Peakbot | Fractional CMO Consulting & Marketing Proposal By David King – PeakBot.

INTRODUCING

| Automated Trading Made Easy

Proposal Created By: DAVID2U
Your Fractional CMO/CTO

Digital Audio Video I Deliver 2 U
| DAVID2U.com

Peakbot Executive Summary |

An Introduction to Peakbots Mission at Hand

From DAVID KING. Your Fractional CMO/CTO
I am thrilled to present this comprehensive marketing plan and fractional CMO services proposal on behalf of PeakBot, a trading platform that aims to empower everyday people by providing access to bots that trade on their behalf, regardless of their lifestyle.

PeakBot has already achieved some successful conversions and currently boasts a user base of approximately 150 individuals. The primary objective is to reach 1,000 clients before completing valuation. Several venture capitalists (VCs) have expressed interest in PeakBot, indicating that a user base of 500 to 1,000 users is desirable before making an investment.

This proposal outlines a strategic plan to help PeakBot achieve its goal and explains how my expertise as a Fractional CMO can contribute to the company’s growth and success.

I. Current Situation Analysis:

Peakbot | An Introduction to the Mission at Hand

Company Overview

– PeakBot is a trading platform that provides accessible and automated trading solutions.

-Currently the Platform includes a web-app variation that will be receiving a UI/UX refresh as well as a marketing ecosystem refresh.

– The platform already has a user base of 150 individuals and has achieved some successful conversions.

Peakbot’s Target Market

Everyday people interested in trading but lack the time or expertise to do it themselves.

– Individuals seeking to leverage automated trading solutions to maximize their investment potential.

– Traders looking for a user-friendly and reliable trading platform.

Peakbots Competition

HIGHLIGHT: Identify and analyze key competitors in the trading platform market.

– Evaluate their strengths, weaknesses, and marketing strategies. “SWOT Analysis”

– Identify opportunities and differentiators for PeakBot. “Stand out from the Crowd”

II. Marketing Objectives:

Peakbot | Shorterm & Longterm Growth Goals

Peakbots Shorterm Objectives 3-6 Months

A. Increase PeakBot’s user base to 500 clients.

B. Enhance brand awareness and recognition in the trading platform market.

C. Improve customer engagement and retention rates.

Immediate Operations To Address in the next 3-6 Months.

1. Web App Redesign – work directly with Peakbots developers to implement new high converting UI/UX and translate this branding across all platforms. [May Require Assistance in Hiring Talent]
a. Digital Sales Ecosystem Optimization – Formulate a Simple and Quick High retanining customer journey to ensure Clients that touch the digital ecosystem stay within the ecosystem as raving fans.

Digital Automation Leverage – . Map out current flow of tech stack to highlight painpoints/bottle necks that can be automated with A.I. or other technologies.

Website Funnel Redesign –
3. Match website design to web app new UI/UX for congruent branding across all platforms [Note keep build on WordPress For easy access for Ben & Dalton.

4. Social Media Branding Overhaul – Work with marketing team, assist in hiring talent or utilizing digital fulfillment team to create new digital marketing calendars for all social media platforms.
5. Peakbot Branding & Media Kit – Create new Branding, Email Campaign Template, Logo and Design Language document’s to streamline marketing message, strengthen Peakbots company message And

Peakbots Longterm Objectives 12-18 Months

B. Long-Term Objectives (12-18 months):

1. Achieve a user base of 1,000 clients.

2. Establish PeakBot as a trusted and leading trading platform.

3. Develop strategic partnerships with industry influencers and organizations.

4. Leverage Founders out of external tasks so he can focus on his primary sales superpowers / reposition into higher positions. (Less wearing multiple hats, more doubling down on executive needs)

5. Secure additional rounds of funding + open up new investor opportunities & brackets.

<- Click Here to Preview a Preliminary Example Of Peakbots Potential New UI/UX

III. Strategy and Tactics:

Peakbot | Gameplan & Goals to Elevate Peakbot [1000+ Recurring Users]

Branding & Positioning

1. Refine PeakBot’s brand identity, ensuring it aligns with the target market’s needs and values.

2. Develop a compelling value proposition that highlights PeakBot’s unique selling points.

3. Create consistent brand messaging across all marketing channels and touchpoints.

Customer Aquisition

1. Develop a comprehensive digital marketing strategy to drive user acquisition.

2. Implement targeted advertising campaigns across social media platforms (Facebook, Instagram, Twitter, LinkedIn) and search engines (Google, Bing).

3. Optimize website and landing pages for search engines (SEO) to increase organic traffic.

4. Leverage content marketing to establish PeakBot as a thought leader in the trading industry (blog posts, articles, videos).

5. Utilize email marketing campaigns to nurture leads and convert prospects into customers.

Customer Engagement & Rentention .

1. Implement a personalized onboarding process to ensure a positive user experience.

2. Provide educational resources and tutorials to help users navigate the platform effectively.

3. Offer loyalty programs and referral incentives to encourage customer retention and advocacy.

4. Leverage email marketing and social media to deliver relevant and engaging content to existing users.

Strategic Partnerships & Influencer Marketing .

1. Implement a personalized onboarding process to ensure a positive user experience.

2. Provide educational resources and tutorials to help users navigate the platform effectively.

3. Offer loyalty programs and referral incentives to encourage customer retention and advocacy.

4. Leverage email marketing and social media to deliver relevant and engaging content to existing users.

IV. Key Performance Indicators (KPIs):

| Data Points to Track and Observe During Growth

1. Number of new users acquired within the specified timeframe.

2. User conversion rate from website visitors to registered users.

3. Customer retention rate and engagement metrics (e.g., time spent on platform, number of trades executed).

4. Increase in brand mentions, social media followers, and engagement metrics.

5. Revenue generated from new and existing users.

VI. Fractional CMO Services:

Peakbot | My Primary Goals As Peakbots Frac. CMO

From DAVID KING. Your Fractional CMO/CTO

As a Fractional CMO, I will provide the following services to PeakBot:

1. Develop and execute the marketing strategy outlined in this proposal.

2. Oversee the implementation of marketing campaigns and monitor their performance.

3. Conduct regular market research and competitive analysis to identify opportunities for growth.

4. Provide guidance and recommendations on branding, positioning, and user experience.

5. Collaborate with the internal team to optimize the platform’s features and functionality.

6. Track key metrics and provide regular reports to assess the effectiveness of marketing efforts.

7. Stay up-to-date with industry trends and emerging technologies to ensure PeakBot remains competitive.

8. Assist with investor relations and prepare marketing materials for fundraising efforts.

VI. Payment Options:

| Itemized Services For Digital Fulfillment & Consulting

Unlimited Digital Fulfillment

Two Active Project Slots
Access Top 3% Vetted Talent
Live Support Via Slack
Live Website Markup Tool
Optional Web Hosting
WordPress Dev* & Design
Website UI/UX Design
Website Wireframes
Funnel Creation
SEO Optimized Copywriting
SEO/SEM/PR/PPC Mgmt.*

Fractional Executive Ops.

Managing, Growing, and Mentoring Peakbots Marketing Team
Implementation of Marketing Strategy to Drive Sales Growth
Marketing Mindmap, Analytics & Techstack Consolidation
Leveraging A.I. and Other Digital Tools Increase Peakbot Team Bandwidth

Monthly Pricing

Hourly Pricing

DAVID2U & Turbolabs Both Have Monthly / Hourly Costs
🤝

David King Fractional CMO/CTO/COO Services Branded as David2U &
Turbolabs Digital Fulfillment Work Synchronistically.
If you choose to just receive Turbolabs Unlimited Digital fulfillment, you will receive a project manager that you can communicate with in order to oversee the progress of the projects you commence our team to complete on your behalf.
On the other hand, if you choose to receive our Unlimited Digital fulfillment services along with DAVID2U’s Fractional Executive Services, You will receive all of the teams servicing coupled along with Davids Consulting, Team Management, Operations Streamlining and more all as one package.
If necssary for your team, You can also receive Talent recruitment and hiring services by With Davids expertise to help onboard new team members with system implementation to streamline new members onto your team. This is a part of the Fractional Services included.
If you have any questions please feel free to email, scale@turbolabs.io

Note: All Hourly Services Require a Minimum of at least 5 Hours Per Week Whenever Services are Required.
All services and not bound to time limited contract so services can be utilized as needed whether hourly or monthly.

When a project is commenced, weekly updates will be provided for a weekly sprint structure but feel free to contact at any time via text, email or other preferred method of communication. Please contact David for Details.

TOS & Privacy Policy:
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Peakbot | Fractional CMO Consulting & Marketing Proposal By David King

INTRODUCING

| Automated Trading Made Easy

Table of Contents

Peakbot Executive Summary |