致：Sheldon Schwartz · VAXA Studio
日期：2026年8月28日 ｜ 密级：机密 · 收件人专属
Sheldon，你好。
先说声抱歉——最近一直在忙装修，回复晚了，马上就结束了。我和合伙人会尽快碰完这份方案，然后给你正式答复。
但 v4 我已经认真看完了，先给你我的初步反馈：
这份提案的深度超出我的预期。三处尤其认可：一是"产品不贵，是渠道错了"这个洞察——它直接改变了我们对众筹时机的判断；二是把"整板折叠"作为主打差异化，它是六个竞品都没做、而且当下就能在镜头前证明的卖点；三是主张按证据分阶的策略，测试出来前数字只写"目标"，这套做法在合规上很成熟。
我们同意批准客户访谈，两周田野先行、其他工作后置，这是对的顺序。样本量我们确认后尽快回你，访谈提纲细节可以随后对齐。
这轮回复前，有两个问题想先对齐：
1、提案论证了"为什么众筹不是起点"，但没有展开门店渠道本身怎么打——同价位在店里怎么卖出量，想听你们的思路。
2、提案里 VAXA 侧的工作项列得很全，但费用还没看到。麻烦把你们的报价发我，方便我们内部过一下预算。
另外 10/31 的硬期限我记下了。测试、实验室、专利搜索哪一项卡到 11 月，哪一项的主张就作废——这些排期我们会同步盯，不会让外部依赖拖到你们的交付。
期待你的回复。
此致 敬礼
K99 Labs
签名：____________________
Reply to VAXA Studio · English
To: Sheldon Schwartz · VAXA Studio
Date: 28 August 2026 ｜ Classification: Confidential · Addressee only
Hi Sheldon,
First of all, sorry for the late reply — I have been in the middle of a home renovation that is wrapping up now. My partner and I will go through the proposal properly and get back to you with our formal answer shortly.
That said, I have read v4 carefully, and here is my initial reaction.
The depth of this proposal exceeded my expectations. Three things stand out. First, the insight that "the product isn't overpriced — the channel is wrong" genuinely changes how we think about crowdfunding timing. Second, making the fold the core differentiation: none of the six competitors does it, and it is the one differentiator you can prove on camera today. Third, the staged-evidence approach to claims — until a test exists, a number stays a target — that is mature, regulator-proof thinking.
We approve starting with the customer interviews. Running two weeks of fieldwork first and building everything off the back of it is the right sequence. We will confirm the sample size and come back to you shortly; the interview guide itself we can align on after.
Before we respond formally, two things I'd like to line up:
1. The proposal argues well against crowdfunding as the starting point, but doesn't develop how the retail/shop channel itself gets played — how the same price bracket converts in-store. I'd like to hear your thinking there.
2. You have itemised your side of the scope thoroughly, but I haven't seen the numbers yet. Could you send over the VAXA fee structure so we can run it through our budget internally?
And noted on 31 October being the hard date. If any of the testing, laboratory, or patent work slips into November, the corresponding claim dies with it — we will keep those timelines on our radar so external dependencies never eat into your delivery window.
Looking forward to your reply.
Best regards,
K99 Labs
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