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"Ready,
Set…" Package
Let
Gg lead you through our strategic and well-constructed approach to comprehensive
marketing, then watch your reputation—and your income—grow!
The
steps within the "Ready Set…" Package are designed to build
on one another. If a financial professional elects to adopt the entire
package, which delivers a comprehensive and strategic annual marketing
plan and follow-through approach, a preferred rate will be offered if
it is agreed that all activities are conducted within one year’s
time.
To
discuss the possibility of implementing packages on an individual or "piece-meal"
basis, please contact Trisha Gallagher Boisvert at trisha@thegallaghergroup.net.
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Package
1: "Ready, Set, Focus!"
Includes:
- 3 Conference
Calls
- Agent
Discovery Worksheet
- Market
Validation worksheet
- Association
Fact finder
- Customized
Web Research
- Brief
market analysis
- Final
project report summary
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Expected
time frame: 2-3 months
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Package
2: "Ready, Set, Market!"
Includes:
- 4 conference
calls to ensure for effective plan development
- 1st
call on purpose, framework and expectations of marketing plan
- 2nd
call to review early draft of plan
- 3rd
call to review finalized plan and launch execution
- 4th
call to review progress of plan 3 months after initial plan is finalized
& launched
- 1
Positioning Statement
- 1 Positioning
Strategy
- 1 Press
Release
- 5 —
10 pitch calls to market resources and/or to appropriate media or
- 1 Article
for publication
- 1 Customized
positioning letter
- Development
of Comprehensive Annual Marketing Plan that is customized to the FP’s
budget and priorities and includes:
-
Statement of market opportunity based on earlier market analysis
- Brief
summary of current position in market
- Statement
of desired state or three year vision with specific and quantifiable goal
- Identification
of a minimum of two priorities for implementing the following strategies:
- Getting
new clients
- Cross
marketing to existing clients
- Cultivating
existing clients and prospects
- Image
building
- Within
targeted marketing strategies above, (i.e, getting new clients and cross-marketing),
Gg will help identify the most effective tactics (for example, seminar and/or
wave mail campaign), and then develop a detailed action plan for implementation.
- Ongoing
guidance on setting and measuring success factors
- Final
Project Report Summary
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Expected
time frame: 6 months
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Package
3: "Ready, Set, Sales!"sm
Includes:
- 4-6
planning conference calls
- A customized
"Ready Set Sales!" sm Action Plan (comprehensive list
of all pre, present & post activities)
- 10
- 20 promotional calls to gain positive support, sponsorship and exposure
- 1 press
release
- 5 pitch
calls to media
- 1 phone
script
- 1 attendee/non
attendee thank you letter
- 1 two-page
summary of event for newsletter development
- 1 Final
Project Report Summary
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Expected
time frame: 4 - 6 months
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| Additional
services and support such as stepped-up event strategy, coaching and/or
on-site event management are optional. |
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