🌿 Welcome to the CapBloom Client Knowledge Base
Everything you need to raise capital, use your system, and grow your investor base — all in one place.
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Foundation — DIY Setup
You're configuring your own system. This is your post-onboarding to-do list — from brand assets to your first campaign. Work through it in order.
CapBloom Foundation Setup Checklist
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Operator — Your System Is Built
CapBloom set everything up during your 4-week onboarding. Start here to get oriented — what's in your account, what to do first, and how to use it day-to-day.
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See the Full Onboarding Timeline
All 4 phases of the CapBloom build process — what we handle, what you provide, and when.
What to Expect: Your Onboarding Timeline
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Everything in your system is built around one methodology: ATTRACT → CULTIVATE → CONVERT.
Use these sections to develop your strategy, sharpen your messaging, and stay capital-raising consistently.
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ATTRACT — Build Your Brand & Find Investors
Know your ideal investor. Optimize your LinkedIn presence. Drive leads into your system with a clear, consistent message.
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CULTIVATE — Educate & Nurture Your List
Turn cold leads into warm investors through automated email sequences, consistent content, and strategic touchpoints over time.
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CONVERT — Close Your Capital Raise
Run a focused active raise campaign. Discovery calls, soft commits, subscription documents, closing the deal.
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📩 Welcome Sequence
The automated 5-email series every new lead receives — built on Donald Miller's StoryBrand framework. How to review, personalize, and activate it.
→ Welcome Sequence + All 5 Emails
📨 Email Campaigns — Complete Guide
How to send a campaign, write subject lines, set batch sizes, keep your list clean, and stay out of spam. Everything in one page.
→ Email Campaigns: Sending, Best Practices & List Hygiene
📊 Email Deliverability Setup
SPF, DKIM, DMARC, dedicated sending subdomain, and domain warming — the technical foundation.