Effectual Marketing Approach

Why Customer Customer Keep on working Choose 1 / 2 of

Identification Definition on the MVP / MVS possible
Find your Why through through markets
Minimum Viable Product /
Ensure customer
Service
satisfaction
Your Partnerships • Honestly tell about
Whom am I?
Effectual Ask your product
What do I Know?
Whom do I Know?
What would it take to join • Return Policy
me as a partner? • After Sales Service
What would make you
My preferences, tastes, join me a board member?
Keep on Adding Partners Pricing, Placement,
Inside out thinking characteristics, hobby, Self selected Partners
passion, some thing very Promotion, Packaging
Follow this sequence special and unique in me.
Why are you doing? Through Selling
How do you do ? My knowledge, expertise, Effectual Ask
What do you do? training, skills

What would it take for

My network, family, friends, Keep on Adding Segments
you to invest in my idea? Branding
The order of your social circle,
thought should be school/college/profession What would make you
the order of your alumni buy my product?
communication

Entrepreneurial Values:
(Humility, Patience, Perseverance, Gratitude, Service to Humanity etc.)
 Effectual Marketing Worksheet
Why
Find your Why
GreenInvest is a sustainable investment
platform that offers a diverse range of
environmentally responsible
investment options, personalized
strategies, and regular updates on the
environmental impact and financial
performance of your investments.
We integrate ESG criteria into our
investment analysis, identify
sustainable projects, and provide
transparent information to help you
make informed investment choices
aligned with your values.
Why:
By doing so we are driving sustainable
economic growth and supporting
environmental stewardship through
sustainable investments. Your financial
decisions can make a positive impact on
both your future and the planet.
Entrepreneurial Values:
( Transparency, Partnership, Growth, Positive Impact , Empowerment )
Customer
Identification
through
Knowledge in Finance,
Knowledge on International
Business and Sustainability
Professional network acquired
by working in the banking
industry , university peers
that are engaged in
innovation/entrepreneurship ,
family and social circle.
Using my passion for Finance,
sustainable investments,
money allocation , social
causes and climate change.
The customers of GreenInvest
are individuals and
organizations who are
interested in sustainable
investing and aligning their
financial goals with their
environmental values.
Customer Keep on working
on the MVP / MVS
Definition
Investment Options: Provide
through a curated selection of
environmentally responsible
investment options, such as
Partnerships renewable energy projects,
• Environmentally Conscious
green bonds, sustainable
Individuals who want to
invest their money in mutual funds, or socially
sustainable causes responsible stocks.
/projects
• Companies with a • Financial Institutions
Sustainable Business Plan • Environmental
Organizations
• Research Institutes
Through Selling
• Sustainability Consultants
Effectual Ask
Like-minded investors
• Impact Investors
who work with
• Sustainable Businesses
sustainable institutions
and Organizations
and are egger to make a
• Financial Advisors and
change in the Finance
Consultants
Industry and promote
• Institutional Investors:
Sustainable Investing
Choose 1 / 2 of possible markets –
Finance and Investments
• Personalized Support with Chatbot as well
as Human assistance
• Feedback and Iteration: Via Feedback
Surveys and Test Pilots for new features.
• Continuous Updates and Content: To make
sure costumers are always up do date with
information in order to make the best
investments.
Pricing, Placement, Promotion, Packaging
Pricing : Basic : Free / Premium : EUR5.99
Placement : Google Store , App Store
Promotion : Online – Website, LinkedIn,
Instagram / out-of-home advertising
Packaging : Monthly subscription to an online
application
Branding
Tagline : “Invest in a Greener Future"
Name : GreenInvest
Colors : Green and White
Brand Messaging :
• The importance of aligning investments with
environmental values and long-term
sustainability.
• The positive impact that sustainable
investments can have on the environment and
society.