Blueprint Playbook for Sesami (formerly Tidel)

Who the Hell is Jordan Crawford?

Founder of Blueprint. I help companies stop sending emails nobody wants to read.

The problem with outbound isn't the message. It's the list. When you know WHO to target and WHY they need you right now, the message writes itself.

I built this system using government databases, public records, and 25 million job posts to find pain signals most companies miss. Predictable Revenue is dead. Data-driven intelligence is what works now.

The Old Way (What Everyone Does)

Your GTM team is buying lists from ZoomInfo, adding "personalization" like mentioning a LinkedIn post, then blasting generic messages about features. Here's what it actually looks like:

The Typical Sesami SDR Email:

Subject: Improve Cash Management Efficiency Hi [First Name], I noticed your bank has been expanding recently and wanted to reach out about how Sesami can help optimize your cash handling operations. We work with 9 of the world's top 10 retailers and 10 of North America's largest banks to provide AI-driven cash forecasting and automation. Our customers see 41-50% reduction in cash handling costs and 70% improvement in operational efficiency. Do you have 15 minutes next week to discuss how we can help [Company Name]? Best regards, [SDR Name]

Why this fails: The prospect is an expert. They've seen this template 1,000 times. There's zero indication you understand their specific situation. Delete.

The New Way: Intelligence-Driven GTM

Blueprint flips the approach. Instead of interrupting prospects with pitches, you deliver insights so valuable they'd pay consulting fees to receive them.

1. Hard Data Over Soft Signals

Stop: "I see you're hiring compliance people" (job postings - everyone sees this)

Start: "Your branch count jumped from 47 to 52 locations between July and September per FDIC filings" (government database with exact numbers)

2. Mirror Situations, Don't Pitch Solutions

PQS (Pain-Qualified Segment): Reflect their exact situation with such specificity they think "how did you know?" Use government data with dates, record numbers, facility addresses.

PVP (Permissionless Value Proposition): Deliver immediate value they can use today - analysis already done, deadlines already pulled, patterns already identified - whether they buy or not.

Sesami Intelligence Plays: PQS & PVP Combined

These messages demonstrate precise understanding of the prospect's situation (PQS) or deliver immediate actionable value (PVP). Every claim traces to verifiable data sources.

PVP Public + Internal Strong (9.1/10)

Regional Cash Handling Efficiency Gaps: Late Close Pattern Detection

What's the play?

Track actual store closing times vs posted hours across multi-location retailers to identify cash reconciliation delays. Late closing patterns signal manual end-of-day cash handling bottlenecks.

Why this works

This is creepy-specific operational intelligence the prospect can verify immediately. Showing them store-by-store variance reveals labor cost inefficiencies they didn't know existed. The specificity proves you've done real research, not just pulled LinkedIn data.

Data Sources
  1. Company Internal Data - aggregated cash processing time, error rates, labor hours per location
  2. State Money Transmitter Licensing (NMLS) - licensee name, state

The message:

Subject: Your Dallas stores close 15 min late nightly Tracked your 12 Dallas-area locations - average close time is 9:15pm despite posted 9:00pm hours. That's 3 hours weekly per store (36 total) likely tied to cash reconciliation delays. Want the store-by-store close time data?
DATA REQUIREMENT

This play requires aggregated cash processing metrics (median processing time, error rates, labor hours) from 10+ comparable retail customers in same region and business segment, segmented by location type and transaction volume.

Combined with location monitoring or posted hours tracking to identify late closing patterns. This synthesis is unique to your operational visibility.
PQS Internal Data Strong (8.9/10)

Regional Cash Handling Efficiency Gaps: Location Performance Benchmarking

What's the play?

Use aggregated cash reconciliation timing data to identify specific retail locations that are significantly slower than peers. Pinpoint exact stores where manual processes are creating labor cost drains.

Why this works

Extremely specific to one location with immediately actionable intelligence. The prospect can verify this today and route internally. This isn't generic pain mirroring - it's surgical identification of a specific operational problem they likely didn't know about.

Data Sources
  1. Company Internal Data - transaction timestamp data, POS close-out timing
  2. Multi-State Lottery Association - retailer name, retailer location

The message:

Subject: Your Pine St location reconciles 45min slower Your store at 234 Pine St averages 45 minutes longer for end-of-day cash reconciliation compared to your other 11 Dallas locations. That's 5.6 hours weekly in extra labor - either a staffing issue, process gap, or equipment problem. Who manages the Pine St operations?
DATA REQUIREMENT

This play requires aggregated transaction timestamp data or POS close-out timing across retail locations to benchmark reconciliation speed by store.

This is proprietary operational data only you have - competitors cannot replicate location-specific performance benchmarking.
PVP Public + Internal Strong (8.8/10)

Regional Cash Handling Efficiency Gaps: Late-Night Reconciliation Detection

What's the play?

Monitor deposit timestamp patterns to identify retail locations completing cash reconciliation after midnight, signaling overtime labor waste and process inefficiencies.

Why this works

Specific stores identified with immediately verifiable data. The overtime implication hits labor KPIs directly. Showing deposit data that isn't publicly exposed proves differentiated insight access.

Data Sources
  1. Company Internal Data - deposit timestamp data, late-night transaction monitoring
  2. State Money Transmitter Licensing (NMLS) - licensee name, state jurisdiction

The message:

Subject: 3 of your stores reconcile after midnight Your locations at 456 Elm, 789 Oak, and 234 Pine are showing cash reconciliation completion timestamps after midnight based on late-night deposit patterns. That's overtime labor for end-of-day processes that should be automated. Want the full deposit timing analysis for all 12 stores?
DATA REQUIREMENT

This play requires access to deposit timestamp data or late-night transaction monitoring across retailer locations to identify after-hours reconciliation patterns.

Combined with public retailer licensing data. This synthesis reveals operational inefficiencies invisible to competitors.
PVP Public + Internal Strong (8.7/10)

Regional Cash Handling Efficiency Gaps: Morning Opening Variance

What's the play?

Track actual opening times vs posted hours to identify locations with consistent delays tied to manual cash drawer preparation and safe-to-register transfer bottlenecks.

Why this works

Specific store and specific metric that's immediately verifiable. The operational implication (cash prep delays) is insightful and actionable. The creepy-but-valuable factor demonstrates serious research investment.

Data Sources
  1. Company Internal Data - location monitoring, posted hours tracking
  2. Multi-State Lottery Association - retailer name, retailer location

The message:

Subject: Your Oak St store opens 12min late daily Your 789 Oak St location has averaged 12 minutes late on morning opening over the past 30 days. Late openings tied to cash drawer prep typically indicate manual safe-to-register transfer delays. Want the full open-time variance report for all stores?
DATA REQUIREMENT

This play requires location monitoring or posted hours tracking to identify late opening patterns across retail locations.

Combined with public retailer data. This operational intelligence is invisible to competitors without your monitoring infrastructure.
PVP Public Data Strong (8.7/10)

Multi-State Banks: New Branch Working Capital Efficiency

What's the play?

Compare vault cash levels at newly opened branches vs established locations using FDIC Call Report data. New branches typically over-allocate working capital without historical velocity data to optimize float sizing.

Why this works

Specific new branches with verifiable vault cash figures from FDIC filings. The Texas comparison is smart synthesis that identifies working capital inefficiency. Offers actionable branch-by-branch analysis.

Data Sources
  1. FDIC BankFind Suite - institution_name, branch_locations, address, city, state
  2. FDIC Call Reports - quarterly_date, cash_holdings, branch_count

The message:

Subject: Your new Oklahoma branches need $380K float Your 3 new Oklahoma branches (opened July-September) are carrying $380K combined vault cash based on October FDIC data. That's 47% higher per-branch than your established Texas locations - suggests initial float sizing without historical velocity data. Want the branch-by-branch cash efficiency comparison?
PVP Public Data Strong (8.6/10)

Multi-State Banks: Working Capital Optimization Analysis

What's the play?

Analyze vault cash allocation between newly opened branches and mature locations to identify excess working capital tied up without velocity-based optimization.

Why this works

Specific branch comparison with real FDIC vault cash numbers. The working capital insight is immediately valuable to CFOs and treasurers. Non-obvious synthesis of public quarterly filing data with actionable analysis offer.

Data Sources
  1. FDIC BankFind Suite - branch_locations, branch_count
  2. FDIC Call Reports - cash_holdings, quarterly_date

The message:

Subject: Your 5 new branches carry 28% more cash Your 5 Q3 branch openings are carrying an average of $76K vault cash per location vs $59K at established branches. That's $85K in excess working capital tied up without velocity history to optimize initial float sizing. Want the new-vs-established cash efficiency analysis?
PQS Public Data Strong (8.6/10)

FDIC Institutions: Quarterly Cash Variance Analysis

What's the play?

Monitor quarter-over-quarter vault cash volatility in FDIC Call Reports to identify banks with forecasting variance that signals manual reconciliation gaps or location-specific cash flow blind spots.

Why this works

Specific verifiable data point from FDIC filings. Identifies a problem pattern (variance) rather than just a deadline. The implication about manual gaps hits a real operational blind spot with clear actionable question.

Data Sources
  1. FDIC Call Reports - institution_id, quarterly_date, cash_holdings
  2. FDIC BankFind Suite - institution_name, branch_count

The message:

Subject: Your vault cash variance jumped $2.1M last quarter Your June Call Report showed $2.1M higher vault cash than March - that's a 4.5% swing quarter-over-quarter. Forecasting variance at that level typically flags manual reconciliation gaps or location-specific cash flow blind spots. Is the variance tracking automated or manual?
PQS Public Data Strong (8.4/10)

Multi-State Banks: Branch Expansion with Cash Volatility

What's the play?

Combine FDIC branch expansion data with quarterly cash holding volatility to identify banks struggling to integrate new locations into cash forecasting systems during high-volume periods.

Why this works

Combines expansion data with cash holding patterns in non-obvious synthesis. The 23% spike is specific and verifiable from FDIC filings. Identifies a blind spot (velocity tracking) rather than just stating facts. Strong Gate 3 - not just listing expanding banks.

Data Sources
  1. FDIC BankFind Suite - branch_locations, branch_count
  2. FDIC Call Reports - cash_holdings, quarterly_date

The message:

Subject: 5 branches opened before holiday cash surge FDIC shows you added 5 branches in Q3 - your October cash holdings spiked 23% month-over-month across the network. That volatility pattern suggests the new locations haven't stabilized their cash forecasting yet. Is someone tracking cash velocity by branch?
PQS Public Data Strong (8.2/10)

FDIC Institutions: Pre-Peak Cash Decline Detection

What's the play?

Track quarterly vault cash trends from FDIC Call Reports to identify banks reducing cash holdings before seasonal transaction peaks, signaling either intentional optimization or forecasting gaps.

Why this works

Specific data from FDIC filings with accurate figures. Identifies an interesting counter-intuitive pattern (decrease before peak season). Good diagnostic question that makes the prospect think about intentionality vs variance.

Data Sources
  1. FDIC Call Reports - cash_holdings, quarterly_date
  2. FDIC BankFind Suite - institution_name, branch_count

The message:

Subject: Your Q4 vault cash dropped $1.8M from Q3 Your September Call Report showed $45.2M vault cash vs $47M in June - that's a $1.8M decrease quarter-over-quarter. Decreasing vault cash into Q4 (before holiday transaction peaks) might signal cash flow tightening or branch-level optimization. Is the decrease intentional or variance-driven?
PVP Public + Internal Okay (7.9/10)

Regional Cash Handling Efficiency: Weekend Deposit Timing

What's the play?

Analyze Monday deposit timing patterns across retail locations to identify weekend cash sitting idle without overnight reconciliation, revealing working capital inefficiency.

Why this works

Specific timing pattern that's verifiable from deposit data. The working capital implication is immediately relevant. Identifies a blind spot (weekend lag) that operations teams often overlook.

Data Sources
  1. Company Internal Data - deposit timing data across retail locations
  2. State Money Transmitter Licensing (NMLS) - licensee name, state

The message:

Subject: Your weekend deposits lag 18 hours on average Your 12 stores are making Monday deposits at an average of 2:30pm for weekend cash - that's 18 hours of idle cash not earning or deployed. Stores with smart safes typically cut that lag to under 4 hours with automated overnight reconciliation. Want the Monday deposit timing breakdown by store?
DATA REQUIREMENT

This play requires deposit timing data across retail locations to identify weekend reconciliation delays and Monday deposit patterns.

Combined with public retailer licensing data. The smart safe mention provides solution context without being overtly salesy.
PVP Public + Internal Okay (7.9/10)

CIT Optimization: Branch Network Routing Analysis

What's the play?

Map branch locations from FDIC data against estimated CIT routing costs to provide immediate visibility into weekly and annual cash-in-transit expenses by network segment.

Why this works

Specific to branch network with immediately relevant P&L cost math. Low-commitment ask for full analysis. However, the CIT cost per stop is industry estimate rather than their actual contracted rate, which limits precision.

Data Sources
  1. FDIC BankFind Suite - branch_locations, institution_name
  2. Company Internal Data - CIT routing cost modeling

The message:

Subject: Your CIT routes hit 52 branches 3x weekly Mapped your 52 branch locations against typical CIT routing - you're likely running 156 pickups weekly at $45-65 per stop. That's $7,800-10,140 weekly before variance adjustments for actual cash velocity by location. Want the branch-by-branch pickup frequency analysis?
DATA REQUIREMENT

This play combines public FDIC branch data with internal CIT routing cost benchmarks based on metro routing complexity and typical carrier contracts.

The cost modeling provides immediate value even without access to actual CIT contracts.
PQS Public Data Okay (7.8/10)

Multi-State Banks: Branch Expansion During Peak Periods

What's the play?

Identify banks opening new branches in Q3 (before holiday transaction surge) using FDIC BankFind data. New locations without 90 days of historical cash velocity data struggle with November-December forecasting accuracy.

Why this works

Specific FDIC filing data with expansion timing analysis. The holiday forecasting concern is legitimate operational challenge. Practical routing question keeps it conversational.

Data Sources
  1. FDIC BankFind Suite - branch_locations, institution_name, address

The message:

Subject: Your branch count jumped 11% in Q3 Your branch network expanded from 47 to 52 locations between July and September based on FDIC filings. That's 5 new cash handling operations to integrate during peak holiday transaction volume. Who's managing cash forecasting across the new branches?
PVP Public + Internal Okay (7.8/10)

CIT Optimization: Rural Branch Pickup Frequency

What's the play?

Cross-reference FDIC branch locations with county population data to identify rural branches receiving same CIT pickup frequency as metro locations despite lower transaction velocity.

Why this works

Specific branch count and rural designation verifiable from FDIC and census data. The efficiency opportunity is clear with straightforward yes/no question. However, uses "typically" for velocity comparison rather than actual data.

Data Sources
  1. FDIC BankFind Suite - branch_locations, city, state
  2. Company Internal Data - CIT routing optimization logic, county population data

The message:

Subject: Your 12 rural branches run 36 weekly pickups Your 12 branches in counties under 50K population are getting 3x weekly CIT pickups at the same cadence as metro branches. Rural transaction velocity is typically 60% lower - those locations could shift to 2x weekly and cut 12 pickups monthly. Should I model the revised routing savings?
DATA REQUIREMENT

This play combines FDIC branch location data with county population data and CIT optimization logic based on metro vs rural transaction patterns.

The velocity assumptions are industry benchmarks rather than customer-specific data.
PVP Public Data Okay (7.7/10)

FDIC Institutions: Pre-Filing Cash Forecasting Support

What's the play?

Track FDIC Call Report filing deadlines and historical vault cash variance patterns to offer proactive cash position forecasting before quarterly reconciliation deadlines.

Why this works

Specific timeline and verifiable historical variance data from FDIC filings. Proactive help before deadline crunch would be genuinely useful. However, offering a "forecast model" might feel too salesy for initial outreach.

Data Sources
  1. FDIC Call Reports - cash_holdings, quarterly_date
  2. FDIC BankFind Suite - institution_name

The message:

Subject: Q1 filing window opens in 38 days Your March 31st Call Report is due in 38 days - last year your vault cash variance was $2.1M quarter-over-quarter. Pulled together a pre-filing cash position forecast based on your Q4 patterns to help smooth the reconciliation. Want the forecast model?
PVP Public + Internal Okay (7.6/10)

CIT Optimization: Metro Network Cost Analysis

What's the play?

Calculate regional CIT costs for specific metro branch clusters using FDIC location data and metro routing complexity modeling to provide annual cost visibility by market.

Why this works

Specific to Tulsa network with annual cost math relevant to budgeting. Low-commitment ask for full breakdown. However, the cost per stop is industry estimate rather than their actual contracted rate.

Data Sources
  1. FDIC BankFind Suite - branch_locations, city, state
  2. Company Internal Data - CIT routing cost modeling, metro complexity factors

The message:

Subject: Your Tulsa branches cost $890 weekly in CIT Your 4 Tulsa branches are running 12 weekly CIT pickups at estimated $65-75 per stop based on metro routing complexity. That's $890 weekly or $46K annually for those 4 locations alone. Want the full 52-branch CIT cost breakdown?
DATA REQUIREMENT

This play combines FDIC branch location data with CIT routing cost modeling based on metro complexity and typical carrier contracts in secondary markets.

Provides immediate cost visibility even without access to actual CIT contracts.
PVP Public + Internal Okay (7.6/10)

CIT Optimization: Transaction Velocity-Based Scheduling

What's the play?

Analyze branch locations to identify downtown metro cores receiving same CIT frequency as suburban branches despite higher transaction velocity requiring dynamic pickup scheduling.

Why this works

Identifies specific inefficiency pattern in their network. The downtown vs suburban insight is non-obvious. Offers specific next step (lag mapping). However, uses "typically" for velocity comparison rather than their actual data.

Data Sources
  1. FDIC BankFind Suite - branch_locations, address, city
  2. Company Internal Data - CIT optimization logic, transaction velocity assumptions

The message:

Subject: Do your downtown branches need 3x weekly pickups? Your 8 branches in downtown metro cores are getting CIT pickups at the same frequency as suburban locations. Downtown transaction velocity is typically 40-60% higher - those branches might benefit from dynamic pickup scheduling based on actual cash levels. Want me to map which branches have the highest pickup-to-deposit lag?
DATA REQUIREMENT

This play combines public branch location data with transaction velocity assumptions and CIT optimization logic to identify scheduling inefficiencies.

The velocity estimates are industry benchmarks rather than customer-specific data.
PQS Public Data Okay (7.4/10)

FDIC Institutions: Quarterly Filing Window Timing

What's the play?

Monitor FDIC Call Report filing deadlines and use previous filing data to identify the 45-day pre-deadline window when cash forecasting errors appear in variance reports.

Why this works

Specific to their institution with exact vault cash figure from FDIC filings. The 45-day timing trigger is relevant. Easy routing question. However, this is mostly telling them about a deadline they already know.

Data Sources
  1. FDIC Call Reports - cash_holdings, quarterly_date, institution_id
  2. FDIC BankFind Suite - institution_name, branch_count

The message:

Subject: Q1 2025 Call Report deadline is March 31st Your last Call Report showed $47M in vault cash across 52 branches - that's due again March 31st. The 45-day window before filing is when cash forecasting errors show up in your variance reports. Who owns the branch-level cash reconciliation right now?
PQS Public Data Okay (7.3/10)

Multi-State Banks: Late-Year Branch Launch Forecasting Gaps

What's the play?

Identify banks opening branches in September (from FDIC filings) that will face November-December holiday forecasting challenges without 90 days of historical cash velocity data.

Why this works

Specific timing analysis of branch openings from FDIC data. The holiday forecasting concern is legitimate. Practical routing question. However, feels somewhat like common sense observation rather than deep insight.

Data Sources
  1. FDIC BankFind Suite - branch_locations, institution_name

The message:

Subject: Your September branch openings missed holiday ramp You opened 3 branches in September based on FDIC filings - that's 4 weeks before October holiday transaction volume typically begins. New locations without 90 days of cash velocity history struggle with November-December forecasting accuracy. Who's setting the initial vault cash targets for new branches?

What Changes

Old way: Spray generic messages at job titles. Hope someone replies.

New way: Use public data to find companies in specific painful situations. Then mirror that situation back to them with evidence.

Why this works: When you lead with "Your vault cash variance jumped $2.1M last quarter per FDIC Call Reports" instead of "I see you're expanding your branch network," you're not another sales email. You're the person who did the homework.

The messages above aren't templates. They're examples of what happens when you combine real data sources with specific situations. Your team can replicate this using the data recipes in each play.

Data Sources Reference

Every play traces back to verifiable data. Here are the sources used in this playbook:

Source Key Fields Used For
FDIC BankFind Suite institution_name, branch_locations, address, city, state, zip_code Branch expansion tracking, multi-state network analysis
FDIC Call Reports institution_id, quarterly_date, total_assets, cash_holdings, deposit_accounts, branch_count Quarterly cash variance, vault cash trends, working capital analysis
State Money Transmitter Licensing (NMLS) licensee_name, license_status, license_expiration, state_jurisdiction Multi-location money transmitter identification
Multi-State Lottery Association retailer_name, retailer_location, state, license_status Lottery retailer identification with cash handling needs
Internal Data: Cash Processing Metrics aggregated_cash_processing_time, error_rates_by_location_type, labor_hours_per_location Regional efficiency benchmarks, location performance comparison
Internal Data: CIT Optimization aggregated_cit_pickup_frequency, cit_cost_reduction_percentage Pickup frequency optimization, cost savings benchmarks
Internal Data: Deposit Timing deposit_timestamp_data, late_night_transaction_monitoring Weekend lag analysis, after-hours reconciliation detection