Email 12: Maintaining the "Warmth"
Objective: Keep the door open for investors who passed but want to track you.
Insights:
The Monthly Update: Create a "Supporters" BCC list.
Low-Volume, High-Signal: Send 3 bullets: What we did, What we learned, What we need help with.
Next Action: Create a "Monthly Investor Update" draft and add every investor who gave you a "soft no."
Email 10: The Frictionless Close
Objective: Move from "sounds interesting" to a calendar invite.
Insights:
The Link vs. The Times: Provide a Calendly link and 2-3 specific time slots.
The Timezone Courtesy: Always convert times to the investorā€™s timezone.
Next Action: Audit your scheduling link. Does it have a 1-minute buffer and a clear "Purpose of Meeting" description?
Email 9: Handling the "Not Right Now"
Objective: Turn a "No" into a "Later" or a referral.
Insights:
Ask for Feedback: "What one metric would we need to see for this to be a fit for you later?"
The Referral Ask: "Is there anyone in your network who focuses on earlier-stage [Sector]?"
Next Action: Reply to your last "No" using the referral ask script.
Investor Network
