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(What new markets are available?, What isn't working?, Where is money…
What new markets are available?
Estate agents
Fines/charges
Legal
Mortgage
IFAs
Marketing
Postcards
A4 Mailers
Brochures
IVA/DMP
Government
Councils
Not for profit
NHS
Small trusts
Housing associations
What time of year?
Debt recovery and collection
Maintenance works
Transport
Utilities
Partnerships
What isn't working?
PPC
No visibility
ROI is isn't clear
Direct Mail
ROI isn't clear
Joined up strategy / no synergy
GP Marketing
Not all products are marketing
Email marketing - non existent
Existing customer marketing
Website
Not tailored to us being a multistructured customers
Different verticals have different needs
Current vs new customers
Social media
Video content
Consistency
Marketing resource and time
Partnerships and referrals strategy
Strategy
Referral marketing - lack of structure
Where is money coming from now?
IPs make up 23/30 of our top customers
IPs spend around £1 per item
Only one GP is in the Top 30
Insurance
GP, Legal, Healthcare, SME, Charity, Charges/Fines, Unions, Council, Housing Association, IPS (60%)
How do we retain business?
Be relevant
Comms
Surveys
Exclusive events
User groups
Product updates
Account Management
Account plans and reviews
Operational performance
Rewards
Case study
Case study videos
Testimonial
Google Reviews
NPS comments
Referral scheme
What can we grow?
Existing products
DREs
Receive
Send
Partnerships customer bases
Software and plugins
Finance SAAS like Xero
Existing customer base
Larger accounts
Resellers
Sales team
Per Vertical Per Product
Current revenue
Forecast
Growth opportunity
New business
Profitable
What new products will help us grow?
Receive
Bank statement extraction
Survey response extraction
AI
Cheque processing (imaging)
Consumer Receive product
Digital inbox for Receive
Send
Postcards
Brochures
On demand publishing
Signed For
Full bleed
Economy
Live Wire
Trigger and follow up marketing
Same day delivery - Amazon partner?
Earthpost (Carbon Neutral)
Document matching
Post scheduling
Document signing
Technology
SSO/MFA
Mailmerging
Document creation
Upload methods (like PostboxDocs - send from Google Docs)
Chrome plug-in
Data
Supply data
Cleanse data
Provision of data
Who do we want to partner with?
Integrations
Finance
Xero
Sage
Quickbooks
Vision Blue (Turnkey competitor)
Document Management Systems
Apps
Industry specific verticals (cross check software within verticals)
Like Meddbase, Medserv
Partnerships
Mailing Houses
Industry bodies
Process automation/digital transformation
What products go with which industries?
New
Existing
Send
Receive
SME
IVAs
IPs
Charities
Legal
Equity Release
Digital Reply Envelopes
Charities and not-for-profit
Unions
IVA
Companies with older demographic of customers
Housing Associations
Compensation (legal) and financial
IPs
Equity release
Insurance
Transaction considerations