Sample Outline & Itinerary 
of Traditional 1.5 Day Visit

Day One
2:00p – 2:15p
– MEG arrives at ABC Financial
– Office tour
– Meet and greet

2:15p – 2:45p
– Company Vision discussion and review 
– Review marketing planning sheets and marketing checklist

2:45p – 3:00p
– Break

3:00p – 5:00p
– Brand development
– Develop a Skeleton Marketing Plan to increase production by $10M

5:00p
– Leave for seminar

6:30p
– Attend Seminar

Day Two
9:00a – 12:00p
– All things seminar
  • Pre-Game
  • Gameday
  • Post-Game

12:00p – 1:00p
– Working lunch
  • Podcast
  • Review Project Requests

1:00p – 2:00p
– All things television and video

2:00p – 3:00p
– Database Management
  • Formal Referral Strategy
        Ambassador Program?
        Referral Deliverable
        Tracking
  • Annual Review Strategy
  • Existing Client Dollars
        100-touch Relationship Marketing
  • Nurturing Prospects
        100-touch Relationship Marketing
– Digital Marketing
  • Social media
  • Website
  • SEO

3:00p – 5:00p
– Action Plan Creation for the next 12 months
  • Monday Morning Implementables
  • 3-Month
  • 6-Month
  • 12-Month
  • Extraordinary Ideas