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    Presented by

    Susan Burnash

    Purple Duck Marketing

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    What should marketing provide?

    Increased interest in your organization

    Expanded fundraising opportunities

    The resources needed for your mission

    Part I

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    Systematic planning

    Research

    A defined message (your story)

    Implementation of communication vehicles

    Part I

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    An effective marketing plan should be:

    In writing

    Follow an outline

    Cover a twelve month period

    Articulate your message (mission)

    Define your goals

    Outline strategies needed

    Measure your success

    Part I

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    Provides a road map

    Helps you clarify your objectives

    Establishes where youre going

    Defines how you are going to get there

    Saves time and money

    Plans for detours

    Holds you accountable

    Part I

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    Target Market

    Objectives Strategies

    Tactics

    Timeline

    Budget

    Evaluation

    Part I

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    This section should include a description of:

    What your organization does

    How it does it

    Your core differentiating factor(s)

    Your place in the market.

    Part I

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    Informal Research

    Learn all about your organization Staff, structure, reputation, competition

    Survey opinions

    Assemble a basic fact file

    Identify and analyze industry trends

    Part I

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    Formal Research

    Structured interviews (focus groups)

    Personal interviews

    Telephone surveys

    Mail surveys

    Electronic surveys

    Part I

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    Strengths

    Weaknesses

    Opportunities

    Threats

    Part II

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    Is the basis of your message

    all marketing decisions SHOULD

    support it!

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    Advocates for Legal Access(Burlington, VT)

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    Our mission is to provide the Burlington

    indigent community with legal services forcivil rights issues. We exist to eliminatethe current iniquities that too many peopleface when forced to access the American

    legal system. Our services will exceed theexpectations of our customers.

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    Defines the desired outcome of a planof action

    Shows the big picture of where you

    want to go

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    Defines your organizations situation.

    Who you are

    What you offer

    What is critical to your orgs success

    Your marketing needs

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    Advocates for Legal Equal Access is a

    start-up not-for-profit company just

    beginning operations. We offer muchneeded public interest legal services forthe Burlington, VT market. Marketing iscritical to success. The basic market need

    is an expanded offering of legal servicesfor community members who not currentlyhave access to legal representation.

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    The geographic area you wish to reach

    Gender and age range of target Their occupation and income level

    What they need

    Why they would care about us? How are we reaching them now?

    What else can we do to reach more?

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    Geographic area: greater metropolitan city ofBurlington (population .9 million)

    Gender/Age Range: Male & female, all ages

    Occupation/Income: below $25,000 a year

    Need: Free or affordable legal representation

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    Why would they care about us?

    1. Selection: We offer a wide range of legal

    services2. Accessibility: We have a convenient

    downtown office

    3. Competitive Pricing: We offer a slidingscale for payment based on income levelwith free service for those that cannot pay

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    How are we reaching them now?1. Through relationships with some social

    service providers

    What else can we do to reach more clients?1. Educate and create marketing strategies

    for: law enforcement agencies, the court

    system, employers and landlords2. Create alliances with more social service

    providers

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    Defines your organizations goals

    What your marketing objectives are

    What your financial objectives are

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    Marketing Objectives:

    Generate visibility within the Burlington

    corporate and legal community Increase corporate donations by 10% per

    quarter

    Increase the amount of labor donations by15%

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    Financial Objectives:

    Generated enough funds to be able to bring

    on board additional legal professionalsDecrease the costs associated with servingan individual allowing us to serve more

    people

    Maintain positive cash flow

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    How you are going to accomplish your

    big picture goals

    Broad approaches to communicatingand meeting your objectives

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    Objective:

    Generate visibility within the Burlington corporateand legal community

    Strategy:

    Create greater awareness with potential

    customers, donors and the city around the serviceswe offer

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    Objective:

    Increase the amount of corporate fiscal donationsby 10% per quarter

    Strategy:

    meet with the leaders of different companies andencourage them to make contributions to

    Advocates

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    Objective: Generate visibility within the Burlingtoncorporate and legal community

    Strategy: Create greater awareness with existing

    and potential referral resources and donors

    Tactics: Expand existing database and increaseemail addresses through drip marketing campaign

    Direct Mail: Letters, postcards, newsletter

    Online Viral Marketing: electronic versions ofabove, e-updates, e-newsletters & e-vites

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    Goal: Expand database and increase email addresses to

    include more referral resources and donors

    Touch Point #1 The Qualifier

    Print and electronic postcardTheme: We want to reach more people in need of our

    services while reducing costs and waste with print

    mailings

    Call to Action: Join our email list Share with a friend

    Audience: Existing database

    Note: Inclu de return to sender if und el iverable on p r int

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    Touch Point #2 The Personal Touch

    Print and electronic letter from ED

    Theme: Thank you for your involvement with our org.

    We want to keep you up to date on what is going onover the next year

    Call to Action: Join our email list Share with a friend

    Audience: Existing database

    Note: Inclu de return to sender i f undel iverable on p rint

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    Touch Point #3 Comprehensive Touch

    Print and electronic newsletter

    Theme: Whats going on at our organization

    Call to Action: Join our email list Share with a friend

    Visit our website

    Audience: Existing database and additions

    Note: Inclu de return to sender i f undel iverable on p rint

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    Touch Point #4 Education Touch (no print)

    Electronic article or update

    Theme: Did you know?

    Call to Action: Share with a friend

    Visit our website

    Audience: Existing database and new additions

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    Touch Point #5 Engagement Touch

    Print and electronic invite/postcard

    Theme: Invite to an informal event

    Call to Action: RSVP

    Join our email list - Tell a friend

    Visit our website

    Audience: Existing database and additions

    Note: Inclu de return to sender i f undel iverable

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    Touch Point #6 Comprehensive TouchElectronic newsletter

    Theme: Whats going on at our organization

    Call to Action: Share with a friend

    Visit our website

    Audience: Existing database and additions

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    Touch Point #7 Education Touch (no print)Electronic article or update

    Theme: Did you know?

    Call to Action: Share with a friend

    Visit our website

    Audience: Existing database and new additions

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    Touch Point #8 Ask Touch

    Electronic letter from ED

    Theme: Can you help?

    Call to Action: See our new video on our website

    Support our program with money or time

    Share with a friend

    Audience: Existing database and additions

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    Add phone calls into the campaign

    If you get back mail as undeliverable for an existing

    donor Track them down When you see new participants in events and

    campaigns

    When someone new signs up to be on email list

    To say thank you to those that get involved on a

    regular basis

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    Results from Drip Marketing Campaigns

    Database cleaned up with returned undeliverable mail

    More email addresses for existing database

    Additions to database through Share with a Friend

    Closer relationship with recipients

    Ability to reach target market faster

    Increased interest in website and more traffic

    Reduced costs of print mail

    Higher participation in events and campaigns

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    1. Timeline define a schedule for each

    marketing strategy

    2. Budget determine what each will cost?

    3. Evaluate define results for each

    Note: dont skip any of these steps or you wont

    have insight into how your tactics worked

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    Questions ?

    Call (425) 896-8959

    Email: [email protected]

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    Divide into teams of two

    Use your marketing plan worksheets

    Keep time so each person gets time

    Person not talking takes the notes

    Part II

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    If you already have one, write it down.If you dont - answer these questions:

    1. What opportunities or needs do we exist tomeet?

    2. What are we doing to address theseneeds?

    3. What principles or beliefs guide our work?

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    1. What is the desired outcome of your

    action plan?

    2. Why do you want this outcome?

    3. What promise(s) do you hope to keep?

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    Define your organizations situation.

    1. What are you?2. What do you offer?

    3. What is critical to your orgs success?

    4. What is your marketing need?

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    1. What geographic area should you reach?

    2. Define gender, age, occupation & income3. What do they need?

    4. Why would they care about us?

    5. How are they connected to us?6. How are we reaching them now?

    7. What else can we do to reach more?

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    1. What do you hope to achieve throughyour marketing efforts?

    2. What do you hope to achieve financially

    for your organization?

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    1. Look at your objective

    2. Find a way to achieve it

    3. Dont focus on the specifics

    (well do that in tactics next!)

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    1. Define your timeline

    2. Determine the budget

    3. How you will evaluate your efforts

    Note: dont skip any of these steps or you wont

    have insight into how your tactics worked

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    Questions ?

    Call (425) 896-8959