LinkedIn Outreach Cheatsheet

Quick reference for BD outreach. Print or keep open while messaging.

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Generic LinkedIn Template

Hi {first_name},

I'm Thomas, co-founder of DaisyAI. We're building AI for healthcare
utilization review - helping nurses evaluate medical necessity faster.

{1-2 sentence hook - why them specifically}

Would you have 20 minutes for a call?

Thomas

Hooks by persona:

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Outreach Strategy (from 1/21 huddle)

Approach: Manual, personalized (not automated)

Method:

1. Start with someone decent on LinkedIn
2. Click "People also viewed"
3. Look for mutual connections
4. Send personalized message

Expected: ~30% open/respond rate

Key insight: Warm intros >> cold outreach. Ask for intro paths when relevant.

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Target Profiles

Mentors/Advisors (for pricing, contracting, fundraising advice)

• Healthcare CTOs/CEOs 2-5 years ahead
• Former health plan/hospital execs (now advisory)
• Healthcare PE/VC operating partners
• HTM alumni network (~40s, established)
• Ex-McKinsey/BCG healthcare → startup
• Fractional executives (CMO, CTO, CCO types)

BD Targets (for deals)

• SMB healthcare orgs (UM companies, regional plans)
• Health tech execs (CTOs, VPs Product)
• Referral sources (VCs, advisors, other founders)

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COMPREHENSIVE CONTACT LIST (50+ People)

Category A: Healthcare VC (Accessible Partners/Principals)

Category B: Ex-Payer/Health Plan Operators (Now Advisory)

Category C: Fractional Execs & Advisors

Category D: Healthcare AI/Tech Founders & Operators

Category E: Ecosystem Connectors & Community Builders

Category F: Consulting/Strategy (Ex-MBB)

Category G: PE Operating Partners

Category H: Physician Executives

Category I: Angels & Check Writers

Category J: ND/SD Regional (Deal Targets)

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Quick Priority Picks by Goal

For Pricing/Model Advice (FDE consulting)

1. Chris Hocevar (Cigna experience)
2. Misa Nuccio (runs consulting practice)
3. James Gillespie (McKinsey pricing)
4. Christian Milaster (advisory firm)

For VC/Fundraising Perspective

1. Ian Chiang / Vic Lanio (Flare - accessible)
2. Alyssa Jaffee (7wire, NVCA board)
3. Rebecca Mitchell (Scrub Capital, physician)
4. Marta Zanchi (nina capital)

For Health Plan Sales Strategy

1. Chris Hocevar (16 years Cigna)
2. Varsha Rao (Clover Health COO)
3. Jennifer Christian-Herman (payor innovation)
4. Ben Texter (Geisinger plan sales)

For Prior Auth / UM Domain Expertise

1. Siva Namasivayam (Cohere Health CEO)
2. Rick Abramson (AI + health policy)
3. Jennifer Christian-Herman (payor buying)

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Quick Copy-Paste Messages

Super Generic (any healthcare person)

Hi [Name],

I'm Thomas, building AI for healthcare utilization review. Your
background in [healthcare/AI/X] caught my eye. Would love to
connect and learn from your experience.

Open to a brief chat?

For Consultants/McKinsey Types

Hi [Name],

I'm Thomas, co-founder of DaisyAI. We're building AI for
healthcare UR and pivoting toward an FDE/consulting model.

Your McKinsey healthcare experience is exactly what I'm trying
to learn from—how do you think about pricing AI-enabled
consulting for health plans?

Would you have 20 minutes?

For PE/VC

Hi [Name],

I'm Thomas, building AI for healthcare utilization review.
We're seeing strong pull from regional health plans and UM orgs.

Curious how you think about AI-enabled services companies in
healthcare. What metrics matter? What makes the model defensible?

Would love your perspective if you have 20 minutes.

For Ex-Payer Operators

Hi [Name],

I'm Thomas, building AI for healthcare utilization review.
Your [X] years at [payer] is exactly the perspective I need.

Curious how health plans actually evaluate and buy AI tools
for clinical operations. What matters? What's the sales cycle
really like?

Would you have 20 minutes?

For Health Plan Execs

Hi [Name],

I'm Thomas, co-founder of DaisyAI. We're building AI tools for
utilization review and prior authorization.

Your role at [company] is directly relevant. I'd love to
understand how you're thinking about AI for clinical operations.
What challenges are most pressing?

Would you be open to a brief conversation?

For Founders

Hi [Name],

Fellow healthcare AI founder here. Building AI for utilization
review—navigating the pivot from SaaS to FDE/consulting.

Your experience as [founder/operator/investor] is the perspective
I need. Would love to trade notes.

Open to a quick call?

For Fractional Execs

Hi [Name],

I'm Thomas, building AI for healthcare utilization review.
Your fractional [CMO/CTO/CCO] work in digital health is
exactly the model I'm curious about.

We're pivoting toward FDE/consulting for health plans.
Would love to learn how you structure engagements.

Open to a brief chat?

Warm Intro Ask (to mutual connection)

Hi [Mutual],

Quick ask—I noticed you're connected to [Target]. We're
building AI for healthcare UR and their [role/experience]
is exactly the perspective I need.

Would you feel comfortable making an intro? Happy to send
you a blurb to forward.

Follow-up (no response after 5-7 days)

Hi [Name],

Following up on my note last week. Still very interested in
your perspective on [specific thing]. Would 20 min work?

Thomas

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Key Connectors (Ask for Intros)

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Tracking (Simple)

After messaging:

1. Add to research/contacts/{name}.md if promising
2. Update Linear if becomes a task
3. Note any warm intro paths discovered

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Research Sources Used

• Flare Capital team page
• 7wire Ventures about page
• Oak HC/FT team
• Define Ventures team
• Scrub Capital portfolio
• LinkedIn searches
• Healthcare VC lists (Papermark, OpenVC, NFX Signal)

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Last updated: Jan 21, 2026