Name / domain: {COMPANY}
What they do: {one-line business}
Location(s): {HQ / relevant site}
Why Sam (fit / interest): {ROLE}
{CONTACTS} โ name, title, how Sam knows them, best channel (LinkedIn / email / intro).
{BACKGROUND-MAP} โ connect Sam's portfolio (15+ yr automaker engineering, self-employed operator, the substrate/build work) to what this company needs.
{REFERRAL} โ warmest route in (mutual contact, event, direct apply), and the ask.
{PREP} โ talking points, portfolio pieces to show, questions to research about them.
Path A โ W-2 employee (work FOR): {PATH-A} โ salary/benefits/stability tradeoffs; what it costs the Same Solutions engine.
Path B โ contract via Same Solutions LLC (work WITH): {PATH-B} โ rate/control/keeps-the-business tradeoffs; benefits + taxes carried (Sam & CeCe already set up).
My numbers: {TARGET-SALARY} (Path A) ยท {TARGET-RATE} (Path B). SAM-FILL โ never invent.
Hire signals (Path A): headcount, team, reporting structure, benefits, onboarding, "join us." {HIRE-TELLS}
Contract signals (Path B): specific project/deliverable/problem, timeline, scope, statement of work. {CONTRACT-TELLS}
How to steer once the room is read: {STEER}
{QUESTIONS} โ the problem they're solving, team/stage, what success looks like, timeline, and the engagement-type question that resolves which path is real.
{OPEN-Q} โ what Sam still needs to find out before/at the conversation.