TDW Tech Ecosystem Strategy: Follow-up Communications

This document contains two ready-to-deploy email drafts designed to initiate the internal sync with the executive team and schedule the upcoming meeting with the franchise owner, Thiago.


✉️ Draft 1: Internal HQ Alignment Email

  • Sender: Kevin Dockman (Fractional CTO)
  • Recipients: Grant Reeves (CEO), Savanna Tolley (Director of Marketing), Mariah Cosens (Director of Operations)
  • CC: Jason Watson (VP of Sales)
  • Subject: Strategic Alignment: Franchise Tech Ecosystem Strategy & Sync

Team,

To follow up on Grant’s email regarding Thiago’s feedback, I want to make sure the HQ team is fully aligned on our tech boundaries and roadmap narrative before we interface with him.

To facilitate our upcoming sync, I’ve put together two strategic framework documents:

  1. TDW Tech Ecosystem Matrix: A visual breakdown of our A/B/C tech tiers. It clearly delineates what is included in standard fees (HQ-Core), what is a paid add-on (HQ-Optional), and what exists in the franchisee’s local sandbox (Owner-Optional).
  2. Franchisee-Facing Tech Roadmap: A high-level overview of our marketing initiatives, geographic routing engine, and local automation sandbox that we can share directly with Thiago.

Our goal for this internal sync is to equip Savanna with this framework so she can lead the front-line discussion as the voice of HQ, with me on standby for any deep technical questions.

Please let me know which of the following times work best for our internal sync:

  • [Option 1: Date/Time]
  • [Option 2: Date/Time]

Best,

Kevin


✉️ Draft 2: External Email to Thiago

  • Sender: Savanna Tolley (Director of Marketing)
  • Recipient: Thiago Bersou (Coral Gables)
  • CC: Kevin Dockman (Fractional CTO), Grant Reeves (CEO)
  • Subject: TDW Marketing & Technology Sync — Coral Gables

Hi Thiago,

First, I want to thank you for taking the time to share your thoughtful feedback regarding our marketing strategy and conversion funnel. Grant shared your notes with the team, and we greatly appreciate the detail and energy you’ve put into thinking through how we can strengthen the TDW system.

We would love to schedule a 30-minute sync with you to walk you through where we stand today, share our marketing and tech roadmap, and discuss how you can best leverage the TDW sandbox to drive growth in Coral Gables.

Meeting Agenda:

  1. HQ Marketing Priorities: A snapshot of our current national and local marketing campaigns.
  2. The Tech Roadmap: A high-level look at our conversion funnel, our automated zip-code routing engine, and upcoming Looker Studio reporting dashboards.
  3. The Open Sandbox: How you can utilize our standardized Zapier hooks and APIs to connect your core systems (PocketSuite/Quo) to your own HubSpot, CRM, or local automation tools today.
  4. Feedback & Q&A: An open discussion on your suggestions and how franchisee input shapes our future optional add-on configurations.

Please let me know if any of the following times work for you next week to connect:

  • [Option 1: Date/Time]
  • [Option 2: Date/Time]
  • [Option 3: Date/Time]

We look forward to connecting with you!

Best,

Savanna Tolley
Director of Marketing, The Dog Wizard