- essential resources
- Workshop Kits
- Mailer Vendors
- Seminar Folders
the essentials for hosting a perfect seminar
- Tipsheets
- Timelines
- guides & supplies
Simple, Branded Presentations
Included in presentation kit:
- Branded presentation powerpoint
- Workshop evaluation form specific to your chosen topic
- Response form
supporting articles
mailers
- plum marketing
- Bau Print & Mail
- Customer Maker
- lee
- More mailer examples
plum direct marketing
seminar breakdown, top performing samples, & more
- Seminar Custom Invitations
- Postage, Printing, Mailing
- RSVP: 800#, 24-7 to take calls for events
- Reservation Landing Page (customized with headshot and bio for reservations) www.plumdm.com/newseminar
- List (includes homeowner, age, marital status, household income*)
- Login and database access to reservations and confirmation letters, name badges etc.
- Supporting Marketing Materials (email templates, follow-up scripts, retirement check-list, seminar planning guide)
- Administrative Work
- Direct wedding style dinner seminar package costs:
- $5,200: 8,000 Wedding style count
- $3,400: All in pricing package (including postage, printing, mailing, design, list and RSVP)
- Oversized postcards:
- 5.6×11 (dinner seminar):
- $3,000: 5,000 count
- $4,300: 8,000 count
- 8.5×11 tri-fold:
- $3,600: 5,000 count
- $5,200: 8,000 count
- 5.6×11 (dinner seminar):
- Basic lead cards:
- One on one pre-set appointment cards:
- $3,400: minimum of 5,000
- 5 – 8 appointments
- $6,100: 10,000
- 10 – 16 appointments
- Examples:
- $3,400: minimum of 5,000
- Fold over reply/mailer postcards:
- $2,900: 5,000 count
- Postage paid
- Or call 800 #
- Or online registration
- Examples:
- $2,900: 5,000 count
- Basic lead cards:
- One on one pre-set appointment cards:
- $3,400: minimum of 5,000
- 5 – 8 appointments
- $6,100: 10,000
- 10 – 16 appointments
- Examples:
- $3,400: minimum of 5,000
- Allow 5-6 weeks for pre-planning
- Target Dates: Tuesdays or Thursdays, in with a 6:00-6:30 PM start time and lunches at 11:00-12:00 PM start time
- Venue: Upscale Steakhouse or Elegant Restaurant with Private Dining Room
- Mail more mail and host smaller group events
- Promote inspiring and positive messages regarding Covid
- Confirmation Calls: I recommend agents conduct their own, in two round increments. One round when they first receive the initial reservation, to thank them and ask them if they have any questions about what to expect. A second round, 2-3 days prior to the event, confirming attendance.
“This lively, free workshop will cover planning for your family’s future, reducing risk, and provide answers to all your pressing questions during this turbulent time. If you choose to attend our live in-person workshop, please know that the venue staff and our team are taking extensive precautions to clean and sanitize the facility for your own safety. These measures include allowing a limited attendance roster, safe-distance seating arrangements, frequently wiping down and disinfecting surfaces, providing hand sanitizer and masks for all guests, meal to-go or dine-in options, and diligently keeping a safe distance between all persons in the meeting space throughout the event.”
- jennifer@plumdirectmarketing.com
- (774) 425-3489
- (800) 992-9663
- (508) 444-0635
mailers
bau print and mail marketing
seminar breakdown, top performing samples, & more
• Allow 5-6 weeks for pre-planning
• Target Dates: Tuesdays or Thursdays, in with a 6:00-6:30 PM start time and lunches at 11:00-12:00 PM start time
• Venue: Upscale Steakhouse or Elegant Restaurant with Private Dining Room
• Mail more mail and host smaller group events
• Promote inspiring and positive messages regarding Covid
“This lively, free workshop will cover planning for your family’s future, reducing risk, and provide answers to all your pressing questions during this turbulent time. If you choose to attend our live in-person workshop, please know that the venue staff and our team are taking extensive precautions to clean and sanitize the facility for your own safety. These measures include allowing a limited attendance roster, safe-distance seating arrangements, frequently wiping down and disinfecting surfaces, providing hand sanitizer and masks for all guests, meal to-go or dine-in options, and diligently keeping a safe distance between all persons in the meeting space throughout the event.”
• Seminar Custom Invitations
• Postage, Printing, Mailing
• RSVP: 800#, 24-7 to take calls for events
• Confirmation Calls: I recommend agents conduct their own, in two round increments. One round when they first receive the initial reservation, to thank them and ask them if they have any questions about what to expect. A second round, 2-3 days prior to the event, confirming attendance.
• Reservation Landing Page (customized with headshot and bio for reservations) www.plumdm.com/newseminar
• List (includes homeowner, age, marital status, household income*)
• Login and database access to reservations and confirmation letters, name badges etc.
• Supporting Marketing Materials (email templates, follow-up scripts, retirement check-list, seminar planning guide)
• Administrative Work
Melissa Schlesinger
- melissa@baumail.com
- (910) 338-3412
- Toll Free: (800) 956-7106 Ext. 4
- (910) 343-0566
the essentials for hosting a perfect seminar
- Tipsheets
- Timelines
- guides & supplies
the essentials for hosting a perfect seminar
- Tipsheets
- Timelines
- guides & supplies