1. The Steps to Success

2. Step 1 Make contact with Decision Maker of Targeted Group With the intent to schedule a time for a presentation. Step 2 Prepare all follow up information for the group. - Executive Board Packet. Follow up meetings with internal committees, advisors and assistants to the decision maker. Necessary proposals for the group Step 3 Executive Board Presentation Make every attempt to make a executive board presentation. 99% closing ratio with a board presentation.

3. Step 5 Gain approval for program Sign all necessary paperwork. Submit to home office for approval. Enter into SGA Structure. Example ESCATON Step 4 Start communication at every level of the organizations infrastructure. Example: Shop Steward Meeting, General Membership Meetings, Committee Meetings Congratulations the TG is signed!

4. Now the Climbing Really Starts

5. Step 6 Make mailing arrangements to send out notification of benefits letter to the members Step 7 Be available to take calls from members Assist group with membership calls.

6. Continue the Climb

7. Maximize Your Card Returns 1) Sticky Note Beneficiary Card enclosed on Envelope Enclose number 9 envelope Final Notices Extra Letters for new members Monthly New Membership List Use Home Office approved colors for reply card Experiment with Letterhead Color. Use the KISS letter. Keep it simple stupid. 2) Additional Communication and Promotion to membership Newsletter article and/or shop bulletin flyer Website Link On line Letter Website Information Attend Conferences and Conventions – set up booth and hand out child safe leads 3) Staff Orientation 4) Guest Speaker 5) Regular scheduled Public Relations/Agent Training sessions.

8. Don’t Stop Here

9. Steps to providing a high level of Service Always continue to build the relationship Deliver Officer Report Forms, Surveys and Policies Deliver Death Claim Checks Monthly Communication with groups Be a proactive Representative Union Picket Line participation and coffee, water, doughnuts supplied to picketers. Use NEW AIL Megaphones and doughnut boxes. Be available for Union Recognition Days Examples Workers Memorial Day, April 28 th, Day of Mourning etc Special Occasion Recognition – Holidays, Labor Day, May Day, Installation of New officers, Administrative Professionals Day (the old secretaries day). Golf Tournaments and other fund raisers Donations – Scholarships Food Bank Yearly Reports - Claims History, Report Forms, and Surveys. Treat the Staff to Lunch

10. Credit Unions Become a Credit Union Member Attend Credit Union Golf Tournaments and all Charity Fund Raisers ie: Children’s Miracle Network Deliver CU Lines and Blue Papers Attend Credit Union Chapter Meetings Participate in Conventions Be proactive during National Credit Union Week Food Banks Treat the staff to lunch Assocaitons Join your state Society of Association Executives. Found by state. ie WSAE –Wisconsin Society of Association Executives Support Association in their fund raisers, golf tournaments, conventions, Conferences, scholarships. Food Banks Treat the staff to lunch

11. Your at the Top when the group renews