Written to state what exists and offer a connection — nothing more. Read it once and notice what it does not do: no rate, no promise of approval, no savings projection, no opinion on tax treatment. Three versions of the introduction — full, a short form for the counter, and a written form for a quote cover note — then the five-step handoff: ask permission, send one contact rather than three, send the introduction the same day, log it, and return to your job. A ready introduction email template is included, notable for saying in the body what the supplier has and has not represented. One routing rule matters: where an owner asks about capital sources, route through MGB rather than naming a provider, because a supplier recommending one creates an appearance problem for everyone.
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