» NEW Members - only "Marketing Templates" series

The new members-only "Marketing Templates" series is contributed by the Network members for the Network members.

Each month a new template will be introduced in effort to address current challenges and difficulties you, the bank marketer, struggle with.

Job Duties Worksheet	This worksheet provides a detailed account of required tasks regarding specific positions.  - by Julie Hynek, Community First Bank, WI
Internal Job Start Form	This form is given whenever departments or individuals would like to request the assistance of Marketing in their projects and events. - by Jan Weber, CityWide Banks of Colorado, Inc., CO
Frontline Pop-up Referral Techology paper	In this paper, he explores the successes and pitfalls of implementing pop-up referral technology through the case studies of four banks and their technological experiences. -  by Jason Tonioli, Bank of Utah, Utah.
Marketing Calendar	Here's what Lori says about her template: "This marketing calendar is easy to use and easy to update. It's a great way to communicate, at a glance, what is coming up. The format provides a way for marketing staff to look at the next month or two and plan their work so they meet deadlines. Plus, it's very helpful for senior management and branch managers. I send the annual calendar out in PDF format to managers, via email, at the beginning of the year. Then, I send out the quarterly calendar as plans change over the year. Even with the best planning, you can expect changes. I've seen calendars that are more complex, but they don't seem to work well outside of Marketing because managers are busy and don't take the time to decipher them." - by Lori Philo-Cook, CFMP from InnovoMarketing.
Customer Satisfaction Survey	This survey template provides a plug and play customer satisfaction survey that can be implemented at any bank to help you better understand your customer base. "Our Customer Satisfaction Survey has been a wonderful resource for us to obtain feedback from our customers. Since we launched it 2 years ago, we've been able to address some very important issues in regard to the level of customer service that we provide. The survey is something that we will utilize for a long time to come. Our employees enjoy having a consistent way to receive the customer comments. Our customers appreciate the opportunity to say it in their own words," says Dena. - by Dena Kapperman, Prosperity Bank in St. Augustine, FL.