(Sales) Book Meetings for Portfolio Companies

Use GetroConnect to help your PortCos connect with sales leads at their target accounts.

Steps:

1. Ask PortCos to share a list of companies they want to connect with.
   
   

2. Build a list using 'Companies'.
   
   

3. Click 'Create List', then select 'Companies List'.
   
   

4. Add websites of their target companies.
   
   

5. Review and filter for relevant contacts.
   
   

6. Share the list with advisors or your team to explore mutual connections.
   
   

7. Request a warm intro from the best internal connection.
   
   

   • Email Template: "Hey [Name], could you intro me to [Contact] at [Company]? Quick note—I'm looking to connect about [1-sentence reason]. Let me know if that’s cool!"
     
     

8. Send forwardable email to make it easy for your contact to copy-paste and send along.
   
   

   • Forwardable Email Template:“Hey [Contact], a founder at one of our portcos, [Company] would love to learn about how you are solving [solution’s pain point]. Thought you might be open to a quick intro. Have 20 mins?"
     
     

9. Make the connection once approved.