- 4202 West Carmen Street #5, Tampa, FL 33609
Follow Us :
Menu
This document will equip you with actions needed to allow us to work together effectively and efficiently.
We look forward to helping you learn, connect, and grow!
Please provide us with a brief introduction paragraph of who you are and what your organization offers.
During your time with Elevate we will complete strategic introductions to help your organization grow.
Introductions are completed at both events and via email. When completing introductions via email we will use your introduction paragraph to land a concrete meeting with the individual.
Example includes:
“Good afternoon Seema,
Aakash would like to introduce you to Taylor and Sonya Ranker. Taylor is the Founder and President of Questmont, the Virtual Family Office. Sonya is the Director of Family Office Services and Personal CFO.
Questmont is the only Virtual Family Office in the Tampa Bay area and has been helping clients here for over two decades. Due to the growth of demand for their services, they have launched their first physical branch here on August 1, 2020.
Questmont works with select families to coordinate and simplify their “scattered buckets of wealth” and lighten their load. As a business owner and leader, ask yourself this question: “When was the last time your financial advisor, CPA, lawyer and insurance broker got in a room together and worked on nothing but your concerns?”
With that being said, Aakash & I thought it would be a great idea for you all to have a call or meeting. Please let me know if there’s anything else I can do to assist!”
The ‘welcome blog’ will be the first blog post Elevate, Inc. will create on your organizations behalf.
This blog will include:
Description of your organization (background, services, portfolio)
Community involvement
Quote (if provided)
Additional, specific items to include should be provided to your Account Executive
Elevate, Inc’s newsletter is sent out every other Wednesday where we highlight new information about your organization through blog posts, featured articles, images, video links, and more.
You will provide:
Three topics every month (first blog post will be a welcome blog, so we only need 2 topics for the starting month)
Topics can align with specific organization events, a few examples include:
Events you are sponsoring or attending
New hires and interns
Featured articles of your organization
Two of the three topics at the beginning of each month
Final approval of blog/content
Provide social media handles to your Account Executive, if applicable.
Only provide the handles that our team is creating content for
This will ease the transition of receiving social media posts on time (second Friday of every month)
Email your Account Executive a high-resolution company logo that can be used on our website, newsletter, and social media posts.
Logos need to be at least 300px
Resolution needs to be 300dpi for high res & 72dpi for web use
At the beginning of each month, a strategy session will be held with you and Elevate, Inc.
This session will determine goals for the month (future connections, social media content, events)
Your strategy sessions will be coordinated with your Account Executive prior to the beginning of each month
Let your Account Executive know your target audience/client segment. This allows us to efficiently and effectively connect you with people who can expand your organization.
The Elevate, Inc. team is committed to expanding your organization’s network throughout the Tampa Bay area. A 10-hour monthly commitment to Elevate, Inc. is suggested to provide you with the assets your organization needs to Learn, Connect, and Grow!
Below are a few ways we will leverage this time:
Networking events
Meeting with requested connections
Facebook live events
Following up on introduction emails
Monthly Strategy Session
First payment is due on the Effective (start) Date
Subsequent monthly payments are due on the first day of each calendar month
Payment options include:
Checks
Payable to Elevate, Inc.
Mailed to 4202 West Carmen Street #5, Tampa, FL 33609
ACH Deposits
Vendor name: Elevate, Inc.
Bank: Pilot Bank Tampa, Florida
Routing #: 063113028
Account #: 2132565
Late Fees
If payment is not made within 10 days of the due date, there will be an additional fee of $150.00
Please provide us with a brief introduction paragraph of who you are and what your organization offers.
During your time with Elevate we will complete strategic introductions to help your organization grow.
Introductions are completed at both events and via email. When completing introductions via email we will use your introduction paragraph to land a concrete meeting with the individual.
Example includes:
“Good afternoon Seema,
Aakash would like to introduce you to Taylor and Sonya Ranker. Taylor is the Founder and President of Questmont, the Virtual Family Office. Sonya is the Director of Family Office Services and Personal CFO.
Questmont is the only Virtual Family Office in the Tampa Bay area and has been helping clients here for over two decades. Due to the growth of demand for their services, they have launched their first physical branch here on August 1, 2020.
Questmont works with select families to coordinate and simplify their “scattered buckets of wealth” and lighten their load. As a business owner and leader, ask yourself this question: “When was the last time your financial advisor, CPA, lawyer and insurance broker got in a room together and worked on nothing but your concerns?”
With that being said, Aakash & I thought it would be a great idea for you all to have a call or meeting. Please let me know if there’s anything else I can do to assist!”
