10
Total Templates
9
Active
1
Draft
7
Categories
| Template Name | Subject | Category | Last Edited | Status | Actions |
|---|---|---|---|---|---|
|
Investor Welcome
Sent to new investors after account activation. |
Welcome to Redoubt Capital, {{investor_name}}! | Onboarding | 2026-01-15 | active | |
|
Project Update
Monthly project status update sent to project investors. |
{{project_name}} — Progress Update | Projects | 2026-01-20 | active | |
|
Milestone Reached
Triggered when a project milestone is marked complete. |
{{project_name}} — {{milestone_name}} Complete! | Projects | 2025-12-10 | active | |
|
Invite Sent
Referral invitation email sent to prospective investors. |
{{inviter_name}} invites you to Redoubt Capital | Invites | 2026-02-01 | active | |
|
Document Available
Notification when a new document is uploaded to the vault. |
New document available: {{document_name}} | Documents | 2025-11-05 | active | |
|
K-1 Ready
Annual notification when K-1 tax documents are available. |
Your {{tax_year}} K-1 is ready for download | Financial | 2026-01-30 | active | |
|
Password Reset
Password reset link email. |
Reset your Redoubt Capital password | Security | 2025-08-20 | active | |
|
Partner Invoice Received
Admin notification when a partner submits an invoice. |
Invoice {{invoice_id}} received from {{partner_name}} | Partners | 2025-10-15 | active | |
|
Project Completion
Sent to investors when a project property is sold. |
Congratulations! {{project_name}} has sold! | Projects | 2025-09-10 | active | |
|
Distribution Notice
Notification of upcoming profit distribution with details. |
Profit distribution for {{project_name}} | Financial | 2025-09-12 | draft | |
|
Consultation Confirmed
Sent when a consultation is scheduled and confirmed. |
Your consultation is confirmed for {{scheduled_date}} | Consultations | 2026-02-08 | active | |
|
Consultation Reminder (24hr)
Automated reminder sent 24 hours before a scheduled consultation. |
Reminder: Your consultation is tomorrow at {{scheduled_time}} | Consultations | 2026-02-08 | active | |
|
Drip 1 — Welcome Series
First email in the 7-part drip nurture series for new leads. |
Welcome to Redoubt Capital — Here's What to Expect | Drip Nurture | 2026-02-08 | active | |
|
Drip 2 — How It Works
Second drip email explaining the investment model and process. |
How Redoubt Capital Works for You | Drip Nurture | 2026-02-08 | active | |
|
Drip 3 — Meet the Team
Third drip email introducing the leadership team and R² Remodeling. |
Meet the Redoubt Capital Team | Drip Nurture | 2026-02-08 | active | |
|
Drip 4 — Investor Spotlight
Fourth drip email featuring investor testimonials and success stories. |
See What Our Investors Are Saying | Drip Nurture | 2026-02-08 | active | |
|
Drip 5 — Understanding Fees
Fifth drip email explaining the fee structure (onboarding, capital, profit share). |
Transparent Fees — No Surprises | Drip Nurture | 2026-02-08 | active | |
|
Drip 6 — Your Protections
Sixth drip email covering LLC structure, insurance, contingency reserves, and risk mitigation. |
How Your Investment Is Protected | Drip Nurture | 2026-02-08 | active | |
|
Drip 7 — Schedule a Call
Final drip email with a call-to-action to book an introductory consultation. |
Ready to Talk? Schedule Your Consultation | Drip Nurture | 2026-02-08 | active | |
|
Referral Bonus Notification
Sent to referring partners when a referred investor funds a project and the bonus is triggered. |
You've earned a referral bonus! | Referrals | 2026-02-08 | active | |
|
Referral Invite (Partner)
Referral invitation sent on behalf of a partner to a prospective investor. |
{{partner_name}} thinks you'd be a great fit for Redoubt Capital | Referrals | 2026-02-08 | active | |
|
Partner Welcome
Sent to new partners after their account is activated. |
Welcome to the Redoubt Capital Partner Network, {{partner_name}}! | Partners | 2026-02-08 | active | |
|
Partner Invoice Approved
Sent to partners when their submitted invoice is approved for payment. |
Invoice {{invoice_id}} has been approved | Partners | 2026-02-08 | active | |
|
STR Monthly Report
Monthly report for STR property owners covering occupancy, revenue, and expenses. |
{{property_name}} — STR Performance Report for {{month}} | Financial | 2026-02-08 | active | |
|
Quarterly Financial Summary
Quarterly summary of all active project financials sent to investors. |
Your Q{{quarter}} {{year}} Financial Summary | Financial | 2026-02-08 | active | |
|
SMS — Project Milestone
SMS notification sent when a project milestone is completed. |
{{project_name}}: {{milestone_name}} complete | SMS | 2026-02-08 | active | |
|
SMS — Invoice Status
SMS notification sent to partners when an invoice status changes. |
Invoice {{invoice_id}} status: {{status}} | SMS | 2026-02-08 | active |
Showing 27 templates