Combined Sales Page (Internal Only)

Decks

Flyers

Infographics

Marketing Validation Questions for Discovery

• All – What are your most prominent distribution channels?
• If worksite/brokers – Are you able to perform DTC sales?
• If worksite/brokers – Are you interested in increasing DTC sales?
• If worksite/brokers – How are you communicating with your distributors?
• If worksite/brokers – What would make enrolling distributors easier? AND
• If worksite/brokers – What tools do distributors need to increase adoption.
• If DTC is the goal – What are your current promotion channels?
• If DTC is the goal – How would you rank your consumer-facing website?
• If DTC is the goal – Are you leveraging social media?
• If DTC is the goal – Are you doing any second chance marketing or remarketing
• If DTC is the goal – How is your brand positioned vs. competitors?
• If DTC is the goal – How would you summarize your primary value statement?
• If DTC is the goal – Is mobile enrollment critical?
• If DTC is the goal – What metrics and tracking tools are you using? ex. Google Analtyics
• All – How effective do you think your current marketing efforts are?
• All – If you could change one thing about your marketing or distribution what would it be?
• All – Do you have a sense of how much each new customer costs to acquire?
• All – How long do you retain customers?
• All – Do you have an in-house marketing team?
• All – How big is your marketing team? Agency or in-house.
• What social platforms are you using? How often do you post and interact with your audience on these?
• Do you invest in digital and print paid advertisements? Which ones and how are your measurements for success?
• Do you use data-driven personas when creating marketing content and making strategic choices?
• What marketing platforms do you use to engage your members?

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Analytics

Databox Dashboard – Peppermint

peppermint Guide

Brand Guide
Brand Identity

peppermint Flyers 

Peppermint vs. Traditional 401k
Go to Market Flyer
Partner With Us Flyer
Peppermint401k Explainer
Tax Credit Calculator
Peppermint Fee Schedule
Roles and Responsibilities
Fund Line Up Flyer
Financial Wellness Flyer
Plan Options
PEP – Glossary Handout (Peppermintpedia terms)
401k Lineup Performance
GFWA Peppermint Serivices

Calculators 

Match Pep Plan
Easy PEP Plan
Flex PEP Plan
Tax Credit Calculator PDF 

Videos

Easy Math
Holiday V4
1 Minute Explainer
401k Changed
New Years Video
New Using Stats Video

Templates 

Participating Employer Setup Form – Existing Plan
Participating Employer Setup Form – New Plan
Employee Census Template – Used to signup mass list of employees
Form 1 PEP New Plan Doc
Payroll Intergration Election Form

Proposal Document 

Sales Proposal Deck
Sales Proposal Doc

peppermint Sign Up Recordings 

New Account Creation
Transfer New Account
Document Basic Template 

Branding 

Logos – Color
All Logos 

Email (For review ONLY, marketing will deploy)

Business Completed Contract Email
Nurture Sequence
Payment Received Email 

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Breakroom Guide 

Breakroom Benefits Brand Identity
Breakroom Club Brand Identity
New Product Guide
Brand Guidelines – BB & BC 

Breakroom Benefits Flyers 

BB – GTM Flyer
BB – Our Products Flyer
BB – Overview Flyer

Breakroom Club Flyers 

BC – Our Products Flyer
Club – Credico Partnership Flyer
Club – GTM Flyer
Club – Tiers Flyer 

Videos 

Breakroom Benefits Demo
Breakroom Benefits Demo (short version)

Partners Videos 

Bento Dental
Aflac Accidents
Aflac Cancer Plan
Aflac Critical Illness
Vote Frenzy explainer
Heritage Cares  

Assets

Breakroom Ventures Assests

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