Playbook · For CROs and CEOs

Your relationship graph is your moat. Rudy makes it deployable.

Quarterly board prep, weekly deal reviews, the hard moments when you decide whose personal capital to spend to save a deal. Rudy shows you what's in your network, what's at risk, and what's worth pulling on the board for.

No credit card required · Set up in ~30 minutes

✓ 2 warm paths found · board pillar

Slack · Rudy → Chief of Staff2 min ago
R

Rudy AI

Two commit deals at risk. On Snowflake, Alan Foster (board) and Priya Nair, VP Finance at Klarna both have direct paths to the CFO. Alan is the higher-credibility ask but you used him last quarter. Priya gives 80% of the lift at 20% of the capital.

Escalation rules applied · board pillar gated at $500K+ ACV · this deal qualifies

Set up Priya Show all paths

62%

of pipeline with a warm path to the buying committee

+18pt

win rate lift, multi-threaded vs single-threaded

-32%

days to close on warm-routed deals

The Shift

Same network. Same board. Different deployment.

You already own the highest-leverage asset in your category. The question is whether it deploys.

Before

You know your board has 600 collective relationships. You can't operationalize them. Forecast slips because nobody warmed up the CFO at the target account. Board feels under-used. Network capital sits idle.

Capital sits idle →

After

Rudy maps the warm graph across team, customer, board, and partner pillars. You see what you have at every layer. Network capital deploys with precision. Forecast holds because at-risk deals get multi-threaded before they stall.

Forecast holds →

Where Rudy Lives

In the tools your office already runs on.

No new console. No new dashboard. Rudy ships into the surfaces your executive team already operates.

Primary Surface

Slack

Your Chief of Staff DMs Rudy. Rudy DMs the right board members. You see outcomes, not the back-and-forth.

Forecast-Native

Salesforce / Clari

Warm coverage shows up on every deal in your forecast view. At-risk deals flag with the warm path to save them.

LLM Workflow

Claude / Codex (MCP)

Prep board materials in Claude. Rudy ships as an MCP server. Live network data inside your strategic prep.

Open API

REST API

One API key into any board portal or executive dashboard. Pull paths in, push outcomes back.

Your Network, Inventoried

Most CEOs don't know what they have.

You know your board. You know your top customers. You don't know which of them collectively know the 200 buyers you need to reach this year. Rudy makes it inventory.

Pillar 01

2,400

Team relationships

Your team's past colleagues, mentees, and direct connections across the buyer landscape.

Pillar 02

1,800

Customer relationships

Champions at current and former customers. Many sit at target accounts you don't know they know.

Pillar 03

600

Board + investor + advisor

The highest-leverage relationships you have access to. Use them sparingly and precisely.

Pillar 04

900

Partner relationships

Your strategic partners' CSMs, AEs, and exec sponsors. They cover accounts you don't.

Numbers above are illustrative. Your actual inventory loads from Rudy on day one of implementation.

Where You'll Use It

Three moments every CRO and CEO sees.

01

Month two of the quarter. Commit review.

Two high-leverage deals are at risk. The whole leadership team is searching LinkedIn for any angle to the key executive. Everyone names the same suspects. What you don't have is the collective view of the network.

Rudy shows it in 30 seconds. Every warm path across all 4 pillars to every stakeholder on both deals, ranked by relationship strength, with escalation rules applied. You see what's available, the cost of pulling each lever, and the expected lift. Super-connectors go above and beyond when the moment is right. Rudy catches the moment and gives them the chance.

Rudy AI

On Datadog, Alan Foster (board) and Priya Nair, VP Finance at Klarna, both have direct paths to the CFO. Alan is the higher-credibility ask but you used him last quarter. Priya gives 80% of the lift at 20% of the capital. Want me to set up Priya?

Daily · Chief of Staff → Rudy

"Which board members do we need to engage this week? Which CSMs are sitting on relationships we should activate? Which partner leaders haven't we tapped?"

Rudy answers. The Chief of Staff routes. Activity happens every day.

02

Your Chief of Staff runs it daily.

The Chief of Staff is the operator. Every morning they ask Rudy which levers to pull. No waiting until month three, no end-of-quarter panic.

The CEO sees outcomes in Slack and the forecast view. Board members see one clean ask per quarter, not seven panicked ones. Deals close because the warming started in week two, not week eleven.

03

Quarterly board prep, plus the strategic asks.

Going into the board meeting, you present 40 target accounts. Rudy pre-builds: which board member has paths to each, which customer champions overlap, which investors might unlock something. The board asks "how can we help?" and you have a specific answer per member.

Same machine runs the strategic asks. Recruiting a CRO, raising a round, due diligence on an acquisition. The path-to-power playbook applies to every C-level reach, not just deals.

Board Prep · 40 target accounts

Stripe · Alan Foster (board) → CFO · 2 champion overlaps

Siemens · Dana Reed, Operating Partner → CIO office

Maersk · customer champion at partner account · warm

The connector contract, including your board.

This is the part most CEOs never get clean. Every connector inside Boomerang agrees to one rule: you will say yes or no to every ask. No silence.

The board signs too

So does your CEO. So does your first AE. Same contract, no exceptions. You enforce it by signing up first.

Four taps, one contract

Yes · Not now · Wrong person · I'd rather not. Single tap. Same contract for every connector. No ego, no exceptions.

Why silence breaks it

A board member who ghosts three asks is signaling they don't want to be pulled in. That's fine. Better than silence, because silence makes the program break.

Your Dashboard

Four numbers that move the company.

The four metrics worth tracking at the executive level. Rudy ships them in your forecast view.

Warm Coverage

62%

% of pipeline with a warm path to the buying committee

Win Rate Lift

+18pt

Multi-threaded vs single-threaded deals

Cycle Compression

-32%

Days to close on warm-routed deals

Board Engagement

8

Net asks per board member per year

When warm coverage drops below 50%, forecast risk is structural. When board engagement drops below 4, the program is bleeding capital. Rudy alerts you before either happens.

Numbers are illustrative. Your actual metrics load from Rudy and ship live in your forecast view.

Storylane

"We have around 2,000 customers. A lot of them are product-led. They try the product, subscribe, upsell. But many couldn't convert their previous role into a company-wide contract. Champion tracking is a key connector in our PLG framework."

Nalin Senthamil

CEO · Storylane

See your network, deployable.

Your actual inventory loads on day one. Your Chief of Staff runs it daily. You own the outcome.

No credit card required · Set up in ~30 minutes