ROADSHOW OPTIMISATION

Roadshows are sequenced by travel convenience and whoever answered the email first. Qualified meetings per day stay low, and prior engagement history rarely informs who gets the slot.

Actors

  • VP Investor Relations
  • CEO
  • IR Analyst

Systems / Vendors

  • CRM (Salesforce)
  • Target lists
  • Calendar / logistics

Business Question

"Ten days on the road: how many of those meetings should never have been booked?"

What SPoG Does

  • Sequences stops and meeting lists by investor fit, logistics and prior engagement.
  • Maximises qualified meetings per day on the road.
  • Feeds outcomes back into targeting for the next trip.

Outcome Metrics

More

Qualified meetings per day

Fit-ranked

Scheduling

Less

Wasted travel