2. 1. Find out who is interested in your funds
2. Find out who is suddenly interested in your
funds
3. Find out who has never shown an interest in
anything you have ever sent them
4. Find out who are cross-selling opportunities
3. 1. Get the results for marketing sent directly to
the sales team
2. Get the results available in the contact view
or company view in your CRM
4. Build a process around all the results you get
◦ Call people who are interested
◦ Call people who have suddenly shown an interest
◦ Call people who have never shown an interest – do
things that will qualify them in or out of your fund
or strategies
◦ Call people who may be cross-selling opportunities