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 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?
Investor Network
