Direct Mail Marketing
Email Template Design
One of our financial clients came to us to develop templated emails so that the insurance agents could send out their own emails to existing clients. This task involved several teammates to concept a plan that would be easy enough to execute while not taking up too much of each agent's time. We developed a series of templates to apply to marketing needs, as well as transactional needs, to cover any concern the agents may have throughout their day. These templates moved into a drag and drop system and our teammates visited the agents to train on the process of creating an email. Unfortunately the client chose not to populate the emails themselves in the end, but that meant more opportunity for our team to design, program and deploy the emails for them.
Direct Mail Customer Journey
When our client came to us to create a first-year membership cadence we had to do so without overwhelming the mailbox. What came out of that request was a system of postcards, formal welcome notes, emails and collateral pieces. Each individual piece tells a new bit of information about the membership perks available to each member, but as a collective it's a highly personalized journey to keep interest and potentially up-sell even more insurance plans.
Small Business Marketing Materials
A local, popular, landscape company came to me to develop marketing materials like ads and pricing sheets to reach out to new and existing customers. The company had done quite well with little more than a web presence so print ads in local newspapers and periodicals, as well as table top ads in local restaurants was the next logical step. I worked with the owner to develop a look and feel that could carry through several items and stand out amongst a sea of other landscape companies.
State Marketing Direct Mail
In an effort to increase state association membership for the American Dental Association, we created an entire kit to send to each state association. The kit included all information pertaining to membership, the entire insurance plan portfolio and samples of communications sent out to each member at no cost to the state association.



