top of page
  • Facebook
  • Instagram

Wishing you a
'lotto' Success

Campaign Overview:
Scenario: In January, embrace the new-year theme but with a twist: you’re wishing agents a lot of success and ready to help lighten their workload. Use creative, playful messaging around the idea of "Wishing you a 'Lotto' Success " and position yourself as the partner that lightens their load, allowing them to focus on what really matters.

​

Campaign Summary:

  • Value-Added Asset:  Scratch off lottery ticket with branded notebook or planner with a “Wishing You a 'Lotto' Success" message tag.

  • 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 you can lighten their workload in the new year.

    • 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.

"Lotto" Success Tag

Front.png

This could be a scratch off lottery ticket attached to:

​​​

  • Hot cocoa powder, marshmallows, candy canes or gingerbread cookies

  • Include a festive or branded mug with your logo and the slogan, "Making your season (and your transactions) stress-free."

  • Include a small, branded note with the message: “Just like a winning lottery ticket, I’m here to help you strike it rich in 2025—keeping your transactions smooth and stress-free while you focus on winning big. I’ve got the paperwork covered, so you can focus on what matters most this year.”

Screen Shot 2024-12-23 at 11.53.45 AM.png

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 about how you can help them “sip in peace” by handling their transactions.

    • Phone call two weeks later to check-in.

    • Text message three weeks later reminding them about the TC’s services.

bottom of page