Outreach Playbook for Anti-Fraud Coalition Growth

We grow primarily through corporate membership from a narrow, senior audience (heads of financial crimes, fraud, and trust & safety at banks, payment companies, platforms, marketplaces, crypto firms, and retailers). Today our outreach is founder-led and relationship-based, relying on direct introductions and ad hoc follow-up. We need a repeatable, small-team-run approach that turns our existing materials and credibility into a practical, scalable outreach program to attract new corporate members.

We are looking for a volunteer with B2B marketing and messaging expertise to build an outreach playbook our small team can run. The volunteer will:
- Review our two-pager, pitch materials, website, and LinkedIn, and speak with 2–3 staff about what has worked; deliver a short findings memo highlighting strengths, gaps, and quick-win recommendations.
- Define target segments and personas for outreach (banks & payments; platforms, marketplaces & crypto; retail) and deliver a segment prioritization and personas document describing role, motivations, and typical objections.
- Build a messaging framework for each segment that includes a clear value proposition, supporting proof points, and concise responses to common objections such as data privacy and “why pay?”.
- Design an outreach playbook with recommended channels (LinkedIn, email, industry associations, conferences), outreach cadence, a ready-to-send 3-touch email sequence, and a LinkedIn content calendar tailored for our CEO and Director of Operations.
- Recommend 3–5 simple metrics and provide a lightweight tracking template (spreadsheet or similar) to monitor outreach performance and follow-up.

We are seeking a deliverable the team can use immediately: a practical playbook we can run without an agency, with the first outreach sequence ready to send.

Organization Mission

Our mission is to reduce elder financial fraud in America. NEFCC addresses this problem by aggregating and analyzing private and public sector data through an organized crime lens, tying cases together and creating high dollar investigative packages for federal law enforcement investigation and prosecution.