Target Marketing
Customization is the key when it comes to marketing programs. In our FREE Client Assessment & Marketing Plan, we identify and focus on the strengths of your firm and formulate a custom marketing program designed to reach your goals and fit within your budget. Every customer we work with has a unique story to tell and a unique set of clientele. No two programs are exactly alike. Our marketing strategies are designed to focus on Advance Planning, but will also resonate with near-need and at-need clients. The ultimate goal of all marketing is to educate the consumer about the value and services your firm provides.
Tracking Activity and Sales
Tracking activity as well as sales is an important part of the development process. Cairn provides monthly customized reporting through Key Reports exclusively for our clients. Through our custom Customer Relationship Management (CRM) system, we track multiple activity and sales indicators. These indicators assist in managing the sales by counselor, location and organization.
