

Prepare
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Invest big now in time, resources, and marketing. Don’t skimp. Pull out all the stops for a stellar fourth quarter and set you and your team up for success
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Ensure customer lists are organized, categorized, and clean
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Plan strategy, marketing, and messaging
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Schedule your marketing and lead generation and how you will follow up and close
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Create a solid and compelling message and offer
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Encourage your team with clear goals, tasks, and a celebration at the end
Execute
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Send marketing early and send often
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Use direct mail and email
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Narrow promotions to customer types and demographics, not shotgun blasts
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Capture prospect data into your CRM or database
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Follow up with calls


Celebrate
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Celebrate your efforts through the campaign and at the end to create optimism and positivity
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Provide a reward for the goal
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Enjoy the journey and helping customers