Marketing Inspection™

Do you have marketing skeletons hiding in your credit union closet?

You know, that website that crashes on mobile, or the tagline from 100 years ago that isn't relevant today, or the stock photos on your social media pages that don't even look like your current members?

On the flipside, what if we were to tell you there is gold hidden in your vault that you don't even know is there?

We get it. The team at your credit union is busy with all the things coming at them day in and day out. There are only so many hours in the day and so many project that can get tackled. The good news is that you are not alone. 100% of the credit unions we have worked with have both the skeletons hiding and gold buried.

Our CEO's concept of “marketing in the moment” has the overarching theme that when someone is getting ready to make a buying decision – be it join your credit union, bring their plastic over to you or any other type of activity, they pause for a minute and do some research.

They google the name of your credit union, they look over your website again, they read reviews on Facebook and Yelp, they may even post a status update asking how everyone's experience has been.

Your credit union needs to control the conversation and have everything in order so that the prospect has a good experience and finishes the transaction.

The first step in working with a new credit union is conducting a 360 marketing inspection. Before you start freaking out… relax. We are not the type of company that is looking to give you a list of 500 things that have to be cleaned up or your credit union is getting shut down.

We are looking for three things when we go through each tactic:

  1. Is it helping/hurting?
  2. Can we improve it?
  3. Should we get rid of it?

Here is a sample of what we inspect:


  • Website (on all browsers and devices)
  • Social media presence
  • Search engine rankings
  • Local listings (are they all the same, different)
  • Competitor presence, ranking and image
  • Email marketing


  • How the phone gets answered
  • What the branches look like inside
  • Direct mail
  • Radio, TV


  • Marketing plan(s)
  • Marketing budgets
  • Content strategy
  • SEGS (if applicable)
  • Strategic plans

The final product is an organized report that inspects all the marketing areas across your credit union.

What does this mean for you? How does it help your credit union?

  1. We will uncover the gold that was buried so that you can drive quick wins by way of more loans and increase the products/member, all within 90 days.
  2. We will find the skeletons that are driving members away and causing them to rethink the transaction. This will increase your conversion rate of new members and new products/services.
  3. You will have total clarity on what to focus on next and what will help you make this year, the most successful year at the credit union.

Our next in person training will be at the Red Coach Inn on Wednesday April 4th, 2018. Tickets are $99 and may be purchased by calling 716-343-0644. Our next course will be launching the first week of May as this last class sold out.