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Kolem Plynthe will set aside one hour - 8 AM to 9 AM - every day for marketing work as a minimum. This work will change depending on the month's focus. More time will be needed during the first six months of operation due to all of the one-time activities that must be undertaken.

The weekly marketing meeting will be first thing in the day - at 7:30 or 8 AM before the business day begins. This will be a mandatory meeting for all staff. In the absence of staff, this will be a designated time for Kolem Plynthe to review the same materials and set goals for the next week.

Monthly

Monthly Marketing Themes

January: Industry developments - Seminar       

February: Advertising Review

March: Spring Cleaning/Homeowner's Insurance focus - Seminar

April: Online Media Review

May: Making Sense of Life Insurance - Seminar

June: Testimonial/Case Study Development

July: Property coverage - Seminar

August: Informational Booklet Redevelopment

September: Insurance Can Be An Asset - Seminar

October: Service experience review

November: Giving Thanks - Annual thank you cards to clients, Preferred Client/Prospect Seminar

December: Annual metrics review & goal setting

Milestones

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Milestones
Advertising / PR Start Date End Date Budget Manager Ongoing or One time
Create and Post Flyers 15-Feb 28-Feb $500 RS Ongoing
Yellow Pages Listing 15-Feb 28-Feb $100 RS One time (w/ renewals)
Inserted Row 9-Dec 9-Dec $0 RS One time (w/ renewals)
First Advertising in Periodicals 15-Feb 15-Apr $500 RS Ongoing
Total Advertising / PR Budget $1,100
Educational Materials Start Date End Date Budget Manager Ongoing or One time
Seminar Format development 15-Feb 28-Feb $0 RS One time
Seminar location, invitations 29-Dec 28-Jan $1,000 RS Every other month
Informational booklet draft 1-Mar 1-Apr $0 RS One time
Booklet print first run 1-Apr 15-Apr $1,000 RS Every 6 months
Newsletter template 15-Feb 28-Feb $200 RS One time
First email newsletter (via Constant Contact) 1-Mar 16-Mar $20 RS Every month
Total Educational Materials Budget $2,220
Direct Marketing Start Date End Date Budget Manager Ongoing or One time
Develop first suspect list for direct mail 15-Feb 28-Feb $500 RS Once every 6 mos
First direct mail campaign (postcards) 29-Dec 28-Jan $500 RS Every month
Total Direct Marketing Budget $1,000
Web Development Start Date End Date Budget Manager Ongoing or One time
Create Website 1-Jan 30-Jan $1,000 RS One time (periodic updates)
Launch SEM Campaign 1-Feb 15-Feb $500 RS One time (periodic updates)
Total Web Development Budget $1,500
Customer Service Start Date End Date Budget Manager Ongoing or One time
Choose thank you gifts 29-Dec 28-Jan $0 RS One time (periodic updates)
Create satisfaction survey 29-Dec 28-Jan $200 RS One time (periodic updates)
Total Customer Service Budget $200
Totals $6,020

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