Email 11: Pipeline Management
Objective: Use a CRM (or simple sheet) to ensure no lead goes cold.
Insights:
Status Tracking: (Identified -> Contacted -> First Meeting -> Diligence).
The "Last Touch" Column: If itā€™s been >5 days since you heard from a Tier 1, they are "At Risk."
Next Action: Move your list into a CRM (like Pipedrive, Copper, or a Notion template) today.
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
