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June 9, 2025 12 mins

If you're raising capital through equity crowdfunding, your CRM isn't just a database—it's your lifeline. But what if you could optimize it in 15 minutes using ChatGPT? In this episode, Jeff Wenzel breaks down a tactical, plug-and-play hack that shows you how to auto-segment your investor list, personalize messages, and deploy high-converting follow-ups—all powered by AI.

You'll learn:

  • How to export and transform raw investor data into strategic segments using AI
  • The copy frameworks that get investors to respond (hint: it's not "just checking in")
  • Why weekly webinars become your CRM's growth flywheel
  • How to build a self-refreshing investor pipeline without a full-time team

This is not theory. This is a step-by-step, field-tested growth hack from the Pre-IPO Hype playbook.

🎧 Tune in if you want to:

→ Convert more investors from your CRM

→ Automate investor comms with personalization

→ Build hype, trust, and urgency—without breaking compliance


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