CLIENT RETENTION PROGRAM
Direct mail + Social Media
Get started today to keep your name in front of your clients!
As we enter AEP now is the time to remind your clients you’re there to help them navigate their options. TARGETLEADS® has created a Client Retention Program to address this need and to help you keep your book of business for years to come.
Let’s get started!
What you provide:
- Client List – fields separated for easy NCOA processing
- Facebook Business Page – we need this to run ads
- Your Headshot – photo may help determine design
- Contact Information – phone & email minimum
- Preferred Call to Action (CTA) – phone call or website
- Any Additional Information – let us know!
What we provide:
- NCOA your list to meet USPS Mailing standards
- Ad creation from template designs
- Postcard creation from mailing designs
- Minimum of a month of social media ads to your list
- Biweekly reporting of ad activity
