Page 47 - Legacy International Executive Summary 6.28.21

next steps
1. Site Visit with Development and Project Management - Team JMJ (Equity, Larry and Victoria) meets Team Legacy and Strategic Partners. Date TBD
2. Review / Finalize Engagement Agreement - Establish 60 day Stage 1 (Market, Project, and Product Definition)
3. Assign Stage 1 Legacy Sales Team Leader
4. Identify all parties involved in “Project” - Owner(s) Database
- Stakeholders - Ownership, Development and Project Team (Including Sales, Marketing and other Strategic Relationships)
- Land and Vertical (Architects and GC)
- Hospitality / Brand - Central Service Manager (COA / Club Memberships / Brand Standards) - Local, National and International Broker Ambassador Network (Power Brokers)
5. Review Absorption Assumptions and Requirements --> Business Plan Buy-in - Market Statistics
- Current and / or Planned Market Segmentation - Equity and Debt Hurdles (KPM’s)
6. Evaluate Feasibility Study and Market Research (Focus Groups) --> Target Confirmation
7. Alignment / Positioning Meeting and Critical Path
- Go or No Go (Timing and Business Plan Assumtions)
- Story --> What is “The Project”? (White Box ‘Residence’ Layout, Shared Amenities, Offering
Diversity and Owner Benefits)
- Collateral, Digital and PR
- Arrival Sequence Welcome Center, Signage, Impact Tour and Experience Package
8. Sales and Marketing Meeting (Offering, Dates, Future Collateral & Channels)
- Where We’ve Been, Where We Are, Where We’re Going --> One of a Kind...Call To Action
9. 60-90DayDeliverables=DetailedResearch,StrategicMarketingPlanandCriticalPath/Budget
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RESORT • LUXURY RESIDENTIAL • ACTIVE ADULT • METROPOLITAN RESORT • LUXURY RESIDENTIAL • ACTIVE ADULT • METROPOLITAN