Marketing & Business Development
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Linking
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You've Got Mail:
Every month we send your credit union an email highlighting Home & Family
Finance Resource Center
content and promotional tips. Looking for that past message? Check here:
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| Home & Family Finance Resource Center 12-Month Promotion Plan |
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| Task | Assigned To | Due |
| Create links from articles to product pages on our site | ||
| Confirm all links are working | ||
| Create staff announcement | CUNA staff | Done! |
| Introduce Resource Center to staff with presentation | ||
| Write member newsletter articles | CUNA staff | Done! |
| Publish newsletter article #1 | ||
| Mention the Resource Center in monthly articles | ||
| Create teller window poster | CUNA staff | Done! |
| Print and post teller posters | ||
| Create on-hold messages | CUNA staff | Done! |
| Add on-hold message #1 to message loop | ||
| Publish newsletter article #2 | ||
| Create statement stuffers | CUNA staff | Done! |
| Order stuffers for next statement mailing | ||
| Create ad for newsletter | CUNA staff | Done! |
| Run ad in member newsletter and sponsor newsletters | ||
| Print posters as flyers and deliver to sponsor groups for distribution to all eligible members | ||
| Publish newsletter article #3 | ||
| Change on-hold message | ||
| Distribute statement stuffer at drive-up and teller windows | ||
| Publish newsletter article #4 | ||
| Deliver statement stuffers to sponsor groups for distribution to all eligible members | ||
| Mention Resource Center in annual report | ||
| Demonstrate Resource Center at annual meeting | ||
Copyright © 2008 - Credit Union National Association, Inc.
