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Marketing Playbook
Welcome to Marketing!
Who We Are & What We Do!
Calls & Appointments
Call Scripts: Remove Attendee From Event
Make Dinner Event Confirmation Calls
Make RPU Confirmation Calls
Schedule New Appointment
Cancel Appointment
Manage No-Show Appointment
Reschedule Appointment
Schedule Annual Strategy Sessions
Answer and Direct Calls
Complete Appointment Confirmation Calls
Dinner Events
SWD Dinner Event Venue Guidelines
Prepare for Dinner Event
Complete Post Dinner Event Tasks
Dinner Event Pre & Post Activities Overview
SAMPLE: Cover Sheet
SAMPLE: Calendar
Packing List
Schedule of Events
Audio Visual Reference Sheet
Retirement Planning University (RPU) Events
General RPU Information
Register Prospects for RPU Online
Enter and Vet RPU Registrations
Create Zoom Links
Email Zoom Links and Location Information
Day of RPU Prep
Post In-Person RPU Tasks
Post Virtual RPU Tasks
Update RPU Website
Remove Prospect from Active Campaign
Wine & Wisdom Events
Create Prospect List
Create Seating Chart
Salesforce Procedures
Create Dinner Event Campaigns
Create RPU Campaigns
Add Contacts From Prospect Connect to Salesforce
Create a Prospect
Create an Opportunity
Misc. Marketing Tasks
Print Envelope Labels
Proof and Approve Mailers
Send Client Love Gifts
Write News Story Guide
News Story: Example 1
News Story: Example 2
Post In-Person RPU Tasks
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