Deal Sourcing Outreach: Email & CRM Entry Templates
Professional AI prompt for Private Equity Analysts
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AI Prompt
Draft a set of outreach templates for sourcing proprietary deals in {{target_industry}}. Provide: 1) a cold email for owners, 2) a warm email for bankers/referrals, 3) a short LinkedIn connection note, and 4) two follow-up sequences (timing and messaging). Then produce a recommended CRM contact/opportunity entry template with fields, tags, scoring criteria, and next steps. Tailor language for a mid-market private equity firm and include subject lines and personalization tokens.How to use this prompt
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