent you an email this morning about my65+ and International Women's Day. Short version: PSWs are 90% women, you have $29.9M to give them retirement savings, and March 8th is 10 days away. That's the best IWD story in Canada and nobody's telling it yet. I built the strategy β€” it's in my email. Give me a call back at 647-916-3019. The window is tight but there's still time."
πŸ’‘ Key framing: You're not selling Alex a service β€” you're offering to be the person who tells his story to the world. He built something meaningful. You amplify it. That's a partnership, not a transaction.
3
Day 3 Follow-Up Email β€” If No Reply by Saturday Mar 1
SAT MAR 1
4
SMS / WhatsApp Backup β€” If No Reply to Day 3 Email
MON MAR 2

Find Alex's mobile via LinkedIn or the Common Wealth team page. This is a backup β€” only use if he's been radio-silent since Thursday.

5
Day 7 β€” "Closing the Slot" Final Email
THU MAR 5
⚠️ Only send this if he hasn't responded at all. If he's engaged even loosely, skip this and keep the conversation going naturally. This is the "pressure release valve" for genuinely cold non-responses.
πŸ›‘οΈ C-Suite Objection Handlers (Alex Mazer Edition)
❌ "We have internal comms / marketing staff."
Translation: "Why do I need you if we already have someone in-house?"

Your internal comms team manages brand voice and internal communications. We build enrollment pipelines. Those are two completely different jobs. One team can't do both at the level that drives real enrollment growth β€” and you know that, because you have $29.9M in funding and a growth mandate from the government, not just brand maintenance.
"Your comms team is managing the message. We generate enrollment volume. You need both β€” and they're not the same discipline. The brands that scale to 10,000+ enrolled PSWs don't do it with internal content alone."
❌ "Budget isn't approved / we have to go through a process."
Translation: "I'm interested but I can't sign alone."

The $29.9M federal investment isn't going into savings β€” it's earmarked for program deployment and distribution activation. Social media growth isn't a marketing line item; it's a distribution expense, and it's directly tied to your funder's expectation that you scale enrollment. What does your board need to see to approve this kind of spend?
"Totally fair. What would make it easy for you to bring this to the board? I can put together a one-page ROI case with enrollment projections if that helps move the conversation faster."
❌ "We need to discuss internally / bring it to the team."
Translation: "I'm not saying no β€” I'm stalling."

This is actually a positive signal. He didn't say no. He needs internal buy-in.
"Of course. I'd actually suggest looping in whoever owns the enrollment KPIs β€” that's the best way to frame this for your team. Can I put together a quick summary doc they can read independently? That way you don't have to sell it internally yourself."

Then send the proposal link again and offer to do a 2-person call with Alex + their VP of Marketing or Head of Growth.
❌ "We've tried social media before and it didn't move enrollment."
Translation: "I'm skeptical the channel works for our goal."

Most agencies run brand awareness campaigns and measure likes. We run enrollment campaigns and measure sign-ups. The strategy we built for my65+ is specifically designed around PSW discovery β€” SEIU Healthcare distribution, geo-targeted ads to homecare workers, employer partnership content for HR directors. The KPIs in our proposal are enrollment-focused, not vanity metrics.
"What you tried before was probably reach and awareness. What we do is conversion. We'd define specific enrollment KPIs before month one starts β€” and if the numbers don't move in 60 days, you have the right to walk."
πŸ’° Pricing Options β€” Give Him Choices, Not an Ultimatum
Option A β€” Starter
IWD Sprint + Q2 Content
$4,200/mo
$50,400/yr Β· 3-month minimum
  • 4 custom Reels/month
  • 8 carousels/month
  • Designed static posts
  • Professional copywriting
  • IWD + Q2 enrollment content
  • Monthly strategy session
Option C β€” Full Revenue Partner
All 4 Modules
$10,864/mo
$130,366/yr + $12K onboarding = $142,366
  • Everything in Option B
  • LinkedIn CEO thought leadership
  • LinkedIn Ads (HR directors)
  • Employer enrollment campaign
  • Strategy + reporting module
  • Quarterly deep-dives
  • + Ad spend: $3K-$5K/mo direct
πŸ’‘ Recommended pitch order: Start with Option B ($7,000/mo). It has the clearest ROI story for enrollment β€” content creates organic awareness, paid ads drive conversions. Option A feels too small for a $29.9M-funded org. Option C is the full vision β€” use it as the "this is where we're going" anchor, then let him start with B.
🎯 Verbatim Close Line β€” Use This on the Phone Call
Say This Word for Word
"Here's what I'd suggest, Alex. Let's start with content and paid ads β€” $7,000 a month. In 30 days you'll have an IWD campaign live, a Q2 enrollment funnel running, and actual data on what's driving sign-ups. If the numbers are moving, we layer on the LinkedIn program and the full reporting suite. You'll see real enrollment impact before you're committed to anything bigger. The only thing I'd ask is that we start this week β€” because March 8th is 10 days away and we can still make it work if we move now. Does that work for you?"
Pause after the question. Don't speak. Wait for his answer.
πŸ“… 7-Day Closing Sequence at a Glance
Day Date Action Status
Day 1 Thu Feb 26
πŸ“§ Send opening email + πŸ“ž Call at 2 PM if no reply
Subject: "PSWs are 90% women..." β€” full email in Step 1 above
πŸ”₯ NOW
Day 2 Fri Feb 27
πŸ“ž Second call attempt if no reply to email
Last day to guarantee IWD content live by March 8
PENDING
Day 3 Sat Mar 1
πŸ“§ Day 3 Follow-Up Email
Subject: "The Q2 enrollment window..." β€” pivot to Q2 if IWD missed
PENDING
Day 5 Mon Mar 2
πŸ“± SMS Backup (if still no reply)
Short, casual, one CTA
PENDING
Day 7 Thu Mar 5
πŸ“§ Final "Closing the Slot" Email
Create scarcity. Respectful exit if no response. Done.
PENDING
πŸ’‘ Why This Deal Wins (G's Mindset Going In)
WHY THEY NEED THIS NOW
  • 🎯 $29.9M = funded. Budget exists. Spend expected by funders.
  • πŸ“Š Enrollment is the metric that justifies continued government support
  • 🌍 IWD = 3–5Γ— organic reach. Cannot replicate outside this window.
  • πŸ₯ SEIU Healthcare union = built-in distribution channel. We amplify it.
  • ⏰ Spring = financial planning season. Highest PSW intent period of year.
WHY ALEX WILL SAY YES
  • 🧠 He's a mission-first founder. Enrollment = mission impact.
  • πŸ’Ό He's funded. The budget conversation isn't about money β€” it's about trust.
  • πŸ“ We already built the strategy. We're not pitching an idea. It's done.
  • 🀝 G speaks his language: enrollment funnels, not vanity metrics.
  • πŸš€ We've produced results for other Canadian brands (CDL, Salto, Sid's Ponds).
Built by Claudette AI β€” Growth Boss Internal Tool
Feb 26, 2026 Β· Common Wealth / my65+ Β· $142,366 deal
View Full Proposal β†’