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During one of our Sales Meetings, Steve Steck presented some “pop-bys” ideas specifically targeting the holiday season. Pop-bys are a great way to build rapport with your clients and generate more referrals. But why limit pop-bys and personalized marketing ideas to the holiday season? Here’s some Marketing by the Month ideas to build your client relationships all year long!
January
January
Host a New Years Party
Who doesn't love a good party? Maybe set it up with some of your fellow agents to split the costs.
Send out some sparklers
Host a vision board night
Either create it with poster boards and printed photos or have your guests bring their computers and make a vision board desktop wallpaper.
Here are some templates for the digital vision board: https://www.canva.com/design/DAFRkL0n8Kk/xASTm9VAI7XJuslUKF2zGQ/view?utm_content=DAFRkL0n8Kk&utm_campaign=designshare&utm_medium=link&utm_source=publishsharelink&mode=preview
Send out a Happy New Year's Holiday Card
If you have the time, handwritten cards go a long way. If not, make sure you individually sign them for that personalized touch. Sending out the sparklers with the card would make it extra special!
Here are some Templates for the New Year's Card: https://www.canva.com/design/DAFRfDfQf-M/SmUFOjq6jZC4fm_uTFyixQ/view?utm_content=DAFRfDfQf-M&utm_campaign=designshare&utm_medium=link&utm_source=publishsharelink&mode=preview
February
February
Send out a Valentine's Day Card to show how much you appreciate your clients
Here are some Valentine's Day Card Templates: https://www.canva.com/design/DAFRkeL9E4I/O_eRzRyW-p7u3YB09P2sfA/view?utm_content=DAFRkeL9E4I&utm_campaign=designshare&utm_medium=link&utm_source=publishsharelink&mode=preview
Maybe add some heart shaped candies to the mailer
Host a Valentine's Day Party
Carry the Valentine's Day motif through cute desserts and decor
For the singles, you can host a PALentine's Day Party with Rom-coms playing in the background
March
March
Send out a St. Patrick's Day Card
Wish your clients good luck for the rest of the year!
Send out a 4 leaf clover grow kit
Host a St. Patrick's Day Party
Host a Kids' Treasure Hunt
Place some gold spray painted pebbles that the kids find and can be turned into prizes. An example would be 5 pieces of gold get some candy and 10 pieces of gold get a toy
You can get the prizes from the dollar tree to keep costs down.
April
April
Earth Day Text
Send out a personalized text and/or email with some sustainable home tips (for being environmentally mindful you probably should evade a physical mailer)
Send out a Earth Day Card
Same premise as the text, just a little more time intensive
Here's a template for the digital card: https://www.canva.com/design/DAFRkW1z4AU/M8WyhdYPyIJXZ55lEusBtQ/view?utm_content=DAFRkW1z4AU&utm_campaign=designshare&utm_medium=link&utm_source=publishsharelink&mode=preview
Maybe send out a reusable metal straw: https://www.anypromo.com/mugs-drinkware/straws-accessories/eco-friendly-reusable-stainless-steel-straw-in-an-anodized-travel-container-with-carabiner-clip-and-cleaning-brush-p784461
Send out a reusable tote bag as a mailer for Earth Day
Promote a sustainable practice :)
Here are some cute tote bag templates, you can order the bags right off of canva too: https://www.canva.com/design/DAFRkT0uiAU/EAv86b3ydYGmo79PqwtPfQ/view?utm_content=DAFRkT0uiAU&utm_campaign=designshare&utm_medium=link&utm_source=publishsharelink&mode=preview
Host an Easter Egg Hunt
Host it at a park and maybe hire an Easter Bunny for some photo ops
May
May
Host a May the Fourth Party
Have a Star Wars Marathon either at movie theater or host it at home
Have some Star Wars inspired snacks and decor, maybe even have guests dress up as their favorite characters
Send out herbs or Flowers Grow Kit
June
June
Welcome Summer Card
Send out a card welcoming summer and some local activities to engage in over the summer
Lemonade Kit
Send out a recipe and maybe add a lemon juicer
Or send out some lemonade packets with your card, encouraging clients to stay cool this summer.
Host a pool party
Help your clients beat the heat on a poolside! Maybe make some piña coladas, with or without alcohol, to keep kids and parents cool!
July
July
4th of July Card
Send out some sparklers with the card to help your clients celebrate!
Here are some templates for the card: https://www.canva.com/design/DAFRkljZUXs/FmpUpzVnP7CRICHDCFU3BA/view?utm_content=DAFRkljZUXs&utm_campaign=designshare&utm_medium=link&utm_source=publishsharelink&mode=preview
Host a 4th of July Party
Make sure you have some fresh fruit and rocket pops!
August
August
Back to school mailer
Send some pencils, pens, erasers your clients' way as the school year starts up again
You can get the supplies from the dollar tree to make it more affordable
Here's some inspiration: https://www.canva.com/design/DAFRkqryw0M/7VP9GWBKQyq9-epUkYOL9g/view?utm_content=DAFRkqryw0M&utm_campaign=designshare&utm_medium=link&utm_source=publishsharelink&mode=preview
Back to School Supplies Drive
Give your clients and yourself an opportunity to give back to the community by doing a school supplies drive for the teachers and students who need it most.
Contact local schools to see what supplies are needed
September
September
Welcome Fall Card
Add some fun local fall activities
Send an apple cider recipe or some apple cider donuts
Send over fall scented hand soap or bar soap
October
October
Host a costume party
Add a competitive element with best costume and make sure to keep the halloween motif going throughout
Send a mailer with some sweets
Host a competition for best decorated house or best costume
Level it up with some prizes for the top 3
You can do this virtually to produce more traffic on your social media accounts
Host a pumpkin carving night
November
November
Send out a Thanksgiving card
Maybe add some gratitude prompts for your clients to use during their Thanksgiving feast
Deliver some pies from Sam's Club, Costco, or Harmons
Be sure to add a personalized tag/sticker. Here are some templates:
Pie Sticker Oval Template: https://www.canva.com/design/DAFQumuq5z8/Lo8OlAiHVCWIRShEXcTgFw/view?utm_content=DAFQumuq5z8&utm_campaign=designshare&utm_medium=link&utm_source=sharebutton&mode=preview
Pie Sticker Rectangle Template: https://www.canva.com/design/DAFQuvQLgaM/0OGEl6nMuiOYAfnvwtEqUA/view?utm_content=DAFQuvQLgaM&utm_campaign=designshare&utm_medium=link&utm_source=publishsharelink&mode=preview
Pie Sticker Circle Template https://www.canva.com/design/DAFQu-cWnt0/SDyJi1MllRSRjPTBFSilng/view?utm_content=DAFQu-cWnt0&utm_campaign=designshare&utm_medium=link&utm_source=publishsharelink&mode=preview
December
December
Happy Holidays Card
Send out your Family's Christmas Card to your clients
Or just a general Happy Holidays card
Maybe add some playing cards for some fun indoor activities! - https://www.pens.com/us/p/playing-cards-case-16oz-11180/prd-sxosc8wx/?product_id=VDS-61125-59&utm_source=google&utm_medium=cpc&utm_campaign=Shopping-CatchAll&gclsrc=aw.ds&gclid=CjwKCAiAvK2bBhB8EiwAZUbP1FqDHDqwaN_jZ7Hq9sF4W8Y9iqxJog_z5ZsrUBQbG94YOLsPFBsLeRoCWaIQAvD_BwE
Here are some templates: https://www.canva.com/design/DAFRkmyoZv8/ki8ONmbfCbmw6mpU4v5IqA/view?utm_content=DAFRkmyoZv8&utm_campaign=designshare&utm_medium=link&utm_source=publishsharelink&mode=preview
Host a Gingerbread House Building Event
Host a Christmas Party with Pictures with Santa
Host a competition for Best Decorated House or Christmas Trees
A great way to generate traffic on social media!
Rent a Theater and watch a Christmas Movie
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