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Deal workflow (Zoho), Deal workflow (Outreach) - Coggle Diagram
Deal workflow (Zoho)
Request investee deck/data room
Call with deal founder
Deal sign up (investee form)
Deal [Name of company] created in Zoho
Family offices/VCs assigned deal
Information sent
Interested
Signed
Waiting room
Decided not to go ahead
Report created with Deal name
Signed investee doc on Zoho against account
Deal workflow (Outreach)
Data room collated
Phil beautifies data room/outreach email
Will prepares list of VC/Family offices
Multiple points of contact
Warm Outreach commences
1st Email (Phil wording/data room)
Telephone call (where applicable) to chase [after 3 days]
2nd Email ("gentle nudge") [replying to previous email] {The following week}
Telephone call (where applicable) [2 days after 2nd email]
Linkedin Outreach (same day as tele call)
3rd Email (We are progressing well, details commitment thus far) [the following week]
4th Email (break-up email) [7 days later]
Cold Outreach
Existing intro email + deal/data room
Telephone call (where applicable) to chase [after 3 days]
2nd Email ("gentle nudge") [replying to previous email] {The following week}
Telephone call (where applicable) [2 days after 2nd email]
Linkedin Outreach (same day as tele call)
3rd Email (We are progressing well, details commitment thus far) [the following week]
4th Email (break-up email) [7 days later]