- Create Free Trial Site for Prospect
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Send invitation via email
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Explain benefits of participating
- Get Sneak Peek at OYW
- Receive matching discount on setup
- Upgrade to 6 months of E-Marketing
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Direct them to SlideRocket presentation
- Introduces Trial program
- Provides login info for Trial Site
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Provides instructions for...
- Changing Site Colors
- Changing Site Style
- Editing Welcome Note
- Adding and re-sorting CU Links
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Adding new items to...
- About Us
- CU News
- Products
- Order direct mail campaign
- Use On Your Way E-Marketing
- Explain On Your Way Reward Points & Tracking System
- Brief introduction to Google Analytics integration
- Introduce Planning Calendar & Content Updates
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Up the ante one week into Trial...
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If enroll by end of Trial....
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Upgrade to 12 months free E-Marketing
- Use this as bargaining chip and deal clincher
instead of giving it away for free to all
- Receive a free "Starter Kit" (a poster, teller station flyers, some postcards, etc)
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Add slides to end of their Free Trial presentation with...
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Link to PDF copy of Subscription Agreement
- Add 10% max annual increase clause
- Link to Control Panel invoice with all discounts in place
- Maybe a small form where they put initials to indicate acceptance of Subscription Agreement
- When they put initials in form and pay start-up costs, they're officially enrolled.