Prospect Identification

Defining Your Market

WealthQuotient’s research team manually identifies the qualified prospects directly
connected to your existing relationships (Clients, Donors, COI’s, Board Members, etc.).
Referrals are the #1 way to ensure efficient growth and our mapping represents your lowest
hanging fruit, leading you to real prospects you can efficiently access.

Accelerate new growth

The most efficient way an organization can gain new loyal clients and donors comes through referrals. The most strategic move an organization can make is to systematically map out their pre-existing relational networks.

Define your market

By mapping out existing relational networks, an organization can define the totality of their target market. Our mapping fuels your pipeline by identifying qualified individuals that you have a path to.

Increased success rates

Asking for an introduction to specific individuals instead of open-ended referral requests will exponentially increase the probability of success and is a foundational piece of scaling referrals across an organization.

The Why behind our Relational Mapping?

Typical Approach

  1. Most organizations handle mapping backwards, as it’s done from an inefficient “outward in” approach.
  2. Organizations typically identify prospects out in the world (liquidity events, rich lists, etc.) and then try to map back to see if they have a connection to these “prospects”.
  3. This process relies on hope and luck, as it’s extremely hit or miss that they have a connection to the prospect they have identified.

WealthQuotient Approach

  1. Instead of identifying “prospects” and hoping there is a connection to them, we know your existing clients, donors and COI’s are connected to all the qualified prospects you need.
  2. Our process maps around HUBS you already have a connection to.
  3. This mapping leads you to real, accessible prospects as you know how to access them.

Relational mapping process and deliverables:

  • 1

    Identify your “HUBS”

    Each map (Prospect Portfolio) is built around 10 HUBS (Your existing clients, donors, etc.) as identified in Step 1 in our methodology.

  • 2

    Map

    Our team manually excavates the relational networks of your HUBS, including their companies, corporate and philanthropic boards, clubs associations and friendships that are visible through open sources.

  • 3

    Qualify

    Financially qualify which people in their networks are billionaires, ultra high net worth and high net worth.

  • 4

    Rank

    Assess and rank the potential strength of each connection.

  • 5

    Portfolio Delivery

    Each Prospect Portfolio will produce on average between 150-250 warm prospects.

Inquire about Prospect Identification

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