Complementing the data found within the strategic marketing audit, a strategic marketing plan is often requested as part of the assignment. Many times, a client is challenged to develop marketing strategies that provide an edge over the competition while faced with a lean staff and tight budgets.

Management of Marketing Plan
To assist you in managing your Credit Union's marketing efforts, a consulting retainer would be recommended for telephone, email correspondence and on-site visits. Included in the retainer are:

• Consulting on marketing efforts and annual plan
• Updating of promotion timeline from marketing plan to keep activities and campaigns implemented on time
• Coordination memos for updates with senior management
• Information on promotions for employees at staff meetings
• Working with senior management on business development issues and training issues in teleconferences

“Security Federal chose to add LemmonTree as our ‘virtual marketing department’ in 2003 and we have been very happy with the results. From the strategic marketing plan they created to help focus our marketing efforts, to the addition of MCIF analysis and targeted mailings, we have taken advantage of the LemmonTree expertise to help us reach our goals.”

Terry Pierce, President/CEO, Security Federal Credit Union

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