Connections ELEVATE
(CRM) NEWSLETTER PRODUCTION
BEHINDTHESCENES
TEMPLATE TEMPLATE PREPARATION PREPARATION IN CANVA IN CANVA
IIstartbyduplicatingthe startbyduplicatingthe previousmonth’sCRM previousmonth’sCRM newsletterdesigninCanva newsletterdesigninCanva andrenamingittomatchthe andrenamingittomatchthe currentmonth.Thisensures currentmonth.Thisensures brandingconsistencywhile brandingconsistencywhile allowingroomforfresh, allowingroomforfresh, updatedcontent. updatedcontent.
REGULAR MAILER CONTENT
COUPON & COMMUNITY EVENTS
LeftPanel(CouponFeature):
Iupdatethissectionwiththe currentmonth'sspecialoffer—this monthfeaturesa25%OFFcoupon toYachtClubBroiler.Iwriteanew restaurantdescription,source high-qualityinteriorandexterior images,andincludeaQRcode thatlinkstotheofferpage.
REGULAR MAILER CONTENT
COUPON & COMMUNITY EVENTS
SquarespaceUpdate: Thecouponisthenuploaded toourSquarespaceCRM webpage,whereIupdatethe designanddetails(expiration date,location,etc.).
REGULAR MAILER CONTENT
COUPON & COMMUNITY EVENTS
QRCodeCreation:
IgenerateanewQRcodelinkingto theupdatedwebpage,often customizingitwiththerestaurant’s logoforbrandrecognition.
REGULAR MAILER CONTENT
COUPON & COMMUNITY EVENTS
RightPanel(LocalEvents): Iresearchandhighlight upcomingKitsapCounty eventsforthenextmonth, includingtitles,descriptions, dates,andlocations.For May’snewsletter,Ifeatured
Juneeventssuchasthe BremertonBridgeBlast, PoulsboMakersFaire,andthe KingstonPirateFestival.
SHARED HIGHLIGHT (CENTER PANEL)
BothRegularandLuxurymailerssharea centralhighlightsection.Thismonth,I spotlightedtheKitsapRegionalOpenHouse Weekend(June20–22)withadesigned graphicandQRcodeformoreinformation.
LUXURY MAILER CONTENT
ELEVATEDDINING&EVENTS
LeftPanel(FeaturedRestaurant):
Iresearchafine-diningrestaurantinSeattle,writea compellingdescription,sourceimages(exterior, interior,dishes),includetheirlogo,andgenerateaQR codelinkingtotheirreservationpage.Thismonth’s featurewasMaximilieninPikePlaceMarket.
RightPanel(LuxuryEvents):
Ihandpickeventstailoredtoourupscaleaudience— forMay,IfeaturedtheEdmondsArtFair,Wineatthe Zoo,andtheABBAMusicalatTheParamountTheatre.
BROKER CUSTOMIZATION & DISTRIBUTION
Iduplicatethefinalizeddesignandreplacethe footerwithpersonalizedbrokerdetailsforeachof our16participatingagents. Eachflyerissavedasafront-and-backPDF(the reversesideincludestheKitsapHousingUpdate providedbycorporate).
Filesaremeticulouslynamedusingastandardized format:NAME _ ECEvent _ MONTHYEAR.
PRINT & PRINT & ASSEMBLY ASSEMBLY
IIprinteachbroker’sCRMmailers printeachbroker’sCRMmailers basedontheirspecificquantity basedontheirspecificquantity rrequest.ForMay,Iprinted equest.ForMay,Iprinted11,237 ,237 ttotalcopies otalcopiesacrossbothRegular acrossbothRegular andLuxurymailers. andLuxurymailers.
IIalsoprintcorresponding alsoprintcorresponding addressanddatabaselabels addressanddatabaselabels andprepareall andprepareallenvelopes envelopesffor or brokerdistribution. brokerdistribution.
THE POWER BEHIND THE PAGES: WHY THIS MONTHLY PROJECT MATTERS
Thismonthlyprojectrequiresahighlevelofcoordination, research,creativity,andproductionmanagementto ensureapolished,valuablemarketingtoolthatbrokers areproudtosendtotheirclients.It’savitalpartofour ongoingefforttomaintainstrongclientrelationships andelevateourbrandpresenceacrossKitsapCounty.
TRISTINE’S DAILY DASHBOARD
05/07/25
05/08/25
05/09/25
TRISTINE’S DAILY DASHBOARD
Notionismygo-to toolforkeepingtrack oftasksandprojects throughouttheday.
HOW I TRACK TIME
IuseanExcelsheettologthetimeIspendon ElevateConnectionstaskseachmonth.For everyentry,Irecordthedate,ashort descriptionofthetask,andthetotaltime workedinhoursandminutes.
SinceExcelstorestimeasafractionofa24hourday,Iconverteachtimeentryinto minutesbymultiplyingthevalueby1440 (thetotalnumberofminutesinaday).
Onceallminutesarecalculated,Isumthem upanddividethetotalby60togetthefinal numberofhoursworked.
Thisprocessgivesmeanaccuratepictureof howmuchtimeIdedicatetoeachproject andhelpsmemonitormyworkloadand productivityacrossthemonth.
OverallTotalHours:6.8
