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Investor Outreach Sales Strategy Guide

The document outlines a sales strategy for investor outreach focused on building long-term relationships through trust-based tactics. It includes a detailed meeting plan with steps to introduce opportunities, incentivize initial investments, and secure loyalty while emphasizing high profit potential and risk management. Key points for engagement include personal touches, storytelling, and maintaining curiosity without pressure.

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ardachoguyproulx
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72 views2 pages

Investor Outreach Sales Strategy Guide

The document outlines a sales strategy for investor outreach focused on building long-term relationships through trust-based tactics. It includes a detailed meeting plan with steps to introduce opportunities, incentivize initial investments, and secure loyalty while emphasizing high profit potential and risk management. Key points for engagement include personal touches, storytelling, and maintaining curiosity without pressure.

Uploaded by

ardachoguyproulx
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

Sales Strategy for Investor Outreach

Objective: Get your foot in the door, introduce the opportunity, and build a long-term relationship
with the client using trust-based sales tactics.

Long-Term Meeting Plan:


M1 – Introduction: Build rapport and introduce the opportunity. Focus on trust, value, and
curiosity.

M2 – Incentivize: Spark interest by highlighting potential returns and offering an incentive to


start small.

M3 – The Takeaway (Trust Play): Secure a small initial investment, then return their money
with a reason like market instability or unfavorable conditions. Position it as a protective move
for their capital, showing you care more about their success than closing a quick deal. This
builds massive trust.

M4 – Upsell with Momentum: Now that trust is earned, pitch a larger deal. Frame it around
improved technology, market conditions, or code upgrades, emphasizing how their early caution
paid off and why this is the moment to scale up.

M5 – Secure Loyalty: Deliver consistent results and build a long-term relationship. Position
them as a key partner in future deals.

Key Pitch Points for Investment:


High Profit Potential: Emphasize the opportunity for significant returns.

Hedged Risk Approach: Highlight how your strategies minimize losses and protect their
capital.

Advanced Technology Advantage: Showcase your proprietary trading code with automated,
high-win-rate performance.

Unique Market Edge: Explain how your technology profits from both market ups and downs,
generating consistent returns through frequent, compounding gains.

Proven Integrity: Remind them how you returned their money previously, demonstrating
transparency and trustworthiness.

This strategy, inspired by the classic “takeaway” method, builds trust and positions the next deal
as a bigger, more exciting opportunity they won’t want to miss.
M1 notes
M1 – Introduction (Foot in the Door): Key Points

1. Gift with a Personal Touch: Bring a small gift based on their interests (e.g., a toy car if
they like cars). Make it thoughtful and memorable.

2. Tell a Story Behind the Gift: Add a spin to make it meaningful or symbolic. Example: “I
brought you this because every great journey starts with the right vehicle. Let’s see if this
opportunity can drive us somewhere big.”

3. Introduce the Opportunity Casually: Frame it as a possible investment without


pressure—just something worth exploring.

4. Secure Contact Information: Aim for their phone number (ideal for direct follow-ups). If
they hesitate, social media is a solid backup.

5. Build Curiosity, Not Pressure: End with a teaser: “I won’t pitch you today—just wanted
to connect. If you’re curious, we can chat more later.”

The aim is to stand out, leave a lasting impression, and open the door for future conversations.

*Intro*

- high-frequency trading code

- 80.9% win rate

- profiting in both up and down markets

*Close*

- I can try to secure us a spot

- Let me know if you’re interested

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