Sep 22 • Start Here
Start here: your first week in The Forge
Welcome. This is the private home for Foundry affiliates: the people who introduce business owners to R&D tax credit studies.
YOUR FIRST WEEK
1. Take the R&D Credit Crash Course in Classroom. About 45 minutes, and you come out ready to spot a fit and make an introduction.
2. Introduce yourself in General discussion: your role and the clients you serve.
3. Bring one prospect to Deal Desk Live, Thursdays at 3pm ET. You get a fit or no fit answer on the spot.
HOW THIS COMMUNITY IS ORGANIZED
• Start Here: onboarding and reference posts from the Foundry team
• Announcements: program updates
• Deal Desk: pressure-test a prospect before you introduce them
• Wins: introductions that became engagements
• General discussion: everything else
HOUSE RULES
Keep client names private. No dollar figures before a study. No pitching other members.
One introduction, one week. That is the bar. See you in Deal Desk.
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Start here: your first week in The Forge
skool.com/foundryaffiliates
The private home for Foundry affiliates: training and tools to make your first R&D tax credit introduction, plus wins from the network.
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