Franchise outreach Q124

Kalie + Marcia

Standardized messaging across all franchises

Example: ‣

Standardized one-pagers across all franchises

Example:

Untitled

Standardized decks across all franchises

Example: Need to update / combo between new decks + Casago newest one

Quarterly sales + marketing plan

• AE direct mail
• BDR sequences
• Marketing email (guerilla marketing vibe)
• Social media

Tabatha

Create spreadsheet for all franchises with franchisee information

Required information:

• first name
• last name
• email address
• company tier (casago, itrip, etc)
• referral source (cold)
• Company name
• Website URL
• Property count
• PMS
• Mailing address (address 1, address 2, city, state, zip) No PO boxes

Import into hubspot

Closed-lost Q124

Kalie + Marcia

Standardized messaging for each closed-lost reason

Quarterly sales + marketing plan

• BDR sequences
• Marketing emails
• Tier 1 & 2 direct mail

Tabatha

• import closed-lost spreadsheets into hubspot

Well & Good Referral Program Launch Q124

Well & Good Referral Program

Kalie + Marcia

Tier 0 closed-lost contact / companies only

• BDR sequence
• Marketing email
• social media

Tabatha

• import qualified lead list into hubspot