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Marketer’s Toolkit

Templates and resources for credit union marketing professionals

Templates and resources for credit union marketing professionals

Find inspiration and boost your marketing mojo with frameworks and fresh ideas used by other credit union marketers. The Marketer's Toolkit features often-requested resources from the Councils Community compiled with the help of industry experts and Councils volunteers.

Available exclusively to Marketing & Business Development Council members. 

Marketer’s Toolkit contents

Below is a look at what’s available in the Marketer’s Toolkit.

Templates

  • Social Media Overview (templates, best practices, guidelines) 
  • Brand Guide Template 
  • Principles of Design Template 
  • Request for Proposal (RFP) Template 
  • Sponsor Checklist Template 
  • Vendor Service Review Template
  • Event Management Template
  • ROI Calculation Spreadsheet
  • Marketing Budget Spreadsheet
  • Data Gathering and Evaluation Spreadsheet

Plans

  • Business Continuity Plan
  • Merger Communications Plan 
  • Seminar Creation Plan 
  • Marketing Plan
  • Campaign Rollout Plan
    • Sample Marketing Campaign
    • New Branch Opening
    • Name Change
  • Business Development Plan
  • Multi-Channel Member Onboarding Plan
  • Conversion Communication Plan

Forms

  • Social Media Policy
  • Photo Release Form