Your Welcome Sequence is the most important thing you'll build in CapBloom. It's the first impression your system makes on every new lead, and it either builds a relationship or wastes the opt-in.
The arc: your investor is the hero, you're the guide. Across 7 emails you move from who you are, to why you exist, what you believe, how you approach opportunities, proof it's real, what they can expect from you, and finally getting to know them. The investor who feels understood becomes the investor who books a call.
Your live Welcome Sequence in CapBloom (Automations > Workflows > 001. Welcome Sequence) has 7 emails, all written out in full below.
| Arc Beat | What it does | |
|---|---|---|
| #1 Welcome | Investor | Confirm the connection, set expectations for what's coming. |
| #2 Why We Built This | Why We Exist | Your real origin story — why this company exists for investors like them. |
| #3 What We Believe | Beliefs | Your investment philosophy and how you evaluate opportunities. |
| #4 How We Approach Opportunities | Approach | How you think through an opportunity before getting excited about it. |
| #5 Proof — The Story in Action | Proof | A real deal or investment story that shows your thinking in practice. |
| #6 What You Can Expect From Us | Trust | Your real investor communication practices — what happens after they invest. |
| #7 Let's Get to Know Each Other | Relationship | Learn about them; the first calendar-link CTA. |
Open each one for the subject, full copy, and (for #2, #5, #6) the real detail you need to supply.
These three are the only ones that need your real input. Use this prompt in Claude or ChatGPT to turn your real details into a first draft, then tighten it in your voice before loading it.
Each flagged email above (#2, #5, #6) has its own "Prompt to personalize with AI" right under the copy — paste it into Claude or ChatGPT, answer its questions honestly, and it'll draft a first pass using only your real facts.
Before loading: read each email out loud, cut anything that feels like bragging or invented, and run the kill list (no em dashes, no "leverage," no "journey," no parallel triples).
To load into CapBloom: Automations > Workflows > 001. Welcome Sequence > Edit Design. For each email, click Save as New Template first, then paste your copy, update the subject line, confirm the calendar Custom Value, and send yourself a test before activating.
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Not happy with the AI draft? Share the output with your CapBloom team and we'll tighten the copy before you load it. Email [email protected] or bring it to Office Hours.
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