InVestra’s 90-Day Implementation Roadmap for Client Acquisition

This strategic document outlines InVestra’s 90-day plan to scale its executive-liquidity intelligence into active client acquisition. The roadmap focuses on launching a repeatable capability that generates company-specific intelligence, equips advisors, and converts executives into personalized pre-liquidity planning engagements. Key actions include defining governance templates, targeting specific companies, training advisors, launching outreach campaigns, and converting client meetings into actionable plans. Metrics for success include the number of reports produced, advisor briefings, warm introductions, and planning engagements opened. This plan is crucial for enhancing InVestra’s client acquisition strategy and establishing a robust framework for ongoing growth.