The Form House, Kingsford, MI

Too much on your plate?

3 Tips for Stress-Less Printing Page 5

P r i nt S h op Marketing S E RV I C E S

& exclusively for

and

Independent Banks Credit Unions

Marketing got you scratching your head?

3 Proven Ideas to make Marketing More Effective Page 4

MARKETING + PRINT As I created documents for print, I needed a place to print them. I tried working with online print suppliers, but the quality is hit-and-miss. Then I found The Form House. I’d send my print projects to the staff there and they were great to work with!

I assumed I’d spend many years as a freelance consultant and designer with The Form House as my print partner.

Jen Raiche Owner

M

y first marketing class at Northern Michigan University had me totally hooked. To study what makes a great message and the best way to communicate that message was (and still is) exciting to me. My first dip into business-to-business work was at a small web design company in Green Bay, Wisconsin. And, yes, we did some work for the Packers. I learned to enjoy working with other business owners to become better.

Later, as a stay at home mom, I spent my evenings learning graphic design while my kids slumbered. I realized how great it would be to combine what I know about marketing with graphic design. Friends that owned small businesses asked me for help -- from 8-page brochures to simple business cards, I found myself designing and helping local small businesses to grow.

Instead, the owner approached me about buying the business. At first, I quickly dismissed the idea. With a busy family and a well-running consultancy, I wasn’t sure it was a good fit. Over the next two years, I continued on working on my own. However, the idea of owning the print shop intrigued me. I wanted to put everything I knew about running a business to work for myself.

I asked to look into the business further. That is when I discovered The Form House serves a really great niche of bank and credit union customers as well as small businesses in the area. I took the plunge and haven’t looked back! In fact, I’ve since doubled down on service to banks and credit unions.

The work we do in the financial industry is of unparalleled service. In order to further maximize that level of service, I had to cut out the distractions. As of January 2022 The Form House primarily serves banks and credit unions. We have a renewed focus for excellence.

We’ve recently relocated to a former medical facility. It’s been transformed to accommodate a print shop with a warehouse. We have plans to add staff as the business grows--and now we have plenty of room to do so! And, we own a significant piece of land for a future warehouse build.

As your needs grow, we’ll grow with you!

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MY MISSION: To

surprise you with cutting edge design, knowledge of your documents, exceptional supply sources, timely delivery,

intricate

and service that would make your grandma

smile.

Marketing 12+ Years Web Design 11+ Years Graphic Design 8+ Years Print Industry 7+ Years Entrepreneur 5+ Years

MARKETING BE MORE EFFECTIVE

3 Proven Ideas to make Marketing More Effective 1. Tiny Steps

3. Smooth Their Path

In any marketing campaign, there needs to be a what.

If you tell a customer to visit your website to apply for a loan - that may be too generic.

What do you want someone who is a fit for your services to do next?

They see your marketing message, realize you provide something they need - what’s the next step?

Can they easily find the Apply Now button? Is your loan application of poor quality? Can it be filled out electronically? What should they do after it’s filled out?

This is as simple as telling them: Visit our website; Call this number; Download this loan application.

You’re an expert at your business - but your customer isn’t.

Like leaving a trail of breadcrumbs, effective marketing lets customers know what they should do next.

Lay out the path and make it as smooth as possible. Eliminate any difficulty in applying for that loan, for example.

Marketing without this next step is left unfinished, and less effective.

2. Your Marketing in Their Hands

Continually look for ways to make the process even easier. That way, you’re not leaving people behind in the process.

Daily, customers are taking your name, your brand, into their homes, their cars, their offices and their lives.

Their transaction through your drive-through is the perfect opportunity to speak directly to them!

Many banks and credit unions opt to put their logo, the location of their branches, and maybe their hours of operation on drive up window envelopes. This is a missed opportunity!

Instead, tell them how you can help them even more!

Messages about auto loans, home loans, credit cards and savings accounts are perfect for these envelopes. Make the messages timely and accurate. And, don’t forget to let them know what to do next -- See #1 above.

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Point your phone camera at the QR Code to sign up.

PRINT STRESS FREE PRINT

The Less-Stress Way to Print 1. Clear your plate

2. Create a Tool

Not your dinner plate - more like your never-ending stack of to-dos and commitments kind of plate.

Do you have difficulty keeping on top of your print supplies? Look no further than Excel to solve this issue.

Can one thing on your list be delegated to someone else?

Often, we hold onto tasks out of fear. Or a sense of obligation.

There are people on your team that would be happy to take on something new. Get creative. Keep your eyes open for opportunities for help.

Additionally, outsourcing is a great to-do list weapon as well. A partner that specializes in your pain points is just a phone call or email away. Not sure what copy to put on the brochure? Not sure how to design what you’re looking for?

Need an idea for a promotional item?

Rather than spend time and effort, outsource and oversee. You’ll reap the benefits of working with an industry know-it-all. And your plate will be much more clear!

Create columns with the following headings: Item, Quantity to keep on-hand, Current inventory.

Creating a quick and easy visual of the print documents that keep your business running will help you feel super organized. And, this tool makes the task easy to delegate (see #1 above).

A team member can quickly scan what you have onhand and jot the current inventory numbers down.

Once they get the worksheet back, you can easily see where your needs are.

3. Get Academic 3-ring binders aren’t just for high school. A supereffective tool for keeping your print documents organized is a binder filled with clear page protectors.

Then, as each print item is created for your business, you put one sample of each inside the binder.

No need to feel overwhelmed by this task, simply move forward and begin collecting samples as documents are printed.

No

You’ll never have to run here and there to find a sample to check a document proof.

Zone

And you’ll never be completely “out” of a document with no proof available to you.

Your homeroom teacher would approve. And you’ll instantly feel less stressed about print documents.

Effortless documents to keep you moving forward.

AT YOUR SERVICE

The Form House

PRINT AND MARKETING JUST FOR YOU

Page 6

1

!

2 Step Two Place an order on the portal, email or call The Form House.

Step One You identify a need.

3

4 Step Three Our Account Executives get to work on your behalf.

Step Four As needed, a design mock-up is sent to you for approval.

6 Step Five

Step Six

Once approved, the order moves forward.

Pertinent updates are communicated to you throughout the process.

7

Your custom solution is delivered to the branch of your choice (info collected at time of order).

100

100%

Guarantee Step Seven New products are added to your portal for easy future re-orders.

Every project.

Every time.

If you’re not delighted, we make it right.

Print Shop and Marketing Services Exclusively for Independent Banks and Credit Unions.

5

Effortless documents to keep you moving forward.

OPERATIONS

EVERYDAY DOCUMENTS FOR YOUR FINANCIAL INSTITUTION

Letterhead A variety of paper stocks and color options are available. Totally customized for your brand.

LogoBank BANKING ON TOMORROW

LogoBank Marquette • Menominee • Escanaba • Iron Mountain St Ignace • Cheboygan • Eagle River, WI

LogoBank

BANKING ON TOMORROW www.logobank.com

Name:

Acct. NO: ACOUNT HOLDER CARD

Account Cards One or more account number fields. Sturdy paper stock to stand up to wear and tear .

Marquette • Menominee • Escanaba • Iron Mountain St Ignace • Cheboygan • Eagle River, WI LogoBank.com

GENERAL LEDGER

CREDIT

SAVINGS WITHDRAWAL NOT NEGOTIABLE

LogoBank ACCOUNT NUMBER

TOTAL FROM ATTACHED LIST

12.

13.

9.

11.

8.

10.

5.

7.

4.

6.

3.

1.

2.

CHECKS

LIST EACH SEPERATELY

000

CASH

DATE

PLEASE ENTER TOTAL HERE

CENTS DOLLARS

$

CURRENCY

A000000000A

COIN

X AMOUNT WITHDRAWN

THE FORM HOUSE NO. 2026

SIGNATURE

A000000000A

Page 8

The Form House No. 4001

ACCOUNT NAME

DATE

ACCOUNT NUMBER

DESCRIPTION

AMOUNT

12345678

DEPOSITS MAY NOT BE AVAILABLE FOR IMMEDIATE WITHDRAWAL

ZIP

BE SURE EACH CHECK IS PROPERLY ENDORSED

STATE

CHECKS AND OTHER ITEMS ARE RECEIVED FOR DEPOSIT SUBJECT TO THE PROVISIONS OF THE UNIFORM COMMERCIAL CODE OR ANY APPLICABLE AGREEMENT.

CITY

14.

ADDRESS

COST CENTER

The Form House No. 4007

NAME

LogoBank

GL Credit

PAY

DATE

DEPOSIT TICKET

MAKER

APPROVED BY

TRAN CODE

NAME

A0000D0000A

ACCOUNT NO.

000000000C

TOTAL

$

000

DEPOSITED WITH:

ENTER TOTAL HERE

000

Forms Just a few of the many forms, our experienced team can create, print and deliver.

LogoBank

123 Main St. Iron Mountain, MI 49801

LogoBank

Statement Paper & Envelopes Design, print, and delivery of your statement paper whether you print them in-house or outsource that process.

Statement envelopes, in-house envelopes, custom envelopes, all created and coordinated for you!

LogoBank

Marquette • Menominee • Escanaba • Iron Mountain St Ignace • Cheboygan • Eagle River, WI

© The Form House No 1028

THANK YOU!

Teller Envelopes

PLEASE VERIFY YOUR CASH BEFORE LEAVING THE DRIVE THRU.

Totally customized messaging.

Short runs to show community support, or showcase a special message. Larger bulk orders for timeless designs.

THIS ENVELOPE CONTAINS $

Easy, Mobile Banking LogoBank BANKING ON TOMORROW

BANKING ON TOMORROW

LogoBank

Marquette Menominee Escanaba Iron Mountain

BANKING ON TOMORROW

Best of luck to our Hometown High School Tigers!

LogoBank

LogoBank

Goes Everywhere You Do!

BANKING ON TOMORROW

Marquette Menominee Escanaba Iron Mountain St Ignace Cheboygan Eagle River, WI

LogoBank BANKING ON TOMORROW Marquette Menominee Escanaba Iron Mountain

Effortless documents to keep you moving forward.

PROMOTIONS YOUR MESSAGE. IN THEIR HANDS.

Pens Any style, any color. Match your brand. Get it in their hands.

Promotional Items Thoughtful, custom “thank yous” to delight your customers.

LogoBank LogoBank

123 Main St. Iron Mountain, MI 49801

LogoBank LogoBank

BANKING ON TOMORROW

BANKING ON TOMORROW

LogoBank LogoBank

123 Main St. Iron Mountain, MI 49801

123 Main St. Iron Mountain, MI 49801

LogoBank LogoBank

123 Main St. Iron Mountain, MI 49801

LogoBank LogoBank

LogoBank

123 Main St. Iron Mountain, MI 49801

BANKING ON TOMORROW

BANKING ON TOMORROW

LogoBank

LogoBank

123 Main St. Iron Mountain, MI 49801

BANKING ON TOMORROW

LogoBank

Mailing Labels and Envelopes

123 Main St. Iron Mountain, MI 49801

A solution for every need.

BANKING ON TOMORROW

BANKING ON TOMORROW

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Folders Mortgage, promotional, or specialty folders-custom solutions elevate your brand.

Business Cards Designed, printed, and delivered!

LogoBank BANKING ON TOMORROW

JANE J. SMITH Customer Service

LogoBank 123 Main Street Iron Mountain, MI 49801

Office: 906-123-4567 Cell: 906-123-4567

jsmith@logobank.com www.logobank.com

BANKING ON TOMORROW

The Convenience of Plastic, the Benefits of Cash.

YES, I’d like a VISA LogoBank DebitCard® as soon as possible.

Name Address

Rack Cards & Brochures Custom cards and brochures to highlight any service.

City

Checking has changed for the better with your new VISA LogoBank Debit Card. It works just like your checkbook only it’s faster, easier and more convenient than writing a check. Your VISA LogoBank Debit Card looks like a credit card but works like your check because the purchase amount is automatically deducted from your checking account.

The VISA LogoBank Debit Card is welcomed at millions of locations that accept Visa® Debit Cards.

Simply present your card and sign your name. It’s that easy!

No check writing means no need to carry a bulky checkbook. No need to show multiple forms of identification. Record keeping is easier. When you make a purchase or ATM transaction with your VISA LogoBank Debit Card you’ll receive a receipt. All the details will be listed on your monthly statement.

State

Zip

Signature (Primary account holder)

xxx-xx-

Date

(

__

)

goBank

Benefits:

DAILY DOLLAR LIMITS (Standard) ATM $209; POS $500 Request change for: Primary:

ATM

POS

Joint:

ATM

POS

No minimum daily balance Unlimited debit card transactions

JOINT ACCOUNT: both signatures must be on application Joint’s owner’s name (print name) Address City Zip

xxx-xx-

To get your VISA LogoBank Debit Card, simply

VISA LogoBank Debit Card®

Phone Number (Fraud Dept. may try to contact if suspicious activity is detected)

Joint owner’s signature

Easy to apply.

This is the best checking account for first accounts.

(Last 4 digits)

Social Security Number (Primary account holder)

State

fill out the attached application and mail it to your financial institution...or drop it off at your convenience.

Start Here Checking Account

Member Number (Card will access checking for Point of Sale Transactions)

Unlimited electronic transactions and payments

APPLY FOR YOURS today!

Unlimited ATM withdrawals 30 checks processed per statement cycle If more than 30 checks are processed per month there will be an excess transaction fee of $0.25 per check.

Date (Last 4 digits)

Social Security Number (Primary account holder) Birthdate (mm/dd/yyyy)

(

Customize your checking account with any of the following:

__

)

Phone Number (Fraud Dept. may try to contact if suspicious activity is detected)

Please issue card(s) too:

*Not all services are available at all ATMs. See your financial institution for more information

Debit Card

Primary account holder name

Online Banking

Joint account holder name

eStatements 24-Hour Telephone Banking Mobile App Switching is easy!

Contact us today!

LogoBank 123 Main Street Iron Mountain, MI 49801 111-222-3333

LogoBank

1-800-123-4567 LogoBank.com

LogoBank

Effortless documents to keep you moving forward.

SMART SUPPLY SYSTEM™ WHAT YOU NEED, AS YOU NEED IT

A super-smooth process for teller envelopes, mailing envelopes, letterhead, forms, statements, pens, and more!

What products are the best to warehouse?

Any items your branches use consistently throughout the year!

1

2 Step One Order in larger quantities to get bulk discounts.

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3

Step Two Your order is received into our warehouse.

Step Three Your inventory is entered into our portal. You are notified of order receipt.

Invoice is sent.

4

!

Step Four You’re ready to request a delivery from our warehouse stock.

6

5 Step Five You log in to the portal and “add items to your cart”, select branch location for delivery, and submit your delivery request.

Step Six Delivery of in-stock items will be the same or the following week. Any items that are back ordered will initiate a re-stock. We’ll confirm the details with you and get your order placed.

Never run out of what you need!

Effortless documents to keep you moving forward.

OFFICE SUPPLIES ALONG FOR THE RIDE

Toner Name brand or remanufactured toner. Many options to suit your office equipment.

Copy Paper Letter, Legal or 11x17.

Thermal Rolls, Paper Rolls Thermal paper or adding machine paper. Huge variety of sizes available.

Page 14

ABOUT US ABOUT TO 10X THOSE DOTS

Serving just under 30 banks and credit unions and their branches throughout Northern Michigan and Northeast Wisconsin.

40 years of collaborating with independent banks and credit unions !

Under new ownership in December 2020.

MAJOR UPDATE FOR 2022:

MY MISSION:

The Form House is exclusively serving Independent Banks and Credit Unions.

To surprise you with cutting edge design, intricate knowledge of bank documents, exceptional supply sources, timely delivery, and service that would make your grandma smile.

Effortless documents to keep you moving forward.

Trying something new is a risk.

But so is NOT trying something new.

Jeff Bezos set out to create an online bookstore.

AirBNB began when two guys needed extra $$ to cover rent.

The Form House offers unbelievable customer service exclusively to independent banks and credit unions.

Every day.

If you’ve wondered if ordering documents and supplies could be easier, simpler, friendlier, and more like a Ritz Carlton experience, then we’re the right fit!

What’s the best way to start?

Let’s work on one order together.

And then get ready to receive uncommon service when supplying your financial institution.

Jen Raiche Owner The Form House jen@theformhouseonline.com Page 16