Direct MailDrip-Marketing

A 10-Step Quick Start Guide

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Table of contents 1. Direct mail drip-marketing, explained . . . . . . . . . . . . . . . . . . . . 3

2. Setupyourmarketingprofile . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

3. Import your contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

4. Segment contacts into core mailing lists . . . . . . . . . . . . . . . . . 6

5. Reviewandfinalizeyourmailinglists . . . . . . . . . . . . . . . . . . . . 7

6. Select your targeted campaign . . . . . . . . . . . . . . . . . . . . . . . . . 8

7. Selectthefirstpostcardyouwanttosend . . . . . . . . . . . . . . . . 9

8. Review and edit your message . . . . . . . . . . . . . . . . . . . . . . . . . 10

9. Select your mailing list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

10. Send or schedule your postcard . . . . . . . . . . . . . . . . . . . . . . . . . 12

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1 Direct mail drip-marketing, explainedA powerful, low-cost, high-ROI, systematic way of marketing thatwillkeepyouinfrontofqualifiedprospectsandclients.

System overview

Most advisors have been searching for a way to continuously market to their current clients and existing prospects—without purchasing boring, uninspired marketing pieces that don’t work and without spending a large amount of time creating and mailing their own pieces. That search is over.

• Automated mail in just seconds

• Low-cost and incredibly high ROI

• Done-for-you professional campaigns

• Generate new referrals and sales

Why drip-marketing?

A drip marketing campaign is a sequence of mailings that are continuously sent to your prospects and leads. The name is derived from the concept of a dripping water faucet that never stops. It just drips—over, and over, again. It’s regular, frequent, and certainly gets your attention.

• Always be top of mind with your clients

• Showcase your value proposition

•Differentiatefromyourcompetition

• Generate new calls and appointments

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2 Set up your marketing profileUploadyourmarketingprofileelementsonetime—they’llautomatically be added to your postcard designs for you!

How to create your profile

Setupyourmarketingprofileinyouraccountsettingstomakecustomizingyourdesignasnap!

Haveamulti-advisoroffice?Eachusercanhavetheirownuniquemarketingprofilecreated.

Marketing profile includes:

• Name, phone, website, and email

• Title and required disclosures

• Headshot, signature image, and company logo

Quick Tip: Be sure to use high-quality images for your headshot and signature image. This will ensure they are printed crisp and clear on your postcard!

?TRUE- or -

FALSEAnnuities protect

your money from big

market losses.

Your Marketing Profile Will Auto-Fill!

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3 Import your contactsYou’ve got to get your contacts into the system to mail to them. Fortunately, it’s really easy to do!

Importing takes just minutes

It’s really easy to get started. Just import and organizethecontactsyouwanttomailtointooneof the preset 4 Core Mailing lists in your account—and if you use the VFM CRM platform, your contacts are already there!

1 From your dashboard, choose “Import”

2 Download our VFM contact template

3 Uploadyourpreparedfile

4 Selectspecificliststoimportto

Need help? Give us a call or email support@vfmteam.com

Quick Tip: Call us today to learn more about the power of using a direct mail marketing system that is fully integrated with your CRM.

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4 Segment contacts into core mailing listsThereareavarietyofdifferentlistswerecommendyoucreate.It’s important to know what each one is for and why.

What lists should you have?

a) Top Clients (AUM or More Money) Clients with additional assets and AUM clients.

b) Clients (No More Money) Remaining clients you want to mail to.

c) Prospects (Your Selected Prospects) People you’ve met with but haven’t closed.

d) Leads (Your Selected Leads) As many leads as your budget allows.

e) CPAs/Attorneys CentersofInfluencecansendyoureferrals.

f) Any Other! Create a wide variety of custom lists!

Quick Tip: Segmenting your contacts into lists allows you to target each group with specific messaging—leading to significantly increased levels of marketing success.

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5 Reviewandfinalizeyourmailing listsEnsureyou’vegoteveryoneonyourlistthatyouwant tomailtoandthatfitswithinyourallottedbudget.

Managing your mailing lists is easy

a) Using the Contact Manager

The Contact Manager is an area for you to view all of your Clients, Prospects, and Leads in one place, and have the ability to easily add and remove from your lists.

1 Open your list

2 Select contact manager

3 Add or remove with 1-click

b) Update Your Lists Regularly

Don’t forget about your lists! Make sure you update them regularly. It’s very important that you add or remove people as your business evolves and grows.

Quick Tip: Add yourself to the mailing list so you receive a copy of the postcard too!

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6 Select your targeted campaignSelect from a variety of pre-built targeted campaigns with the messagingthatbestfitsyourbusinessandcampaigngoals.

Choosing the right campaign for you

Drip Prospecting: Prospecting campaigns are best used for people you’ve met with before but have yet to do business with. Strong messaging and Call-to-Actions along with friendly, highly-personal cards continue to build strong relationships and get appointments.

Client Retention: Nurturing client relationships is key to keeping them with yourfirm.Italsoincreasesyourreferralrate when clients feel you truly care and are looking out for them.

Lead Campaigns: Leads are anyone you haven’t met with before but there’s a potential for business together. Send them a highly-targeted direct message campaign to drive engagement and requests for appointments.

Event Sequences: Use event follow-up sequences to keep-in-touch with those who have attended your events. Encouragethemtotakethenextstepand come in to meet with you.

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7 Select the first postcard you want to sendGetstartedsendingyourfirstpostcard! It’s easy and takes just minutes!

Select a postcard to customize

UsetheVFMDesignEngine™tocustomizeyourpostcard. Select from the product template variationsandthecustomizerwillpullinyourmarketingprofiledataautomatically!

Eachproducttemplatewillplaceelementsfromyourmarketingprofileontothepostcardforyou.For a more personal look and feel for your card, use a simpler design and template, such as the signature-only template.

Select the Product Template

Select the User to Customize For

A few keys to a successful postcard design:

• Eye-catching color• Direct & easy to read

headline• Attention grabbing image• Related, bold sub-headline• Personalized salutation

• Message showing the value in scheduling a meeting

• Signature & contact info• Professional headshot• Company logo • Bold & colorful call-to-action

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8 Review and edit your messageClick the text area on your postcard to write a message of your own, or use our professional pre-written content!

Use the VFM DesignEngine™ to make edits

ClickingonvariouselementsintheDesignEngine™willallowyoutoeditandchangethem.Eachpostcard already has a pre-written message for you to keep, tweak or change to a message of your own.

Select an element to edit on the postcard and the DesignEngine™

will highlight the content

Edit your content in the sidebar. Or, keep the pre-written message there!

Customizable edits:

• Salutation/greeting• Message body• Headshot• Contact information block• Compliance disclosure

• Logo• Phone number information• Website• Call-to-action bullet points • Add additional elements, too!

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9 Select your mailing list Now is the time to select the recipients for your postcard by using the list builder.

Choose your audience and scrub your lists

First, choose from any of your lists you’ve pre-created. You can also add individual contacts too.

Editingyourmailinglistbyadding,removingand changing the recipients is super easy! It is important to note, the changes you make to the list here will not change the pre-built mailing lists in your account—this list builder is to create your mailinglistforthisspecificpostcardorder.

View and correct any errors in your list

Choose your address formatting

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10 Send or schedule your postcardYou’vecustomizedyourpostcard,you’veselectedyourrecipients, now all you need to do is click “Send!”

Completing your postcard order

Youcanreviewyourorderdetails,viewandsign-offonyourfinaldesignproof,andselectyourprintingdate. Our print runs occur every Thursday, so select the date that works best for your target arrival date.*

Afterconfirmingyourorderiscorrect,place your order—it’s that simple! You’ll be able to track your order in the Purchase History of your account.

* Reminder, First Class postage takes 3 – 5 business days to reach homes (longer depending on holidays).

PURCHASE NOW

Lastly, and most importantly...

For best success, remember to keep mailing your postcards month after month—like clockwork!

Ready to launch your businessintothestratospherewithVFM?

www.VisionFinancialMarketing.com