Preferred learners
- United States
- Academic experience
Categories
Project scope
- What is the main goal for this project?
-
The main goal for the project is to create leads of prospective customers that would be eligible for Berkman Financial's products. This will involve several different steps for the learners, including:
- Researching and identifying the target market for Berkman Financial's products.
- Developing a strategy to reach out to potential customers and generate leads.
- Utilizing various marketing and sales techniques to attract potential customers.
- Creating a database of qualified leads for Berkman Financial.
- What tasks will learners need to complete to achieve the project goal?
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By the end of the project, learners should complete the following tasks:
- A detailed report on the target market and potential customer profiles.
- A lead generation strategy outlining the methods and channels to be used.
- A database of qualified leads with contact information and relevant details.
Final deliverables:
- A comprehensive lead generation plan with actionable steps and timelines.
- A presentation outlining the lead generation strategy and potential impact on Berkman Financial's sales.
- What is the main goal for this project?
-
The main goal for the project is to create leads of prospective customers that would be eligible for Berkman Financial's products. This will involve several different steps for the learners, including:
- Researching and identifying the target market for Berkman Financial's products.
- Developing a strategy to reach out to potential customers and generate leads.
- Utilizing various marketing and sales techniques to attract potential customers.
- Creating a database of qualified leads for Berkman Financial.
- What tasks will learners need to complete to achieve the project goal?
-
By the end of the project, learners should complete the following tasks:
- A detailed report on the target market and potential customer profiles.
- A lead generation strategy outlining the methods and channels to be used.
- A database of qualified leads with contact information and relevant details.
Final deliverables:
- A comprehensive lead generation plan with actionable steps and timelines.
- A presentation outlining the lead generation strategy and potential impact on Berkman Financial's sales.
- How will you support learners in completing the project?
-
Access to tools, technology, data, college credits, letters of recommendation, staff time, staff social gatherings, and insights into financial institutions dealing with private credit.
- What skills or technologies will help learners to complete the project?
-
In order to successfully complete this project, learners should have the following skills:
- Market research and analysis.
- Marketing and sales techniques.
- Database management and organization.
- Communication and presentation skills.
Nice to haves for learners include:
- Experience with lead generation tools and software.
- Knowledge of financial products and services.
Supported causes
About the company
- https://berkmanfinancial.com
- 11 - 50 employees
- Banking & finance
As entrepreneurs ourselves, we know how difficult running your own business can be. We created Berkman Financial to make one of the most aggravating aspects of business ownership easy: Access to Capital.
With large, traditional banks making it increasingly difficult to obtain loans and lines of credit, businesses are left scrambling for options. At Berkman Financial, our goal is to fill this void by making access to capital easy, affordable, transparent, and fast. As opposed to other companies that purportedly offer small business loans and alternative loan products by simply brokering them out, here at Berkman Financial we can provide the capital to your business principally. That means better pricing, faster closing times, and more flexible terms.
We specialize in working with small and medium-sized private businesses that are looking for a variety of financial products and solutions. From uncollateralized business loans, to lines of credit, accounts receivable financing (factoring), equipment financing, and purchase order financing, Berkman Financial provides businesses with the capital they need to properly grow and manage their cash flow. Whether you need as little as $5,000 or as much as a $20mm credit facility, Berkman Financial is your solution.