Dakota Ebooks

Quarterly Webinar Procedures and Best Practices 

In this eBook, you'll find the comprehensive steps you'll need to take to plan, host, and follow-up after a quarterly update webinar. The topics in this guide include:

  • Scheduling
  • Creating a Zoom profile
  • Creating topics and content for the webinar
  • Sending email invites
  • Scheduling a dry run of your event
  • Following up after the webinar 

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Are you frustrated by traditional institutional investor lists?

  • Are you struggling to connect with the right allocators for your asset class?
  • Do you feel like you’re wasting your time on dead ends, and wish there was a true inside source for investment sales leads?
  • Do you find databases to be incomplete, inaccurate, and difficult to use?

Dakota Live connects investment sales teams with allocators, and creates the content your team needs to do informed outreach to allocators in your asset class.