You’ve Chosen Wisely. Meeting Guide Book | Discovery Session
Corey Tess Trujillo Chief Maven 704-750-0069 Office 704-778-1522 Cell Corey@SynergyMaven.com www.SynergyMaven.com
Your Goals + Our Experience = Desired Results.
syn·er·gy The interaction or cooperation of two or more organizations, substances, or other agents to produce a combined effect greater than the sum of their separate effects. 2
Getting Started. Discovery Meeting & Creative Storming. We begin our process with a discovery meeting to discuss your goals and what you want to achieve. We follow that with some intense creative storming on our part to build a plan and map out the timeline for success.
Delivery with Goal Tracking. After we have agreed on the plan and timeline, its launch and implementation time. We will work the plan and report on results; making adjustments as needed to keep on track. We keep our eye on the goal.
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The “Maven” Difference A maven is a trusted expert in a particular field, who seeks to pass knowledge on to others. Your Maven has over a decade of Marketing Experience in the Mortgage Industry Niche’ and uses that knowledge to create plans and maps that reach goals faster with less work and more return on investment.
Trackable Results
Increased Adoption
Agency & Creative Stuff
The Right Team
Vendor Selection
Marketing is all about measurable results. We will work with you to set goals and create strategies to achieve them. Our road map to success includes a plan to measure milestones.
Spending money on marketing systems that your team doesn’t use? Let us bridge that gap. We can increase adoption of your systems by internal sales people. Making use of your investment to grow your business and theirs.
YES! We do all the agency and creative stuff too. From graphic design, websites, copy, blogging, video production, campaign management and presentations, to more complex creative planning, we have the talent on tap.
Knowing when to insource and when to outsource is a tough call. When you are seeking to add to your internal team, we can help there too. Let us source and create or enhance your team from the inside or the outside.
Seeking the right vendor to fill a piece of your marketing puzzle? We keep a running comparative of features and benefits for top industry vendors. We’ve worked with all of them and can make a recommendation based on your needs.
Social Media Management
Conferences & Events
Whether you have an in-house team or not, we can help you keep on the cutting edge of the new frontier with Social Media strategy and planning that will increase your pull-through while keeping compliance in mind.
We are experts in running conferences, events and meetings of all sizes from finding the venues to running the conference website and registration, to getting the “buy in” from your people through internal marketing campaigns.
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Discovery - Let’s Discuss. YOUR CURRENT PLAN: (What is working for you?) •
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GOALS BEYOND: (What else do you want to achieve?) •
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SYNERGY: (How can we help you reach your goals?) •
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Synergy Package Samples Below you will find a list of our most popular packages. Services are outlined in high-level terms. If you require more detail on a particular service, please do not hesitate to ask.
VIRTUAL CMO
VENDOR MANAGEMENT
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Goal Setting and Marketing strategy.
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Vendor selections
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High-level project management.
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Recommendations
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Vendor evaluation and selection services.
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Implementations
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Team management services.
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Launch & Internal Integration Assistance
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Internal
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Vendor Liaison (ongoing)
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External
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Troubleshooter (ongoing)
Social Media strategy.
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Solutions expertise (ongoing)
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Content creation.*
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Adoptions expert (ongoing)*
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Compliance Management.
Marketing compliance guidance. •
Policy & Procedures review and mark up.
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Archival process development assistance.
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Ongoing maintenance assistance.
Art and Creative Guidance for:
*Overage charge applied.
TEAM MARKETING
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Design & maintenance of Brand Standards.
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Internal Campaign Strategy
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Brand voice & Messaging consistency.
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Internal Marketing Solutions
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Art Direction internal and external.
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Team Building / Training
Branch and Loan Officer Recruiting Strategy.
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Initiatives Marketing (ongoing)
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Websites (some added fees apply)
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Creative Campaign / Graphics (ongoing)
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PR Coordination and Synergy.
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Internal Team Instruction (ongoing)
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Creative Services (30 hours per month).*
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Solutions expertise (ongoing)
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Copy Services (10 hours per month).*
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Adoptions expert (ongoing)
*Overage charge applied.
CREATIVE POWERHOUSE •
Creative Services (40 hours per month).*
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Copy Services (10 hours per month).*
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BRAND STANDARD CLEAN UP
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BRAND VOICE / MESSAGING
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2 BRAND BOOKS INCLUDED
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Social Media Creative
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Art Direction •
Internal
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External
*Overage charge applied.
EVENTS GURU
*Overage charge applied.
Modified: 23 May 2016 10:16 PM
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Location planning
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Hotel/Venue Liaison
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Proposal and contract negotiations
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F&B Planning
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A/V Planning
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Stage Planning
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Hype Marketing
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Presentation planning
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Sponsor Marketing and Planning
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Website and Registration
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Travel Assistance and more...
Your Goals + Our Experience = Desired Results! Create your own package via our Mix and Match option. It’s simple to do. Just choose the services you are interested in and we will create a custom quote to match your needs.
VIRTUAL RECRUITER*
MARKETING SUMMIT
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Branch Recruiting Websites
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RFP & Summit Venue Selection
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Print Advertising Creative
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Contract negotiation
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Google PPC
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F&B Assistance
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Facebook Ads
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A/V Contract Assistance
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Linkedin Ads
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Other event assistance as needed
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Job Boards
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Website Registration
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Networking and events
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Hype Marketing Internally
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Strategy
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Agenda Setting
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Presentations
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Goal Setting
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Booklets
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Round table moderation
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Videos
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Develop Marketing plan
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Posts
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Inform Road Map to Success
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White Papers
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Follow up marketing
*Client is responsible for ad budgets. Creative, copy and strategy are
Invite your Branch Managers and Regional Managers to a Summit and
provided with your package.
learn what services they are most interested in before we start a plan.
SOCIAL MEDIA ONLY*
ONLINE REPUTATION*
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Social Media Strategy
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Survey Creation
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Campaign Management
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Review strategy
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Online Funnel plan
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Positive / Negative review paths
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Automation Positive Push to Social Media
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SEO Improvements via reviews
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Google Plus
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MLO Report Cards
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Posting
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Customer Service Improvement Planning
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Boosting
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Online review boost planning
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Ads Management
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Yelp
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Engagement
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Google +
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Contests
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Zillow
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Improvements
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Branding
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Indeed
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Video and Gif
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Glassdoor
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Internal Train the Trainer
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Online employee review boost plan
*Synergy Maven has partnerships that make online reputation easy and *Client is responsible for ad budgets, creative, copy and strategy are
affordable to manage. We helped build it, we can create your plan.
provided with your package.
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Modified: 23 May 2016 10:16 PM
Synergy Maven, LLC SynergyMaven.com mail@synergymaven.com Charlotte, NC 28210 704.750.0069