The document contains the personal mission statement and goals of Sherri Lee Balaskovitz, Senior Marketing Coordinator at Rehmann. Her mission is to provide reliable, creative, and systematic marketing assistance to associates and deliver first-class branding materials. Some of her goals include meeting regularly with sales teams to coordinate marketing initiatives, creating exceptional marketing materials for events, developing targeted prospect lists, and capturing information for seasonal growth plans.
1. by Sherri Lee Balaskovitz,
Senior Marketing Coordinator
07/11/11
2. I would like to be known for providing reliable, creative and systemized
marketing assistance to our Rehmann associates in their initiative requests.
I would like to be thought of as a friendly and respected professional of our
firm who delivers first class attention and branding materials to our
clients, prospects and center of influences.
And, I would like to be looked upon as a
team player and creative asset
to the sales and marketing team
in our collaborative efforts
to brand and grow Rehmann
in accordance to the
marketing standards
and needs of our firm.
Personal Mission Statement
3. Marketing Department
Mission Statement
The Rehmann Marketing Department is driven to meet
the marketing requests of our firm and its associates
with deliverables that are
sophisticated, original, smart, effective, and on-target
products that create a branding awareness and
outstanding image of the professional talents and
excellent services we provide.
5. 1. Meet on a regular basis with the West
Michigan Sales Team, the GR RF
Team, the MK RF Team, TC Office,
Muskegon Office, Grand Rapids
Office, Florida Offices and Niche
Teams when needed, to provide
marketing assistance and be a liaison
to and for the marketing team in
coordinating initiatives for each group
listed.
6. 2. Make each seminar and affinity
event a great experience for every
guest in delivering a wow-factor
affect, whether through gift give-
aways, exceptional décor, fabulous
food and beverages, and/or
spectacular edutainment.
7. 3. Create and provide exceptional
expo themes and materials that
stand out from our competitors
and are unique and eye-catching
in order to draw in attendees to
want to learn more about our
services, people and firm.
8. 4. Update and put into practice a checklist
systemization to be used for each
marketing project in an effort to deliver
excellent attention to detail before,
during and after each initiative.
9. 5. To invite and encourage Muskegon,
Grand Rapids, and Traverse City
associates to participate in networking
events by providing details of events
within our communities, in an effort to
grow our business and an awareness of
the services and talent we provide while
being an ambassador of our firm. i.e.
Chamber breakfasts, Business After
Hours, charity events, ribbon cutting
ceremonies, etc.
10. 6. Create a quarterly marketing
campaign for the West Michigan and
Florida Regions to target specific
prospect lists that exist in our contact
resource tool, and educate and create
a better awareness to our prospects of
the niche services and professional
talents we provide in an effort to grow
business.
11. 7. Develop target-specific prospect lists
for niche campaigns by utilizing the
Referral Edge tool in cross reference
with our 1RW and Star contact
management systems to build onto
our existing prospect lists for
campaigns and drip methods of
branding and business growth.
12. 8. Deliver proposals of branding and
business growth opportunities to the
Managing Principals and Office Managers
of Muskegon, Grand Rapids, Traverse
City, Florida regions and through-out the
firm that are brought to my attention, by
providing detailed information and
statistics of the benefits to be considered
that will help determine our interest to
invest money, time and talent to the
proposed project.
13. 9. Capture and update information and
items that are pertinent to Action Plans
and metrics for reporting in upcoming
Seasonal Growth Plans by meeting with
the office leaders of West Michigan,
Florida, and the coordinating regional
Sales Teams on a regular basis.
