Marketing Blitz Ideas

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Jan 27, 2010 10:45 am

I need some ideas from fellow Independents about marketing campaigns. 


I have finished my transition and I have now created my DBA.  I want to start first with sending an announcement to my clients about the new name.  Should this just be a simple letter...or something more creative?  Did you guys use a third party to design your logo?


Also, I'd like to put in place some turn-key marketing plans that constantly drip on my clients and prospects.  I've heard everything from fleece jackets (with new logo) to having cards sent automatically for birthdays, anniversaries, etc.  Any idea work best for you?
 
Lastly, I'm also going to set up a website.  There seem to be some companies that you can just buy a template from and they charge a monthly fee.  That's probably all I need, but I'm open if there is something better.
 
My goal is to allocate at portion of my income each month to getting my brand out there and to just have ongoing marketing plan set in place.
 
Any ideas would be helpful...thanks!
Jan 27, 2010 11:06 am

Wouldn't do the jackets..probably expensive and not worth it.

 
Of course the cards for birthdays/anniversaries/kids birthdays are  good idea.
 
I had a 3rd party design mine, for about $150 i got a design(he re-did it 6x til I liked it) and all the documents you need for business cards,letter head, envelopes etc..
 
 
Jan 27, 2010 11:07 am

I have also heard of advisors partnering with local bakeries to deliver small personal cakes on their birthday.


Jan 27, 2010 11:27 am
chief123:

Wouldn't do the jackets..probably expensive and not worth it.

 
Of course the cards for birthdays/anniversaries/kids birthdays are  good idea.
 
I had a 3rd party design mine, for about $150 i got a design(he re-did it 6x til I liked it) and all the documents you need for business cards,letter head, envelopes etc..
 
 
 
Chief..thanks for your comments.  Food is always a good idea. 
 
 
Jan 27, 2010 11:33 am

Doesn't work so much as a blitz, as just a general idea ... if you have a close client that works at a major company, offer to take him and his buddies out to lunch on a quarterly basis at some place close to their work. Lunch and Learn.

Jan 27, 2010 12:59 pm

I personally call each and every client and wish them a Happy Birthday - my assistant gives me a list and I make the calls at the start of the week.  Never send a card.

Jan 27, 2010 2:18 pm
WarRoom:

I personally call each and every client and wish them a Happy Birthday - my assistant gives me a list and I make the calls at the start of the week.  Never send a card.

 
 
I call them too, but wanted to send out cards for other dates.  Trying to set up some automated drips.