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send investor list to client #addison
send investor pipeline update to client #addison
run through investor updates with client #addison
added investor update email list. I have no investors but I thought it would be a worthwhile effort to generate monthly emails as if #downpayment investors.downpayment.gift
schedule outreach e-mails to investors #addison
list of clients #ekh
Draft and edit investor email #jovial
create investor spreadsheet #realestate
#contracting Send out offer to client
#contracting Send portfolio to second prospective client
Send proposal to client #matterloop
Send proposal to client
share investment memo template with client #addison