all with in-depth steps to keep you moving to completing a strategic marketing plan for the next year. With budgeting tools, marketing calendar and return on investment worksheets, you will be creating an ongoing guide to successful marketing.
You will have the blueprint to build your marketing plan including:
Develop your marketing strategies
Build a marketing plan that is focused and targeted
Build a marketing plan to maximize budget dollars
Match the plan and strategies with a schedule of marketing activities
Tie the plan, strategies and schedule to an allocated budget
Create metrics/measures to track the return on investment
Evaluate the return on investment
The training elements provide the guidance as a blueprint to successfully launching your marketing plan, keep on track with calendars and budgeting, and evaluating the plan as the year unfolds.
Overcome Three of the Blunders Many Credit Union Marketers Make:
Not strategically tying marketing efforts to specific credit union goals
Creating a marketing schedule rather than a substantive plan to build business
Not having tracking or measuring of results for reporting return on investment to the executive management team
Included are a series of live Coaching Classes with us, once every two weeks, where we get on a live class together that takes about 90 minutes. The benefit is working together to discuss the ideas, worksheets and tasks as you work through the process to help guide you on how to best support your credit union's goals.
BONUS! Get a review of your written plan by our coaches to uncover any other helpful ideas!
At the end of the program, you can have one of our coaches review your plan to provide input and guidance on ideas. Having created hundreds of marketing plans for clients of all asset sizes, you have the benefit of having a review that continues to enhance your work!