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Everything You'll Need for a Successful Stock Sale

SEVEN STEPS
1. Recruit Team

2. Customize templates

3. Pre-blitz Promotion

4. Phone Blitz Set-up

5. Phone Blitz

6. Post-blitz Follow-up

7. Shareholder Reception

Step 4: Phone Blitz Set-Up
The phone blitz will be the busiest part of the fundraiser. Step 4 will help you get organized by outlining exactly what you will need to have set up and ready to roll when the phone blitz begins.

Tools provided for Step 4:

  • Customized telephone script
  • Customized stock certificate
  • Customized thank you letter

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