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Contact NameEmail addressPhoneSource (how you know them)Date initially invited to VCResponse Y/NIf Y, date coffee scheduledDate VC heldResultsComments and notes
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Instructions
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This sheet is a template for keeping track of who you have invited to virtual coffee meetings and the results.
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Replicate the tab for different categories of connections so you can track your success and see the sources where you are having the most success in terms of business results.
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Ideas: Prospects you've talked with in the past 3-6 months, your social media connections (don't forget about all those connections from the past on LinkedIn!), people you met a live conferences and events and had an authentic connection with, people who engage with your newsletter, contacts from all the business cards on your desk, etc.
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