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Shareholder / Subscriber List Clean Up
Your Best Shareholders, Are The Ones You Already Have.
• Accumulating thousands of names in a database has little value if no one calls them.
• Most company contact lists are full of incorrect or completely missing information.
• People move, they get promoted, they change jobs, they change email, they retire.
• Our people provide a warm friendly voice that re-engages thousands of “customers” a year.
• We reconfirm their interest in your company, we update their contact information, and we
forward time-sensitive opportunities such as requests for an updated presentation in real
time.
We Don’t Just Sort and Organize.
• We engage your supporters and transform your contact list into living data.
• We find out who’s still alive, who remembers you, and who needs an update.
• It’s not a sales call. It’s not a robotic questionnaire. It’s allowing shareholders a voice, gathering
their input, and having it makes a difference.
• Every conversation is an opportunity to provide a quick update, identify a problem, or simply
keep your STOCK SYMBOL top-of-mind.
2
It Just TakesAPhone Call
3
We See People, Not Data
Genuine Relationships May Increase Market Cap.
• A shareholder who feels part of the company tends to buy more, sticks around when
times are tough, and recommends your stock to others.
• Confirming their interest in the company and sharing the updated story is the objective
but it needs to be done within a framework of building and maintaining relationships.
They pitch. We listen.
• The median age of accredited investors is between 60 and 64 years old, the perfect
demographic to appreciate an actual phone call.
• With tens of thousands of outbound calls behind us, 99% of our calls are well-received.
• Even if your latest press release wasn’t stellar, most people appreciate a call from a real
person.
Our Calls Are Real
• Organic – conversations are natural rather than rigidly scripted.
• Responsive – Our people are seasoned well-trained professionals. They understand the
Capital Markets, IIROC, and they don’t make promises or create chaos.
Our Clients Tend to Have Two Lists.
The “super private list” …and everyone else.
• Chances are, the “everyone else” list has never been contacted, so it’s all upside.
• The “everyone else” list usually includes the hundreds or thousands of business cards and
contacts our clients have accumulated from the Investing News Network, various trade shows,
AGM’s, investor roadshows, or random online subscribers.
• Our people hear, “...I am so surprised to hear from a REAL PERSON…” a lot.
Shareholders Are Customers.
• Our calls spark renewed interest and requests for more information, not mass selling.
• An up-to-date list won’t matter if your shareholders don’t feel valued.
• We automatically assume every call is a mystery shopper. We expect to be tested.
4
Who Do We Call?
5
Data is the New Precious Metal
But You Need Experienced Miners.
Straight to the point – our calls will uncover multiple positive opportunities.
You will get re-acquainted with retail and institutional contacts you long forgot about.
You will get meeting requests from analysts and other people who are excited to receive
a full update.
You will likely experience increases in trading volumes.
You will see significant increases in website, LinkedIn and other Social Media traffic.
We make these outreaches, the way you would. Safely, discretely, carefully, and
effectively.
We never make promises or over-promote.
We simply touch base, update their information, and send you the renewed opportunities.
If you have 1000’s of contacts in various lists, you already know this will work.
6
Client Examples
TSX-V Listed Company.
• Provided a list of approx. 7700 contacts for us to update/clean up.
• Almost every contact was incorrect or was missing vital information.
• 84 were deceased, and only 391 could even remember the company name, let alone the stock
symbol.
Sounds bad? This is THE NORM.
You’re better off knowing exactly who loves your company rather than have thousands of contacts who
can’t even remember the stock symbol.
In the end, several of the 391 requested new corporate presentations
and
many asked for one on one updates directly from the CEO.
• Think this generates buying? (It usually does.)
7
Client Examples
COVID = A Unique Opportunity
Everyone is home.
Everyone is evaluating everything in their life.
…including their investment in your
company.
Surprising, even to us, “Isolation Calls” have been
exceptionally friendly.
“I’m quite surprised to hear from someone from the company. To be honest,
I was sitting here staring at my screen trying to decide what to sell. It’s great
to hear from you. No one picks up the phone anymore....Do you have an
updated presentation you can send me?”
8
Summary
Now Is The Perfect Time To Do This.
With Tufford Group, You’ll Get;
• 100% follow-up by people who LOVE making these calls.
• Written reports on every conversation.
• Industry trained professionals familiar with regulations and the public company environment.
• Genuine human reconnections with PEOPLE who already like and trust your company.
• Real time notifications when someone requests an updated PPT or Fact Sheet.
“Hi, Peter, this is Kristie at Tufford Group. I’m on the phone with Don Blyth - Partner and
Analyst at Paradigm Capital. He’s hoping to have a conversation about your last press
release and he would like an updated corporate presentation to share with his team. He is
expecting a call. Here is his cell number…”
• We are insured for commercial and general liability, errors and omissions, and cyber security.
• We work with several TSX, CSE, and NYSE listed companies where confidentiality and legal
protocol is paramount. We hold ourselves to those same high standards with all our clients
even if no legal or securities regulatory requirement exists. Our record and PIF is absolutely
spotless and we intend to keep it that way.
9
Process
1. We sign a mutual non-disclosure agreement.
2. Our client provides a list, preferably in Excel.
3. We prepare a list of key contacts within the client’s
organization.
4. We learn the client’s story, we study their website.
5. We read ALL their press releases.
6. We study their corporate presentation and fact sheet.
7. We create a Quick Reference guide to answer simple
questions.
8. We establish key messages and objectives.
9. We commence calling & we stay in touch with the client.
10. We email the contacts who didn’t provide a telephone
number.
11. Our clients provide us with a corporate email address.
12. We make the calls at suitable times, in most time-zones.
13. We provide a written report on each successful
connection.
10
Contact Us
Sean Tufford
phone: (902) 818-8807
email: sean@tuffordgroup.com
2354 Rocky Lake Dr., Unit 3
Waverley, NS
B2R 1R5
www.tuffordgroup.com
Solid References & Endorsements Available Upon
Request.

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Shareholder and Subscriber List Clean Up

  • 1. Shareholder / Subscriber List Clean Up
  • 2. Your Best Shareholders, Are The Ones You Already Have. • Accumulating thousands of names in a database has little value if no one calls them. • Most company contact lists are full of incorrect or completely missing information. • People move, they get promoted, they change jobs, they change email, they retire. • Our people provide a warm friendly voice that re-engages thousands of “customers” a year. • We reconfirm their interest in your company, we update their contact information, and we forward time-sensitive opportunities such as requests for an updated presentation in real time. We Don’t Just Sort and Organize. • We engage your supporters and transform your contact list into living data. • We find out who’s still alive, who remembers you, and who needs an update. • It’s not a sales call. It’s not a robotic questionnaire. It’s allowing shareholders a voice, gathering their input, and having it makes a difference. • Every conversation is an opportunity to provide a quick update, identify a problem, or simply keep your STOCK SYMBOL top-of-mind. 2 It Just TakesAPhone Call
  • 3. 3 We See People, Not Data Genuine Relationships May Increase Market Cap. • A shareholder who feels part of the company tends to buy more, sticks around when times are tough, and recommends your stock to others. • Confirming their interest in the company and sharing the updated story is the objective but it needs to be done within a framework of building and maintaining relationships. They pitch. We listen. • The median age of accredited investors is between 60 and 64 years old, the perfect demographic to appreciate an actual phone call. • With tens of thousands of outbound calls behind us, 99% of our calls are well-received. • Even if your latest press release wasn’t stellar, most people appreciate a call from a real person. Our Calls Are Real • Organic – conversations are natural rather than rigidly scripted. • Responsive – Our people are seasoned well-trained professionals. They understand the Capital Markets, IIROC, and they don’t make promises or create chaos.
  • 4. Our Clients Tend to Have Two Lists. The “super private list” …and everyone else. • Chances are, the “everyone else” list has never been contacted, so it’s all upside. • The “everyone else” list usually includes the hundreds or thousands of business cards and contacts our clients have accumulated from the Investing News Network, various trade shows, AGM’s, investor roadshows, or random online subscribers. • Our people hear, “...I am so surprised to hear from a REAL PERSON…” a lot. Shareholders Are Customers. • Our calls spark renewed interest and requests for more information, not mass selling. • An up-to-date list won’t matter if your shareholders don’t feel valued. • We automatically assume every call is a mystery shopper. We expect to be tested. 4 Who Do We Call?
  • 5. 5 Data is the New Precious Metal But You Need Experienced Miners. Straight to the point – our calls will uncover multiple positive opportunities. You will get re-acquainted with retail and institutional contacts you long forgot about. You will get meeting requests from analysts and other people who are excited to receive a full update. You will likely experience increases in trading volumes. You will see significant increases in website, LinkedIn and other Social Media traffic. We make these outreaches, the way you would. Safely, discretely, carefully, and effectively. We never make promises or over-promote. We simply touch base, update their information, and send you the renewed opportunities. If you have 1000’s of contacts in various lists, you already know this will work.
  • 6. 6 Client Examples TSX-V Listed Company. • Provided a list of approx. 7700 contacts for us to update/clean up. • Almost every contact was incorrect or was missing vital information. • 84 were deceased, and only 391 could even remember the company name, let alone the stock symbol. Sounds bad? This is THE NORM. You’re better off knowing exactly who loves your company rather than have thousands of contacts who can’t even remember the stock symbol. In the end, several of the 391 requested new corporate presentations and many asked for one on one updates directly from the CEO. • Think this generates buying? (It usually does.)
  • 7. 7 Client Examples COVID = A Unique Opportunity Everyone is home. Everyone is evaluating everything in their life. …including their investment in your company. Surprising, even to us, “Isolation Calls” have been exceptionally friendly. “I’m quite surprised to hear from someone from the company. To be honest, I was sitting here staring at my screen trying to decide what to sell. It’s great to hear from you. No one picks up the phone anymore....Do you have an updated presentation you can send me?”
  • 8. 8 Summary Now Is The Perfect Time To Do This. With Tufford Group, You’ll Get; • 100% follow-up by people who LOVE making these calls. • Written reports on every conversation. • Industry trained professionals familiar with regulations and the public company environment. • Genuine human reconnections with PEOPLE who already like and trust your company. • Real time notifications when someone requests an updated PPT or Fact Sheet. “Hi, Peter, this is Kristie at Tufford Group. I’m on the phone with Don Blyth - Partner and Analyst at Paradigm Capital. He’s hoping to have a conversation about your last press release and he would like an updated corporate presentation to share with his team. He is expecting a call. Here is his cell number…” • We are insured for commercial and general liability, errors and omissions, and cyber security. • We work with several TSX, CSE, and NYSE listed companies where confidentiality and legal protocol is paramount. We hold ourselves to those same high standards with all our clients even if no legal or securities regulatory requirement exists. Our record and PIF is absolutely spotless and we intend to keep it that way.
  • 9. 9 Process 1. We sign a mutual non-disclosure agreement. 2. Our client provides a list, preferably in Excel. 3. We prepare a list of key contacts within the client’s organization. 4. We learn the client’s story, we study their website. 5. We read ALL their press releases. 6. We study their corporate presentation and fact sheet. 7. We create a Quick Reference guide to answer simple questions. 8. We establish key messages and objectives. 9. We commence calling & we stay in touch with the client. 10. We email the contacts who didn’t provide a telephone number. 11. Our clients provide us with a corporate email address. 12. We make the calls at suitable times, in most time-zones. 13. We provide a written report on each successful connection.
  • 10. 10 Contact Us Sean Tufford phone: (902) 818-8807 email: sean@tuffordgroup.com 2354 Rocky Lake Dr., Unit 3 Waverley, NS B2R 1R5 www.tuffordgroup.com Solid References & Endorsements Available Upon Request.