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Connections                             Thinking on Whats Important




Build Marketing Materials That Make                                                         Did You Know?
                                                                         81% of insurance firms don't have professionally written
You Stand Out                                                            marketing materials
                                                                         79% of agencies dont use social media to sell their product
                                                                         74% of agencies dont have a formal sales plan
                                                                         76% of front line sales managers have never been trained


                                                                               Services Offered By Connect Consulting
                                                                                   Proposal development
                                                                                   Newsletters & whitepapers
Here are a few tips to help your firm start the process of develop-                Vision, mission and goal setting
ing marketing material that will set you apart. One of the keys is                 Leadership training and planning
to determine what kinds of things get you noticed. The reality is
                                                                                   Agency operational consulting
most firms that are growing are already doing this. So get to
work, the sooner the better.                                                       Written procedures and job descriptions
1.   What kind of firm are you? - Materials need to reflect who                    Carrier development
     you are, your values, experience an services.                                 Blog development and content
2.   What is your goal?- What exactly do you want to convey to                     Social media integration
     your customers? Who is your target market and what are
                                                                                   Web page content
     their business issues?
                                                                                   Sales toolkit development
3.   What will your materials look like?- Determine the style of
     your materials. How many pages? Color and branding need                       Internet based drip marketing
     to be addressed as well.                                                      Risk management services to clients
4.   What type of content will you include?  What you say and                     Access to pre-formatted forms and reports
     how you say it will be critical. Usually one page is best, unless
     it is technical in nature.                                                                   Contact Connect Consulting:
Marketing materials present the face of your business to
potential customers and the rest of the world, so make sure                                              Bob Lilly/President
theyre telling the story you want to tell. Make sure you have an                                            503-781-8283
adequate variety of materials to tell your story in every important                          bob@connectconsultingfirm.com
venue.                                                                                       www.connectconsultingfirm.com

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Connect Consulting

  • 1. Connections Thinking on Whats Important Build Marketing Materials That Make Did You Know? 81% of insurance firms don't have professionally written You Stand Out marketing materials 79% of agencies dont use social media to sell their product 74% of agencies dont have a formal sales plan 76% of front line sales managers have never been trained Services Offered By Connect Consulting Proposal development Newsletters & whitepapers Here are a few tips to help your firm start the process of develop- Vision, mission and goal setting ing marketing material that will set you apart. One of the keys is Leadership training and planning to determine what kinds of things get you noticed. The reality is Agency operational consulting most firms that are growing are already doing this. So get to work, the sooner the better. Written procedures and job descriptions 1. What kind of firm are you? - Materials need to reflect who Carrier development you are, your values, experience an services. Blog development and content 2. What is your goal?- What exactly do you want to convey to Social media integration your customers? Who is your target market and what are Web page content their business issues? Sales toolkit development 3. What will your materials look like?- Determine the style of your materials. How many pages? Color and branding need Internet based drip marketing to be addressed as well. Risk management services to clients 4. What type of content will you include? What you say and Access to pre-formatted forms and reports how you say it will be critical. Usually one page is best, unless it is technical in nature. Contact Connect Consulting: Marketing materials present the face of your business to potential customers and the rest of the world, so make sure Bob Lilly/President theyre telling the story you want to tell. Make sure you have an 503-781-8283 adequate variety of materials to tell your story in every important bob@connectconsultingfirm.com venue. www.connectconsultingfirm.com