Monthly Updates Tracker
A database to measure the effectiveness of your monthly investor updates.
| Update Month | Date Sent | Subject Line | Open Rate (%) | Click-Through Rate (%) | Replies Received | Meetings Booked | New Introductions | Notes |
|---|
| July 2025 | 2025-08-01 | [Your Company Name] | July 2025 Update | 65 | 15 | 8 | 2 | 3 | Good engagement. Followed up with the two who booked meetings. |
| June 2025 | 2025-07-02 | [Your Company Name] | June 2025 Update | 62 | 12 | 5 | 1 | 1 | Lower engagement this month, possibly due to the holiday week. |