Combined Sales Page (Internal Only)
A centralized place for all sales materials for each brand and entity
Genius Avenue Guide
PetGeniusRx Flyers – CREATE OWN TAB
Video
GSF Flyers
Decks
GSF Presentation Deck – Broker .pdf – NU, MTSF
GSF Presentation Deck – Broker .ppt – NU, MTSF
SEA Deck – Overview
GSF Short Overview
Playbooks
Video
Go To Market Overview – Updated 4/17/2023
Carrier Targeted – Updated 4/17/2023
TPA Stack Overview – Updated 4/17/2023
Flyers
Ebook/Proposal
Go To Market EBook – NU, MTSF
SEA Proposal Template Doc
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?
This document lives here
Decks
Flyers
GPS – Automatic Disbursements – Updated 4/6/23 – NU
Infographics
Logos
peppermint Guide
Brand Guide – 2/9/24
Brand Identity – 2/12/24
peppermint Flyers
Peppermint vs. Traditional 401k – NU, MTSF
Go to Market Flyer – 2/9/24
Partner With Us Flyer – NU, MTSF
Peppermint401k Explainer – NU, MTSF
Tax Credit Calculator – NU, MTSF
Peppermint Fee Schedule – NU, MTSF
Roles and Responsibilities – 2/9/24
Fund Line Up Flyer – NU, MTSF
Financial Wellness Flyer – 2/9/24
Plan Options – NU, MTSF
PEP – Glossary Handout (Peppermintpedia terms) – NU, MTSF
401k Lineup Performance – NU, MTSF
GFWA Peppermint Services– NU, MTSF
Calculators
Match Pep Plan – NU
Easy PEP Plan – NU
Flex PEP Plan – NU
Tax Credit Calculator PDF– NU
Videos
Easy Math – NU, MTSF
Holiday V4 – NU, MTSF
1 Minute Explainer – 2/9/24
Templates
Participating Employer Setup Form – Existing Plan – NU, MTSF
Participating Employer Setup Form – New Plan – NU, MTSF
Employee Census Template – Used to signup mass list of employees – NU, MTSF
Form 1 PEP New Plan Doc – NU, MTSF
Payroll Integration Election Form – NU, MTSF
Proposal Document
Sales Proposal Deck – NU, MTSF
Sales Proposal Doc – NU, MTSF
peppermint Sign Up Recordings
New Account Creation
Transfer New Account
Document Basic Template
Branding
Email (For review ONLY, marketing will deploy)
Business Completed Contract Email
Nurture Sequence
Payment Received Email
This document lives here
Breakroom Guide
Breakroom Brand Guide – 2/9/24
New Product Guide – 2/9/24
Breakroom Benefits Flyers
BB – GTM Flyer – 2/9/24
BB – Our Products Flyer – 2/9/24
BB – Overview Flyer – 2/9/24
Breakroom Club Flyers
BC – Our Products Flyer – 2/9/24
BC – GTM Flyer – 2/9/24
Videos
Breakroom Benefits Demo
Breakroom Benefits Demo (short version)
Assets
This Document Lives Here
“No gains without pains.”
– Ben Franklin, Poor Richard’s Almanack 1745