During my tenure at PlanSource, I led an initiative to launch a direct mail campaign.
Project Goal: Phone meetings with net new insurance brokers.
Involvement: Project managed freelance designer and execution of campaign deliverables through third-party provider (PFL). Oversaw design of campaign landing page. Full campaign copywriting.
The print piece was accompanied by a postcard that included dynamic Salesforce fields to personalize the experience. Sales reps would simply select a contact to trigger a send workflow with the option to use pre-selected text templates or to customize their outreach copy.
The final piece of the campaign was a custom landing page that matched the initial print piece messaging and call to action. I built this page on our WordPress website using a content builder.
