Solo Episode: My CRM Walkthrough
Dear Twentysomething
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How to Run a Fundraising Process With a CRM
The last thing I wanted to talk about is running a fundraising process with a CRM. Whether you're raising for a startup or for a venture fund, you need to run as tight of a process as you can. So if there's a tab here in close called opportunities and that is where you run most of your sales process and I call fundraising sales because that is really what it is. You know, my first column is cold lead. Any person I reach out to cold gets bucketed as cold lead. The next bucket is warm lead. This is someone that I've been emailing with or someone promised me an intro to. They get bucketed under warm lead. People move from
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