Referral idea · from KaiStrong fit
Dana GrantMoreno & Webb CPAs
Dana asked who could do her books. Moreno & Webb’s site says they do exactly that for firms her size.
Kai · partner matching
Kai finds the warm introductions already in your partner network.
Your clients tell you what they need. Your partners’ websites say who they help. Kai puts the two together. Every Monday you get three matches with the reason for each, and nobody is introduced until both people say yes.
- Only people already in your network
- Partner profiles filled in from their own sites
- Both people say yes first
- Three matches a week, at most
Referral idea · from KaiStrong fit
Dr. PelhamNorthline IT
Pelham is opening a second office. Northline set up both of Coastal Electric’s.
Match sheet · week of Nov 2
3 to decideDana Grant Moreno & Webb CPAs
Grant & Co · 24 people · your client since March · Introduced 11 people to you
- Asked
- Who does the books for firms her size? · email, Oct 2
- Fits
- “Introduce when a 10 to 50 person firm needs monthly bookkeeping, tax prep or a fractional CFO.” · morenowebb.com
- On record
- Moreno & Webb have introduced 11 people to you. 3 were firms Dana’s size, and all 3 closed. The two have never met.
YouDanaMoreno
Sam Okafor Ellis Search Partners
Kestrel Ventures · open deal · Jordan Ellis · introduced Sam to you
- Asked
- An ops lead for two portfolio companies. · your call, Oct 20
- Fits
- “Introduce when a venture-backed company is hiring its first ops or finance leader.” · ellissearch.com
- On record
- Jordan introduced Sam to you, and placed two ops leads this year. 2 of Jordan’s 3 introductions closed.
YouSamJordan
Dr. Pelham Northline IT
Pelham Dental · new client · Partner · 6 introductions this year
- Asked
- “The IT side” of a second office opening in January. · email, Oct 28
- Fits
- “Introduce when a practice or small business is opening a new location and needs networks, phones and devices set up.” · northlineit.com
- On record
- Northline set up both offices for Coastal Electric. 6 introductions this year. Neither knows the other.
YouDr. PelhamNorthline
Double opt-in introductions
Nobody is introduced without three yeses.
You say yes first. Then Kai asks each of them, one at a time, in your words and with the reason attached. A no is final. Kai never asks again.
This week’s ledger
Nothing decided yet. Decide on a match and it’s written here.
Why only people you know
You already have the reason to meet
Apps that match strangers have to make one up. Kai finds yours: a question your client asked last month, a partner’s note on when to introduce them, and past introductions between you that closed.
How Kai picks a match
Every match comes with its evidence.
A match only makes the sheet when someone has asked for help, a partner says on their own site that they do exactly that, and real introductions connect the two. Kai finds all of it in your inbox, calendar, partner records and past introductions. Pick a match to see its evidence.
Stated need
Email · Oct 2
Dana asked you who does the books for firms her size.
Fit, in their words
Good fit introductions · morenowebb.com
“Introduce when a 10 to 50 person firm needs monthly bookkeeping, tax prep or a fractional CFO.” Dana’s firm has 24 people. 7 of Moreno & Webb’s clients are that size.
Trust path
Introductions in Introzy
Moreno & Webb have introduced 11 people to you. 3 were firms of Dana’s size, and all 3 closed.
All three found. It’s on this week’s sheet.
On the sheetPartner profile enrichment
Partner profiles, filled in from each partner’s own website.
Mark a company as a partner and Introzy reads its site. You get the description, industry, headcount, products and integrations. You also get the field Kai leans on most, good fit introductions: the partner’s own answer to “introduce us when…”.
- Runs by itself the moment a company becomes a partner
- Fills empty fields only, so nothing you typed gets overwritten
- Stays in your workspace, never shared with other customers
Moreno & Webb CPAs
morenowebb.com · partner
- Description
- Accounting firm for owner-led businesses: bookkeeping, tax and advisory.
- Industry
- Accounting
- Employees
- 11–50
- Headquarters
- Austin, United States
- Products
- Monthly bookkeeping · Tax preparation · Fractional CFO
- Integrations
- QuickBooks Online · Xero · Gusto
Good fit introductions
“Introduce when a 10 to 50 person firm needs monthly bookkeeping, tax prep or a fractional CFO, especially after a year of doing the books themselves.”
Matches show up in the apps you already use
You don’t have to wait for Monday. When someone asks for help in your inbox, feed or calendar, Kai flags the match right there.
mail.google.com
Dana Grant · Re: Q4 books
"…who does the books for firms our size?"
Introzy · matchMoreno & Webb do, for 7 firms her size. Offer the introduction?
linkedin.com · feed
Sam Okafor · 4h
Hiring an ops lead for two portfolio companies…
Introzy · matchJordan placed two this year and introduced Sam to you. Ask both?
instagram.com
pelhamdental · 1d
Second office opening in January.
Introzy · matchNorthline set up both Coastal Electric offices. Ask Northline?
calendar · 11:00
Intro call · Ledgerline CPAs
Introduced by Moreno & Webb, Sep 30.
Introzy · reminderTell Moreno & Webb how the call went. A draft is ready.
Why matchmaking apps fail
Three ways matchmaking breaks, and the rule Kai follows for each.
Failure · no-shows
Both people opt in before a word is sent
People who used stranger-matching apps describe matches who never showed up. When both people say yes first, nobody waits on an empty call.
Failure · no reason to meet
Both people see why the other is worth meeting
Kai sends the ask in one person’s words and the fit in the other’s. Neither has to guess why they’re being introduced.
Failure · no follow-through
The introduction goes on the record
Once both say yes, Introzy tracks it like any other introduction. Kai follows up, tells you how it went and handles the thank-you.
Lunchclub raised a seed and a Series A, stalled in 2022 and pivoted away (Fortune, TechCrunch, via Articuler). Boardy raised a reported $8M seed; its consent process is undisclosed (VC Lab).
The rules, in numbers
Small on purpose.
3
Matches a week, at most, so each one gets a real look.
3
Yeses before anything is sent: yours, then each of theirs.
0
Strangers. Kai only matches people already in your network.
Get your first three matches.
Connect your email, calendar and partners. Your first match sheet arrives next Monday.