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Scale Engagement

Streamline new contact outreach, drive dormant lead engagement, and book a high volume of quality appointments with accredited investors

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Subject Creating Alpha in Private Markets [Name] In a market where many are pulling back w

Highly Trained
Lead Engagement Specialists

  • Dedicated Team Managers

  • Weekly Offer & Skill Training

  • Average of 10 Years Experience

  • Incentivized by Quality, not Volume

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Detailed Insights & 
Strategy Sessions

  • Industry-Leading Analytics

  • Custom CRM Dashboards

  • Bi-Weekly Strategy Sessions

  • Weekly Reporting

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Full Integration with Your Existing CRM

  • No Downloading Additional Tools

  • Lead Routing Workflows

  • Custom Automations

  • Real-Time Activity Insights

Maximize the value of your lead database

Subject Creating Alpha in Private Markets [Name], In a market where many are pulling back,

Speed-to-Lead

Recent webinar? New ad launch? Capitalize on initial interest and maximize conversion potential. New leads are contacted within 60 business mins with custom scripts and highly-trained setters.

Re-engage Dormant Leads

Scale IR specializes in converting dormant leads. Utilizing CRM automations, our team identifies and engages with high-potential investors, increasing odds of securing a meeting.

Free Up Your Internal Team 

Let your team focus on accelerating fundraising and closing while Scale IR books high-quality, accredited investor directly on your calendar. Stop chasing leads or time consuming initial calls!

ROI Increasing Strategies

Founded by award winning, global sales leaders, Scale IR knows how to make long-term impact. As an extension of your team, we'll maximize value and strategically increase conversion rates.

Scale Engagement Packages

Scale your fundraising efforts with our tailored packages. From targeted outreach to comprehensive reporting, we provide the tools and expertise to connect with a high quantity of accredited investors and drive results. 

Daily Call Target

Starting at 150 Daily Dials

Active Workflows

Every Package Includes:

​

  • New Leads

  • Re-Engage

  • No Shows

  • More Info

​

Some Tiers Include:

​

  • Previous Sales Cycles

  • First Meeting Follow-ups

  • Pre/Post Webinar

  • Email Follow-ups

​

Custom Dashboards

See live setter activity directly in your CRM with custom built dashboards

Outbound Campaigns

Some Packages Include:

​

  • 7 Touch Email Campaign Setup, Execution & Management

  • Multi-Channel Sequencing

  • A/B Testing & Segmenting

  • Bulk Domain/Email Purchase & Warm-Up

  • List Validation

Weekly Reporting

Detailed weekly reports covering key metrics such as live connect, connect to appointment, dispositions, no show, and dial stats

Biweekly Strategy

Live strategy sessions with your team to align on goals, hear recent call feedback, and enable peak performance

Tier 1

Daily Call Target

150

Active Dialing Workstreams

  • 1 New Lead

  • 1 Re-Engage

  • No Show

  • More Info

​

Add up 2 Additional:

​

  • First Meeting Follow-up

  • Previous Sales Cycle

  • Additional New Leads

  • Additional Reengage

  • Webinars or Conferences

  • Email Follow-Ups

Outbound Campaign

Not Included

Custom CRM Dashboards

1 Setter Dashboard

Weekly Reporting

  • Dial Stats

  • Disposition

  • Insights

  • Live Connect

  • Live Connect to Appt

  • No Show

  • Reporting by creative (if GenRevv client)

Onboarding

  • Tech integration

  • CRM Workflow Build-Out

  • Basic Automations & Tagging

  • Kick-Off Call

  • Team Immersion & Setter Training
    Script Writing & Editing (1 for each active workstream)

Strategy Syncs​

First 30 Days:

Weekly 30 Min Syncs

​

31+ Days:

Bi-Weekly 30 Min Syncs

​

​

Tier 2

Daily Call Target

200

Active Dialing Workstreams

  • 1 New Lead

  • 1 Re-Engage

  • No Show

  • More Info

​

Add up 2 Additional:

​

  • First Meeting Follow-up

  • Previous Sales Cycle

  • Additional New Leads

  • Additional Reengage

  • Webinars or Conferences

  • Email Follow-Ups

Outbound Campaign

  • Setup/Mgt of 7 Touch Email Sequence

  • Up to 7,500 contacts

  • Purchase/Warming Up to 5 Email Domains

  • Copywriting with quarterly edits

Custom CRM Dashboards

1 Setter Dashboard

Weekly Reporting

  • Dial Stats

  • Disposition

  • Insights

  • Live Connect

  • Live Connect to Appt

  • No Show

  • Reporting by creative (if GenRevv client)

Onboarding

  • Tech integration

  • Kick-Off Call

  • CRM Audit & Recommendations

  • Workflow Build-Out

  • Intermediate Automations & Tagging

  • Team Immersion & Setter Training

  • Script Writing & Editing (1 for each active workstream)

Strategy Syncs​

First 30 Days:

Weekly 30 Min Syncs

​

31+ Days:

Bi-Weekly 30 Min Syncs

Tier 3

Daily Call Target

250

Active Dialing Workstreams

  • 1 New Lead

  • 1 Re-Engage

  • No Show

  • More Info

​

Add up 2 Additional:

​

  • First Meeting Follow-up

  • Previous Sales Cycle

  • Additional New Leads

  • Additional Reengage

  • Webinars or Conferences

  • Email Follow-Ups

Outbound Campaign

  • Setup/Mgt of 10 Touch Multi-Channel Sequence

  • Up to 10,000 contacts

  • Purchase/Warming Up to 10 Email Domains

  • Copywriting with quarterly edits

Custom CRM Dashboards

2 Dashboards

Weekly Reporting

  • Dial Stats

  • Disposition

  • Insights

  • Live Connect

  • Live Connect to Appt

  • No Show

  • Reporting by creative (if GenRevv client)

  • Performance by Lead Source

  • Cohort Analysis

Onboarding

  • Tech integration

  • CRM Workflow Build-Out

  • Basic Automations & Tagging

  • Kick-Off Call

  • Team Immersion & Setter Training
    Script Writing & Editing (1 for each active workstream)

Strategy Syncs​

First 30 Days:

Weekly 30 Min Syncs

​

31+ Days:

Bi-Weekly 60 Min Syncs

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Getting Started with Scale IR is Simple

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Strategic Onboarding

We begin our partnership by welcoming your team to complete an intake form. Scale IR takes time to thoroughly understand your firm, offer, and materials available to us.

 

Next, we conduct a kick-off call to ensure both teams are set up for success and have a clear understanding of next steps. 

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Tech Integration

Scale IR implements a series of custom automations and workflows in your CRM powered by our proprietary middleware. Real-time activity flows into your system and allows us to  book calls directly on your team's calendars.

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Ready for Launch!

Once custom scripting is finalized, and the digital groundwork is laid, our world-class setting team begins working their magic to fill up your calendar with accredited investor meetings.

Powering Growth with Premium Partners

ScaleIR is proud to be a HubSpot Platinum Partner and Chili Piper Partner, bringing you best-in-class pipeline accelerating solutions.

 

This dual partnership allows us to seamlessly optimize your entire lead generation and nurturing process, from initial contact to closed deal. We leverage the power of HubSpot's robust platform combined with Chili Piper's intelligent scheduling and routing to maximize efficiency, personalize the customer journey, and drive revenue growth.

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How Does it Work?

Scale IR leverages decades of expertise and diverse resources to drive tangible results.

See how our collaborative approach has helped our clients achieve their fundraising and investor relations goals.

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New Leads

8-12% Live Connect Rate

35-40% Appointment Conversion

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Existing Database

6-10% Live Connect Rate

15-18% Appointment Conversion

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Appointment Conversion

Out of Every 1k Leads Generated

130-150 Converted

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Close Rate

With a 10-15% Close Rate, We Typically Close 8-10 Investors

Lead

Engagement

Sales

Execution

Team Management

  • Who will Scale IR call and how do you know which contacts to exclude from calling?
    Scale IR will call leads based on the criteria defined in your outreach strategy. We work with you to determine which contacts should be included in calling campaigns and which should be excluded. Exclusions typically include past investors, active prospects already in later-stage conversations, and anyone marked as "Do Not Contact" (DNC) in your CRM. We can also exclude contacts based on custom rules such as accreditation status, past investment history, or recent engagement activity.
  • Who will be making calls to my leads? What will they say?
    Scale IR’s Lead Engagement Specialists will be making calls to your leads. These specialists are trained in handling investor conversations and use a structured discovery framework to engage and qualify leads based on key factors like timeline, liquidity, and interest in your asset class. The call script and approach are customized to your offering, ensuring that conversations align with your brand and sales strategy. Our goal is to create a smooth handoff to your team by setting high-quality meetings with engaged, qualified investors.
  • Will you require me to change the way I use my CRM? Do I need to use your CRM?
    No, you do not need to change the way you use your CRM or migrate to a new system. Scale IR integrates with your existing CRM (such as HubSpot, ActiveCampaign, or GoHighLevel) to pull in leads and update records with call outcomes, email engagement, and meeting activity. If needed, we can add custom fields to improve reporting and workflow automation, but you retain full control of your CRM.
  • How can I easily see activity that's taken place and the outcome of each call/email?
    All call, email, and meeting activity is logged directly in your CRM in real time. You’ll be able to see notes, dispositions, call recordings (if applicable), and next steps for each contact. We also provide summary reports and dashboards that give you visibility into key performance metrics, such as connection rates, meeting set rates, and lead conversion trends.
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Discover your Growth Potential

Use our Scale IR Calculator to discover your company's potential. This free tool lets you input current database numbers, conversion rates and sales figures to see how even a small increase in IR can significantly boost your revenue.

Tier 1

$4,500

Daily Call Target

150

Active Workflows

6

Onboarding

  • Custom Workflows & Tagging

  • CRM Automations

  • Custom Fields (5)

  • Kick-Off Strategy Session

  • Script Writing

  • 1:1 Setter Training

Outbound Campaign

Not Included

Custom Dashboards

1

Detailed Weekly Reporting

  • Dial Stats

  • Dispositions

  • Live Connect

  • Live Connect to Appointment

  • No Show

  • Reporting

Tier 2

$6,000

Daily Call Target

200

Active Workflows

6

Onboarding

  • Custom Workflows & Tagging

  • CRM Automations

  • Custom Fields (5)

  • Kick-Off Strategy Session

  • Script Writing

  • 1:1 Setter Training

Outbound Campaign

(1) 7 Touch Email Campaign

Up to 7,500 Contacts

Custom Dashboards

1

Weekly Metrics

  • Dial Stats

  • Dispositions

  • Live Connect

  • Live Connect to Appointment

  • No Show

  • Reporting

Tier 3

$7,500

Daily Call Target

250

Active Workflows

8

Onboarding

  • Custom Workflows & Tagging

  • CRM Automations

  • Custom Fields (5)

  • Kick-Off Strategy Session

  • Script Writing

  • 1:1 Setter Training

Outbound Campaign

(2) 7 Touch Multi-Channel Campaigns

Up to 10,000 contacts

Custom Dashboards

2

Weekly Metrics

  • Dial Stats

  • Dispositions

  • Live Connect

  • Live Connect to Appointment

  • No Show

  • Reporting

Subject Creating Alpha in Private Markets [Name], In a market where many are pulling back,

Maximize the value of your lead database

Speed-to-Lead

Recent webinar? New ad launch? Capitalize on initial interest and maximize conversion potential. New leads are contacted within 60 business mins utilizing custom scripts and specialist team.

Convert Dormant Leads

Using custom CRM automations, Scale IR identifies and engages with high-potential investors, building rapport and increasing chances of securing a discovery call. 

Free Up Your Internal Team

Have your team focus on fundraising and closing while Scale IR books high-quality, accredited investor meetings directly on your calendar. Eliminate lead chasing and initial calls.

ROI Increasing Strategies

Founded by award-winning global sales leaders, Scale IR drives long-term impact. As an extension of your team, we maximize value and strategically increase conversions.

Metrics That Matter

New Leads

10-20%

Live Connect Rate

35-45%

Conversion to Appointment

Existing Database

8-10%

Live Connect Rate

15-20%

Conversion to Appointment

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