TouchPoint - Marketing
What we refer to as marketing documents: templates and procedures that do not relate to the direct client-by-client advice process but are better described as more sales and marketing in application:
- 01. Email Signature Protocol
- 02. Underwriting Support Flyer
- 03. Claims Support Flyer
- 04. Letter Template: advise where important documents are stored
- 05. Form Template: lodgement of location of important documents
- 06. Letter Template: new portfolio folder service offer
- 21. Covering letter to go into portfolio folder
- 24. Letter to new client requesting form to be completed by the client to advise where important documents are stored
- 25.Form for completion and lodgment by new client advising of location of important documents
- Personal Advice Process Flow Diagram
- Business Advice Process Flow Diagram
