90-120 Day Marketing Plan

TEST LAUNCH - LIVE EVENT

The onboarding process is engaged. A protected landing page and marketplace materials are created and your test market is built. A test launch with a specific regional event is executed using various media and investor persona analysis and filtering intelligence. This event is soley dedicated to your company.  Reduced cash Equity program can be made available. $12,500. minumum cost.   

Phase 1
Phase 2

ANALYSIS

Following your dedicated test launch and event, we deliver a comprehensive results report that includes investor feedback, engagement metrics, and any identified closing challenges. Our outbound telemarketing team follows up on all interested parties, pushing qualified leads directly to your team or one of our closing Broker Dealers. During this phase, we fine-tune messaging and targeting based on real-time market response and your closng statistics.

PRIMARY LAUNCH

A criteria driven marketing campaign is agreed upon using the available analytics, after  market conditions are reviewed as well as offering progress. Upon successful execution and mutual agreement we expand into a menu of options. Campaigns can include radio, TV, webinars, social media, geo-targeting, advanced customized AI analysis, drip campaigns and telemarketing can be deployed. Program  pending results.  

Phase 3
Phase 4

CONTINUATION

Messaging, audience targeting, and campaign strategy are refined based on real-time market response, ensuring greater precision and efficiency in future outreach. The Continuation Program activates a broader, more aggressive marketing effort. This includes expanded geographic coverage, ongoing TV and radio promotion. Increased digital targeting. Direct mail to high-potential leads. Enhanced real-time lead tracking. Continued use of our backend systems for investor onboarding, clearing, and verification.

45 Day Marketing PLAN  
Gear - Elements Webflow Library - BRIX Templates

Phase I

TEST LAUNCH- The onboarding process is engaged. A unique password protected landing page and marketplace materials are created and your CRM is built. A test launch is executed using various media and investor persona analysis and filtering intelligence. Phase I is  7 days from the completion of approved materials. Reduced cash Equity program available. $15,000.(Min)

Desktop - Elements Webflow Library - BRIX Templates

Phase II

ANALYSIS -Results of the test launch are delivered one week after the test launch. Investor feedback, response and closing issues are addressed. Messaging and initial targeting is fine tuned. Your full source dashboard is enabled. Phase II is $5,000. No penalty for contract pause. Platform consideration. Phase II provides analytics only.  Equity program available.

Plane - Elements Webflow Library - BRIX Templates

Phase III

PRIMARY LAUNCH-A criteria driven marketing campaign is agreed upon using the available analytics, market conditions are reviewed as well as offering progress. We examine direct introduction options. Cost is determined by agreement. No penalty for pause. Phase III starts 7 days from  agreement with 24 days of run time. Equity program available TBA.