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Our latest sports marketing initiative -- a new website for The Pro Project.tppcoe.com
06/21/2023

Our latest sports marketing initiative -- a new website for The Pro Project.
tppcoe.com

Giving New Life to a Proven 20-Year-Old Sales IdeaWhen we created sales ideas that financial advisors could use with cli...
05/08/2023

Giving New Life to a Proven 20-Year-Old Sales Idea
When we created sales ideas that financial advisors could use with clients to generate qualified leads for a college savings program, one of the most popular was the “Movie Theater” idea. It was simple:
1. Rent a local movie theater on a Saturday morning and show a family film.
2. Invite clients and ask them to bring friends, neighbors, and family members with young children.
3. Provide popcorn when each family signs in.
4. Before starting the movie, the advisor gives a five-minute presentation on the importance of college savings and the benefits of a 529 plan.
5. When the movie is done, the financial advisor shares goody bags, including 529 coloring books, growth charts, and information about the plan.
6. By creating a great family-focused event, clients and those they invited feel positive about the financial advisor, and s/he can follow up with each family.

This sales idea still works well in today’s world, but there are definitely ways to change it up and reach new audiences.
* Hire a family-friendly magician, puppeteer or musician to put on a show at your town common.
* Why not have a drive-in theater movie night? Rent an inflatable movie screen and ask a local school, senior center, or business to use their parking lot one evening during the summer or on a weekend when not in use.
* Run a drawing contest in your town and promote it at supermarkets and town hall. Ask for space or rent a window from a local merchant who is not using it (dry cleaner, yoga studio, medical office) and post all of the drawings. Give awards, generate buzz, build your reputation, and generate a stream of qualified leads.

Of course, financial advisors do not have to pitch 529 plans. What about asking parents if they have thought about life insurance for their kids?
How about legacy planning? Did you think of talking to recent grads about life insurance or the importance of diversified savings plans with young professionals, or long-term care for middle-aged adults?

What are your ideas and how can we all learn from you?

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Friday, May 19th is Customer Appreciation Day!Celebrated the third Friday in May, though some say it should be every day...
05/01/2023

Friday, May 19th is Customer Appreciation Day!
Celebrated the third Friday in May, though some say it should be every day, it’s an ideal day to take time to express client love.

This stirs up 22-year-old memories of our first work in this arena. Look below and see how much has and has not changed as you plan your Customer Appreciation Day.

“We’ve really come far!” We remembered ideas like “Computer education” and pre-pandemic “Bus trips.” Blatantly missing in 2001, were social media, and we loved “electronic versions” obviously this was before Apps existed!

However, we said “timeless” when we read “Movie event,” “Cooking classes,” “Golf” and “Yoga” instruction, and a “gallery tour.”

A Few More Ideas for 5/19/23
1. Give clients a free, discount, or extra special related to your company, like on Cyber Monday.
2. Segment clients with your most profitable clients receiving gift baskets and second-tier clients receiving emails with gift cards of smaller amounts.
3. If you choose gift cards, consider supporting your local businesses and segment by client groups.
4. Write a post recognizing your clients across all your social media.
5. Email thank you cards to clients, remembering that clients typically love 10-30 second videos.
6. Donate to nonprofits that are important to you or your company in recognition of your clients.

As Customer Service Manager Magazine advises, “No matter what you do, make sure it’s personal and from the heart!” And please share this on your social media now!

What are your ideas and what can we all learn from you?

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ABCs of Social Small Business & Personal BrandingBranding projects for start-ups, small companies, and professionals for...
04/26/2023

ABCs of Social Small Business & Personal Branding
Branding projects for start-ups, small companies, and professionals for the past three months confirm what we’ve long believed: never stop communicating your brand.

The commonality is that branding is more than creating a LinkedIn profile or company page. It’s more than crafting an “elevator pitch” if you run a business. It’s also more than summarizing your unique attributes if you’re strategizing your next career move. It’s about expressing your intellectual capital—clearly, concisely, and consistently.

Step 1: Look at your LinkedIn personal and company page or your Instagram, Facebook, Twitter, YouTube, TikTok presence. How often do you use words like analytical, strategic, creative, or insightful” to describe your business and you?

Step 2: Demonstrate your intellectual capital by commenting on news stories, leaders, or events in your niche. By writing posts and participating in groups on your preferred platforms, you can articulate your thought leadership or analytical skills, connect with prospective clients, and build your brand. Experiment with different @ and #, and also see what your competitors are doing and how their online community is responding. Two times a week, are you on social, checking sports scores, reading the news, or a passenger on a train, or bus? These are times to articulate a short post, respond to a group member, or start drafting an article.

Step 3: Be habitual, which can be challenging. The science behind both establishing beneficial habits and breaking them, even though it's counterproductive, is explained by the American Psychological Association. From talking with our small business clients and peers, the best ways to stay engaged with social posting for your business are to: get social support from your trusted clients, peers, and family members and recognize that when you fall off, you must jump back on. Make it fun to repeat (more on this in future posts).

When asked about the secret of her success, one small business owner who does this best in our world advised: “Driving every social media post is the single goal of growing my company. My advice to you is like a championship athlete, envision your ultimate success whether it's: gaining new prospects, cross-selling and up-selling current clients, receiving qualified referrals, or building multi-generational relationships. I always say, it’s as simple as A-B-C—Always Be Connecting!

What are your ideas?
What’s your best approach to broadening your brand by demonstrating your insight and foresight on social?

What can we all learn from you?
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Networking with start-ups and small businesses for the last several months is reaffirming what we’ve long believed: you ...
04/19/2023

Networking with start-ups and small businesses for the last several months is reaffirming what we’ve long believed: you need to know what sets you apart.

First, what do you call this? Your unique selling point? Your unique sales proposition?
Your value proposition? Your key differentiator?

We like “Your elevator pitch” because in the time it takes to get from the top floor to the bottom, you should be able to articulate very simply what sets you apart.

Two recent examples of 30-45 second “elevator” pitches:
Instead of “I’m a real estate agent”...“I help people find their dream homes, and I do this by spending more time to get to know each client, more time to find the right communities and properties, and more time to educate each client.”

Instead of “I’m a graphic designer”...“I help clients grab and hold the attention of their audiences, and as a graphic designer I do this by creating the most engaging and informative visual experiences.”

It’s essential to know what your top competitors’ value propositions are so you can be distinct. To learn who your competitors are click here (Cindy, can this link to our first post?)

Take action: Hone your “elevator” pitch to 30-45 seconds. Get feedback from 2-3 peers, colleagues, or clients. Create 1-2-slides of your elevator pitch. Integrate your elevator pitch into every client communication.

Get your elevator pitch out on social media. What are your ideas?

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Working with organizations for the last several months confirms what we've learned for years: you need to ask yourself s...
04/12/2023

Working with organizations for the last several months confirms what we've learned for years: you need to ask yourself some fundamental questions beginning with this...

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37 Walnut Street
Wellesley, MA
02481

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