EB5 Affiliate Network. Go-to-Market Playbook & Complete EB-5 Project Documentation

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1 EB5 Affiliate Network Go-to-Market Playbook & Complete EB-5 Project Documentation Phone:

2 Key Go-to-Market Playbook Summary EB-5 project sponsors must assemble additional materials beyond what is required by the USCIS for an I-526 petition or I-924 project exemplar filing Migration agents and other sourcing partners are much more likely to promote and successfully sell projects with high quality supporting materials High demand for projects that are fully packaged and ready to present to clients immediately Specific materials include: digital brochures, flyers, videos, letters of support, and translated project documents 1 Print Materials 2 Electronic Materials Key Materials Overview 3 5 Roadshow Preparation Agent Hosting and Support 4 6 Digital Organization Ongoing Marketing 7 Sample Materials 8 Vendor Contacts 1

3 (1) Print Materials and (2) Electronic Materials 1 2 Print Materials Project Materials Project Overview brochure High resolution brochure that highlights the project, sponsor, developer, and all key sales points (total EB-5, # of jobs, security, etc.) Bilingual or separate English and Chinese only versions are recommended One page flyer Single page (front and back) providing basic information on project with contact info Developer and Regional Center Materials Separate brochures providing additional context on the developer or sponsor and respective track records Brochure on the regional center showing principals, track record, EB-5 experience EB-5 Overview Materials Depending on the market (outside of China) some sourcing partners may want EB-5 overview materials describing the program and the immigration process Electronic Materials Project Video Overview Single video that highlights all key aspects of the project, including: Site videos Developer interviews Political support clips Similar project information Developer/sponsor track record Information on surrounding area / project location Project PowerPoint Presentation PowerPoint deck that can be used to discuss the project and address all main points Useful for sit-down meetings with potential sourcing partners to walk through the project Useful for sourcing partners as a starting point for client seminar materials Project Blog / Social Media Updates Frequent updates on WeChat, Blog, etc. Help legitimize the project and keep clients and sourcing partners up to date Photo / construction updates are critical 2

4 (3) Roadshow Preparation and (4) Digital Organization 3 4 Roadshow Preparation Booth Materials Printed display materials on the project for the back-drop / table of the display booth Full set of print materials for the project and other handout materials to give to potential sourcing partners and clients as takeaways Packaged electronic marketing files Flash drives with key project and marketing materials see (4) Digital Organization Appropriate Supporting Personnel Translator or employee that speaks native language Outside of Conferences and Meetings Be prepared to go to lunches and dinners with interested sourcing partners who are evaluating your project and others Relationship development and building trust are key Digital Organization Information Organization Organize all key materials in an easy to navigate format, with top level and subfolders, including: Offering documents Subscription documents Marketing materials Supporting documents Electronic Material Sharing Physical flash drives Have all information organized saved and organized on flash drives to hand to sourcing partners and potential clients Dropbox, ShareFile, or Baidu Cloud Have an electronic folder template built where you can send a link or an invitation to sourcing partners and potential clients Note: Dropbox does not work in China without a virtual private network (VPN) 3

5 (5) Roadshow Preparation and (6) Ongoing Marketing 5 6 Agent Hosting and Support Sourcing Partner Visits to the Project Site Be prepared to host sourcing partners that want to visit the project and meet members of the project development team / regional center Sample itinerary includes: Visiting the project Visiting the developer office Visiting the regional center office Local tourist attractions Several meals at local restaurants Meetings with any local government representatives or relevant industry executives Investor Visits to the Project Site Have a pre-set itinerary to share with investors Include local hotel, local attractions, directions to project, daily activities, etc. Having an employee on staff to take investors on a local tour is best, but not always possible Ongoing Marketing Provide Ongoing Project Updates Project and financing updates are important to keep sourcing partners and potential clients up to date and keeps your project relevant Include all key details on the project New construction pictures are helpful Keep All Marketing Materials Current The full marketing process may take more than six months so it is important to ensure that all materials are current and updated Add in current construction pictures to brochure along with qualitative updates as to construction progress Share translated versions of any news articles / press releases related to the progress of the project 4

6 (7) Sample Materials and (8) Vendor Contacts Agent Sample Hosting Materials and Support Ongoing Vendor Contacts Marketing Project Brochures Project PowerPoint Presentation Project Videos Digital examples of abridged and full length EB-5 project brochures Best practices outline of exactly what content to include in a brochure and in what order Digital examples of abridged and full length EB-5 project PowerPoint presentations Best practices outline of exactly what content to include in a digital presentation and in what order Digital examples of abridged and full length EB-5 project videos Best practices outline of exactly what content to include in a project video and in what order Translation Material Design Video Creation Printing Services Select list of translation vendors with past experience with EB-5 project documents and marketing materials Select list of vendors for EB-5 project digital marketing material design Select list of vendors for EB-5 project video creation Select list of print vendors for project brochures, flyers, and booth display materials in mainland in China Available Only to Clients of EB5 Affiliate Network 5

7 Overview of EB5 Affiliate Network s Complete EB-5 Project Documentation EB5 Affiliate Network Complete Project Documentation Economic Report Vendor Recommendations Securities Documents Current Market Insights TEA Letter Approval Immigration Documents Business Plan Entity Formation I-526 / I-924 Exemplar Project Structure Marketing Plan Extensive EB-5 Experience High Quality EB-5 Project 6