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Maximize your Connection Machine

If you’re here, it means you’re ready to stop drowning in email and start building a system that actually works for you—not the other way around.

This short intake form will give us a clear picture of how you’re currently using email and your CRM to manage investor relationships—and more importantly, where you want to be.

We’ll explore:

• How much time email is actually stealing from your day
• What systems you have (or don’t have) in place for investor communications
• Where the friction lives—and what it would look like to replace it with flow

This isn’t just about inbox zero – it's about scaling your impact, deepening connections, and reclaiming time for what truly matters.

Let's start with the basics

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