Skip to content
Gallery
Sales & Marketing Team Hub 2
Fundraising KPIs
Campaigns & Projects
Campaign Process Maps
Resources
Share
Explore
Campaigns & Projects

icon picker
Founder & VC outreach campaign

Ensure all VC’s who were not directly contacted as a result of the founder campaigns are contacted
info

Project Summary

Ensure all VC’s who were not directly contacted as a result of the founder campaigns are contacted
checked-2

Definition of Done

Facts:

All identified VC’s from the founder campaigns are contacted
Mark has approved all copy before any VC campaign launches
Prospect contact lists are properly structured
Add VC contacts to VC list only after 7 calendar days from the last automated outreach to all associated founders has passed
Do not wait more than 7 calendar days. (constantly rolling off new campaigns from the previously ended founder campaigns)
List has 3 contacts for every VC (where possible)
Scrubbed VC contacts against Hubspot records to ensure we don’t market to investors that mark is already in contact with.
Contact Types: “Prospective Investor”, “Investor”
Weekly meeting with Mark to discuss prior weeks campaign stats
Conversion rates (# of live responders)
# of appts set completed
# of appts completed

Function/Requirements:

Uses the same communication channels and journey map as the founder campaign the VC was associated with
Linked in first
Then email
HubSpot records and associated tasks are created for Mark. (same as founder campaigns)
Investor Dossier is mostly/fully automated and able to be created in 24 hours or under
Coda training document for EA (Needed for all fundraising campaigns but only listing here since it’s one training and does not need to be individualized for different campaign types)
HubSpot Training
Record updates
all required properties
Sell by chat
Syncing LinkedIn messages using Hublead chrome extension
downloading and adding Hublead chrome extension
Tasks
Setting
completing
Gmail Training
Ensuring emails are logged to the appropriate accounts in Hubspot
Contact
Company
Setting meetings using HS chrome extension in Gmail
Insert proposed times
Scheduling links
downloading and adding HS chrome extension to Gmail

Feeling:

Mark is impressed with the lack of his time spent on setup, upkeep, data tracking
Mark feels that the consistency of campaign rollouts is smooth with no unnecessary delays once the associated founder campaign has ended.

Status
⁠
📅
10/18/2024
⁠
⁠

faq

Questions & Updates

10/14 Agenda
10/15
⁠

📈 Metrics / KPIs

25%

Target

??

Target

11,000

Target
⁠

150?

Target

441

Target

441

Target

-

⬅️ Conversion Rate (founder replies)

??

⬅️ Founder Meetings

452

⬅️ Founders Contacted
⁠

-

⬅️ Conversion Rate (founder replies)

-

⬅️ VC Meetings

-

⬅️ VCs Contacted
*update targets when list is leads list expands
*last updated: 10/03
🪨 Founder & VC milestones
🪨 Milestone
Progress
%
📅
🪨 01 Cold Campaign Launch
100%
10/8/2024
🪨 03 Optimization & Reporting
75%
10/31/2024
🪨 02 Automate Dossier
0%
10/18/2024
There are no rows in this table
⁠


⁠
people-working-together

Stakeholders


stack-of-money

Cost:

time-span

Time:


Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.