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Deal Cloud - Coggle Diagram

- - - - Maybe automated message are you a buyer or a seller?
- - - - Marketing - Newsletter
      - Tracking capabilities? Can these be made easier. Jordan said the biggest time saver would be auto uploading from his excel file...
        
        Build Sale Memorandum
        
        Opportunity to begin sending your best practices, what you'll need, etc.
        
        Pitch Phase
      - Determine if they are ready to sell or are they just building relationships.
        
        Are they right
        
        Engagement letter
        
        Building everything for the sales process
        
        Not right
        
        Ad Hoc, remain on email list and get monthly newsletters, maybe some LinkedIn, managers determine touchpoints
  - - - Gather information
        
        Manually send to prospective investors/buyers
        
        Manually email information/ NDA
        
        Manually replied to
        
        Scan and sign NDA
        
        Manually entered into Deal Cloud onto signed NDA list
        
        1 more item...