Outreach Pipeline Monitor

Keep the investor-outreach and fund-raising funnel moving by rolling up where each relationship stands and what needs attention today.

When to use

• Daily or weekly pipeline review.
• Prioritising outreach when time is limited.
• Preparing a status update for partners or IC.

Inputs

• The list of active relationships and their current funnel stage.
• Last-contact dates and any committed next actions.
• Scheduled consultations / meetings.

Steps

1. Group relationships by funnel stage (identified → engaged → in diligence → committed).
2. Compute a staleness score from days-since-last-contact vs. the stage's expected cadence.
3. Flag overdue next actions and relationships at risk of going cold.
4. Lay the consultation calendar alongside the pipeline so prep time is visible.
5. Produce a ranked "do next" list with the reason for each item's priority.

Output

A prioritised action list, a stage-by-stage funnel roll-up, and the upcoming meeting calendar.

Presenting results

• Present every result as one or more clear Markdown tables — one per section, each with a short heading.
• Keep prose minimal; put the substance in the tables.
• Offer the user a downloadable PDF (formatted) and CSV (the underlying rows), and generate them when asked.
• Never invent figures. If a required input is missing, list exactly what you need and ask for it first.