Why use Workiom's Deal Flow Management template?
Workiom’s Deal Flow Management template provides a comprehensive platform to streamline and manage your deal flow. From scouting startups to closing deals, this template helps you organize every step of the process, ensuring your team stays aligned and informed.
- Organized Deal Flow: Add new startups to your pipeline, track their progress, and manage deal stages efficiently.
- Effective Communication: Keep track of all contacts, meetings, and interactions in one place.
- Comprehensive Tracking: Generate reports to monitor the overall progress of deals and maintain transparency across your team.
How to use Deal Flow Management template
Manage your deal flow with Workiom’s Deal Flow Management template. Ensure every startup, contact, and meeting is tracked and managed, providing your team with the tools to close deals effectively.
Step-by-step guide
- Manage Startups: Add new startups, move them through the deal stages, and manage the pipeline efficiently.
- Track Contacts: Store and manage contact information for startups and other network connections.
- Log Meetings: Record every meeting with startups, plan future meetings, and refer back to past meetings for notes and action items.
- Link Scouts: Connect startups with scouts to track who initiated each deal.
- Monitor Sources: Keep a list of sources for scouting new startups, ensuring no opportunity is missed.
Features
Automation
- Deal Stage Updates: Automate the updating of deal stages as they progress through different phases.
- Meeting Reminders: Set up automated reminders for upcoming meetings and follow-ups with startups.
Integrated Features with Zapier
- Google Drive: Collaborate on deal documents and track updates with your team in real-time.
- Slack: Send instant notifications to Slack when a deal moves to a new stage.
Views and Visualization
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