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.
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Campaign Summary:
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Value-Added Asset: Scratch off lottery ticket with branded notebook or planner with a “Wishing You a 'Lotto' Success" message tag.
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Message Delivery: Initial in-person drop-off or email with a follow-up text or email.
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3-Touch Follow-Up:
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Email one week later about how you can lighten their workload in the new year.
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Phone call two weeks later to check-in.
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Text message three weeks later reminding them about the TC’s services.
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This campaign nurtures a personal connection while offering useful tools and highlighting the TC's value.
"Lotto" Success Tag

This could be a scratch off lottery ticket attached to:
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Hot cocoa powder, marshmallows, candy canes or gingerbread cookies
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Include a festive or branded mug with your logo and the slogan, "Making your season (and your transactions) stress-free."
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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.”

Scripts & Follow-Ups
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Message Delivery: In-Person
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Immediate Follow-Up: Text Message or Email (within 24-48 hours of the initial contact)
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3-Touch Follow-Up:
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Email one week later about how you can help them “sip in peace” by handling their transactions.
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Phone call two weeks later to check-in.
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Text message three weeks later reminding them about the TC’s services.
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