Credit Union Marketing University

The Strategic Marketing Plan Program: Self-Directed and Online

"Marketing Plan In a Weekend"

This program is self-paced with a blend of eight recorded webinars, downloadable presentations, worksheets, checklists, examples and the manual used for the Credit Union Marketing University resident course:

You get

3
STRATEGIC
recorded webinars

5
TACTICAL
recorded webinars

Successful Marketing Strategies Workbook

PLUS worksheets & sample marketing plans

At your pace with undivided attention and focus:

You can complete a tactical marketing plan that is revenue-focused and targeted to maximize budget dollars. The program also provides techniques to measure, track and evaluate the return on your investment of marketing dollars. This program is designed to help you build a marketing plan that is revenue-focused and targeted to maximize budget dollars. The program also provides techniques to measure, track and evaluate the return on your investment of marketing dollars.

3 Recorded STRATEGIC Webinars

During three, hour-long webinars, you will have the chance to learn as each sets up the next set of tasks and homework to complete to build your plan. These include:

#1 The Marketing Plan Structure —
From Research to Results

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Marketing in the new economy is a constantly changing practice of social exchange requiring ongoing research
Open your mind to new methods and skills with revealing new ideas, reinforce old ones that still work, and provide a marketing foundation
Build upon the strategic vision with tactical methods to set the stage for your annual marketing

#2 Layering Traditional and Online Social Media

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Putting together marketing that is a blend of traditional and online strategies to:
- Support the revenue goals
- Incorporate a focus on engaged staff
- Build deeper relationships with members
Expand the reach of your CU's brand by maximizing every dollar in marketing

#3 Putting the Plan Together to Impact the Bottom Line

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Utilizing budgeting and benchmarking
Steps to getting marketing plans and promotions approved
Tracking ideas & examples
Internal marketing as a key to success
Final Tips - Keeping marketing on track and visible

5 TACTICAL recorded webinars

Webinars With Specific Aspects of Putting Your Plan Together:

Creating Your Marketing Budget, Benchmarks & Dashboard for Tracking description
Building Non-Interest Income description
How to Buy Media in Today's Congested Marketplace description
Creating a Sales Approach with Business Development & Community Involvement description
Do You Speak Millennial? description

PLUS, "Successful Marketing Strategies- Targeting Credit Union Success"

This is the same manual/workbook used during the Credit Union Marketing University resident course. It is over 80 pages of insights on developing a marketing plan will help you focus on marketing to support your Credit Union's goals. To read about the manual, click here.

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SPECIAL OFFER: Add on One-to-One Coaching

For 3, one-hour sessions, you can pick the brain of our faculty to help answer questions or give ideas and solutions to move your plan along for your particular credit union issues (regularly $525).

Package — Save over $220 when you combine with Marketing Plan in a Weekend, both only $795.

How Is Your Marketing Plan Addressing This?

Bain & Company surveyed 83,000 consumers in 22 countries between July and November 2014, we found that more than one-third of them bought a banking product from their primary bank's competitors during the past year. Among the 17,600 respondents in the U.S., the defection rate was lower, but still a substantial 27%. Imagine the uproar among bankers if 27% of their customers were completely defecting each year.

American Banker, 12-24-14

✔ Yes

I'm serious about creating a strategic marketing plan at my pace to take our credit union to the next level!

Email us to register now ($497)