CB Insights’ Remind Me feature is a great workflow tool that allows you to set up alerts that are sent directly to your inbox, to remind you to reach out to a company at just the right time.
You can customize and set up reminder messages for any number of reasons. For instance, if you see a company on CB Insights that just got funded, you can use the Remind Me feature to write a note to yourself that you should reach out to them in 6 or 9 months (when they’re likely raising fundraising again).
In this example, we’ll set up a reminder to reach out to an individual we recently met at a conference.
Step 1 - Log in to CB Insights
Step 2 - Click on the “Remind Me” button
- “Remind Me” buttons will appear on your MyCBI homepage, as well as on company profile pages.
Step 3 - Write a message and set a date
- You can write a message to yourself with notes about why you might want to reach out to that company. Then set a date for when you would like to receive this reminder in your inbox. You can choose to receive the reminder in 1 month, 3 months, 6 months, or on a specific date.
- Your reminder alert will arrive in your inbox as an email that looks like this:
If you have any questions or concerns, please reach out to us at firstname.lastname@example.org.