Gorilla CRM Message Strategy

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Most financial advisors find "It's easier to re-write than it is to write." Our 2800 letters, scripts and emails make the process of "staying in touch" as easy as possible.

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Gorilla CRM Message Strategy

  1. 1. BILL GOOD MARKETING®<br />How a coordinated series of Letters and Emails create and sustain Top of the Mind Awareness<br />
  2. 2. Bill Good Marketing Messages<br />Build relationships<br />Create goodwill<br />Build a trusted Financial Advisor identity<br />Increase referrals<br />Educate clients<br />Bring in new business <br />Improve client retention<br />
  3. 3. Client Education Letters<br />Anniversary Letters<br />Condolence Letters<br />Pre-Retirement Letters<br />Over 2800 Letters and Emails<br />Birthday Letters<br />Get Well Letters<br />Holiday Letters<br />Seminar Invitations<br />
  4. 4. Build Relationships by Participating in Family Celebrations and Events<br />Birthdays<br />Awards<br />Anniversaries<br />Deaths<br />Births<br />Holidays<br />Graduations<br />
  5. 5. Birthday Letters<br />
  6. 6. Condolence Letters (Even for Pets)<br />Dear Juan,<br />I am so sorry to hear about the loss of your dog and I wanted to extend my deepest condolences to you. I want to share with you a poem written by Jenny Good.<br />For My Friend<br />I wish you well<br />Wherever you go<br />May there be holes to dig<br />And Frisbees to throw…<br />
  7. 7. Holiday Letters<br /><ul><li>Christmas
  8. 8. Memorial Day
  9. 9. July 4
  10. 10. Thanksgiving
  11. 11. Many more</li></li></ul><li>Anniversary Letters<br />For milestone anniversaries<br />1,5,10….60<br />
  12. 12. Congratulation Letters<br />
  13. 13. Build the Financial Advisor’s Identity<br /><ul><li>Caring Person
  14. 14. Good Citizen
  15. 15. Industry Expert
  16. 16. Trusted Financial Advisor</li></li></ul><li>Good Citizen<br />
  17. 17. Caring Person<br />
  18. 18. Client Review Letters<br />
  19. 19. Lead Management Letters<br />
  20. 20. Seminar Invitations<br />
  21. 21. Hundreds of letters approved by national, regional and local firms. <br />
  22. 22. THE END<br />

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