marketing plan

Marketing Plan

This is an additional step in the employment prescreen process for employment candidates who are applying for employment with our company. Please plan to set aside at least 1-3 hour(s) to complete this Loan Originator Marketing Plan. Once complete please contact your Human Resources representative.

Step 1 of 5

Name
First Last
Phone
Email
Please provide a high level overview of your marketing strategy.

Identify your Daily Action Strategies.
Identify your Daily Action Strategies. Implement. Repeat. Here are some examples: -Make X calls per day -Add X contacts to your social media network -Send X handwritten thank you notes -Send newsletters -Conduct X face-to-face meetings -Research upcoming networking events -Follow-up with former, active and prospective clients -Target X referral partners
Discuss your preferred method of marketing.
Include how you would utilize your preferred method of marketing in your business.

Discuss the type of Management Support needed.
How can management help you achieve your goals?
Discuss your Personal Commitment for Success.

List and explain 3-5 solid marketing strategies you see your self doing and how you would execute them.
It’s wise to implement a solid 3-5 strategies and execute them consistently.
If you were making phone calls to leads describe your script?

Describe what you anticipate to be your favorite method of generating clients?
What are your expectations of what a Loan Originator career would be like?

Cranbrook Agency

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marketing plan

Marketing Plan

Step 1 of 5

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Marketing Plan

Step 1 of 5

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