Cold Email Investor Leads

Brightway Investor is expanding its reach and I need a results-driven specialist to run cold-email campaigns that consistently attract individual investors to our stock-market and forex education programs. Your task is straightforward: use email marketing—specifically cold outreach—to identify, engage, and qualify prospects who are eager to boost their trading knowledge through our courses, mentorship, and investment-awareness content.

Here’s how I see the workflow unfolding: you’ll build or refine a targeted list of individual investors, craft persuasive copy that speaks to their ambition to trade smarter, and manage the send schedule so we stay compliant while maximizing open and reply rates. I’m counting on you to monitor every metric, tweak subject lines and calls-to-action, and deliver weekly performance snapshots that show lead volume, open rate, click-through, and booked-call conversions.

Deliverables
• Clean, GDPR-compliant email list of individual investors
• 3–5 email cold-outreach sequence (subject lines + body copy)
• Campaign setup in the platform of your choice (Mailchimp, HubSpot, ActiveCampaign, etc.)
• Weekly analytics report and optimisation suggestions
• Final summary with total qualified leads generated

Acceptance Criteria
A lead counts only when the prospect schedules a discovery call or completes our opt-in form with accurate contact details. My benchmark is a minimum 20% open rate and 5% reply rate within the first month; we’ll iterate fast to hit or exceed those numbers.

If you have proven wins in cold-email lead generation for finance or education brands and can start right away, let’s make Brightway Investor the go-to resource for aspiring traders.