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CCM-Marketing 2010 Year In Review

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CCM-Marketing 2010 Year In Review - Page Text Content

S: 2010 Marketing Highlights

3: 2010 Key Marketing Achievements

4: New brochures that provide a holistic view of CNL Securities Corp. and its platform of products. | CSC Offering Brochures | CNL Securities Corp. Platform Marketing

5: A new side by side comparison that shows all four products currently distributed by CSC with a quick reference on each REIT. | REITs-At-A-Glance Flyer & Website Tool

6: New Group Meeting Program Launched | Creates a consistent image for CNL, and a systematized program for Wholesalers.

7: Group Meeting Presentation Module Guide | G | Group Meeting Checklist

8: CSC Event Presence

9: Full suite of customizable and interactive event invitations unveiled. | New CSC Invitation Suite

10: New Broker Dealer Campaigns | Income & Growth Postcards mailed to approximately 4,000 Financial Advisors. | LPL Salesdesk Awareness Postcard mailed to more than 5,000 Financial Advisors.

11: Articles | Reprints of the "Contrarian by Nature" article featured in Real Estate Florida magazine. | "A Framework for Non-Traded REITs" bylined article by Jeff Shafer, mailed to more than 3,000 reps as part of the Ameriprise Opportunity Campaign.

12: Two new presentations created in 2010 for a total of eight presentations & three brainsharks. | Value-Add Presentations

13: Includes incorporation of MCGIT throughout site, enhanced Resources section with four new pages and new online event registration section. | Website Enhancements & Updates | Visitors increased by 19%

14: New CSC Advertisements | Launched Real Estate Matrix Online Banner Ad featured in Investments News e-newsletter and website, and Advisor One website. | Sponsorship Ads featured in Investment News and Broker/Dealer Sponsorship Dinner Programs.

15: CLP, CMGGT and MCGIT Tombstone Ads featured in Financial Advisor, Financial Planning, Investment Advisor, Investment News, and Registered Rep. | Product Advertisements | Integrated CSC and product ad campaigns - A first for CNL.

16: CNL Lifestyle Properties, Inc. | Complete collateral refresh of key marketing materials. | CLP Offering Brochure | CLP B/D Update Flyer | CLP Interactive CD | CLP Property Portfolio | CLP Satchel

17: More than 80,000 pieces of collateral were sent out in 2010. | CLP Sales Support Materials | CLP Boomer Consumer Article | CLP B/D and FA PPT Presentation | CLP REIT Update Letter

18: CLP Website Refresh & Brainshark Presentations | A 31% increase in repeat web visitors, and a 20% increase in unique web visitors resulted from a move towards more digital pieces. | CLP Website | CLP Overview Brainshark | CLP Key Financials Brainshark

19: CLP Olympic Campaign | Lifestyle Moment feature attracted more than 1,500 visits. | CLP Olympic Pins | CLP Olympic Card | CLP Press Release | CLP Lifestyle Moment | CLP Website Logo

20: CLP Closing Campaign | Comprehensive and integrated Closing Campaign - A CNL first.

21: CLP Closing Widget | CLP Closing Press Release | CLP Closing Letter | CLP Closing Announced | CLP Closing Announcement on CSC Website | CLP Website | Closing Announcement on CLP Tombstone Ad | CLP Closing Announcement Flyer

22: CNL Macquarie Product Launch Campaigns | First time launching two products together.

23: Macquarie Partnership | Close to 600 Combo Launch Kits were sent by the end of 2010. Partnership Brainsharks had professional voiceover to help tell the story of why CNL and Macquarie came together. | Macquarie Welcome Email | Macquarie Combo Launch Kit | Macquarie Partnership Brainshark

24: CMGGT Sales Support Materials | Close to 5,000 CMGGT Welcome Emails sent. | Close to 4,000 CMGGT Broker/Dealer Fact Cards sent. | More than 1,000 CMGGT Sales Presentations sent.

25: CMGGT Promo Items | Promotional items were created to help raise awareness and thank Financial Advisors for their business. | CMGGT Boomerang | CMGGT Soccer Ball | CMGGT Notepad

26: Macquarie CNL Global Income Trust | MCGIT Launch Materials | More than 4,000 MCGIT Welcome Emails sent. | 400 MCGIT Launch Kits were sent to Financial Advisors. | CMGIT Satchel

27: MCGIT Key Foundational Sales Collateral Created | MCGIT Promo Clock sent as a Thank You to those who helped break escrow. | MCGIT Sales Presentation sent to more than 800 Financial Advisors. | MCGIT Offering Brochure | MCGIT Website

28: Corporate Capital Trust | Branding and Messaging Developed | CCT Offering Brochure | CCT Satchel

29: CCT PPT Template | CCT Website | Branding and messaging created for a new product category.

30: CCM Marketing Team 2010 Improvements | Marketing Process Flow Presentation | Provided to help educate key CNL associates about marketing processes.

31: CCM Marketing Process Flow Visio Diagram | Implemented a new budget Macro that runs in 20 seconds saving at least 5 hours per month.

32: New CCM Marketing Naming Convention for Document Naming Consistency. | Project S.M.A.K. (Simplified Marketing Access and Knowledge) | Salesforce.com Content Packet

33: Sales Team Lunch & Learn to introduce the new Salesforce.com Document Workspaces.

34: Financial Industry Research | Engaged agency to provide analysis on marketing practices of mature, established financial industries/institutions.

35: ARC & Cole Competitor Marketing Analysis | Marketing team members provided in-depth review of competitor marketing.

36: 2010 CCM Marketing Situation Analysis | Applied research findings to create a situation analysis to help guide 2011 planning.

37: 2011 CCM Marketing Plans | CSC | CCT | CPT | CLP | Macquarie | 2011 Marketing Plans created.

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About This Mixbook

  • Title: CCM-Marketing 2010 Year In Review
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  • Started: almost 6 years ago
  • Updated: almost 6 years ago

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