Signals, playbooks, and learnings from running reply-first investor outreach.
TL;DR — Compliance & Etiquette Checklist (Copy/Paste) Daily sending rhythm Message hygiene Link & file rules Respect the rails InMail basics Invite hygiene Why this matters Bad outreach…
TL;DR — The CRM Blueprint (Copy/Paste This) Stages that actually matter Prospect → Qualified Fit → Contacted → Warm Intro Pending → Reply → Call Booked → Diligence…
TL;DR — Copy/Paste First The 10-Minute Daily Setup The 3-Fact Personalization Matrix (grab 1–3 per investor) The 30-Second DM Recipe (Level 1 → 3) Base DM (paste, then…
TL;DR — Copy/Paste First 10-Minute Playbook Forwardable Intro (send to your connector) Subject: Intro? [You] → [Investor] (double opt-in) “Hey [Connector], quick favor if you’re comfortable. Two-liner you…
TL;DR — Copy/Paste Scheduling Kit (Use This First) One-Touch Booking Flow (paste this message) “Thanks, [Name]! Happy to do a 15-min fit check. I can do [Day, Date,…
TL;DR — The A3A Card + Copy/Paste Scripts The A3A Framework (use this shape for every reply) Acknowledge → Anchor → Answer → Ask 12 Ready-to-Send Scripts (fill…
TL;DR — Copy/Paste Deck Checklists (Send This First) A) 5-Slide Teaser Deck (fast open, fast yes/no) B) 12-Slide Full Seed Deck (when they want the details) File-Ops (don’t…
TL;DR — The Cadence Card (Copy/Paste) The 2×2×2 System Default Timeline (edit to your pace) Ready-to-Send Scripts Bump #1 — New Proof (2–3 lines)“Quick update, [Name]—[new metric/logo] since…
TL;DR — Copy/Paste Dashboard, Targets, and Playbook Your 4-KPI Dashboard (track daily) Starter Target Ranges (tune to your stage) 10-Minute Daily Ritual Diagnosis Ladder (if this is low…
TL;DR — Copy/Paste First The 7 Hooks (paste, then personalize one phrase) Send Plan (one week) Do-Not-Do Why hooks work A hook is a tiny reason to care…