1 / 32

MyFiducialMarketing and the LMS

piper
Download Presentation

MyFiducialMarketing and the LMS

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

    1. www.fiducial.com MyFiducialMarketing.com and the LMS

    2. www.fiducial.com 2 The LMS — Ask Yourself! Local Marketing System™ Are you using the LMS? Are you executing activities EVERY month in EVERY area? Are you tracking your leads? Do you have MMC with clients and prospects?

    3. www.fiducial.com 3 Are You Integrating Your Marketing? Execute activities in six categories On-Site Marketing Public Relations Community Relations Direct Marketing Referral Programs Advertising

    4. www.fiducial.com 4 On-Site Marketing Brochures Business Cards Posters Office Signage Newsletters Buckslips Stationery Referral Cards

    5. www.fiducial.com 5 What Do Company Offices Do? Display a brochure rack with all brochures Display Fiducial signage Display Fiducial “Start Grow and Run” book Display EasiMedia CDs (New) Display Welcome Banner

    6. www.fiducial.com 6 Specific Suggestions Go to www.MyFiducialMarketing.com to purchase collateral ($-$$$$) Purchase “Start, Grow Run” here at convention ($) Purchase EasiMedia CDs through Pronet ($) Problems with the engine? Call MSS at (800) 873-1412. Go to www.signsbytomorrow.com to get signage ($$$$)

    7. www.fiducial.com 7 Public Relations Local PR Program National Press Releases Press Release Templates Press Kits Fiducial … In The Press Binder

    8. www.fiducial.com 8 What do Company Offices Do? At least three media sources in LPR Two expert articles per month One national press release per month Local seminars press releases Other press releases as needed Media outreach for tax season to indicate tax expert availability Keep their In The Press binder updated and displayed

    9. www.fiducial.com 9 Specific Suggestions Add media contacts to Local PR Manager or use sign-up sheet and we will add them for you (0) Email stephen.parezo@fiducial.com to be added as a company spokesperson to be interviewed by the media (0) Email marketing@fiducial.com to get your In The Press binder (0)

    10. www.fiducial.com 10 Community Relations Speech Kits Seminars Monthly Broker Contact Monthly Real Estate Contact Open Houses Team Sponsorships

    11. www.fiducial.com 11 What do Company Offices Do? At least three SMLS seminars for next fiscal year Open Houses to introduce new BDSs and District Sales Managers Adopt A School Program Toys For Tots Various local charity events

    12. www.fiducial.com 12 Specific Suggestions Download seminar guide from Pronet (0) Contact local school and introduce Adopt A School concept; download survey from Pronet ($) Join our Toys for Tots effort – see Community Relations section of Pronet (0) Keep us informed of charity sponsorships for new fiducial.com section (0) Email custsvc@fiducial.com to reserve the tradeshow booth ($) Purchase promotional giveaways on www.myfiducialmarketing.com ($-$$$$)

    13. www.fiducial.com 13 Direct Marketing Client Retention Newsletters Surveys Appointment Cards Birthday Cards Thank You Cards Client Acquisition Letters Flyers Post Cards Email Telemarketing

    14. www.fiducial.com 14 What do Company Offices Do? Corporate sends out FSBU on their behalf Corporate sends out Fiducial.com Update on their behalf Corporate sends out surveys

    15. www.fiducial.com 15 Specific Suggestions Go to www.MyFiducialMarketing.com to purchase the FSBU – purchase the PDF to email to your clients to save money ($) Go to www.MyFiducialMarketing.com to purchase prospect list, business cards with appointment backs, postcards, and to participate in the upcoming NHMP ($-$$$$)

    16. www.fiducial.com 16 Referral Programs Local/National Referral Drawing American in Paris Sweepstakes Group Referral Program Employer Referral Program Referral Cards

    17. www.fiducial.com 17 What Do Company Offices Do? American in Paris Referral Campaigns Intervention (September and October) Networking Group (December) Client Employees via W-2s (January)

    18. www.fiducial.com 18 Specific Suggestions Execute the AIP ($) Participate in our Campaigns – announced in the SmartBrief (0-$) Go to www.MyFiducialMarketing.com to purchase business cards with referral backs ($)

    19. www.fiducial.com 19 Advertising Yellow Page Ads Business Journals Ads Newspaper Ads Internet Ads Commercial Radio Scripts

    20. www.fiducial.com 20 What Do Company Offices Do? All Offices – Yellow Pages Ads with coupon on www.fiducial.com Local Advertising Portland – Radio Ads during Tax Season

    21. www.fiducial.com 21 Specific Suggestions Use www.myfiducialmarketing.com and Globally Boundless as a resource for all advertising campaigns (0-$) Call Jennifer Kerchaert, Client Service Manager, at TMP at (888) 867-5611 for Yellow Pages ads ($$$) Download our recorded tax tips and email them to your clients (0)

    22. www.fiducial.com 22 Use the LMS Execute one activity from each category every month Goal is MMC to educate your prospects and clients to evoke a need Plan ahead and prepare ahead

    23. www.fiducial.com 23 Do You Know What You’re Doing? Create a calendar using the monthly action plans Choose at least one activity in each category Spend as much as you can afford but know where you can cut corners

    24. www.fiducial.com 24 Do You Have a Monthly Action Plan?

    25. www.fiducial.com 25 Are You Executing Activities? Use the Excel worksheets for each to manage activities

    26. www.fiducial.com 26 Are You Tracking Your Leads? Always ask “How did you hear about us” and record this information Make your entire office aware of your marketing campaigns Evaluate what campaigns work for you and your market Use CRM or excel worksheets to track

    27. www.fiducial.com MyFiducialMarketing.com

    28. www.fiducial.com 28 Do You Know About the Engine? www.MyFiducialMarketing.com Fiducial’s online marketing engine provides the products needed to execute activities in Fiducial’s LMS. You can quickly and easily locate and purchase marketing materials, direct mail, promotional items and much more!

    29. www.fiducial.com 29 MyFiducialMarketing.com Reference: Pronet home page Go directly to engine website OR Access through ESolutions and click link button

    30. www.fiducial.com 30 What Are Your Benefits? 24-hour Accessibility Marketing Support Services Toll Free Help Line (800) 873-1412 Training Money and Time Savings

    31. www.fiducial.com 31 So What’s New on the Engine?

    32. www.fiducial.com 32 And What’s to Come?

    33. www.fiducial.com Thank You!

More Related