This document outlines Beep Bank's five-year marketing plan created by its five founders. It summarizes that Beep Bank launched three years ago and has seen higher than expected demand. The plan is to secure additional funding to grow and inform employees of the company's direction. It aims to offer new products that clients have shown interest in, and increase distribution to younger generations in educational institutions. The implementation section describes training staff, maintaining relationships, and ensuring regulatory compliance. Key activities include community marketing campaigns, events targeting educational institutions, savings awareness specials, and designing new student ATM cards. Progress will be evaluated over six months.

1. 1. Executive Summary
• Five-year marketing plan for Beep bank, created by its five founders
• Secure additional funding for growth and to inform employees about the company’s current status and direction.
• Launched three years ago, demand for products has been higher than expected.
• Beep Bank realised that savings minded clients are more ready than Beep Bank currently offers.
• Clients are also interested in extending their product line as well as adding new product lines on to their banking
packages.
• Primary, High and Tertiary Educational Institutions.
• Receptive marketing environment to high-quality service, products reflecting the interests and needs of the
South African market.
• Beep Bank can increase its distribution, offer new banking products, and win new clients of the younger
generation.
Beep
Beep
With you all the way

2. PHU 5. Implementation
• Beep Bank currently is not adequately prepared = change management is required.
• Training by November 2014. This includes permanent staff…
• This is one of the factors that affect the implementation process of this Marketing Plan at
Beep Bank.
• Representatives from Beep Bank headquarters = mentoring roles = background
information.
• A close relationship will be maintained with the auditing and accounting professions.
• Consumer Protection Code. quality risk management practices; e.g. information
• Technological changes
With you all the way

3. 5.1. Activity: Community Marketing campaign
• Announcement Letters.
• VIP Invitations.
• Supplies for Chamber Ribbon Cutting Event.
• Direct mail.
• Announcement print ad.
• Radio ads.
• Lobby signs in branches.
• Exterior signage on building – “Coming Soon”
Person Responsible: Public Relations Manager
Budget: R900 000
Completion Date: November 2014

4. 5.2. Activity: Educational Institution Campaign
• Begin to develop invite lists for all events
• Book entertainment (music) for VIP Celebration
• Plan food for receptions (and drink)
• Determine prizes for coloring/essay contest
• Order series of banners for branch
• Pylon Sign installed
Person Responsible: Beep Bank Events manager
Budget: R900 000
Completion Date: December 2014

5. 5.3. Activity: Saving Awareness Special
• Stock branch with specialties (for all & for account openings)
• Produce contest entry forms
• Media plans/placement (print & radio)
• Solicit volunteers for all events and grand opening
• Produce & mail event invitations
• Finalize menu for Student Event and Bursaries to be given away.
Person Responsible: Youth Relations Expert (Mr Paul Smith)
Budget: R2.5 Million in prizes, Bursaries, and Exchange students sponsors
Completion Date: by the end of January 2015
Beep Bank Student Banking

6. 5.4. Activity: Student ATM Card Designs (Primary, High School and Tertiary)
Person Responsible: Card Designing Team (Head Office)
Budget: R1.5 Million
Completion Date: Before February 2015
Contingency plans – All the above will be placed on trial and close evaluation for 6 Months to see if any
changes and improvement is taking place regarding this set of new products from Beep Bank.