As a mentor and advisor I receive a lot of email attachments. Especially executive summaries of business plans and pitch decks of startup companies.
Aside from the very occasional problem of entrepreneurs forgetting to include their contact information, a more common problem is naming the file something like: “ExecutiveSummaryJune2016.pdf.”
Include your company name when you title your attachments – whether they be exec sums or pitch decks. The file name “NewCoExecSumJune2016.pdf” makes it much more likely I’ll be able find – and read – your document. Or “NewCoPitchDeck_6_15_16.pdf” – dates are helpful to include, so your reader knows how recently the document was written or updated and can tell it from other versions that may be sent later. Using “V1.1” conveys less useful information than “6_15_16.”
