Issuer Checklist

Checklist for Marketing Success

Step 1 – Launch Call 

Step 2 – Content Library

We created a special, 2 course, marketing library to get you up to speed!

  • Review all content
  • Check off Legal / Compliance

Step 3 – Will you hire a Marketing Firm?

Do you have the resources internally to execute successful marketing? Perhaps you just need to outsource a few things. Take a look at our Partnership Network!

Step 4 – Before Launch Checklist

Please check off all items on the ‘Before Launch Checklist’

Step 5 – Launching Plan of Action Checklist

Complete Go-to-Market Checklist

Step 6 – Upload Assets

  • Pitch Deck
  • Key Highlights
  • Logo
  • 2-3 sentence summary
  • Tagline (Optional)
  • Campaign Video (Optional)
  • Virtual Assets (Optional)
  • Brand colors (if you have)
  • Incentive Structure (Optional)

Step 7 – Track the data

Test. Scale. Optimize.

  • Track results – Test. Scale. Optimize
  • Keep track of your traffic source?
  • Number of offering page visits