close-high-value-deals-automatically blog Related Topics 
The Zapier Blog
JUNE 18, 2025
As a basic example, my sheet includes columns for: Client ID Referral date Name Email Phone Lead source Assigned to Status Last contact Closed date You might be curious why I included a client ID when each row is already numbered and there's a column for the customer's name. Create a new worksheet , and give it a name.
The Zapier Blog
JUNE 9, 2025
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David Teten VC
SEPTEMBER 6, 2018
Over the past decade, I’ve (somewhat accidentally) put together on this blog a syllabus on how to launch, manage, and invest a VC fund. For example, HOF Capital created a pipeline management tool that automatically adds deals along with relevant information (such as attachments received) to the funnel. See Where Are the Deals?!:
David Teten VC
NOVEMBER 18, 2021
Second, high-quality customer service. We’ve been impressed by the alacrity, communication skills, and high level of competence of the customer success team, who have to support a lot of custom functionality we’ve built. For example, we’ve created workflows for automatic cleaning and standardizing of certain data fields.
David Teten VC
DECEMBER 3, 2019
But, most of use raise capital and source deals the same way people looked for dates 20 years ago: by networking at conferences (or bars). . In the private equity universe, most Partners have primary training as deal-makers, not as managers. She answered, ‘We see a lot of deals.’ I said we had a lot of deal flow.
David Teten VC
DECEMBER 4, 2019
But, most funds raise capital and source deals the same way people looked for dates 20 years ago: by networking at conferences (or bars). . In the private equity universe, most Partners have primary training as deal-makers, not as managers. She answered, ‘We see a lot of deals.’ I said we had a lot of deal flow.
The Zapier Blog
APRIL 10, 2023
Educational content like trend reports, industry benchmarks, how-to guides, and webinar recordings help prove your brand's value to a B2B subscriber. If you sent that same email to a buyer, who primarily deals with the purchasing and renewal of a product rather than its actual function, it would probably get sent straight to the trash.
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