Table of Contents. Welcome. 2 Blogs Marketing Campaigns. 7 Video. 10 CRM Solve Marketing Project Management (Wrike).

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1 ORIENTATION PACKAGE

2 Table of Contents Welcome. 2 Blogs Marketing Campaigns. 7 Video. 10 CRM Solve Marketing Project Management (Wrike). 20 1

3 Welcome Congratulations on being a part of the Meyler family we are most delighted to have you on board. Website Bio Please send us a current bio for the website. Please see our team page as a reference. Business Cards Please indicate your preferred telephone number for your business cards. Once provided, it will take approximately 2-4 weeks for them to arrive. An account has been sent up for you on the Meyler domain. You can sign-in to Meyler services at and may update your password via Settings at any time. Signature Block Step 1: Go to your Meyler , hit the gears icon, and click on Settings. Step 2: Scroll down to the Signature part of the page and fill it out as per the image attached. Note If you are a licensed representative, it is a requirement to have a disclaimer stating: Securities offered through Applied Capital, LLC, member of FINRA and SIPC. 2

4 Step 3: To make the signature block grey, highlight all (except for the and web link) and adjust colors as seen in attached image. Step 4: We re going to add a LinkedIn button to the end of your signature block. Go to your LinkedIn accounts and find your own personal URL. Step 5: Link that to the button by (1) highlighting the button, (2) clicking the Link button as circled in the image attached, and (3) add your own URL in. Mail Add-Ons We recommend using the following services to improve your experience with our system. Please click the following links (from within your new account) to install them, and let me know if you run into any issues using them: Yesware - tracks individual opens, similar to the reporting of our Marketing System. It allows you to see exactly when your s are viewed by your contacts. Boomerang - automated follow up reminders for sent s. It also gives you the ability to schedule s to send later. Solve CRM - integrates the CRM with your new account, so you can view your contacts' info directly from your inbox. 3

5 LinkedIn Two items to-do: 1. Add Meyler Capital under your Work Experience. You will then be automatically linked to our company page. 2. Provide us with your login address and a temporary password. We ll need this to pair your account with our Hootsuite platform a social media platform which we use to seamlessly distribute content. This is a very quick process and will take less than a minute to be done. Other best practices with LinkedIn 1. Have a profile picture that is recent and high-quality. 2. Use the Meyler Capital background image (let us know if you re interested in using this) Meyler Capital Website Analytics Please send us your current IP address, so that we can exclude it from our Analytics reporting. This will help us differentiate between internal and external website traffic, to streamline our online marketing. You can find your IP address here: What Is My IP? 4

6 Blogs Content-generation is regarded as a very important part of our marketing strategy for a number of reasons. 1. It demonstrates thought leadership. Meyler was founded on the belief that the capital raising process was ripe for change. Our company capitalized on the ratification of the Jobs Act in the US which disbanded a law that existed for 80 years. It is important that our thought leadership is shown to the industry in order to keep ourselves leading the charge in this $3-trillion dollar advertising market. 2. Name Recognition. Closely linked with thought leadership is name recognition. The aim of Meyler is to have the company name the first thing across people s minds when they think about marketing, placement, and capital raising. Through campaigns, social media, and our partnerships with Hedge Fund websites, we are able to drip quality content consistently in the indusry. 3. Trust. Content can help build relationships. When readers invest time in perusing your content, trust factor grows too. They feel like they know how you think and hopefully like you too. Consistently good content also establishes your authority on your pertinent subject. 4. Authority. Quality content establishes your authority on the pertinent subject. Given that we are thought leaders in marketing and capital raising, consistently producing A-Grade content shows readers that we are thoroughly well-versed in the industry, and experts in what we do. i.e. If we give advice on how to leverage social media, people recognize Meyler as social media experts. 5. Search Engine Optimization. Search engines identify keywords, and fresh content. The more content is produced, the higher the likelihood that it lines up with what search engines are looking for. People who view the Meyler website will also see it as fresh, and very current (as compared to many websites which sit dormantly). Please visit for the full blog roll. Following content generation is content distribution, and we do so in 5 ways (but are always thinking of more): 1. LinkedIn/ Pulse. The author of a published blog post is responsible for publishing it on LinkedIn, using the Create New Post function. It is recommended that this be done before 1pm EST Monday- Thursday. It is not recommended posting on Friday and on federal holidays. This is an example of a post published on LinkedIn. 2. Hootsuite. Hootsuite is a social media platform that allows the marketing team to push out content on your behalf. All employees of Meyler have their LinkedIn accounts paired with Hootsuite, and whenever an individual pusblishes an article on LinkedIn, the marketing team circulates it to everyone s network. That means what had originally went out to 1 individual s connections has now gone out to a much larger number with the click of a button. Read this article written by COO Jon David on how Hootsuite helps to increase exposure. 3. Partnerships. Meyler has a number of partners who publish our content on their websites. They get up-to-date, quality content on their website, and we get the word out through others. 4. Monthly Newsletter. At the start of each month, the marketing team compiles all the top posts from the previous month and slides them into our template. An example of our monthly newsletter can be seen in the next page: 5

7 5. Twitter. Just another one of our social media tools. Meyler follows, and is followed by both emerging and established fund managers. 6

8 Marketing Campaigns As mentioned under our Blogs section, we send out monthly newsletters containing all the top posts from the previous month. On top of our monthly newsletters, we also send out periodic announcements, follow-up s, etc. Mailchimp tracks opens, clickthroughs, and more. While a standard platform (i.e. Gmail, Outlook, etc.) allows one to track opens, Mailchimp goes down to analyzing clicks by time, location in , and also track historical opens (i.e. profiling interest over time). The image below is Mailchimp s View Report page, the most basic of analytics showing how successful your campaign was from open rates, to click rates, to bounces and unsubscriptions. Important: It is crucial that we keep our lists cleaned out. Should bounces and unsubscribe rates hit a certain number, Mailchimp will suspend our account. You might ask, why are clicks so important? Having someone open an is not a strong enough indicator that he/she was interest in the content sent to their inbox. An could have been opened for several reasons, including: for deletion, sending it into the spam folder, and just a quick glance. Clicks, however, are a sign that the receipient is engaged. The extra effort to learn more means that someone out there is interested. When this happens, we track the individual s address and follow-up with an invitation to start a conversation. Going deeper into the analytics, namely the Click Map, will bring up the zones in an which garnered the most clicks. This helps us configure campaigns moving forward to generate the most clicks. The image on the next page shows this. 7

9 As mentioned, all activity linked to is tracked, and the image below is an example of how we can get into the system and view all clicks for specific campaigns. By clicking on an individual address, you can delve deeper and pull up the time that the was opened, and the time that it was clicked on. 8

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11 Video Video is a integral part of our marketing and capital placement process. Not enough fund managers are using video to tell their story; when a video is sent to 1,000 people, you re essentially in 1,000 rooms at the same time. A video shows passion, authenticity, and a personality that a powerpoint deck simply can t articulate. It allows us to use the analytics to re-define our ability to profile interest. The video is used to filter out people who aren t interested, and for people who are interested, we re able to tell how interested they are. We re able to track people as they watch videos, and start conversations with them the very moment they reach the end of it. Wistia Wistia is the video hosting platform that we use at Meyler: Logging into the system will show you all the videos we have done for fund managers and for ourselves. Unlike other video hosting platforms (i.e. Vimeo), Wistia has a tracking tool which allows us to analyze how long someone has watched a specific video, how many times it has been watched, and whether the specific person has forwarded it to someone else. See the image below for an example of how we track analytics. 10

12 Sending Videos Whether you re in marketing, placement, or are performing another role within Meyler, you will at some point be sending videos to potential investors, clients, or our business partners. There are a number of ways to share videos with others. Inline Embed Places the video on a webpage, such as our Placement Video. However, directing someone to that link does not track their address nor their analytics. This will only work if you send the link within an campaign via Mailchimp. Link In Campaign To have a trackable link within campaigns via Mailchimp, this option has to be selected. Social Sharing In order to track views for this, be sure to send it within an to the recipient. This is the most straightforward manner of sharing videos. Please speak to us before doing this for the first time. 11

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14 CRM Solve360 While there are many CRM systems available on the market, we have found that the web-based Solve360 offers the easiest functionality. Solve360 also seamlessly integrates with MailChimp and allows you to track your key s, revenue opportunities, set recurring reminders, etc. and relate contacts with companies such that all activities will be linked and trackable for all users of your CRM system (i.e. all activities with Kyle Dunn will appear on the Meyler Capital company page). Meyler Capital already has a large list of contacts in the system. After uploading your current list of contacts which we will help you with, you will most likely be adding contacts/companies manually unless you find another list that you have for uploading. Adding A New Contact Step 1 Click Create a Contact button located in the top-left corner of the screen. Step 2 1. After clicking on the Show Form button, you will be directed to the next screen where you can key in contact information. 2. The most important forms to fill are First Name/ Last Name/ Company / Business / Assigned To a. First Name: When sending campaigns, it will by default, be set to Dear FirstName b. Last Name: For filtering purposes. It is recommended that you do not add designations in their last names (i.e. PMP, CFA, etc.) c. Company: By entering this, Solve360 will automatically link a contact with a company. This is especially useful when dealing with multiple clients from the same company. You will then be able to visit the company page and retrieve all information tied to contacts in that specific company. 13

15 d. Assigned To: The Assigned To field is useful to record who on your team is responsible for managing the relationship with a contact. This field is special it s not just text data entered in a field, it relates to a specific user account in Solve. 3. Very Important: To ensure that all new contacts are tagged, scroll down and click on Category Tags, and tag the contact accordingly. a. To add a new category, Workspace Change Category Tags Add (check that you are in the contacts option and not company ) Your data will be automatically saved. To confirm, click Hide Form. 14

16 ** Once again, it is very important that contacts are tagged accordingly. See the image above to locate the Category Tags option. Note: Any person tagged Mailing List Opt Ins will automatically receive Meyler Capital campaigns. 15

17 Key Features 1. Recording important s 2. Tracking campaign opens/ clickthroughs 3. Attaching important documents/ notes 4. Recording phone calls 5. Tracking Revenue Opportunities 6. Commenting On Activities Recording Important s 1. To upload important s into Solve360, you can either forward (received/ archived s) or bcc s (when replying) to 2. All users of the Meyler Solve360 account will then be able to view all uploaded s to a specified contact, allowing for flatter communication channels within the company. Tracking Campaign Opens/ Clickthroughs You will be able to track Opens and Clickthroughs. This is especially helpful in analyzing prospective investors/ clients and creating a conversation with someone who is engaged. Attaching Important Documents/ Notes 1. Add an activity Add a simple note/ Add a formatted note/ Upload files from a computer 2. By adding these notes or uploading documents from your computer, all users in Solve360 will have access to these notes/files and know that they are linked to a specific contact. Recording Phone Calls 1. Add an activity Log a Call 2. This is a manual function that requires you to type your own notes. However, all users in Solve360 will have access to these notes and will be able to follow-up on your calls simply by accessing the contact information. Tracking Revenue Opportunities 1. Add an activity Track a revenue opportunity 2. This feature allows you to stay on top of all prospective clients and proposals that you have pending discussion. 3. The image below shows the form fields where you enter your information, as well as a current opportunity that is still in discussion. 16

18 4. To track all revenue opportunities, Workspace Report & Update Activities. Here, you will be able to pull up all revenue opportunities and follow-up accordingly with all of your investors/clients that you are interacting with. You will also be able to filter out your own investors/clients and others investors/clients. This is why the Assigned To field is important when keying in new contact information. Commenting On Activities 1. All users of the Meyler Solve360 account can comment on activities listed under each client. These comments are linked to the user and date/time posted, and serve as an update to an existing activity. 2. When hovering over the top of an icon, a box will appear. Clicking on the second icon then opens up a comment box below. 3. You can choose (recommended) to the comment to the person who had created the activity (and others who may be involved). 17

19 Report & Update Activities The Report & Update Activities function consolidates all past, present, and future activities. Here, you will be able to consolidate: 1. Next actions assigned to 2. Calendar events with 3. Follow-Ups assigned to 4. Opportunities managed by 5. Activity changes for 6. Time tracking for 7. Actions logged for Follow-Ups assigned to The image below is a screenshot of follow-ups that are overdue, as well as two follow-ups due today. You will notice that the follow-ups are linked to the contact, as well as the user who had assigned the follow-up (i.e. person responsible to follow-up). Opportunities managed by As you track revenue opportunities under each client, your revenue opportunity list will grow to the point that consolidation is needed to properly funnel your potential opportunity stream. Using this option will list out contacts, the user responsible, comments, and a total potential value table at the bottom of the screen. Activity changes for Tracks all activity updates and can be filtered by date, user, types. 18

20 Best Practices For LinkedIn LinkedIn is the ultimate (so far) tool for professional media connectivity. Some best practices when it comes to utilizing LinkedIn to build relationships and grow your brand: 1. Who s Viewed My Profile Go to Profile Who s Viewed Your Profile. Take a glance at all the people who ve viewed your profile, and add them as a connection if they are worth connecting with. Once they ve accepted the request, reach out to them immediately and get a conversation going. 2. People to Add Add everyone you speak with, regardless of how cold/warm/hot the lead is, so that you maintain a connection with them, and that they will receive Meyler blog updates sent via your LinkedIn accounts. 3. Groups to Join/ Staying Active On LinkedIn You may already be a part of several groups in LinkedIn. We suggest joining relevant groups on LinkedIn (i.e. Finance, Alternative Investments, Hedge Funds, Marketing, etc.) in which you can like, comment, and share various posts. The more active you are on LinkedIn, the more conversations get started. 4. Content Generation Coming up with original posts is the best way to build your brand presence on LinkedIn. As mentioned in the Blogs section of this guide, there are many benefits to content generation. One of the plus points with LinkedIn is that once an original post is posted on your profile, ALL of your connections will receive a notification informing them about your new content. 19

21 Project Management (Wrike) Wrike ( is the command centre of Meyler. It is used to organize all projects that we work on by breaking large goals into manageable pieces, and assigning due dates to individuals in the company. As all staff of Meyler have access to a fully transparent command system, it helps track overall progress and sets timelines for actionable items to be completed. Upon logging into the system, you will see a list of to-do s (tasks) on your dashboard. Skip one menu down on the side-navigation, and you will be brought to the Dashboard where you can view the entire company s to-do list. 20

22 1. Clicking on each client drops down a list of items that Meyler has been contracted to work on. This includes (but is not limited to): Placement, Marketing Infrastructure, Digital Decks, Websites, Video, etc. 2. You can choose to mark tasks as complete, or defer them if it cannot be completed within the set time. Tasks can also be cancelled. 3. Tasks can be assigned here, and to more than one person. 4. Dependencies can be set up i.e. Create Company Profile cannot be completed unless Create Individual Profile is first marked as completed. 5. Comments can be added here. Both assignor and assignee will receive comments via , linking it directly to the specific task in Wrike. Other features include adding important files i.e. agreements, word/excel documents that are commonly worked on; adding subtasks; and task structuring i.e. mark as important, recurring, etc. Status Updates can also be requested directly through Wrike an will automatically be sent to the assignee enquiring the status of a current task. 21