The Power of Personalization: A Final Bullet Point That Leaves a Lasting Impression on Prospects

No matter what you do. You are an expert in something. Right? Offer prospects help along these lines. It's easy and engenders goodwill. ?

Post a prospect call or meeting, I send an email with bulleted follow-ups relevant to my company's products. I often include a final bullet point that lists some resources that could be helpful for THEIR business - that have nothing to do with my firm’s products.?

I've written several articles around my expertise: sales/fundraising, networking, marketing, events, job search, etc. I include the article links and offer myself as a resource.

Below is the last bullet Point from an email I wrote this AM around sales and fundraising resources. This was for a very wealthy individual who has his own investment fund.

"1) I would poke around some of the emerging manager conferences, as I note in?this blog post (https://bit.ly/3tHdcBr). 2)?My general playbook for sales/raising capital can be seen here: https://bit.ly/3UvGP0K 3) You might consider going to the?Global Alts conference?put on by iConnections . It attracts a lot of Family offices.?4) Happy to be a resource when it?comes to fundraising. I think about Sales/Marketing/IR?ALL?the time AND love it."

I do this several times per week, especially with fund managers. Gridline has a lot of fund managers invested at the company level (making for a great network) and many of them then use Gridline to diversify into OTHER asset classes. This also happens with a lot of tech entrepreneurs who have venture capital investments, but say little to no private credit or buyout exposure.?

If I end on a note of being a resource for their business, they are more likely to engage. Plus, it’s the right thing to do and it’s so easy once you've written a few articles to which you can refer back. ?