Combined Sales Page (Internal Only)
A centralized place for all sales materials for each brand and entity
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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
GA Executive Summary Booklet – Generic – 4/8/24
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 Commissions Statement – Template – Updated 4/3/24
GPS – Stack Flyer – Updated 2/8/24
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_Explainer_Existing Plan – updated 4/11/24
Peppermint_Explainer_New Plan – updated 4/11/24
Peppermint vs. Traditional 401k – NU
Go to Market Flyer – 4/11/24
Partner With Us Flyer – 5/24/24
Peppermint Pricing and Fee Schedule – 5/24/24
Roles and Responsibilities – Vertical – 5/24/24
Roles and Responsibilities – Horizontal – 5/24/24
Fund Line Up Flyer – Updated 6/6/24
Financial Wellness Flyer – 2/9/24
Plan Options – NU
PEP – Glossary Handout (Peppermintpedia terms) – Updated 6/1/24
Calculators
Match Pep Plan – NU
Easy PEP Plan – NU
Flex PEP Plan – NU
Videos
Easy Math – NU
Holiday V4 – NU
1 Minute Explainer – 4/9/24
Templates
Participating Employer Setup Form – Existing Plan – NU
Participating Employer Setup Form – New Plan – NU
Employee Census Template – Used to signup mass list of employees – NU
Payroll Integration Election Form – NU
Proposal Document
Sales Proposal Deck – 6/7/24
Sales Proposal Doc – NU
peppermint Sign Up Recordings
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
Peppermint Backgrounds
GA Backgrounds
How to Upload a new background on Teams
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“No gains without pains.”
– Ben Franklin, Poor Richard’s Almanack 1745