Document Email Metrics Sales 
Both Sides of the Table
MAY 14, 2018
Here’s Why You Should Just Send the Deck I know you have your document sending tool to send your fund-raising deck to VCs and track who read your deck, which pages they read and how much time they spend on each page. I would likely open up your deck, read it again and begin contemplating your company again.
Both Sides of the Table
MAY 19, 2018
These collective sets of documents form the basis of what somebody looking at investing would call “financial due diligence.” What happens is 18–20 firms access the data room and download all of your documents. For starters you have to realize that fund-raising is a sales process. It doesn’t. It felt like heresy.
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Startup Professionals Musings
MAY 12, 2021
Cold calls to strangers and email blasts are not so productive. You won’t need the multiple follow-ups and time to close new sales. Build a marketing plan with deliverables and metrics. You can get started by visiting your local Chamber of Commerce and attending the next Consumer Electronics Show in Las Vegas.
Startup Professionals Musings
MAY 1, 2019
With the real data from that surge, you need to take a hard look at business model realities, cost of customer acquisition, inventory costs, and other key metrics. Document processes and metrics for economies of scale. Key metrics for scaling, such as customer loyalty, are very important after initial rollout.
Startup Professionals Musings
OCTOBER 8, 2018
For example, I still find businesses asking you to print, sign, and return documents by mail in lieu of digital signatures or email. You need to communicate quantified and updates goals quarterly, including the metrics to assess progress and success. In my mind, these are killing their businesses.
Berkonomics
JANUARY 16, 2014
Email readers, continue here.] Create roles and guidelines in the potential partnership: What role and responsibility will each of the partners have including operation, financial, sales, marketing, etc.? Perform preliminary due diligence: Review the business plan including marketing, sales strategies and financial needs.
Startup Professionals Musings
MARCH 5, 2023
Professional investors expect far more than an idea pitch – they are looking for a documented opportunity analysis and realistic financial projections. Managing marketing metrics and the sales pipeline. Follow-up is required for every sales lead, a pipeline built, and a sales process documented, with training for new reps.
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