Kevin Xu’s Post

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Associate Director @ InvestorHub | Capital Markets

This has always been something we've known, but for the first time, managed to conceptualise it in one diagram. The concept is based on the traditional sales funnel, which is often the foundation of most marketing strategies. So why not apply it to listed companies too? How to think about it: > The product/service being sold is the company's shares or vision; and > The potential customers are investors. A marketing strategy is about how companies optimize an investor's journey through the funnel. Where do you want investors to first hear about you? What do you want them to do next after that? What needs to happen in the next three months to best position them as a likely buyer? Is the investor experience seamless, personal, and intuitive? Investor intent doesn't appear automatically, so the best strategies always come from deliberately planning each stage of the investor journey and then scaling it across your audience. #shareholderengagement #investormarketing #marketingstrategy

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