

Month 1: Build Your Entire Foundation
Weeks 1–2: Magnetic Messaging
Webinar: How to Create Messaging that Converts with Senior Copywriter
Capital Clarity Interview
Deliverable:
Clear marketing messaging that defines who you help, how you help, and what makes you stand out — so every ad, email, and pitch comes together fast.
Weeks 2–3: Create Logo, Brand Guide + Website Template
Client fills out Inspiration Questions for Lightmark team
Lightmark team creates 2 custom logo options
Client chooses 1, with 1 revision
Deliver final logo in 3 versions (vector, web, B&W)
Brand guide with color palette and typography
Capital Raising website template
Website Walkthrough and Checklist
Deliverable:
Professional, polished visual brand + plug & publish website template that builds trust from day one.
Week 4: CRM & Ads Ready
Capital Raising CRM Template Walkthrough
Includes email and SMS workflows, lead capture forms, and automations
Lightmark sets up ads campaign
Lightmark assists in implementing automated emails & follow-ups in your CRM
Lightmark create ads for clients approval
Deliverable:
CRM system & approved ads — ready to launch investor lead flow immediately.
Months 2–6: Ads Live & Performing
Launch ads
Ongoing ads management & testing
Weekly calls with Ads Strategist and Account Manager to review performance, adjust budgets, and lower Cost Per Lead
Continuous tweaks to maximize lead volume & quality
Outcome:
Your entire system — messaging, brand, site, CRM, and ads — working together to deliver consistent, qualified investor leads.

Launch Your Fund with Confidence. Market with Success.