Which Plan Fits Your

Capital Raising Goals?

Take this 2-minute quiz to see where you are and what tools will help you scale faster.

1. What best describes your current capital-raising experience?

A) I've raised less than $1,000,000 from private investors

B) I've raised between $1MM-$10MM in capital and am looking to scale.

C) I've raised $10MM+ and looking to introduce more automation and organization

2. How many contacts do you currently manage?

A) Fewer than 1,000.

B) Between 1,000 and 5,000.

C) 5,000 +

3. What level of automation are you seeking?

A) None. I'm just looking for more organization

B) Basic Automation to remain top of mind

C) I have limited time and want to automate as much as possible

4. Do you require a designated account manager?

A) Not necessary at this stage

B) It would be helpful for guidance.

C) Absolutely, for strategic support.

5. How important is social media integration for your campaigns?

A) Not a priority

B) Important for outreach and engagement.

C) Critical for multi-platform campaigns

6. What type of landing pages do you need?

A) Basic sign-up forms.

B) 2-step and webinar landing pages.

C) A variety of customizable templates.

7. Do you plan to host webinars for investor engagement?

A) Not at this time.

B) Occasionally, as needed.

C) Regularly, as part of our strategy.

8. How do you handle document signing and invoicing?

A) Not a need at this time.

B) Manually, using separate tools.

C) Prefer integrated solutions.

9. What level of email marketing support do you need?

A) Basic email communication.

B) Drip campaigns and email warm-up services.

C) Extensive templates and automation.

10. How do you manage your sales pipeline and lead notes?

A) From memory

B) Using a spreadsheet or yellow pad.

C) Simple tracking methods using other tools/softwares ie: pipedrive, etc

11. Are you interested in community-building features?

A) Not currently.

B) Yes, but a few months from now

C) Yes, I have an existing community or would like to build ASAP

12. On average, how frequently do you attend networking events and exchange contact info?

A) I hardly attend networking events.

B) 1x/month.

C) 2-4x/month.

13. How much time would you ideally like to save every week?

A) 1-10hrs.

B) 10-20 hrs.

C) 20+ hours

14. What is your preferred support level?

A) Access to help resources & 24/7 support

B) 24/7 tech support with some guidance.

C) Dedicated support with strategy sessions.

15. How comfortable are you with learning new softwares and implementing tools?

A) I have a hard time understanding and learning new tools.

B) I have experience using other CRMs and email marketing tools for a while.

C) Very and I have a dedicated person/team to assist as well.

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CAPITALLYST PRO INC, 4824 E BASELINE RD STE 101, MESA, AZ 85206