---
# System prepended metadata

title: FutureSwap - Sales Engineering Pipeline
tags: [FutureSwap, ' Proposal']

---

---
tags: FutureSwap, Proposal
---

# FutureSwap - Sales Engineering Pipeline
---

```
Author: Codecorgi
07/2021
```
---
**BD Traction:**
- Built a pipeline partnership with 441 accounts including LP funds and strategic clients, $48M raised for token sales

- Increased enterprise customer contracts through lead gen by 109.38%, 175 new B2B by 1st month, made GTM strategy

- Engaged the fund’s 5 lead funnels, grew active members to 25K+ by 42.7% within first 3 months through partnerships 

- Cold-called 100 high net-worth individuals and businesses per day, converted 24.1% into leads

- Sold 13 private banking products daily, managed portfolio, awarded Gold status (Q2 - Q4) and President's Club Award Q2-Q3

**Developer Tools:**

Past work from Web2-Web3 includes: Polkadot, 0x, The Graph, MetaCartel, Techstars, Google

Client Deliverables Anonymized:

- Launched 13 hackathons, 2 YC companies
- Delivered leading strategy on developer outreach to a community of 300,000 devs
- Launched meme campaign that fundraised $38K in $1-$5 micro user donations in 2 months for developer grants
- Executed campaign for client to win 2nd place at international enterprise competition
- Built 5 dev funnels, grew active members to 25K within first 3mo through strategic engagements
- Launched 3 global ambassador programs
- Improved awareness metrics by 466% increased engagement by 283%

---

:::danger
Ask: "How do we get X amount of integrations in 6 months?"
:::

### Process

Create a sales engineering funnel to onboard accounts

| Goal          | Metric               |
| ----------------- |:----------------------- |
| Acquire New Customers| # of new integrations
| | Sales Pipeline | 
| | Establish conversion rate | 
| | Reduce Sales Cycle onboarding time | 

---

### Want Created: 

Sales engineering pipeline created for onboarding accounts

---

## Where Are We Starting

- Unknown users
- consumers of FutureSwap

## Where do we want developers to go? 

- Integration APIs looking to expand channel reach

## How do we get there? 

- Incentivize to accept platform partnership
- Moving them along the sales funnel
- identify and collect all the partcipants who have attended "hook" workshops
- Setting the number needed for market dominance
- Closing accounts

```
Hook Workshops:
"How to expand developer adoption with FutureSwap"
```

![](https://i.imgur.com/D9YeZab.png)

Move FutureSwap's BD list from Active Members to Power Members

"Active Members": Existing Clients, Active Support Tickets 

---

## Proposal

Build out funnel and recruit lead account manager or SDR

:::success
Phase 1: 
Integration partner onboarding

Phase 2: 
Retail trader onboarding (Proposal TBD)

:::

**Timeline:**

**Six month engagement with kick-off: August 25, 2021**

Week 1: Onboarding and Initial Strategy Assessment 
FutureSwap shares relevant information for Sydney to map out Integration Partner Funnel proposal
Consistent communication for any additional, missing, and follow-up information

Week 2: Incentive Creation vertically for roles, horizontally across roles
Drafting BD funnel proposal
Outreach to internal customers to approve or counter strategic direction

Week 4: Create logistics, BD kits
Managing existing and building net-new assets and programming
Begin SDR/Account Manager recruiting

Week 6: Outreach to current active users
Distributing bandwidth constraints
Delegating account owners 

Week 8: Onboarding Integration Partners with objectives and metrics
Scheduling deliverables and assigning points-of-contact
Fixing and preventing churn in the customer journey 

Week 12: Launch logistics and announcements
Directing distribution channels to sales funnel

# Budget
Payment Option: Fee paid monthly 37,000 DAI (50% in DAI, 50% in FST accepted) + one time 10K (FST)

Scaling programming
---


### Next Steps


- Identify current integration partners to move along the commitment curve into:

---

## Review and Decision:

V2 - could not integrate in ecosystem, subgraph, no versions
we are composible now, no 

DAO bridge
ICO bridge, need liquidity

Competitors

https://twitter.com/CharmFinance


Approach Desire: 
https://twitter.com/CharmFinance/status/1424720420297756672?s=20


Audience: 
Professional traders

Options/Apps for Traders. Liquidity options
I'm already part of the Charm program, partnership with FutureSwap, go into this pool
Create options, Communities 
Visor.APY

Ideal Onboarding: 
https://twitter.com/lemmafinance?lang=en
Onboard arb shops
Want to be the baselayer integration strategy 


Goal: 20-25


Developers build on this, ecosystems build on this futureswap, they are part 

how to bypass fitrueciotn point 



Tentative Product Timeline
End of Aug, will hit the ground to launch Arbitrum, launch week or two, do a lunch with futureswap, how do we build out this first version. 
Mid/Late September
How arbitrum falls, who is there and who we can work with 

Very competitive space


Ask: Get 20 DeFi products to integrate FutureSwap
Challenge: like AAVE with Credit Lending, unless there is a point of contact on their team to drive this home, this integration will not be successful. What operational strategy can I create so that this is accomplished across all tentative teams. 

Waiting for launch
https://twitter.com/arbitrum

There are two phases: 

Phase 1: Onboard 20-25 integrations
Phase 2: Developer retention to build integrations/community 