A highly tactical weekly workflow designed for finance professionals to maintain and grow their network. Convert casual coffee chats into tangible career opportunities by delivering consistent, organized value.
Extract highly specific insights from recent meetings into the Notes Checklist
Repeats: weeklySend two 'Value-Add' follow-ups (e.g., industry reports) to high-priority connections
Repeats: weeklyAudit target firms pipeline and update warm lead statuses
Repeats: weekly