| The main objective of the sales process is to work in partnership with our clients to ensure they receive the assistance they need to grow their business effectively and to maximize their time in focusing on doing what they do best: managing money. |
| 1. |
Meet with investment professionals to identify, understand and be able to clearly articulate the manager’s expertise, investment strategy and competitive advantages |
| 2. |
Analyze current collateral material, and if appropriate help enhance or create presentation book, website, structure of investor letter and due diligence questionnaire |
| 3. |
Develop a tailored marketing plan and goals |
| 4. |
Contact target prospects and screen for suitability with manager’s capabilities |
| 5. |
Introduce portfolio manager |
| 6. |
Provide feedback to portfolio manager |
| 7. |
Develop tailored follow-up plan for each prospect |
| 8. |
Create distribution list of prospects |
| 9. |
Provide monthly activity report showing prospects we have met including:
a.
b.
c.
d.
e.
f. |
Name of prospect
Location
Type of investor
Estimation of probability of closing
Size of potential mandate
Next steps in the sales process |
|
| 10. |
Coordinate investors subscriptions |
| 11. |
Help create appropriate client service model |
