Are you fundraising? Do you already have some investors? If so, are you fully leveraging the "collective rolodex"?
If not, you should be.
Here's a simple 3-step fundraising hack that can help you broaden your network and secure more warm leads.
STEP ONE: SET UP CUSTOM COLUMNS
First, get your Investor Board ready for your existing investors to play with. On the far right hand side of the Board, click the three dots and then click "Add New Column."
Give each of your existing investors their own column to add leads to. Simple as this:
STEP TWO: ADD THEM AS TEAM MEMBERS
Next, you'll need to add your existing investors to your account (you can remove them at any time).
Go to Settings --> Team --> Add New Team Member.
Via email, they will get an invite to become a "Member" of your account. Members can add investors to the Board and edit investor cards.
STEP THREE: TELL 'EM WHAT TO DO
Finally, investors need a little hand-holding, bless their tiny hearts. Send them a brief note like this:
"I'm using Foundersuite to manage my fundraise. I've invited you to be a "Member" of my account. Can you go in and add some investor leads to our Board? Just click "Add Investor" then start typing their name. Next, move that card over to the column with your name on it so I know to ask you for the intro. Thanks much."
That's it. You can and should be able to get a handful of new, warm leads to your Invesor Board in this manner.