Playbook · Real estate
Outbound for Wise Fund LP
A 90-day plan to book meetings with investors for Wise Fund LP, a fund focused on RV and mobile-home-park assets.
The approach
Success means a predictable system: every X leads produce Y meetings, and the job is to push Y up while keeping X efficient over 90 days. Three pillars carry it: deliverability, targeting, and messaging.
1 · Deliverability
We aim for 95%+ inbox placement using dedicated subdomains, multiple warmed inboxes per domain, and tracked sending to keep engagement healthy.
2 · Targeting
| Attribute | Focus |
|---|---|
| Industry | Real estate investors, financial services |
| Geography | US and Canada |
| Personas | Wealth managers, real estate investors, portfolio managers |
| Signal | Investors seeking stable, recession-resistant assets |
3 · Messaging
A 4-email sequence over 14 days. Value emails open on an investment signal, name a likely challenge, and introduce the fund's angle with a soft CTA. Context emails follow up with proof.
- Email 1 · Value"Noticed you focus on real estate. One investor reached 9% annual returns with mobile-home parks. May I share the strategy?"
- Email 2 · Context"Following up. We helped another investor hold steady returns through downturns with affordable housing. Worth a look?"
Illustrative copy. Figures are placeholders, swapped for real, documented results before anything ships.
The offer
Rather than pushing for a meeting, we lead with value: a free portfolio review, a short case study on consistent income, or actionable steps to make a portfolio more recession-resistant.
What to expect
We test up to 10 campaign ideas, then refine and scale the best after 2-4 weeks. The key metric is conversion from lead to meeting, a reasonable planning number is around 1 meeting per 150-200 leads, with non-responders re-enrolled every 90 days.