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					Campaign Development Worksheet

            Step #1 Define the Campaigns the Niche Will Use to Grow Their Business
Finish this sentence and modify the table as appropriate:

“SOC will be an incredible complement for your business because it will help you to”
    Campaign
       #        Purpose of Campaign                                                Messages/Cards
       1        Communicate to Prospective Clients/Customers                       1. Good to meet you
       2        Communicate Product Offerings - Here are the                       1.
                Product/Service You Offer & What is in it for Them                 2.

                Note: use what ever number of cards makes sense for the industry
       3        Birthday card for prospect or client/customer                      (Note reminder driven)
                                                                                    1. Adult Male
                                                                                    2. Adult Female
                                                                                    3. Child
       4        Wedding Anniversary card for prospect or                            1.
                client/customer
       5        Communicate to New/Current Clients & Establishing                   1. Thank you for hiring me – Welcome
                You as Expert                                                       2. Reminders – did you know – Spring
                                                                                    3. Reminders – did you know – Summer
                                                                                    4. Reminders – did you know – Fall
                Note: “Expert” cards could be monthly, quarterly, etc.              5. Reminders – did you know – Winter
        6       Customer/Client Anniversary                                        (Note reminder driven)
        7       Communicate to Past Customers                                      We Miss You
        8       Welcome back!
        9
       10
       11

Note: Do not include holidays in campaigns that you are creating unless it specifically relates to the niche. For
example:
                        th
∙    Fireworks Stores - 4 of July Cards
∙    Synagogues –Rosh Hashanah, Passover, Yom Kippur
∙    Susan G. Komen Foundation - Breast Cancer Awareness Month Card
∙    Catholic Churches - Christmas or Easter Cards
∙    Big and Tall Men’s Stores – Father’s Day Cards
∙    Mosques – Ramadan Cards




Page 1 of 11
Campaign Development Worksheet
                         Step #3 SOC Campaign Card Built to Send to Niche
 Card Image                              Card #                          Where to Find the Card
                                             1                   Main > My Cards > Business Building
                                   Adjustment Date                            Campaign Name
                                        Immediate                SOC Intro Card to [Dental Offices]
                                   Add SOC DVD?                              Card/Piece Name




                                           YES                   1-SOC Intro Card

                  Edit Inside Left                                              Edit Inside Right
 Text before contact name
  Dear                                                       Card Content
                                                             "People will forget what you said, people will forget
       x    Use First Name                                   what you did, but people will never forget how you
                                                             made them feel." - Maya Angelou
            Use Last Name
            Use Spouse's Name                                In the book "How to master the art of selling" Tom
                                                             Hopkins talks about "Developing the thank you note
 Text after contact name                                     habit." This book has been used by successful
  --                                                         businesses for more than 20 years.

 Card Content                                                Early in his career, Tom sent out 10 Thank You Notes
  In the next ten to twenty days you will be receiving [3]   a day. Within 2 years 100% of his business came from
  sample "note cards" illustrating when a "note card"        referrals.
  should or could be sent.
                                                             Many businesses use cards as a powerful marketing
  Stand out from the crowd!                                  tool for prospecting, referrals, and customer retention.
  With SendOutCards, you have an easy, cost-effective
  way to manage and send cards automatically, while          Your Habits Predict Your Future! Make sending a
  setting you apart from your competitors. You'll be         note a habit!
  amazed at the impression it will make with your
  prospects, clients and customers!                          [ name here]
                                                             [company name here]
  Note: This is an Internet-based solution. I have a         Cell: [agent cell phone number here]
  demo/gift account set up for you and can show you          [agent email address here]
  how it works online...give me a call.

  Warmest Regards,
  [signature]




Page 2 of 11
Campaign Development Worksheet
                             Step #2 Campaign Card Built for Niche to Use
 Card Image                          Card #                      Where to Find the Card
                                      1 of 3              Dental Office
                                Adjustment Date                       Campaign Name
                                Immediate or – 180
                                  days from next
                                                                          st
                                   appointment            Dental office 1 time patient
                                                                     Card/Piece Name
                                                          1 – Thank you for Business
                  Edit Inside Left                                    Edit Inside Right
 Text before contact name                             Text before contact name
  Dear

      X     Use First Name                                       Use First Name
            Use Last Name                                        Use Last Name
            Use Spouse's Name                                    Use Spouse's Name
 Text after contact name                              Text after contact name
  ;

 Card Content                                         Card Content
  Welcome to our dental family. We know there are
  many places to choose from but we feel like
                                                      Image to Include
  family to all of our patients.

  Welcome to the family and Thanks for your
  business, you are on the paths to better dental
  heath.

  Remember Cleaning & X-Rays are far less
  expensive than waiting for major repairs. If you
  experience any type of mouth pain call us right
  away.

  We are never to busy for your close friends and
  families dental needs. You are always welcome to
  call us at [111.11.1111] or stop buy to say hello
  most any time.
  Sincerely;
  [Dentist’s Signature]


 Image to Include


                          Step #3 SOC Campaign Card Built to Send to Niche

 This Card Included in SOC               Yes
 Campaign to Niche                       No             If no, do not complete this section any further.
                     ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Page 3 of 11
Campaign Development Worksheet
 Card        Adjustment        Campaign Name          Card/Piece Name        Add SOC
   #            Date                                                          DVD?
                              Intro SOC to ?

                  Edit Inside Left                             Edit Inside Right
 Change to text from Niche Campaign            Change to text from Niche Campaign




Page 4 of 11
Campaign Development Worksheet
                           Step #2 Campaign Card Built for Niche to Use
 Card Image                          Card #                        Where to Find the Card
                                     2 of 3                Dental Office
                              Adjustment Date                          Campaign Name
                                - 90 days from
                                                                           st
                                 appointment               Dental office 1 time patient
                                                            Card/Piece Name (begin w/card #)


                  Edit Inside Left                                    Edit Inside Right
 Text before contact name                             Text before contact name
  Dear

      X     Use First Name                                        Use First Name
            Use Last Name                                         Use Last Name
            Use Spouse's Name                                     Use Spouse's Name
 Text after contact name                              Text after contact name
  ;

                                                      Card Content
 Card Content
  It all about you!!!
                                                      Image to Include
                                                       Optional picture of dental office or Office staff to
  To “You’re smile”, your happiness, and your          server you!
  health.
  Your health and your family's health is our                                       .
  primary concern.

  Don’t forget to mark you calendar for your pain
  free routine Dental Health Checkup and Cleaning.

  Any questions call us at [111.111.1111]
  Emergency help 24 hours a day call
  [222.222.2222].

  You only have to brush & Floss the teeth you
  want to keep!

  Remember we are never to busy for your close
  friends and business associates. Please have them
  call us to meet our dental family and join us for
  better and brighter smile!


  [The Office Name” Dental] Family
  [Dentist’s personal signature]
 Image to Include


                        Step #3 SOC Campaign Card Built to Send to Niche
Page 5 of 11
Campaign Development Worksheet

 This Card Included in SOC         Yes         XxX
 Campaign to Niche                 No                  If no, do not complete this section any further.
                 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 Card          Adjustment        Campaign Name               Card/Piece Name                Add SOC
  #               Date                                                                       DVD?
                              Intro SOC to ?

                  Edit Inside Left                                   Edit Inside Right
 Change to text from Niche Campaign                  Change to text from Niche Campaign




Page 6 of 11
Campaign Development Worksheet
                           Step #2 Campaign Card Built for Niche to Use
 Card Image                          Card #                         Where to Find the Card
                                      3 of 3                 Dental Office
                               Adjustment Date                           Campaign Name
                                                                             st
                              - 10 Appointment date          Dental office 1 time patient
                                                                        Card/Piece Name
                               Set FU call 2 days
                              prior to appointment           Appointment reminder
                  Edit Inside Left                                       Edit Inside Right
 Text before contact name                                Text before contact name
  Dear

      X    Use First Name                                           Use First Name
           Use Last Name                                            Use Last Name
           Use Spouse's Name                                        Use Spouse's Name
 Text after contact name                                 Text after contact name
  ;

 Card Content                                            Card Content
  Your Pain Free Maintenance appointment is here.
                                                         Image to Include
   Remember Cleaning & X-Rays is less expensive
  than waiting for major repairs. Call ahead if there
  has been any change in your insurance to save
  you time during your appointment.

  We look forward to visiting with you and
  catching up on all your activities over the last few
  months. If you can bring pictures to share we
  really look forward to seeing you again.

  Remember we are never to busy for your close
  friends and business associates to help them with
  their dental needs.

  Sincerely;
  [Dentist’s Signature]
 Image to Include


                      Step #3 SOC Campaign Card Built to Send to Niche

 This Card Included in SOC               Yes
 Campaign to Niche                       No                If no, do not complete this section any further.
                   ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 Card          Adjustment              Campaign Name             Card/Piece Name                Add SOC
  #               Date                                                                           DVD?
                                    Intro SOC to ?

Page 7 of 11
Campaign Development Worksheet
                  Edit Inside Left                    Edit Inside Right
 Change to text from Niche Campaign   Change to text from Niche Campaign




Page 8 of 11
Campaign Development Worksheet

                              Step #2 Campaign Card Built for Niche to Use
 Card Image                               Card #                          Where to Find the Card
                                      Single Post card
                                   Adjustment Date                             Campaign Name
                                      10 days before
                                                                   st
                                       appointment                1 time patient appointment card
                                                                             Card/Piece Name


                  Edit Inside Left                                            Edit Inside Right
 Text before contact name                                     Text before contact name
  Dear

      X     Use First Name                                               Use First Name
            Use Last Name                                                Use Last Name
            Use Spouse's Name                                            Use Spouse's Name
 Text after contact name                                      Text after contact name
  ;                                                            NA- Post Card

 Card Content                                                 Card Content
  We look forward to seeing you.

  Remember this is only a check up.                           Image to Include
  Pain Free X-Rays and Cleaning.

  WE PROMISE!!!!

  Please remember to bring your insurance card and pictures
  to share stories with us during your visit. We love great
  adventures about your life’s activities.

  ”The office Name” Dental Family
  [Dentist’s Signature]

 Image to Include


                         Step #3 SOC Campaign Card Built to Send to Niche

 This Card Included in SOC                    Yes
 Campaign to Niche                            No                If no, do not complete this section any further.
                     ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 Card            Adjustment                Campaign Name                Card/Piece Name              Add SOC
  #                 Date                                                                              DVD?
                                         Intro SOC to ?

                  Edit Inside Left                                            Edit Inside Right
 Change to text from Niche Campaign                           Change to text from Niche Campaign



Page 9 of 11
Campaign Development Worksheet

                               Step #2 Campaign Card Built for Niche to Use
 Card Image                              Card #                          Where to Find the Card
                                      Follow up Call
                                   Adjustment Date                            Campaign Name
                                  -2 before appointment
                                                                             Card/Piece Name

          None

                  Edit Inside Left                                            Edit Inside Right
 Text before contact name                                     Text before contact name

            Use First Name                                               Use First Name
            Use Last Name                                                Use Last Name
            Use Spouse's Name                                            Use Spouse's Name
 Text after contact name                                      Text after contact name

 Card Content                                                 Card Content
  Appointment reminder call.

  Please remember to bring your insurance card and pictures   Image to Include
  to share stories with us during your visit.
  You can reach us at [111.111.1111] for any questions.

 Image to Include


                         Step #3 SOC Campaign Card Built to Send to Niche

 This Card Included in SOC                    Yes
 Campaign to Niche                            No                If no, do not complete this section any further.
                     ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 Card            Adjustment                Campaign Name              Card/Piece Name                Add SOC
  #                 Date                                                                              DVD?
                                        Intro SOC to ?

                  Edit Inside Left                                            Edit Inside Right
 Change to text from Niche Campaign                           Change to text from Niche Campaign




Page 10 of 11
Campaign Development Worksheet
                        Step #3 SOC Campaign Card Built to Send to Niche
 Card Image                                Card #                     Where to Find the Card
                                                               Main > My Cards > SendOutCards
                                     Adjustment Date                         Campaign Name
                                                               SOC Intro Card to [niche name]
                                     Add SOC DVD?                            Card/Piece Name




                                             No                Intro to PP

                  Edit Inside Left                                     Edit Inside Right
 Text before contact name
  Dear                                                 Card Content

       x    Use First Name                                [Pre-programmed text that comes with the card]
            Use Last Name
            Use Spouse's Name
 Text after contact name
  --

 Card Content
  I hope that you have enjoyed viewing some of the
  possible ways you can use this amazing system.

  Stand out from the crowd!

  I have had SO much fun using Pictures Plus in my
  own business. It is very easy and makes your
  communication very personal.

  Here are some ideas for how you could use pictures
  plus to your advantage:
  *
  *
  *

  Your Habits Predict Your Future! Make sending a
  note a habit!

  John Smith
  John@sendoutcards.com
  801-111-1111

  Enthusiastically,
  [signature]




Page 11 of 11

				
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