Step 1: Audience Segmentation
- Tool Utilization:
- Leveraging LinkedIn Sales Navigator and Apollo to identify high-net-worth individuals (HNIs) and investor segments.
- Custom Filters & Criteria:
- Applying advanced filters (e.g., job titles, industries, investment history, geographic location, company size) to pinpoint ideal prospects.
- Segment List Creation:
- Developing tailored segment lists based on demographic data and past investment behavior.
- Continuous Updates:
- Regularly refreshing and refining the lists (weekly or bi-weekly) to incorporate new data and market changes.
Step 2: Message Drafting & A/B Testing
- Personalized Outreach Messages:
- Craft outreach messages that include personalized elements (first name, company, recent investment trends) and articulate the community’s unique value proposition.
- Message Variations:
- Creating multiple versions of each message with slight variations in tone, subject lines, and calls-to-action.
- A/B Testing:
- Testing different versions across small sample segments to determine which resonates best with the audience.
- Data Analysis:
- Monitoring open rates, response rates, and engagement metrics; then iterate messaging based on the A/B test results.
- Feedback Loop:
- Incorporating insights from sales team interactions to further refine messaging for maximum impact.
Step 3: Deployment & Account Hygiene
- Message Deployment:
- Sending out messages via both LinkedIn messaging and email using stakeholder/sales team profiles.
- Scheduling messages at optimal times using automation tools to maximize visibility.
- Profile Maintenance:
- Regularly updating stakeholder profiles with fresh content (e.g., thought leadership posts, endorsements, updates) to ensure authenticity and encourage trust.
- Follow-Up Strategy:
- Establishing a follow-up cadence (e.g., a second message 3–5 days after initial outreach) to re-engage non-responders.
- Monitoring & Compliance:
- Continuously track delivery, open, and response rates.
- Maintaining account hygiene by monitoring for any spam flags or account warnings and making adjustments as needed.
Tentative Lead Targets
- Market Qualified Leads (MQLs):
- Aim for approximately 8-12 MQLs per month through refined segmentation and targeted outreach.
- Sales Qualified Leads (SQLs):
- Target conversion of roughly 4-5% SQLs per month from the MQL pool, subject to further qualification by the sales team.
TOTAL – 81,000 + GST per month per profile
Step 1: Audience Segmentation
- Tool Utilization:
- Leveraging LinkedIn Sales Navigator and Apollo to identify high-net-worth individuals (HNIs) and investor segments.
- Custom Filters & Criteria:
- Applying advanced filters (e.g., job titles, industries, investment history, geographic location, company size) to pinpoint ideal prospects.
- Segment List Creation:
- Developing tailored segment lists based on demographic data and past investment behavior.
- Continuous Updates:
- Regularly refreshing and refining the lists (weekly or bi-weekly) to incorporate new data and market changes.
Step 2: Message Drafting & A/B Testing
- Personalized Outreach Messages:
- Craft outreach messages that include personalized elements (first name, company, recent investment trends) and articulate the community’s unique value proposition.
- Message Variations:
- Creating multiple versions of each message with slight variations in tone, subject lines, and calls-to-action.
- A/B Testing:
- Testing different versions across small sample segments to determine which resonates best with the audience.
- Data Analysis:
- Monitoring open rates, response rates, and engagement metrics; then iterate messaging based on the A/B test results.
- Feedback Loop:
- Incorporating insights from sales team interactions to further refine messaging for maximum impact.
Step 3: Deployment & Account Hygiene
- Message Deployment:
- Sending out messages via both LinkedIn messaging and email using stakeholder/sales team profiles.
- Scheduling messages at optimal times using automation tools to maximize visibility.
- Profile Maintenance:
- Regularly updating stakeholder profiles with fresh content (e.g., thought leadership posts, endorsements, updates) to ensure authenticity and encourage trust.
- Follow-Up Strategy:
- Establishing a follow-up cadence (e.g., a second message 3–5 days after initial outreach) to re-engage non-responders.
- Monitoring & Compliance:
- Continuously track delivery, open, and response rates.
- Maintaining account hygiene by monitoring for any spam flags or account warnings and making adjustments as needed.
Tentative Lead Targets
- Market Qualified Leads (MQLs):
- Aim for approximately 8-12 MQLs per month through refined segmentation and targeted outreach.
- Sales Qualified Leads (SQLs):
- Target conversion of roughly 4-5% SQLs per month from the MQL pool, subject to further qualification by the sales team.
TOTAL – 81,000 + GST per month per profile