Your Educational Sequence is the long-term nurture that runs after the Welcome Sequence ends, for contacts who don't book a call. It's not a sales sequence — it's how you stay top of mind between raises by showing how you think, not just what you offer.

The 12-Email Arc

Your live Educational Sequence in CapBloom (Automations > Workflows > Educational Sequence) has 12 emails, all written out in full below. Three (#6, #7, #10) need a real example from you before they go live — use the CapBloom fallback version for those if you don't have one yet rather than leaving them blank.

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Hold off activating this sequence until it's personalized — bring it to Office Hours and we'll help you finish it.

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Emails #1–12, Written Out

📘 Email #1: What Your Role Really Is as a Passive Investor

📘 Email #2: How an Investment Thesis Becomes an Opportunity

📘 Email #3: What We Look for Before Capital Goes to Work

📘 Email #4: Stress-Testing the Business Plan

📘 Email #5: Questions That Reveal More Than the Pitch Deck

📘 Email #6: Inside a Real Investment Decision

📘 Email #7: Why We Walked Away

📘 Email #8: Investor Communication When Things Change

📘 Email #9: Looking Beyond the Headline Return

📘 Email #10: Why an Investor Chose to Invest

📘 Email #11: Where Does This Fit in Your Investment Strategy?

📘 Email #12: Let's Compare Notes

How It's Triggered

Automatically for contacts who complete the Welcome Sequence without booking a call. Contacts who book a call skip this sequence entirely.

Stops automatically the moment a contact books a call (Appointment Booked Goal → End) — they move into the booked-call path instead.