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Capital Raise: Make calls, verify contact info and populate CRM database

Hello, I am about to start a fundraising campaign and have a number of target investors for whom I need to reach out to with new materials and to schedule meetings. The project will be completed in three phases:

Phase 1: Perform research and populate [url removed, login to view] CRM database

* send emails and/or make phone calls to investors and investment firms on list provided and identify the best person to send our materials to

* research additional investors not on the list who may be a good fit for our next investment round based on criteria to be provided once you get started

* determine whether target investor or fund has any alumni from either McKinsey & Co. or Kellogg GSM

* find out the investor / investment fund's investment criteria to add to the CRM database notes (sector, technology types,

* decide if the investor is a fit with our company, technology, stage of development, pre-revenue status, investment size ($250K - $5MM) - list relevant target investors as "Lead" and "Investor" statuses in Cloze and investors we will not be contacting in Cloze as "Inactive" and "Investor" statuses

* populate the CRM database with the best person to contact as well as anyone from McKinsey or Kellogg (Full name, fund name, address, phone number, email, assistant name/number/email)

* populate the CRM database with any investment criteria you found on their website or asked for and received

* Prioritize McKinsey and Kellogg contacts for me to contact before Phase 2 begins

Phase 2: Make contact

* Prioritize investors in [url removed, login to view]

* Create templates to send materials to different investor types (individual, family office, VC, corporate, etc.)

* Work through investor list one at a time by personalizing each message to each investor with their names and company information, referring to either McKinsey contact or receptionist or someone inside the company with whom we have spoken with

* Follow up on messages sent one week after sending initial messages (and some interval afterwards until we get a 'no thank you' or get a meeting scheduled

Phase 3: Schedule phone and in person meetings

Beceriler: CRM, Veri Girişi, E-posta Pazarlama, Excel, Araştırma

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İşveren Hakkında:
( 0 değerlendirme ) United States

Proje NO: #16346174

Bu iş için 13 freelancer ortalamada $22/saat teklif veriyor

akinakinkugbe

A proposal has not yet been provided

$22 USD / saat
(0 Değerlendirme)
0.0
Damizea

I am ready to work with you perfectly. Please send me a message so that we can discuss more about the project. Just say Hello

$33 USD / saat
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0.0
$27 USD / saat
(0 Değerlendirme)
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PinoyForHire

Hi Sir, I am the owner of Pinoy For Hire virtual assistant agency, we are U.S. based with branch overseas in the Philippines, our employees would able to handle this job, they have call center experience, familiar Daha Fazla

$21 USD / saat
(0 Değerlendirme)
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Europa17

Hi there Nice to meet you. Just checked your description carefully. I am best matched freelancer for you project, since I have full experience in building CRM and front end development. Here is my recent CRM projec Daha Fazla

$22 USD / saat
(0 Değerlendirme)
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sllimeimmat

I am an English speaking Australian office administrator of over 8 years experience. For the past 5 years I have worked as an assistant manager for a retail company. In this position, I grew and developed my skills Daha Fazla

$20 USD / saat
(0 Değerlendirme)
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Crystaldawn0306

A proposal has not yet been provided

$22 USD / saat
(0 Değerlendirme)
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cindiegroup

Hello, my name is cindy, i am a chinese girl located in beijing, China. i have bachelor degree in tourism and master degree in marketing. i have more than 8 years working experiences as marketing managers, and 3 years Daha Fazla

$22 USD / saat
(0 Değerlendirme)
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mayankinnovative

A proposal has not yet been provided

$15 USD / saat
(0 Değerlendirme)
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Jeet1112

Hi there, I can only give you 15 hours a week on this project to help out. I can make the calls via Skype from the UK. Id need a script so that I can understand your service offering a bit more. At the second s Daha Fazla

$22 USD / saat
(0 Değerlendirme)
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nemrosesalaoru

I need a job. I am very Dedicated, results-oriented, highly productive and an integrity worker. Relevant Skills and Experience 12yrs call center experience, inbound, outbound, email support, sales. Ihave also worked w Daha Fazla

$22 USD / saat
(0 Değerlendirme)
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$22 USD / saat
(0 Değerlendirme)
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nitinpateluk

Hello Mate, I am based in London with 10 years of experience in web and application development in the UK My CRM Experience: 1. Integrated CRM with Microsoft CSP(Partner Center). 2. Integrated CRM with QuickBoo Daha Fazla

$15 USD / saat
(0 Değerlendirme)
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