'I've Got You Covered' Success plan
Campaign Overview:
Scenario: In May, embrace the upcoming summer theme. Use creative, playful messaging around the idea of "I've Got You Covered - So You Can Shine All Summer".
​
Campaign Summary:
-
Value-Added Asset: A branded sunscreen with a tag saying: "I've Got You Covered - So You Can Shine All Summer"
-
Message Delivery: Initial in-person drop-off or email with a follow-up text or email.
-
3-Touch Follow-Up:
-
Email one week later about how appreciative you are to work with clients like them and how you can help.
-
Phone call two weeks later to check-in.
-
Text message three weeks later reminding them about the TC’s services.
-
​
This campaign nurtures a personal connection while offering useful tools and highlighting the TC's value.
'I'VE GOT YOU COVERED' Tag

This could be attached to a festive summer-themed package like:
​​​
-
Sunscreen lotion – Because I’ve got you covered from sunburns and stressful transactions!
-
Branded sunglasses – Shade your eyes and stay cool while closing deals.
-
Refreshing lemonade packet or fruit-infused water bottle – Stay hydrated in the summer heat!
-
Mini aloe vera gel – A little relief for any summer sunburns (or contract headaches!).
-
Include a small, branded note with the message: "Just stopping by to let you know how much I appreciate you! Whether it’s the summer sun or your transactions, I’ve got you covered to keep things smooth and stress-free—so you can focus on what matters most: closing deals and enjoying the season!"

Scripts & Follow-Ups
-
Message Delivery: In-Person
-
Immediate Follow-Up: Text Message or Email (within 24-48 hours of the initial contact)
-
3-Touch Follow-Up:
-
Email one week later saying “I've got you covered to ensure your transactions are stress-free this summer."
-
Phone call two weeks later to check-in.
-
Text message three weeks later reminding them about the TC’s services.
-