Congratulations on getting ready to launch your campaign! As we're approaching the starting line, we want to make sure you're ready to hit the ground running right out of the gate.
We ask that you complete this survey ahead of your Launch Review Meeting with your Campaign Manager. This survey will include:
- Section 1 will review your community conversion strategy.
- Section 2 will review your organic content promotion strategy.
- Section 3 will review your paid advertising promotion strategy.
- Section 4 will review your overall launch preparedness.
You’ll find a preview of all the questions below to help you prepare ahead of time.
Section 1: Community Conversion Strategy
It's important to kick off your campaign by reaching out to those closest to you, such as friends, family, loyal customers, or potential lead investors you've already connected with.
Share your strategy for engaging and converting your community.
- How many potential investors will you be reaching out to? (This can include mailing lists, personal contacts, etc.)
- What is the size of the pipeline and/or what commitments to you have so far? (For example; $150,000 from your President's List; $25,000 from Family; $50,000 from Angel Investors; $15,000 from Customers, etc.)
- How quickly do you expect to reach your private link 20% and 20 investor threshold? (We recommend aiming to leave private link within 3 weeks. Learn more about private link at our FAQ).
- What's your strategy for reaching out to your different stakeholder groups while in private link? (This could include personal emails and phone calls to close personal contacts, marketing blasts to customers, a launch event or webinar for everyone, etc.)
- Have you built a dedicated investment landing page for your website yet? (We recommend including an email capture function before the campaign launches and then redirect to the FrontFundr campaign page once the offering is live).
- Have you done any pre-launch email marketing sequences to your audience?
- If you're offering perks, how to you plan to promote it to your community? (Tell us a bit about your strategy to feature the perks in your marketing materials. Read more about our best practices for setting campaign perks).
Section 2: Organic Content Promotion Strategy
When raising capital, having a cohesive marketing plan that spans multiple platforms and touchpoints is essential. Research indicates it may take seven or more interactions to encourage a customer or investor to take action. Share more about your organic content strategy for the campaign.
- What are the top channels you plan on using to promote the campaign and why. (This could include LinkedIn, Instagram, Email, etc.)
- Do you have at least 2-weeks worth of content ready for launch? (Managing the campaign in addition to your day-to-day work can get busy. We recommend batch preparing content in advance).
- Do you have a sequence of emails ready to follow your launch email announcement? (We find that providing multiple touchpoints is important when converting investors). Have you created any educational content on equity crowdfunding? (For individuals, who may not be familiar with equity crowdfunding or investing, it's important to provide some education content. Here's a guide we put together on discussing equity crowdfunding and FrontFundr).
- Do you have a plan for the following promotional strategies? (Incorporating social proof into your campaign messaging can help get investors excited about the opportunity. Read more about our best practices for social proof. Check out our case study with Blossom Social to see how they built excitement with their community prior to launch and to learn how they turned their investors into ambassadors for the raise).
- Is there anything else you'd like to share about your organic promotion strategy?
Section 3: Paid Advertising Promotion Strategy
After engaging your existing network, the next step is to identify and connect with new groups of potential investors. A targeted paid advertising campaign can effectively reach individuals who align with your defined investor profiles. Share details about your paid advertising strategy.
- How much will you be spending to promote the raise? (In general, we recommend 3-5% of your target raise; however, some best practices recommend 10%+.)
- What paid channels/mediums will you be using to promote the campaign and why? (This could include social media, paid mailing lists like The Peak, media like BlogTO or Daily Hive, paid display ads through Google, native ads like Dianomi, etc. You can learn more about some paid media/advertising options and pricing on our Raise Partners page).
- Will you be working with an agency to support with paid advertising? (You can learn more about some agencies that past campaigns have worked with on our Raise Partners page).
- When do you plan on starting your paid promotions? (This could be a specific date such as Week 5 or 30 days before the campaign closing date).
- Do you have a plan for the following paid promotional strategies? (Check out our case study with Stay Wyld highlighting their successful Influencer strategy for their campaign).
- Is there anything else you'd like to share about your paid promotion strategy?
Section 4: Overall Launch Preparedness
Our recommendation is to be over-prepared to launch the campaign. Starting off unprepared can make it challenging to catch up later. Share details on how prepared you feel to launch your campaign.
- How ready do you feel to launch the campaign? (Rated on a scale of 1-10).
- What is your desired launch date? (Due Diligence and Campaign Preparation must be completed. Marketing materials should be reviewed and approved by Compliance prior to launch).
- What is your desired closing date? (You must conduct a close within 90 days; however, the offering document can be updated to continue raising for up to another 90 days afterward).
- How often do you plan on sending campaign updates? (We recommend sending/posting campaign updates at least once per week. Read more about best practices for campaign updates and using the FrontFundr platform.)
- Who on the team should we reach out to if a Q&A on the portal has not been responded to within 48-hours? (Everyone with access to the Communications Tab within the FrontFundr Issuer Portal will receive an email notification when a question has been asked.)
- Do you need any pixels or external analytics installed on your campaign page? (If so, please provide details. Note that any custom triggers/conversion events will need to be assessed with our development team and may come at any additional cost.)
- Do you have any specific questions that you'd like to review with your Campaign Manager during the Launch Review Meeting?
- If you have content ready that hasn't been submitted for compliance approval yet, you can upload it here or send it to your Campaign Manager.
Ready to complete your survey?
If you are being sent this survey for completion, you will be required to complete and review the results with FrontFundr prior to launching your campaign.
Access this link here and let your campaign manager know once you have submitted your survey. After reviewing your answers, your campaign manager will contact you to schedule a meeting.
Thanks so much for reading our guide! We are confident that the tools you now have will help effectively communicate your raise as a team. As always, reach out to us at any time if you want to chat further about how to best articulate your company for an effective crowdfunding campaign.