Marketing Introduction Kit

BENEFITS OF MARKETING INTRO KIT Informs clients of your move Showcases your new contact information Addresses the benefits of being Boundless for clients Gets clients excited about your new services Primes the pump for meetings

INTRO KIT PROCESS 1.Prepare you client list (A,B,C format) 2.Choose your Marketing Intro Kit look 3.Approve proofs 4.Follow-up with your recipients

A,B,C Format Boundless uses the A,B,C format to help determine the level of importance of your clients to your business. Group A | Will receive product kit, postcard and Suggested # of A clients : 25 of your top clients, or prospects Group B | Will receive the postcard and the . Suggested # of B clients : 100 Group C | Will receive only the . Suggested # of clients: unlimited (great way to prospect)

PREPARING YOUR CLIENT LIST Begin with your client list in Excel format Separate clients into A, B, C groups based on importance to your business (see next slide) Transfer groups to the Variable Data Upload Template Verify that all appropriate fields are complete Send the Variable Data Upload template, along with a headshot (size 150x150, 150 dpi or higher) to You will receive a call to verify progress

Variable Data Upload Template Begin by filling out the tab for Group A, then tab for Group B etc. Enter your contact info beneath the green boxes Enter clients complete info in the blue boxes Verify that all fields are complete Send completed list to to verify that the format is

CHOOSE YOUR LOOK Building Promotions KitOR Now Boundless Kit

Proofs You will receive a PDF proof set of your Marketing Intro Kit via Please respond to the as requested with APPROVED or NOT APPROVED Please explain any necessary changes to the print coordinator You will be informed when your kits have been shipped If you have any questions, please

FREQUENTLY ASKED QUESTIONS