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'Don't Get in a Pinch' Success plan
Campaign Overview:
Scenario: In March, embrace the St.Patrick's day theme but with a twist. Use creative, playful messaging around the idea of "Don’t get in a pinch trying to do your own transactions! Let me be your lucky charm to stress-free closings!"
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Campaign Summary:
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Value-Added Asset: A festive St. Patrick’s Day-themed package with a tag saying:
"Don’t get in a pinch trying to do your own transactions! Let me be your lucky charm to stress-free clsoings!" -
Message Delivery: Initial in-person drop-off or email with a follow-up text or email.
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3-Touch Follow-Up:
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Email one week later about how lucky you feel to work with clients like them and how you can help.
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Phone call two weeks later to check-in.
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Text message three weeks later reminding them about the TC’s services.
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This campaign nurtures a personal connection while offering useful tools and highlighting the TC's value.
'Don't Get Yourself In a Pinch' Tag
This could be attached to a festive St. Patrick's themed packages like:
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A mini potted shamrock plant or a small succulent in a green pot labeled "Lucky Closings Ahead!"
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Lucky charm keychain (shamrock, horseshoe, or rainbow-themed) with your branding.
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A bag of “pot of gold” trail mix with gold-wrapped candies, pretzels, and green M&Ms.
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Include a small, branded note with the message: "Bringing you a little luck of the Irish! Let me handle the details of your transactions, so you can focus on finding your pot of gold at the end of the closing rainbow!"
Scripts & Follow-Ups
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Message Delivery: In-Person
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Immediate Follow-Up: Text Message or Email (within 24-48 hours of the initial contact)
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3-Touch Follow-Up:
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Email one week later saying “Don't Get in a Pinch” by handling their own transactions. Let me be your lucky charm to stress free closings.
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Phone call two weeks later to check-in.
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Text message three weeks later reminding them about the TC’s services.
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