Investor Outreach
and Scheduling

Hi, Today we are looking at Intelligent Outreach and how it works inside FE Capital.Intelligent Outreach is found in theleft-hand side navigation bar. It allows you to set up automated campaigns to reach the investors matched to you.

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Inside Intelligent Outreach

When you open Intelligent Outreach you will see:

  • Email Outreach with data on how campaigns are going

  • Pipeline Tracker where campaign data flows

  • Contacts with all matched investors you can reach out to

  • Templates where you can create new email templates oruse pre-built ones

  • SMTP Configuration to send emails from your own businessdomain instead of a FE Capital email

Creating a Campaign

To start, click New Campaign on the top right.

  • Name the campaign

  • Click Next and import the contacts you want to add

  • Select your SMTP configuration

  • Pick a sample cold outreach campaign with follow ups or createyour own

  • Add conditions if you want, for example:
    - If email opens then send a meeting link
    - If no email open then send a different follow up

  • Click Finish and publish

Publishing and Tracking

When publishing a campaign you will see how many credits it willtake.Confirm and pay with credits. The campaign then goes live.

On the campaign screen you will see:

  • Active status

  • Open rate

  • Click rate

  • Reply rate

  • Audience in the campaign

  • The flow of the campaign

From here you can adjust, edit, or deactivate campaigns.

Scheduling Meetings

Intelligent Outreach also includes scheduling.

  • Click the Calendar button at the top

  • View upcoming meetings or create a new event

  • Add the event purpose, duration, and buffer time

  • Set reminders by email or text message

  • Copy the meeting link to include in your outreach emails

Calendar Sync and Availability

  • You can sync your calendar to Google, Outlook, or Apple. All eventscreated will appear in your synced calendar automatically.

  • Set availability inside FE Capital so meetings only appear during thetimes you are open. If you mark weekends as unavailable the systemwill block those times from booking.

Live Campaign Results

As your campaign runs you will see data update live.

  • Emails sent

  • Emails opened

  • Replies received

This lets you track performance in real time and make adjustments as needed.

Conclusion

With Intelligent Outreach you can automate investor campaigns, monitorresults, and schedule meetings in one workspace. Everything from emailtemplates to calendar syncing is built in so you can keep your outreachmoving smoothly.