Homemenu
InvestorOutreachCenter Onboarding Process
Step 1
- Call with the CEO - (approx. 1hr) Discussion
- Timeline of the company since inception
- 1yr mission statement
- 3 month catalyst and opportunities
Step 2
- Needed: Company Materials: Presentations, IR Deck, Fact Sheet, Etc...
- Preference is URL hosted on company website
Step 3
- We will provide the email testing for the new client and test the system.
- Post and host information profile template and test the system.
- Get final approvals from client for emails and profile template.
- Start the outreach via phone and email to our database.
- Report back to client every 30 days via Detailed Monthly Reports.