- You’re gonna need a CRM
- Pipedrive: https://pipedrive.grsm.io/ooarr4aozpay
- You’re gonna need a killer prospecting tool:
- https://app.apollo.io/api/v1/referrals/referral_link_click?referral_code=oQoDAx2Y1BsmXyy5XJmvrQ&utm_source=Apollo&utm_medium=Viral&utm_campaign=Apollo_Viral_Share
- You’re gonna need a book, just based on prospecting - Jeb Blount is probably the best writer only on the subject of prospecting
- You’re gonna need a daily and weekly goal, just on prospecting


What you’re seeing above is 19 weeks (4.5 months) of prospecting towards a $5M/week pipeline goal. I was only able to hit $1.107M of my goal = 22%. It was a very aggressive goal. I now know that for every dollar I am able to put in the pipeline, 15 cents turns into a meeting.
So, if I put $1M in my pipeline every week, I will get $7969 in LOIs. If I hit my $5M goal, I’ll get $40k, which is basically one new investor per week.

- This is the only thing that you can control.
- If you do not do this every single day you will go out of business
- If you control this, cashflow and customer retention, you can control NRR
- NRR is what keeps every SaaS company alive and growing
- NRR = https://userpilot.com/blog/net-revenue-retention/
- Good Qualifying Questions For Calendly
- How Long Have you been Attempting To Solve This Problem For?
- 1 month
- 2 months
- 3 months
- 4 months or more
- If you had to gauge the financial impact…