Create a flow to maximize our ability to convert qualified leads

Email Outbound

• View presentation
• Join network
• Schedule
• View deal sheet

LinkedIn Outbound

• Connect and ask for call
• Connect and send landing page URL
• Human in the loop - screen call bookings and cancel non-high value calls
  • Redirect to investor network sign up

LinkedIn Inbound

• Auto accept connection
• Auto reply (schedule link and smbinvestornetwork.com)
  • Need very generic, all purpose message
• Connect and send lead magnet (collect qualifying information)
  • Video on SFV
  • Mini course lead magnet
  • Webinar
  • Investor network overview
    • https://docsend.com/v/546v2/sfvinvestornetwork1
  • Elevator pitch + investor network URL
• Eventually replace call with lead magnet or webinar
• Call should be reserved for CLOSING