It doesn’t matter if you are new to the senior market or are a seasoned pro, schedule a strategy session with your Sales Director to learn new ways to grow your footprint in the senior market or capitalize on your current book of business. Please fill out the form below so your Sales Director can begin piecing together a plan to present to you during the first session of your strategy meeting.

Strategy Session Initiation Form

First Name *

Last Name *

Email Address *

Phone Number *

Do you know who your Senior Marketing Specialists Sales Director is? *

Olivia Richardson

Rachel Brammeier

Ryan Reddick

I don't know

Have you been through the SMS New Agent Onboarding process with Brittany? *

Yes

No

I don't know

What are your goals for the next 12 months?

What are some areas of business development you would like to engage in?

Adding New Business / Clients

Retaining Current Clients

Add Downline Agents

Add Support Staff

Gain Referrals

What types of marketing do you already do?

Website

Social Media / Blogging

Mail Order Leads

Networking

TV / Newspaper / Radio / Billboard Ads

Seminars

What types of marketing would you like help with starting or perfecting?

Website

Social Media / Blogging

Mail Order Leads

Networking

TV / Newspaper / Radio / Billboard Ads

Seminars

Do you have a marketing budget currently?

Yes

No

Do you need help creating marketing pieces for yourself, like business cards, brochures, or flyers?

Yes

No

If you do have a marketing budget, what is it?

What are you passionate about in this industry and your job? What are your greatest strengths, areas where you excel, etc.?

Are there any activities that you absolutely are not open to implementing? (i.e. cold calling, seminars, knocking on doors)