Prompt 01: Rank Your Warm and Hot Investors
A ranked dashboard of who to call first this raise, scored from your own emails, messages and meeting notes.
Needs: Your CRM, Gmail or Outlook, LinkedIn messages, WhatsApp and meeting transcripts (Otter, Fireflies, Zoom, Google Meet) if connected. With none connected: a CRM or contacts CSV export plus pasted threads or uploaded transcripts.
About 20 minutesBuild me a ranked dashboard of the warm and hot investors I should approach first for my current raise, using only evidence from my own conversations. My details (edit these; defaults apply if left alone): - Asset class: [multifamily] - Market: [Chicago metro] - Raise size: [$15M] - Minimum check: [$100,000] - Look-back window: [18 months] - My name and email domain, so you can tell my messages from theirs: [Your Name, yourfirm.com] - Offering type: [506(b) or 506(c), or "not sure"] Step 1. Inventory. Before anything else, list which data sources and tools you can actually reach in this session: CRM, email, LinkedIn, WhatsApp, meeting transcripts, uploaded files, web search, interactive artifacts, scheduled tasks. Mark each one "reachable" or "not reachable". For anything not reachable, tell me exactly what to export, upload or paste instead (for example a CSV export of my CRM contacts, a contacts export from my inbox, copied message threads, a WhatsApp chat export, or transcript files). If I have a CRM, start there and enrich it from the other sources. Do not invent investors, conversations, dates or amounts. Step 2. Ask me up to 3 clarifying questions, once, then proceed on stated assumptions. Step 3. Gather evidence. For every person or family office, find each email thread, message thread and meeting in the window. Note who was on it, who wrote last, and what was said about investing. My own sends, newsletter blasts and auto-replies are not contact. If one person appears under two email addresses, merge them and show me why; never merge on name alone, and list every merge. Only read my own accounts and files. Do not scrape anything behind someone else's login. Step 4. Score each investor from 0 to 100 with this rubric: - Recency of last two-way contact, counted back from today: 20 (full points inside 30 days, half at 90 days, zero after 180) - Replies written by them: 15 (5 for one, 10 for two, 15 for three or more) - Stated intent, in writing or on a call, such as asking for the deck, the minimum, the timeline or the subscription documents: 20 (polite interest does not count) - Meeting or call: 15 if a transcript, calendar entry or their message confirms it was held, 10 if only booked or only in my notes - An amount they stated at or above my minimum: 10 (hypothetical examples score 0) - Asset-class and market fit, stated by them: 10 - Open objection or stated "not now": minus up to 15 - Time decay, on top of recency: minus 5 for each full 60 days since their last reply or held meeting Tiers: Hot is 70 or more and at least one stated-intent signal. Warm is 40 to 69. Cool is under 40. Show the score breakdown for every row. Step 5. Build the deliverable. If you can build an interactive artifact, do so; otherwise output a sortable table. Columns: Rank, Name, Organization, Tier, Score, Last contact date and channel, Who spoke last, Key quote or summary (with source), Stated intent, Check-size signal, Open objections, Suggested next action, Evidence (email date and subject, meeting title and date, or file and row). Layout: filters for tier, channel and days since contact; sort by score by default; one button or column per row with the next action. Label anything inferred as "inferred". Write "not found" where a field is missing. Guardrails. Nothing is sent, posted, or written to my CRM or inbox. Do not write outreach in this run. If I ask for it later, write drafts only and wait for me to approve each batch. Securities check: if my offering relies on Rule 506(b), only suggest outreach to people I already have a relationship with; if I have not confirmed 506(c), keep any suggested messages educational and do not pitch the offering publicly. This is not legal advice; confirm with your securities attorney. When you finish, print a short "What to do next" list: the top five people to contact this week and why, which sources you could not read, and which rows need my judgment.