Hi {$name},

Sorry for the onslaught of emails, but I wanted to get you all the information and onboarding as quickly and effectively as possible so you have a great base to build off of

Speaking of, your CRMs are critical, both for sales and for fundraising...

Here are a couple of free templates you can use if you like Airtable (I love Airtable personally)

• Sales CRM (be sure to add the companies we intro you to and all the ones you reach out to to this tracker or your CRM)
• Fundraising CRM
• And here are some other good Airtable templates for things like Customer Surveys, employee directories

I am sending you all this in case you don't have great systems already to either a) beef up your existing systems or b) upgrade to these because it's time for you to get ready to RUN and excel spreadsheets won't cut it for long...

NOTE: These are all in the Accelerator Airtable under resources as well if you ever need to find them.

NOTE 2: Please share whatever system you use to myself and your support team lead and note/label any of the introductions made by myself, a specific mentor or someone else in our 4WARD.VC community so we can track a) how effective our intros and process are and b) if you or we need to follow up with anyone in particular.

PRO TIP 1: How do you think I run the accelerator, startup tank, corporate & investor networking, all of Climate Techies etc... as a single person...? Lots of systems and Airtable is a big part of that, and it is all free

PRO TIP 2: You can connect Airtable to Zapier to do more cool stuff - like auto add contacts to your email newsletter etc... Automate everything you can!

PRO TIP 3: Create additional views and filters based off things like last follow up etc... so you can automatically add companies or investors to your follow up list and never forget a thing.

That's all for now. Looking forward to it and talk soon,

Matt