Social Insights & Observations
Goals & Objectives:
What distinguishes you from your peers? Are you recognized for that distinction?
What is senior leadership’s long-term vision for your company?
Provide a hierarchal list of your target audiences
What efforts are underway currently to engage these audiences across the firm?
Please include all marketing/communications and/or sales efforts in place.
What content / key messages do you think is most valuable to each of these audiences?
What’s your compliance approval process for communications today?
Provide a list of 20-50 comparable existing publicly traded companies
What 5-10 messages do you want potential shareholders to know before you are publicly traded?
What, if any, additional messages will you want shareholders to know once you are publicly traded?
Is there a difference between what you want institutional investors to know vs retail shareholders?
Are there any past associations or unfavorable coverage you would like distance from?