Relational Mapping

Uncover Your Real Target Market

WealthQuotient relational mapping identifies the totality of your accessible target market. We manually identify the qualified prospects in the relational networks of your clients, donors and other centers of influence. This “inward out” mapping ensures the prospects we identify are simply a referral request away and represents your organizations lowest hanging fruit.

The Why behind our Relational Mapping?

Typical Approach

✓ Relational Mapping is usually tied to an inefficient “outward in” approach

✓ After identifying prospects out in the world who have capacity and propensity (wealth screens, rich lists, liquidity events, etc.) most organizations map back to see if they have a connection to these “prospects”

✓ Relational connections seldom exist when mapping is done in this manner

The WealthQuotient Approach

✓ Our mapping is done from an efficient Inward Out approach

✓ Instead of starting with prospects and hoping there is a connection to them, we start by identifying your best referral sources (HUBS)

✓ We map the relational connections of your HUBS as we know they will be filled with qualified prospects

✓ Mapping “inward out” ensures you identify prospects whom you can efficiently access