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LeapThought has found 51 LeapLines
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LeapLine |
Trend, Type, Function, Action | |
 |
Based on client needs |
z - no trend,
service characteristic,
service,
based
|
|
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Examine event triggers (e.g., cyclular, threshold, event-based, error-based) |
campaign management,
marketing planning activities,
marketing,
examine
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Web based training |
human capital,
systems,
HR,
z - no action
|
|
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Leveraging competitive research, client interviews and current positioning, determine client’s desired position among competitors |
competition,
market assessment activities,
research,
determine
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|
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Activity Based Costing (ABC) |
ROI,
business trend,
finance,
z - no action
|
|
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Change commission structures to fee-based |
z - no trend,
tactic,
agents,
z - no action
|
|
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Findings based on analysis to date |
z - no trend,
deliverable description,
consulting,
z - no action
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Quick hit' marketing recommendations based on analysis to date |
z - no trend,
deliverable description,
consulting,
z - no action
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Needs-based product differentiation |
z - no trend,
marketing characteristic,
marketing,
z - no action
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WBT - web based training |
knowledge management,
training themes,
HR,
z - no action
|
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Modify programs based on response and learnings |
direct response,
improvement activities,
HR,
modify
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Ability to demonstrate performance and intellectual strengths both thoroughly and remotely - Because of the information and knowledge-based characteristics of wealth management, the Internet makes a perfect venue for agents to communicate their expertise, their approaches, and their past successes online |
content management,
internet benefit,
agents,
z - no action
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A basic 'counts and amounts' customer base report based on 5-10 key customer-facing dimensions over one specific timeframe. |
data analytics,
data report elements,
data analytics,
z - no action
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Client dissatisfaction |
CRM,
threats,
z - no function,
z - no action
|
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client customer contacts |
CRM,
organizational component,
service,
z - no action
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Establish client escalation logic |
CRM,
tactic,
service,
z - no action
|
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Map client behavior- usage paths |
z - no trend,
market assessment activities,
z - no function,
map
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|
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A unique market or client perspective is identified and formalized |
z - no trend,
content activities,
marketing,
formalize
|
|
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Tie banking-client solutions to specific manufacturer solutions |
z - no trend,
tactic,
z - no function,
tie
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|
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Includes client’s values and their families |
z - no trend,
service characteristic,
z - no function,
includes
|
|
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Conduct interviews with key client staff |
change management,
assessment activities,
HR,
conduct
|
|
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|
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Views client throughout their lifetime |
customer loyalty,
service characteristic,
CRM,
views
|
|
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Determine client’s target customer type |
CRM,
marketing strategy activities,
research,
determine
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|
|
Niche-specific to a specific client base (such as the affluent) |
z - no trend,
product attribute,
sales,
z - no action
|
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Determine analysis type that best suits client’s presentation requirements |
z - no trend,
recommendations,
research,
determine
|
|
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Place to-be client on positioning framework in relation to competitors |
competition,
market assessment activities,
consulting,
place
|
|
|
Usually through the course of business, a unique marketplace (client base) with unique needs are identified |
z - no trend,
market assessment activities,
marketing,
identify
|
|
|
The financial agent is a most-valued client and sales channel to the FSIs |
sales force productivity,
finding,
agents,
z - no action
|
|
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What is our client’s threshold for complexity or technicality? |
content management,
content consideration,
content,
z - no action
|
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What tone and style do client’s prefer? |
content management,
content consideration,
content,
z - no action
|
|
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A sales follow-up tool to enable an objective 1 to 1 client communication event |
sales force productivity,
solution,
sales,
z - no action
|
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Draft and refine formal definition of CRM and eCRM, including what client believes eCRM will be in the future |
CRM,
CRM assessment,
CRM,
draft
|
|
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Build textual and graphical representation of client’s brand vision |
branding,
branding activities,
marketing,
build
|
|
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Propagate mind-share perpetually (i.e., consistently be on the client’s mind) |
z - no trend,
marketing objective,
marketing,
propogate
|
|
|
Determine core messages that define the client brand |
branding,
branding activities,
marketing,
determine
|
|
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Define and develop client brand characteristics |
branding,
branding activities,
marketing,
define
|
|
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Develop client positioning statement |
branding,
branding activities,
marketing,
develop
|
|
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Conduct client interviews |
consulting,
consulting activities,
project management,
conduct
|
|
|
Create competitor matrix describing competitive offering, span of services, level of penetration into clients (i.e., touch) and level of reach into markets (i.e., geographies, verticals and client size) |
competition,
market assessment activities,
research,
create
|
|
|
Create competitor matrix describing competitive offering, span of services, level of penetration into clients (i.e., touch) and level of reach into markets (i.e., geographies, verticals and client size) |
competition,
market assessment activities,
research,
create
|
|
|
Conduct client-segment audience research |
segmentation,
research activity,
research,
conduct
|
|
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Develop client branding mission statement |
branding,
branding activities,
advertising,
develop
|
|
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Conduct working session with client leadership |
leadership development,
change management activities,
management,
conduct
|
|
|
Highly valued data on agents, agent preferences and experiences, and extremely valuable proprietary aggregated data on client preferences and experiences |
CRM,
organizational component,
data analytics,
z - no action
|
|
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Review existing client studies |
research,
research activities,
research,
review
|
|
|
Tie specific content updates with user preferences (e.g., tie stock news to user’s portfolio, advice columns to specific client needs) |
content management,
content consideration,
content,
z - no action
|
|
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Prioritize each attribute, or lever, by cost of change, cost of failure, impact on the market (or potency), impact on client and ability to support-execute |
business planning,
business case activities,
consulting,
prioritize
|
|
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Profile client’s current customer base |
profiling,
customer research,
research,
profile
|
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Identify dynamic (i.e., changeable) areas of client branding (e.g., marketing campaigns, sales process, change of name, public relations) that can be used to change positioning |
branding,
branding activities,
marketing,
identify
|
|
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Confirm and finalize with client leadership |
change management,
change management activities,
management,
confirm
|
Page 1 of 2 >> Go to page 1 2
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Results from the LeapThought © Document Database: Based on client needs LeapThought has found 56 files.
| Examples of new marketing activity- 1 PowerPoint slide |
 |
This short list shows three new marketing activities with descriptions and example tactics.
SEE DETAIL PAGE and DOWNLOAD
|
| Content type and content source matrix- 1 Powerpoint slide |
 |
This matrix lists about 20-30 different content that might be used on a website in categories of their type and their source. This list would be a great asset to anyone building a content strategy or contextual marketing strategy for...
SEE DETAIL PAGE and DOWNLOAD
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| Strategic Marketing Planning, Support and Management- 2000 word MS Word file |
 |
This 2,000 word proposal outlines a marketing project to create a strategy framework and a 12-month communication plan. It would be used to close this described work. It contains a project overview, marketing...
SEE DETAIL PAGE and DOWNLOAD
|
| Planning is key: Ready Aim Fire- Powerpoint |
 |
This illustration shows a simplified execution process, described as “ready aim fire” with the “aim” step blocked out.
SEE DETAIL PAGE and DOWNLOAD
|
| Market Strategy and Launch Proposal- 6 page MS Word file, 2166 words |
 |
This proposal outlines a business planning and marketing strategy proposal to build a new online offering. It would be presented from a consulting firm or marketing agency to a client.
SEE DETAIL PAGE and DOWNLOAD
|
| Marketing implementation: Three options- 1 Powerpoint slide |
 |
This slide shows three different modes of implementing a program (following business planning and marketing strategy). The three modes are “our stable” (meaning a company’s group of preferred vendors), “our management” (meaning the company manage
SEE DETAIL PAGE and DOWNLOAD
|
| Client Acquisition Service Delivery Method - Web-Based Acquisition- One 11x17 Powerpoint slide |
 |
This large-format chart shows a detailed method for acquiring new customers through marketing. It is limited to electronic channels.
SEE DETAIL PAGE and DOWNLOAD
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| Traditional business planning may create gaps in marketing- 1 PowerPoint slide |
 |
This slide shows the planning or strategy phases of introducing a new concept or product to the marketplace. Its purpose is to show how marketing and sales strategies may be underserved in the whole process. This would be especially...
SEE DETAIL PAGE and DOWNLOAD
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| Brand Compass - Marketing planning proposal- 4 page document, 750 words, letter format |
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This is a complete proposal for a branding and marketing strategy project.
SEE DETAIL PAGE and DOWNLOAD
|
| Lifetime value of a professional coffee drinker- 1 Powerpoint slide |
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This playful illustration shows the life-time value of a premium coffee company (like Starbucks) customer who stops by the shop on the way to work.
SEE DETAIL PAGE and DOWNLOAD
|
| New Marketing Environment- 1 Powerpoint page |
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This graphic builds a two-sided argument to change in-market strategy by describing changes in the marketplace (landscape) and changes in client expectations.
SEE DETAIL PAGE and DOWNLOAD
|
| System implementation delivery method - the five Ds- 1 Powerpoint slide |
 |
This generic project plan (or implementation method) stakes the five “D’s” of a system implementation. The five Ds are: define, design, develop, deliver, and direct.
SEE DETAIL PAGE and DOWNLOAD
|
| Complexity of the enterprise technology landscape- 1 Powerpoint slide |
 |
This neat slide provides an almost exhaustive view of the different enterprise systems a company might have. Similar/related systems are grouped together by colors.
SEE DETAIL PAGE and DOWNLOAD
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| Brand strategy project approach- 1 Powerpoint slide |
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This slide shows a brand strategy project approach, divided into seven major steps, with activity detail below each step.
SEE DETAIL PAGE and DOWNLOAD
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| Professional agreement for Web Design and Marketing Project- 6-page Word document |
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This is a six-page proposal in prose (with one graphic) that a marketing or web agency would use to create a marketing strategy, articulate a value proposition, create a communications plan, and a web design.
SEE DETAIL PAGE and DOWNLOAD
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