WELCOME [NAME]

ARE YOU AND YOUR TEAM READY FOR WHAT COMES NEXT?

Hello [NAME],

Congratulations on your recent partnership with [PE firm]. This is an exciting time, and there is a lot to look forward to and a lot to work through.

The PE-backed founders and leaders I work with often describe a mix of excitement, apprehension, and readiness to tackle a new challenge. Often, beneath these feelings is a nagging question: Are we ready for what’s being asked of us?

If that question is on your mind, it is a fair one. What was required to get to where you are now takes different capabilities, capacity, and responsibilities than what’s required for the future. The pace is faster, the board wants answers sooner, and some of the people who got you here are being asked to do jobs they have never done. You are figuring out who will grow into it, who is already stretched, and how much of that you can share with [Sponsor name] about the state of the team. Some days it feels energizing and other days it can feel overwhelming.

I put together six questions to help you think through these issues. They take about 3 minutes and explore what your sponsor expects, decision-making authority, team capacity, accountability, and competing priorities.

When you finish, you’ll receive practical recommendations based on your answers, along with questions you can take to your leadership team.

Your answers will come to INDx. We will not share them with [Sponsor name] or [PE Firm]. Instead, we will use your responses to prepare a personal playbook and mail it to you at the address where you received my letter.

There is nothing to schedule, and completing the questionnaire won’t trigger a sales call. If a conversation would help, my direct line is on the letter you received.

[INSERT QUESTIONNAIRE]

Wishing you and your team all the best in this next chapter,

Miranda Hanes