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