Aspen Base Lodge EB-5 Investor Dashboard

EB-5 Investor Funnel Dashboard

Aspen Base Lodge | U.S. Green Card Investment

Target Investor Profile

  • Net Worth: $1.5M+
  • Seeking U.S. Residency
  • From: Israel, China, India, Brazil, UAE, Russia
  • Background: Entrepreneurs, Family Office, Doctors, IT Execs

Why Base Lodge?

  • Location: Aspen's luxury center
  • Co-Developers: RH & Soho House
  • TEA Rural Project: Fast EB-5 processing
  • Job Surplus: 63% above requirement
  • Loan-to-Value: 39.23%

Investor Timeline

Week 1–2: Onboarding & Setup
Week 3–4: Lead Generation
Week 5–6: Personalized outreach & deck sharing
Week 7–8: Zoom webinars and document prep
Week 9-12: LOIs, fund transfer, and USCIS submissions
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Multi-Faceted Lead Generation System

💎 Multi-Faceted Lead Generation System

🔎 Identify, attract, and qualify international investors interested in U.S. EB-5 opportunities

1. 📊 Data Prospecting
Use filters and extract high-value leads based on job titles, seniority, geography, and digital readiness. Export to CRM.
2. 📞 Call, Email, Text & LinkedIn Outreach
Launch personalized calling, email, text campaigns and LinkedIn outreach to initiate engagement with qualified investors or partners.
3. ▼ Funnel Landing Pages & Forms
Send traffic to optimized landing pages with lead capture forms, investor guides, and calls to action for booking consultations.
4. 📢 Digital Advertising
Run multilingual paid campaigns on Google, Facebook, Instagram, LinkedIn, and WeChat targeting HNWIs by region and interest.
5. 👤 CRM Automation
Leads enter into automated follow-up flows with email sequences, reminders, and direct booking links via Calendly or WhatsApp.
6. 💵 Sales Team Follow-Up
Qualified leads are handed off to projects sales team or agents to close investor interest and initiate EB-5 onboarding.
7. ✈️ Travel & Meeting
Schedule and coordinate in-person meetings, site visits, or investor events to build trust, conduct due diligence, and strengthen global investor relationships through face-to-face engagement.
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Target Market Heat Map

🎯Target Markets

We will focus our efforts on jurisdictions with a high density of EB-5 visa interest, including

China
Vietnam
South Korea
India
Brazil
United Arab Emirates
Latin America
Israel
Japan
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Lead Qualification Scoring

💯 Lead Qualification Scoring

Helps prioritize which leads have the highest probability of converting. Continuous data enrichment enhancing existing data by adding new information from external or internal sources

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Data Prospecting Simulator

📈 Data Prospecting Simulator

Over 60+ filters used to target in CRM for power dialing, automation campaigns & tailored messaging based on lead stage

Pipeline Enrichment Flowchart

1. Lead Captured
Basic info: name, email, location
➡️
2. Data Enriched
Adds LinkedIn, title, firm, phone, region
➡️
3. Score Assigned
AI predicts likelihood to convert
➡️
4. Outreach Trigger
Cold email, LinkedIn, SMS or call sequence

Additional Filters

Applying filters...
Redirecting to Red Carpet Create
Please wait.
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Outreach Funnel Tracker

🫳 Outreach Funnel Tracker

Multi-Touch Outreach Sequences in stages, view messaging and conversion insights across Email, Call, and SMS

1. Outreach Initiated
Email: “🫵Your Eligibility Confirmed Get US Green Card Quickly Here”
Call: Voicemail drop with EB-5 keyword hook
SMS: Short intro + Calendly link
Goal: 40% engagement within 48 hours
2. Email Opened / SMS Read
Open tracking enabled via email pixels. SMS delivery monitored via Twilio. Call attempts logged in CRM.
3. Link Clicked or Call Back
Links to case study or landing page. Callback leads are flagged for high intent. Email follow-up reinforces content.
4. Positive Response
Reply via email or SMS with questions about the EB-5 process. Inbound call scheduled. Added to active nurture flow.
5. Consultation Booked
Booked via Calendly from email or SMS link. Confirmation and reminder automation enabled. Custom follow-up scripts used.
6. Investor Conversion
Lead signs intent, wires investment, and enters I-526 petition phase. Tracked via CRM pipeline stage updates.
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Funnel Visual
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Sample Campaign Flow Visualizer (Israel Use Case)

👀 Sample Campaign Flow Visualizer

Use Case: Targeting HNWIs Founders & Executives

📊 Campaign Performance Overview

  • Reach: 1,200 Founders
  • Email Opens: 600 (50%)
  • Link Clicks: 250 (20.8%)
  • Zoom Consultations: 40 (3.3%)
  • Conversions: 12 (1%)
Step 1: Data Acquisition
Filtered by: Title = CEO/CFO/COO, Region = Tel Aviv, Haifa, Jerusalem, Company Size = 10–200, Tools = Zoom, Calendly
Score This Lead: 29/50

Step 2: Initial Outreach
Call 1: “This might align with your international goals or portfolio diversification strategy?”
Email 1: “Looking to Expand Your EB-5 Offerings?”
SMS follow-up with project hook + Calendly link
LinkedIn message via Chrome Extension
Score This Lead: 20/50

Step 3: Engagement
Target clicks case study or opens email → added to warm lead list
Opened email triggers automated follow-up with EB-5 Offerings brochure
Score This Lead: 25/50

Step 4: Qualification
Lead replies or calls back
Score assigned in CRM based on role, net worth, and responsiveness
“EB-5 Channel Partner – Israel” tag applied
Score This Lead: 30/50

Step 5: Zoom Consultation
Calendly slot booked
Meeting agenda: EB-5 overview, project ROI, legal support
Prepared FAQ & personalized pitch deck shared prior
Score This Lead: 35/50

Step 6: Investor Follow-Up
Send onboarding checklist
Escalate to EB-5 legal/financial advisory team
Status moved to “Investor In-Progress” in CRM
Score This Lead: 48/50

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Dual EB-5 Dashboards

📊 Campaign Performance Visualizer

  • Reach: 1,200 Founders
  • Email Opens: 600 (50%)
  • Link Clicks: 250 (20.8%)
  • Zoom Consultations: 40 (3.3%)
  • Conversions: 12 (1%)

Position yourself as a premier choice for EB-5 investors seeking U.S. residency through credible, impact-driven projects

1,200+

Qualified Records/Month

$400

Average Cost Per Lead

72 hrs

Launch Turnaround Time

4.5x

Improved Conversion Rate

Scalability: Our system continuously expands your pipeline through automated prospecting, list enrichment, and audience retargeting across platforms — with 1,000+ new contacts sourced monthly.
Speed to Market: Our team can deploy live campaigns within 72 hours of asset approval — allowing you to capture interest quickly, especially for time-sensitive project launches.
Efficiency: Built-in scoring, automation, and filtering ensures only pre-qualified investor leads reach your team — saving time and increasing close rates.
Relationships: By engaging through personalized outreach across email, SMS, LinkedIn, and calls, we build rapport and convert cold leads into warm investor relationships.

Leads by Region

Conversion Funnel

Lead Source

Interest by Country

Connected Calls

Top Investor Roles

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Beyond EB-5

🪐Beyond EB-5...

Concierge Journey Map with Confetti

Concierge Journey: From Arrival to Integration

Creating additional value for all Red Carpet Members through services & programs

1. Visa Processing & Welcome Call
RCC coordinates EB-5 or student visa filing, and initiates a personal welcome call with your bilingual concierge officer.
2. Luxury Arrival & Airport Pickup
You’ll be picked up by limousine or private driver and escorted to your 5-star hotel or private residence.
3. Real Estate Tour & Housing Setup
Visit pre-selected homes or apartments. RCC will assist with lease/purchase paperwork and furnishings.
4. School Visit & Enrollment
RCC arranges tours and applications for top schools, from K-12 to university programs.
5. Medical Concierge Introduction
Get access to world-class physicians, medical translators, and scheduled visits for wellness and elective procedures.
6. Financial & Legal Setup
From banking to business incorporation, your concierge connects you to trusted professionals for wealth and tax strategy.
7. Community Integration
Your concierge introduces you to social clubs, religious centers, and lifestyle programs to help you thrive in the U.S.
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Next Steps

🪜 Next Steps...

Step 1: Submit Project Overview

Provide name, location, regional center, total raise, and job creation plan.

Step 2: Submit Marketing Materials

Upload pitch deck, video, TEA letter, and business plan.

Step 3: Submit Proposal & Contract

Ensure offering documents, escrow, and fund tracking are in order.

Step 4: Define Target Investor Profile

Choose country focus, investor traits, and preferred communication channels.

Step 5: Launch Investor Campaign

We’ll activate filters, email & text outreach, direct engagement, power dial.

Step 6: You're Ready!

Your campaign will begin. Our team will notify you with updates.

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