Green Portfolio and Product Sales Pipeline Development

Climate Legacy aims to expand its network by identifying financial planners who specialize in ESG (Environmental, Social, and Governance), impact, or green portfolios. The goal of this project is to create a comprehensive sales pipeline that targets these niche financial planners and family offices in Canada and the USA. This project will allow learners to apply their knowledge of market research, data analysis, and sales strategy development. The team will conduct research to identify potential leads, analyze market trends, and develop a strategic approach to engage these financial planners. The project will focus on creating a structured and efficient pipeline that Climate Legacy can use to enhance its outreach and partnerships. Tasks will include identifying key criteria for potential leads, compiling a list of prospects, and designing a communication strategy to initiate contact.

Business Plan Development for Climate Legacy

The main goal for the project is to work directly with the founder of Climate Legacy to develop a comprehensive business plan that aligns with the company's mission and vision. This will involve understanding the company's unique approach to climate-positive plans for individuals and creating a strategic roadmap for future growth and impact.

Customer Engagement and Sales Process for Climate Legacy

The main goal for the project is to create a customer engagement and sales process for Climate Legacy, a company focused offering climate positive plans to individuals. This will involve several different steps for the learners, including: - Analyzing the current customer journey and sales process. - Developing a customer engagement strategy that aligns with the company's mission and values. - Implementing a sales process that effectively communicates the benefits of Climate Legacy's products - Creating a system for tracking customer interactions and sales performance.