Investor Correspondence

• Welcome Mailing

• Physical Material Prep (elementary)

  • Get welcome letter ready to print
  • Design personal goal check
  • Determine any other items you want to include for investors in package
  • Get N2N ready to mail (needs feedback, but appreciated so far)
  • Get envelopes to mail materials in
  • Get welcome letter / check automation done
  • Set up way to print check and letter together efficiently
  • Configure postage purchasing platform
  • Figure out where to drop off mail
  • Set up efficient label printing