Use this worksheet to start planning outreach to drive attendance to your community events.
Category Archives: One pager
Draw up your email and social media lead nurturing plan
Fill in this worksheet to create an email and social media plan to help turn leads into prospects.
Make your targeted marketing plan with this worksheet
Use this worksheet to create a targeted lead generation and nurturing plan for a specific market.
Make a plan for your next referrals
Use this worksheet to make an individualized plan to help win your next referrals.
3 roles and 9 tips to build trust, credibility and customer loyalty
Follow these best practices to help grow your book of business on a foundation of customer loyalty.
13 ideas to build your email list and social media following
Want to grow your email or social media presence? Use these ideas to help you grow your audience.
Home-based care for D-SNP members one-pager
Save eligible members a trip to the clinic or pharmacy with these home-based options.
Med Supp Resource Guide
A handy reference guide for your most-used Med Supp tools.
Individual Dental and Vision plans one pager
With our flexible Individual Dental and Vision (IDV) plans, you can help prospects across a wide range of needs and…
