Strategic Marketing Workshop Agenda

Day One

8:00 am to 9:00 am Registration
9:00 am to 9:45 am
  • Introductions
  • Let's Get to Know Each Other
9:45 am to 11:00 am Presentation
  • Keys to Effective Listening
15 Minute break
11:15 am to 12:30 pm Marketing 101
  • Creating Your Team
12:30 pm to 1:30 pm Lunch Break
1:30 pm to 2:30 pm Presentation
  • Defining Demographics
2:30 pm to 3:30 pm Addressing the Challenges
  • How to Choose ABC's
15 minute break
3:45 pm to 4:45 pm Presentation
  • Marketing 101
4:45 pm to ? No is One Letter from Now: Smooth Criminal!

Day Two

9:00 am to 12:30 pm
  • Creating YOUR Strategic Marketing Plan
  • Personal SWOT Analysis
  • Agency SWOT Analysis
  • Competition SWOT Analysis
  • Importance of Tracking Your Progress
  • Motivate YOURSELF
12:30 pm to 1:30 pm Lunch Break
1:30 pm to 4:00 pm
  • Credentialing-Which Insurances do you need to be successful in your area
  • Defining your Agencies Expertise-What makes your Agency Stand out
4:00 pm to 5:00 pm
  • Creating Your 5 second Elevator Speech

Day Three

9:00 am to 5:00 pm Putting it all Together
  • Creating the Strategic Marketing Plan
  • Creating Effective Programs Based on Your Demographics
  • The Marketing Budget: Dollars Make Sense