Scale Conversion
Tired of slow fundraising and sales processes that feel more like guesswork than a well-oiled machine? Scale Conversion offers a custom, structured framework for achieving rapid gains and sustainable growth.
Maximize the value of your lead database
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Speed-to-Lead
Recent webinar? New ad launch? Capitalize on initial interest and maximize conversion potential. New leads are contacted within 60 business mins with custom scripts and highly-trained setters.
Re-engage Dormant Leads
Scale IR specializes in converting dormant leads. Utilizing CRM automations, our team identifies and engages with high-potential investors, increasing odds of securing a meeting.
Free Up Your Internal Team
Let your team focus on accelerating fundraising and closing while Scale IR books high-quality, accredited investor mirectly on your calendar. No more chasing leads or time consuming initial calls!
ROI Increasing Strategies
Founded by award winning, global sales leaders, Scale IR knows how to make long-term impact. As an extension of your team, we'll maximize value and strategically increase conversion rates.
Fundraise Faster and Smarter
Scale Conversation transforms fundraising and sales operations into a finely tuned engine for success. We address the core challenges GPs face, from undefined processes to incomplete CRM configurations, by providing a structured, data-driven framework.
Defined, Measurable IR Process
Enhanced Performance Visibility
Sustainable Sales Infrastructure
Clear Accountability Structure
Improved Conversion Rates
Measurable ROI
Gap Analysis
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Discovery Assessment
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Current Data Analysis
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Performance Benchmarking
IR Process Optimization
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Customized, Data-Driven Insights
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Clearly Defined Stages
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Predictable, Repeatable IR Cycles
CRM Configuration
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Workflow Automations
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Configuration Aligned to IR Process
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Data Accuracy
Team Enablement
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Custom Playbooks & Frameworks
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Skill Development & 1:1 Coaching
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Role Definitions & Performance Expectations
Adoption & Roll-Out
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Seamless Implementation
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New Systems & Process Training
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Ongoing Support & Guidance
Measurable KPIs
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Define & Track KPIs
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Measure Tangible Results
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Use Data to Drive Decision Making
Data-Driven Insights
Performance visibility is key. Scale Conversion delivers comprehensive reporting and dashboards to gain real-time visibility into fundraising KPIs. GPs will be able to identify trends, and make informed decisions for continuous improvement
Maximum ROI
As we define KPIs and track progress, we'll demonstrate tangible impact on capital acquisition and costs. Scale IR connects the dots between streamlined processes and increased conversions to accelerate deal flow for long-term sustainability.
Comprehensive Solutions for Scalability
Scale Conversion isn't just about implementing new processes; it's about driving tangible improvements you can track and measure. Our team believes in transparency and accountability. We focus on delivering measurable outcomes that directly impact your bottom line.
Tier 1
$4,500
Daily Call Target
150
Active Workflows
6
Onboarding
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Custom Workflows & Tagging
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CRM Automations
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Custom Fields (5)
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Kick-Off Strategy Session
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Script Writing
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1:1 Setter Training
Outbound Campaign
Not Included
Custom Dashboards
1
Detailed Weekly Reporting
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Dial Stats
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Dispositions
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Live Connect
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Live Connect to Appointment
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No Show
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Reporting
Tier 2
$6,000
Daily Call Target
200
Active Workflows
6
Onboarding
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Custom Workflows & Tagging
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CRM Automations
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Custom Fields (5)
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Kick-Off Strategy Session
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Script Writing
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1:1 Setter Training
Outbound Campaign
(1) 7 Touch Email Campaign
Up to 7,500 Contacts
Custom Dashboards
1
Weekly Metrics
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Dial Stats
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Dispositions
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Live Connect
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Live Connect to Appointment
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No Show
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Reporting
Tier 3
$7,500
Daily Call Target
250
Active Workflows
8
Onboarding
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Custom Workflows & Tagging
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CRM Automations
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Custom Fields (5)
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Kick-Off Strategy Session
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Script Writing
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1:1 Setter Training
Outbound Campaign
(2) 7 Touch Multi-Channel Campaigns
Up to 10,000 contacts
Custom Dashboards
2
Weekly Metrics
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Dial Stats
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Dispositions
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Live Connect
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Live Connect to Appointment
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No Show
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Reporting
How Does it Work?
Scale IR leverages decades of expertise and diverse resources to drive tangible results.
See how our collaborative approach has helped our clients achieve their fundraising and investor relations goals.
New Leads
8-12% Live Connect Rate
35-40% Appointment Conversion
Existing Database
6-10% Live Connect Rate
15-18% Appointment Conversion
Appointment Conversion
Out of Every 1k Leads Generated
130-150 Converted
Close Rate
With a 10-15% Close Rate, We Typically Close 8-10 Investors
Frequently Asked Questions
Lead
Engagement
Sales
Execution
Team Management
Discover your Growth Potential
Use our Scale IR Calculator to discover your company's potential. This free tool lets you input current database numbers, conversion rates and sales figures to see how even a small increase in IR can significantly boost your revenue.
