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KEY EXECUTION SHEETS

Key execution sheets were created to help you develop and implement a marketing campaign-- from creating a to-do list and knowing where to find prospects, to marketing campaigns and media contacts for submitting press releases and building credibility. These key execution sheets include:

Take Action: You must develop a plan of action and follow-through with your plan in order to make this program and the marketing tools beneficial to your business. Use this to-do list to get you started.

Prospecting 101: There are several ways to find new prospects, some more effective than others. This document lists some of the methods available to consider when looking to prospect for new business and develop a marketing program.

Marketing Campaigns: There are several methods available to market your services, and several marketing pieces in the 401k Service Solution you can use to supplement your efforts. This document contains a few ideas to get you thinking about how you can market the service model provided through the 401k Service Solution.

Website Marketing: The 401k Service Solution Website was developed as a marketing tool for PPC Designees. This website provides an objective look at the tools in the 401k Service Solution and provides plan sponsors a way to learn more without feeling pressured. This document explains key areas of this website and how to maximize them in your own marketing efforts.

Media Contact List: One way to find new prospects, build credibility, and get free advertising, is to submit articles of interest and news to a variety of sources that might have an interest or ability to print your submission. We recommend you develop a list of local contacts and keep track of them in an excel database. To help you get started, we have compiled a list of national industry media with contact information; regional media; and local media suggestions to serve as a starting point when submitting press releases and other articles of interest for publication.