IMPORTANT
If you enter a clients name or email into any AW form found on this page or any optinmonster optin throughout the site, your machine will be cookied with the email address being added. This mean if you trigger any other AWPT, either by manual copy and paste of the AWPT, trigger of the AWPT from a test email, or use of the elementer pages, you will execute the AWPT command to that last email address because it is cookied to your machine. To clear your cookie, enter in any dummy or artificial email in any form and will overwrite the cookie.
Renewal Processing
General Renewal Cycle
Step 1
Do This First Everytime for Any General Renewal Email Setup
General Renewal Cycle Stop & Reset
This action stops the renewal cycle campaign and removes tags which not only stops the campaign for the subscriber but also “resets” them so they can receive a new renewal cycle sometime in the future.
Copy this URL into your browser bar and replace the REPLACETHIS text with the email of the failed renewal you need to stop or reset.
https://awpt.co/0emJD?email=REPLACETHIS
Step 2
Fill in this form if you want to add someone to the renewal cycle. The product URL and product name fields are used within the email sent to the customer.
Please note: product URL and product name fields can only hold one data point at a time. That is, one product name and one product URL. Filling in the form for an existing subscriber on the 2019 Renewal Failure Notify will overwrite their previous custom fields. Thus, these custom fields cannot be used for historical data tracking as they can be overwritten without record of the overwrite.
Day 0
Action Required: {{ subscriber.custom_field[‘Product Name’] }} Renewal Unsuccessful – Please Update
Hello {{ subscriber.first_name | capitalize }},
I wanted to let you know that your recent renewal attempt of the {{ subscriber.custom_field[‘Product Name’] }} failed.
To regain access to your account, please Update Your Payment Details Here {{ subscriber.custom_field[‘Renewal Link’] }}
If you wish to cancel – just email me and I will close your account.
Thank you for your prompt attention. Please reach out if you have any questions!
Best,
Bree Patrick
Customer Care
National Financial Educators Council
We Empower Financial Wellness Champions
Day 3
Re: Failed Renewal: {{ subscriber.custom_field[‘Product Name’] }} – Action Required
Hi {{ subscriber.first_name | capitalize }},
I hope you’re doing well.
Your recent renewal attempt of the {{ subscriber.custom_field[‘Product Name’] }} was unsuccessful.
To regain access to your account, please Update Your Payment Details Here {{ subscriber.custom_field[‘Renewal Link’] }}
If you want to cancel – just email me and I will close your account.
Thank you for your prompt attention. Please reach out if you have any questions!
Best,
Bree Patrick
Customer Care
National Financial Educators Council
We Empower Financial Wellness Champions
Day 10
Renewal Grace Period Ends in 7 Days: {{ subscriber.custom_field[‘Product Name’] }}
Hello {{ subscriber.first_name | capitalize }},
Your recent renewal attempt did not go through. Your grace period for enrollment ends in 7 days.
Did you want to maintain your enrollment in the {{ subscriber.custom_field[‘Product Name’] }}?
If ‘Yes’, you can Renew Here {{ subscriber.custom_field[‘Renewal Link’] }}
If ‘No’, just let me know, and I’ll remove you from future renewal notifications and close your account.
If you’re experiencing ‘Financial Hardship’, please let me know – we have options to help.
Thank you for your prompt attention. Please feel free to reach out if you have any questions!
Best,
Bree Patrick
Customer Care
National Financial Educators Council
We Empower Financial Wellness Champions
Day 24
Renewal Grace Period Ends: NFEC Programming
Your grace period for enrollment in the {{ subscriber.custom_field[‘Product Name’] }} has ended.
Per the terms, please stop use of any NFEC license materials and discontinue use of the credentials. We do wish you the best if this is the option you chose.
If you want to regain access, to get your account into good standing click here to renew. {{ subscriber.custom_field[‘Renewal Link’] }}
If you’re experiencing ‘Financial Hardship’, please let me know – we have options to help.
Thank you for your prompt attention. Please feel free to reach out if you have any questions!
Best,
Bree Patrick
Customer Care
National Financial Educators Council
We Empower Financial Wellness Champions
Advisory Board Renewal Cycle
— START —
Advisory Board Renewal Cycle Start
— END —
Advisory Board Renewal Cycle End
Day 1
Celebrating Your Anniversary on the NFEC State Board
Hello {{ subscriber.custom_field[‘First’] }},
As we approach your anniversary on the NFEC State Board in about one month, we want to take a moment to express our gratitude for your dedication and contributions over the past year. Your service has been instrumental in advancing financial wellness, and we look forward to continuing this productive partnership in the year ahead.
Important action required – visit here to select your benefit package and learn about the state chapter initiatives.
Once again, thank you for your dedication to the NFEC’s mission. We’re excited to continue working with you to promote financial literacy and empowerment.
Claudia Martins
Community Engagement Director
National Financial Educators Council
We Empower Financial Wellness Champions
www.linkedin.com/in/ClaudiaMartins-Connect
Day 14
Re: Celebrating Your Anniversary on the NFEC State Board
Dear {{ subscriber.custom_field[‘First’] }},
I wanted to check in and make sure you saw this message. There’s no urgent deadline, but we do want to ensure that you’re taking full advantage of your benefits with the Advisory Board.
Feel free to submit your details in stages here.
Let us know if you have any questions or need support – we’re here to help.
Claudia Martins
Community Engagement Director
National Financial Educators Council
We Empower Financial Wellness Champions
www.linkedin.com/in/ClaudiaMartins-Connect
Day 28
Re: Celebrating Your Anniversary on the NFEC State Board
Dear {{ subscriber.custom_field[‘First’] }},
With your anniversary approaching in the next few weeks, I wanted to share an update on our state chapter objectives for the coming year.
We’re continuing to strengthen our advocacy across six core focus areas: policy, legislation, mobilization, rigorous standards, public opinion, and removing barriers that impede effective personal finance education.
What’s New and Ahead This Year:
- Unified State Chapter Collaboration: NFEC coordinates cross-state efforts to strengthen collective advocacy and create well-aligned impact.
- Advocacy Campaign Launches: From public opinion efforts to legislative pushes, NFEC is rolling out national campaigns in which state chapters will participate.
- Legislation Initiatives: NFEC is spearheading legislative proposals to advance financial education across education levels, with chapter involvement as a key part of rollout.
- Media & Awareness Drives: National media and public awareness campaigns led by NFEC will include local chapter components and visibility.
- Implementation Programming: The NFEC will directly lead initiatives that deliver standards-aligned personal finance programs to schools, nonprofits, and community partners.
If you have not submitted your annual Advisory Board Benefit package, do so here.
We’re excited to continue this important work with you in the year ahead.
Claudia Martins
Community Engagement Director
National Financial Educators Council
We Empower Financial Wellness Champions
www.linkedin.com/in/ClaudiaMartins-Connect
Common Cycle Optins & Graduate Emails
Certified Financial Education Instructor (CFEI)
Education Resources
Note: this was/is set for Package everywhere
Packages
Advocacy
“CFEI_Grad Tag add to AW
The automated method for this no longer functions
Certified Personal Financial Wellness Consultant
Online Education Resources (OLC)
Testing
Graduate Webpage Finished
This was adding CPFC_Grad
NFEC Financial Coach Graduate
Kids
Coaching B to C
Full Service
Dated – make sure you know what this sends before using.
Standards
Consumer
After Coaching Webinar
The URLs below all have a calendar present. The calendars need to be organized. The calendars are likely repeated across multiple URLs and some may not be in use at all. Just dumping here for the time being. Contact Trevor if this needs to be addressed.
Advisory Board Cold Outreach & Application Processing
—–ADVISORY BOARD COLD OUTREACH RESPONSE FOLLOWUPS—–
Interested
— START —
Advisory Board Cold Outreach Response – Interested Series
— END —
Advisory Board Cold Outreach Response – Interested Series
Day 0
How We’re Building Financial Wellness – One State at a Time
At the National Financial Educators Council (NFEC), we believe that real financial empowerment begins at the community level. That’s why our state chapters focus on targeted advocacy, local support, and scalable financial wellness initiatives that drive lasting change.
From equipping individuals with life-changing financial skills to building relationships with local leaders, we’re working to shift the financial literacy landscape – state by state.
Learn More About Our State Campaigns – Click Here
Apply to Be on Our Advisory Board – Click Here
Day 3
Financial Educators Council Advisory Board Qualifications & Role
Behind every NFEC state chapter is a team of dedicated Advisory Board members – leaders from diverse industries who bring passion, action, and expertise to the financial literacy movement.
We seek individuals who are deeply rooted in their communities and committed to helping others build financial wellness. If that sounds like you – or someone you know – we invite you to learn more about the role and qualifications of our Advisory Board members.
Together, we’re advancing economic empowerment through education and advocacy.
Apply to Be on Our Advisory Board – Click Here
Day 7
Champions of Financial Literacy – Meet Our Board
The NFEC is proud to spotlight the inspiring leaders who serve on our State Advisory Boards. These individuals are crucial to helping us expand financial education access, strengthen local partnerships, and influence state-level policy change.
Their dedication is helping build financially capable communities across the country – and their stories reflect the heart of our mission.
Want to meet some of the leaders shaping the future of financial literacy?
Meet Our Esteemed Advisory Board Members – Click Here
Apply to Be on Our Advisory Board – Click Here
Thank you for supporting financial education,
The National Financial Educators Council
— Stop Master for “No Time, “Wrong Size”, & “Why Fee” —
A single form used to stop any one of the 3 Advisory Board followups campaigns for cold outreach responses. Performs the same function as individual “END” options below.
Wrong Profession / Company Size
— START —
Advisory Board Cold Outreach Response – Wrong Profession Series
— END —
Advisory Board Cold Outreach Response – Wrong Profession Series
Day 0
Re: Advisory Board Invitation
Hello [FIRSTNAME],
Thanks for your email.
We actually fill our Advisory Board with diverse professionals, not only in the financial services space, but also across these industries of various organization sizes:
Education: Educators (Elementary, High School, College), School Administration, Student Loan Department, PTO, PTA, & Parent Advocates
Community: Policymaker, Government, Media, Influencer, Advocates, Business & Nonprofit Leaders, Concerned Citizens Passionate about Financial Education
We welcome your involvement! To take the next steps, please complete the short application by clicking here.
Thank you!
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited Provider
702.620.3059
The NFEC is Accredited by the IACET and offers CEUs for its learning events that comply with the ANSI/IACET Continuing Education and Training Standard.
The NFEC is a Certified B Corporation™ that has obligations to social and environmental performance, legal accountability, and transparent business practices.
Mail correspondence: 400 S 4th Street, #500, Las Vegas, 89101
Day 7
Re: Advisory Board Invitation
Hello [FIRSTNAME],
Just a quick check-in to see whether you still have interest in joining our Advisory Board.
You can learn more about the details and benefits our board members receive by clicking here.
Additionally, there is a short application at the bottom of the page – just complete that if you’re still interested. From there, we will schedule a call between you and the director leading the board in your state.
Please feel free to reach out to me personally as well if you need anything.
Thanks and have a great day.
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited Provider
702.620.3059
The NFEC is Accredited by the IACET and offers CEUs for its learning events that comply with the ANSI/IACET Continuing Education and Training Standard.
The NFEC is a Certified B Corporation™ that has obligations to social and environmental performance, legal accountability, and transparent business practices.
Mail correspondence: 400 S 4th Street, #500, Las Vegas, 89101
Day 14
Final Call – Advisory Board Invitation
Hello [FIRSTNAME],
We are doing the final call for our Advisory Board and would welcome your participation.
The final applications will be reviewed next Thursday – if you’re interested, please submit your details by clicking here.
Thank you!
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited Provider
702.620.3059
The NFEC is Accredited by the IACET and offers CEUs for its learning events that comply with the ANSI/IACET Continuing Education and Training Standard.
The NFEC is a Certified B Corporation™ that has obligations to social and environmental performance, legal accountability, and transparent business practices.
Mail correspondence: 400 S 4th Street, #500, Las Vegas, 89101
No Time
— START —
Advisory Board Cold Outreach Response – No Time Series
— END —
Advisory Board Cold Outreach Response – No Time Series
Day 0
Re: Advisory Board Invitation
Hello [FIRSTNAME],
Completely understand the concern regarding the time commitment required on our Advisory Board. It’s not much.
Time Commitment: We request a minimum commitment of 2 to 8 hours per year allocated toward your advisory role. Although your role may vary at different times, following are the main functions:
1) Share Your Expertise – Join and participate in virtual board meetings and/or committee meetings 2 to 4 times per year.
2) Deepen Understanding – Time allocated toward keeping up with the Council’s initiatives and evolving community plan.
3) Community Conversations – Share your passion for and involvement with the cause to promote financial wellness when appropriate.
We are all busy these days, so I wanted to give you as many details as possible. If this schedule fits your time availability, I invite you to apply for our Advisory Board by clicking here.
Have a great day.
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited Provider
702.620.3059
The NFEC is Accredited by the IACET and offers CEUs for its learning events that comply with the ANSI/IACET Continuing Education and Training Standard.
The NFEC is a Certified B Corporation™ that has obligations to social and environmental performance, legal accountability, and transparent business practices.
Mail correspondence: 400 S 4th Street, #500, Las Vegas, 89101
Day 7
Re: Advisory Board Invitation
Hello [FIRSTNAME],
Just a quick check-in to see whether you still have interest in joining our Advisory Board.
You can learn more about the details and benefits our board members receive by clicking here.
Additionally, there is a short application at the bottom of the page – just complete that if you’re still interested. From there, we will schedule a call between you and the director leading the board in your state.
Please feel free to reach out to me personally as well if you need anything.
Thanks and have a great day.
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited Provider
702.620.3059
The NFEC is Accredited by the IACET and offers CEUs for its learning events that comply with the ANSI/IACET Continuing Education and Training Standard.
The NFEC is a Certified B Corporation™ that has obligations to social and environmental performance, legal accountability, and transparent business practices.
Mail correspondence: 400 S 4th Street, #500, Las Vegas, 89101
Day 14
Final Call – Advisory Board Invitation
Hello [FIRSTNAME],
We are doing the final call for our Advisory Board and would welcome your participation.
The final applications will be reviewed next Thursday – if you’re interested, please submit your details by clicking here.
Thank you!
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited Provider
702.620.3059
The NFEC is Accredited by the IACET and offers CEUs for its learning events that comply with the ANSI/IACET Continuing Education and Training Standard.
The NFEC is a Certified B Corporation™ that has obligations to social and environmental performance, legal accountability, and transparent business practices.
Mail correspondence: 400 S 4th Street, #500, Las Vegas, 89101
Why Fee
— START —
Advisory Board Cold Outreach Response – Why Fee Series
— END —
Advisory Board Cold Outreach Response – Why Fee Series
Day 0
Re: Advisory Board Invitation
Hello [FIRSTNAME],
I’d be happy to explain the purpose of the investment.
The purpose of the Advisory Board investment is to fund donations of materials in your name to local community organizations, attract board members who are successful in their industries, and provide benefits that highlight your community leadership and generosity (details & next steps covered here).
The Advisory Board requires an initial investment of $2,500, followed by an annual contribution of $1,500. Starting in year two, you will meet with our Board Liaison to customize benefits that align with your personal and business goals.
Please let me know if you have any questions.
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited Provider
702.620.3059
The NFEC is Accredited by the IACET and offers CEUs for its learning events that comply with the ANSI/IACET Continuing Education and Training Standard.
The NFEC is a Certified B Corporation™ that has obligations to social and environmental performance, legal accountability, and transparent business practices.
Mail correspondence: 400 S 4th Street, #500, Las Vegas, 89101
Day 7
Re: Advisory Board Invitation
Just a quick check-in to see whether you still have interest in joining our Advisory Board.
You can learn more about the details and benefits our board members receive by clicking here.
Additionally, there is a short application at the bottom of the page – just complete that if you’re still interested. From there, we will schedule a call between you and the director leading the board in your state.
Please feel free to reach out to me personally as well if you need anything.
Thanks and have a great day.
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited Provider
702.620.3059
The NFEC is Accredited by the IACET and offers CEUs for its learning events that comply with the ANSI/IACET Continuing Education and Training Standard.
The NFEC is a Certified B Corporation™ that has obligations to social and environmental performance, legal accountability, and transparent business practices.
Mail correspondence: 400 S 4th Street, #500, Las Vegas, 89101
Day 14
Final Call – Advisory Board Invitation
Hello [FIRSTNAME],
We are doing the final call for our Advisory Board and would welcome your participation.
The final applications will be reviewed next Thursday – if you’re interested, please submit your details by clicking here.
Thank you!
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited Provider
702.620.3059
The NFEC is Accredited by the IACET and offers CEUs for its learning events that comply with the ANSI/IACET Continuing Education and Training Standard.
The NFEC is a Certified B Corporation™ that has obligations to social and environmental performance, legal accountability, and transparent business practices.
Mail correspondence: 400 S 4th Street, #500, Las Vegas, 89101
International Advisory Board Interested
— START —
Advisory Board Cold Outreach Response – International Interested Series
— END —
Advisory Board Cold Outreach Response – International Interested Series
Day 0
Next Steps for Advisory Board Position
Hello {!firstname_fix},
Thanks for your interest in joining the Financial Educators Council’s International Advisory Board.
As an Advisory Board Member, you situate yourself in a better position to share your knowledge with the local community and guide financial wellness program donations to community members.
We welcome you to take the next steps and join our Board – please click here to register now.
*Only 1 board member per region so please register within the week to secure your region. Thank you.
Claudia Martins
Community Engagement Director
National Financial Educators Council
We Empower Financial Wellness Champions
Day 10
Final Call – Advisory Board Position
Hello {!firstname_fix},
We are doing the final call for our Advisory Board in your region and would welcome your participation.
We welcome you to take the next steps before next Friday to join our International Financial Educators Advisory Board. Please click here to register now.
Thank you!
Claudia Martins
Community Engagement Director
National Financial Educators Council
We Empower Financial Wellness Champions
Advisory Board Cycle 1 – Immediately After Application Series
— START —
Advisory Board Cycle 1 – Immediately After Application Series
— END —
Advisory Board Cycle 1 – Immediately After Application Series
Day 1 in Combined Campaign – Day 1 in Campaign “Advisory Board Cycle 1 – Immediately After Application”
Board Application Received & Meet Our Board Members
Hello,
You are to be commended for your interest in serving on our Advisory Board. Those selected to serve on this board represent individuals with a passion for strengthening families and communities with financial wellness; a willingness to donate valuable time toward this important effort and a history of serving their communities with integrity and professionalism.
Regardless of the results, we do appreciate your interest in serving and everyone who applies will hear back with our decision within 10 business days.
In the meantime, we invite you to meet some of our state board members.
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited Education Organization
Phone: 702.620.3059
Day 2 in Combined Campaign – Day 0 in Campaign “Advisory Board Cycle 2 & 3 – Board Impact Case Studies + Monthly Advocacy”
This message will NOT be stopped by End trigger above. If stop is desired it must be done in Aweber directly (List 2019 Advisory Board)
NFEC State Advisory Board Member Update
We are excited to share the highlights from this year’s State Board Annual Update, showcasing significant progress and high-impact partnerships in advancing financial literacy nationwide.
Over the past year, state board members’ support has helped us lead advocacy campaigns, raise awareness, and implement programs to address the critical need for financial education. Through collaborations with organizations, schools, nonprofits, and community leaders, we have expanded access to resources and created opportunities for individuals to develop essential money management skills.
As we look ahead, our focus remains on scaling programs, fostering engagement, and making financial literacy a core life skill for all. We are grateful for your support and partnership in this journey toward a financially empowered future.
Day 5 in Combined Campaign – Day 5 in Campaign “Advisory Board Cycle 1 – Immediately After Application”
Call with Board Director – Action Required
Hello,
We appreciate your submission of your Advisory Board details for review. After carefully considering your background and conducting an online search, we have determined that you are likely to meet the qualifications for becoming a member of our Board.
To proceed, please schedule a consultation with the Board Director to begin the final approval process. This consultation will serve as the next step in the onboarding procedure.
Schedule Call with Board Director – Click Here
* To prepare for your meeting, you can review the board details and benefits to gain a comprehensive understanding.
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited Education Organization
Phone: 702.620.3059
Claudia Martins wrote:
Subject: Board Application Received & Meet Our Board Members
Hello,
You are to be commended for your interest in serving on our Advisory Board. Those selected to serve on this board represent individuals with a passion for strengthening families and communities with financial wellness; a willingness to donate valuable time toward this important effort and a history of serving their communities with integrity and professionalism.
Regardless of the results, we do appreciate your interest in serving and everyone who applies will hear back with our decision within 10 business days.
In the meantime, we invite you to meet some of our state board members.
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited Education Organization
Phone: 702.620.3059
Day 6 in Combined Campaign – Day 4 in Campaign “Advisory Board Cycle 2 & 3 – Board Impact Case Studies + Monthly Advocacy”
This message will NOT be stopped by End trigger above. If stop is desired it must be done in Aweber directly (List 2019 Advisory Board)
Empowering Communities Through Board Member Leadership
At the NFEC and our state chapters, we envision a world where individuals are empowered to make informed financial decisions and achieve their aspirations while meeting essential needs. Our mission is driven by the dedication of our partners and board members, who play a pivotal role in advancing financial literacy and creating meaningful change in communities.
As a board member, you’ll receive access to exclusive tools, networking opportunities, and platforms designed to enhance your leadership and professional growth. Together, we collaborate on custom solutions to build and scale high-impact financial wellness initiatives that align with both business objectives and social impact goals. By joining us, you’ll have the chance to contribute to this vital mission, position yourself as a thought leader, and work alongside industry experts.
Discover the inspiring work being done through Board Member Spotlights & Case Studies, showcasing how our board members are creating a win for their communities and their professional success. Together, we can continue empowering individuals, fostering financial wellness, and driving progress for a brighter future.
Board Member Spotlights & Case Studies
Day 7 in Combined Campaign – Day 7 in Campaign “Advisory Board Cycle 1 – Immediately After Application”
Friendly Reminder – Schedule Your Board Interview
Hello,
I wanted to follow up on our earlier message regarding your Advisory Board application. We’re excited about your potential to join our Board and look forward to moving you through the final approval process.
The next step is simple: please schedule an interview with our Board Director. This conversation will provide an opportunity to discuss your goals, answer any questions, and finalize your candidacy.
Schedule Call with Board Director – Click Here
We encourage you to schedule this call at your earliest convenience so we can proceed smoothly. Thank you again for your interest in helping advance financial education and economic empowerment.
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited Education Organization
Phone: 702.620.3059
Day 14 in Combined Campaign – Day 14 in Campaign “Advisory Board Cycle 1 – Immediately After Application”
Complete Your Board Interview Before Application Expires
Hello,
We noticed you haven’t yet scheduled your interview with our Board Director. This is the final step required to complete your approval process for the Advisory Board position.
Your background and experience strongly align with the Board’s mission, and we don’t want you to miss this opportunity to contribute at a leadership level.
Schedule Call with Board Director – Click Here
If you have any questions before booking, you’re welcome to review our state chapter details, or simply reply to this email and we’ll be happy to assist you. We truly value your commitment to advancing financial literacy and look forward to connecting with you soon.
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited Education Organization
Phone: 702.620.3059
Day 21 in Combined Campaign – Day 21 in Campaign “Advisory Board Cycle 1 – Immediately After Application”
Re: Call With Board Director – Action Required
Hello,
This email is a final check-in to schedule a call regarding your Advisory Board application.
To proceed, schedule a consultation with the Board Director for the final approval process. This consultation will serve as the next step in the onboarding procedure. Schedule Call with Board Director – Click Here
*If you have already completed this step, please ignore this message as there is a short lag time until you are assigned a board liaison. If your plans have changed regarding serving on our advisory board, kindly let us know so we can consider other candidates. Thank you for your understanding.
To prepare for your meeting, you can review the board details and benefits to gain a comprehensive understanding.
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited Education Organization
Phone: 702.620.3059
Claudia Martins wrote:
Subject: Board Application Received & Meet Our Board Members
Hello,
You are to be commended for your interest in serving on our Advisory Board. Those selected to serve on this board represent individuals with a passion for strengthening families and communities with financial wellness; a willingness to donate valuable time toward this important effort and a history of serving their communities with integrity and professionalism.
Regardless of the results, we do appreciate your interest in serving and everyone who applies will hear back with our decision within 10 business days.
In the meantime, we invite you to meet some of our state board members.
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited Education Organization
Phone: 702.620.3059
Advisory Board Meeting Follow-up & Next Steps After Consultation Series
— START —
Advisory Board Meeting Follow-up & Next Steps After Consultation Series
— END —
Advisory Board Meeting Follow-up & Next Steps After Consultation Series
Day 1
Thank You for Joining Us Today – Next Steps in the Advisory Board Review Process
Hello {{ subscriber.first_name | capitalize }},
Thank you for taking the time to speak with us today and share more about your background and interest in joining the NFEC Advisory Board. We appreciated learning about your experience and commitment to advancing financial education.
Our next Advisory Board Committee meeting is approaching, during which we will be reviewing candidates and voting on new appointments.
We will follow up with you after the meeting to inform you of the outcome—regardless of the decision.
Thank you again for your interest in serving.
Claudia Martins
Community Engagement Director
National Financial Educators Council
We Empower Financial Wellness Champions
www.linkedin.com/in/ClaudiaMartins-Connect
Day 7
Advisory Board Meeting Follow-up & Next Steps
Hello {{ subscriber.first_name | capitalize }},
We are pleased to inform you that the Advisory Board Committee has completed its review and approved your appointment to the NFEC Advisory Board.
Your background and expertise align well with the goals of the Council, and we look forward to your contributions as we work to advance financial education initiatives nationwide.
Next Steps
Please complete your registration here: NFEC Advisory Board Registration.
Once registered, I will follow up to schedule a brief onboarding call. During this call, we’ll discuss the development of your board assets and outline the timeline for your public announcement.
Should you have any questions, please feel free to reach out. We appreciate your commitment and look forward to collaborating with you.
Best regards,
Claudia Martins
Community Engagement Director
National Financial Educators Council
We Empower Financial Wellness Champions
www.linkedin.com/in/ClaudiaMartins-Connect
Day 14
Re: Advisory Board Meeting Follow-up & Next Steps
Hello {{ subscriber.first_name | capitalize }},
I hope you’re doing well! I wanted to follow up as I haven’t heard back yet and wanted to make sure you received my previous email regarding your Advisory Board registration.
We are excited to officially welcome you to the board and look forward to your valuable contributions to advancing the financial education movement. Your expertise and dedication will be instrumental in driving our mission forward.
The next step is to complete your registration using the following link: NFEC Advisory Board Registration. Once you’ve registered, we will schedule a call with your Board Liaison (me) to develop your board assets and prepare for your public announcement. After finalizing these details, we will set a launch date and coordinate promotional activities.
Please let me know if you have any questions or if there’s anything I can assist with. Looking forward to working together!
Best regards,
Claudia Martins
Community Engagement Director
National Financial Educators Council
We Empower Financial Wellness Champions
www.linkedin.com/in/ClaudiaMartins-Connect
Day 21
Re: Advisory Board Meeting Follow-up & Next Steps
Hello {{ subscriber.first_name | capitalize }},
I hope this message finds you well.
We are planning our next set of announcements and finalizing our Advisory Board for this quarter. Please register as soon as possible using the following link: NFEC Advisory Board Registration.
If you do have any questions or an updated timeline, please let me know as soon as possible. Thank you.
Best regards,
Claudia Martins
Community Engagement Director
National Financial Educators Council
We Empower Financial Wellness Champions
www.linkedin.com/in/ClaudiaMartins-Connect
Claudia Martins wrote:
Subject: Advisory Board Meeting Follow-up & Next Steps
Hello {{ subscriber.first_name | capitalize }},
Thank you for your interest in serving on our Advisory Board and for going through the approval process.
We are pleased to officially welcome you to the board and look forward to your valuable contributions to driving our mission forward. We are confident that your expertise and dedication will be crucial in advancing the financial education movement.
Your commitment to our mission is invaluable, and we are deeply grateful for your willingness to contribute.
The next step is to register at the following link: NFEC Advisory Board Registration.
After you’ve completed the registration, we will schedule a call with your Board Liaison (me) to develop your board assets and prepare for your public announcement. Once finalized, we will set a launch date for the announcement and coordinate promotional activities.
Should you have any questions, please do not hesitate to reach out. I look forward to our continued collaboration.
Best regards,
Claudia Martins
Community Engagement Director
National Financial Educators Council
We Empower Financial Wellness Champions
www.linkedin.com/in/ClaudiaMartins-Connect
Day 28
Final Call – Advisory Board Next Steps
Hello {{ subscriber.first_name | capitalize }},
I haven’t heard back since you expressed interest in joining our Advisory Board. Do you have any remaining questions? Do you still have an interest in joining?
Please let me know ASAP, as we are currently planning our next set of announcements and finalizing our Advisory Board for this quarter. If you are ready to go now – please register at: NFEC Advisory Board Registration.
If your plans have changed, please just email me. I need to finalize these details so we can schedule our board members for the next set of announcements. Thank you very much.
Best regards,
Claudia Martins
Community Engagement Director
National Financial Educators Council
We Empower Financial Wellness Champions
www.linkedin.com/in/ClaudiaMartins-Connect
Advisory Board Incubator Program
— START —
Advisory Board Incubator Program Series
— END —
Advisory Board Incubator Program Series
Day 1
Thank You for Joining Us Today – Next Steps in the Advisory Board Review Process
Hello {{ subscriber.first_name | capitalize }},
Thank you for taking the time to speak with us today and share more about your background and interest in joining the NFEC Advisory Board. We appreciated learning about your experience and commitment to advancing financial education.
Our next Advisory Board Committee meeting is approaching, during which we will be reviewing candidates and voting on new appointments.
We will follow up with you after the meeting to inform you of the outcome—regardless of the decision.
Thank you again for your interest in serving.
Claudia Martins
Community Engagement Director
National Financial Educators Council
We Empower Financial Wellness Champions
www.linkedin.com/in/ClaudiaMartins-Connect
Day 7
Re: Advisory Board Meeting Follow-up & Next Steps
Hello {{ subscriber.first_name | capitalize }},
Congratulations—your application has been approved for the NFEC Advisory Board Incubator Program. This confirms your future Advisory Board seat, pending completion of a few steps the NFEC conducts to build your public prominence.
Your background and expertise align well with the Council’s mission, and we are excited to welcome your contributions as we work to advance financial education initiatives across the country.
The NFEC will handle the development of your online assets and promotions to highlight your expertise and meet our board visibility standards. Once complete, we’ll move forward with your official appointment and public announcement.
Your experience and dedication are deeply valued, and we look forward to your contributions to advancing financial education.
Next Steps
Please complete your registration here: NFEC Advisory Board Registration.
Once registered, I will follow up to schedule a brief onboarding call. During this call, we’ll discuss the development of your board assets and outline the timeline for your public announcement.
Should you have any questions, please feel free to reach out. We appreciate your commitment and look forward to collaborating with you.
Best regards,
Claudia Martins
Community Engagement Director
National Financial Educators Council
We Empower Financial Wellness Champions
www.linkedin.com/in/ClaudiaMartins-Connect
Day 14
Re: Advisory Board Meeting Follow-up & Next Steps
Hello {{ subscriber.first_name | capitalize }},
I hope you’re doing well! I wanted to follow up as I haven’t heard back yet and wanted to make sure you received my previous email regarding your Advisory Board registration.
The next step is to register using the following link: NFEC Advisory Board Registration. Please note that completion of the incubator program guarantees your Advisory Board seat and covers your board dues. No extra investment is required for the incubator program.
Once you’ve registered, we will develop your board assets and prepare for your public announcement. After finalizing these details, we will set a launch date and coordinate promotional activities.
Please let me know if you have any questions or if there’s anything I can assist with. Looking forward to working together!
Best regards,
Claudia Martins
Community Engagement Director
National Financial Educators Council
We Empower Financial Wellness Champions
www.linkedin.com/in/ClaudiaMartins-Connect
Day 21
Re: Advisory Board Meeting Follow-up & Next Steps
Hello {{ subscriber.first_name | capitalize }},
I hope this message finds you well.
We are planning our next set of announcements and finalizing our Advisory Board for this quarter. Please register as soon as possible using the following link: NFEC Advisory Board Registration.
If you do have any questions or an updated timeline, please let me know as soon as possible. Thank you.
Best regards,
Claudia Martins
Community Engagement Director
National Financial Educators Council
We Empower Financial Wellness Champions
www.linkedin.com/in/ClaudiaMartins-Connect
Claudia Martins claudia@financialeducatorscouncil.org wrote:
Hello {{ subscriber.first_name | capitalize }},
Thank you for your interest in serving on our Advisory Board and for going through the approval process.
You have the experience, passion, and dedication we seek. Through the Board Incubator Program, we’ll enhance your online presence and visibility to help the public recognize why you’re an excellent fit for the board.
We welcome you to the Board Incubator Program – upon completion, your official Advisory Board seat is guaranteed.
The next step is to register using the following link: NFEC Advisory Board Registration. Please note that completion of the incubator program guarantees your Advisory Board seat and covers your board dues. No extra investment is required for the incubator program.
After you’ve completed the registration, we will schedule a call with your Board Liaison (me) to develop your board assets and prepare for your public announcement. Once finalized, we will set a launch date for the announcement and coordinate promotional activities.
Should you have any questions, please do not hesitate to reach out. I look forward to our continued collaboration.
Best regards,
Claudia Martins
Community Engagement Director
National Financial Educators Council
We Empower Financial Wellness Champions
www.linkedin.com/in/ClaudiaMartins-Connect
Day 28
Re: Advisory Board Meeting Follow-up & Next Steps
Hello {{ subscriber.first_name | capitalize }},
I haven’t heard back since you expressed interest in joining our Advisory Board. Do you have any remaining questions? Do you still have an interest in joining?
Please let me know ASAP, as we are currently planning our next set of announcements and finalizing our Advisory Board for this quarter. If you are ready to go now – please register at: NFEC Advisory Board Registration.
If your plans have changed, please just email me. I need to finalize these details so we can schedule our board members for the next set of announcements.
Thank you very much.
Best regards,
Claudia Martins
Community Engagement Director
National Financial Educators Council
We Empower Financial Wellness Champions
www.linkedin.com/in/ClaudiaMartins-Connect
Advisory Board – No Money Series
— START —
Advisory Board – No Money Series
— END —
Advisory Board – No Money Series
Day 0
Board Follow-up, Keep Us Posted
Hello,
We appreciate your willingness to serve on the Advisory Board and the experience you bring. I understand that now may not be the right time to commit to board dues.
We will keep your application on file for 45 days and will place it on the Board agenda for a vote once you indicate you’re ready to commit to the board dues. If elected, we’ll proceed with the dues process.
These dues are essential for funding our state chapter initiatives and supporting community-based organizations. An Advisory Board seat also offers personal benefits, helping you gain exposure and prominence and build your brand while making a meaningful impact in your community. You can learn more here: NFEC Advisory Board.
Please keep us posted when a better time is financially possible for you. Once you know you have the board dues, I can then submit your application to our bi-monthly board approval meetings. If they approve your application, dues would be required within 5 business days.
In the meantime, we invite you to join our Advocacy Committee, which requires no financial investment but provides an opportunity to contribute and stay engaged in our mission.
Best regards,
Claudia Martins
Community Engagement Director
National Financial Educators Council
We Empower Financial Wellness Champions
www.linkedin.com/in/ClaudiaMartins-Connect
Day 15
Advisory Board — Confirmation of Interest
Hello,
Following up to confirm whether you are ready to be considered for our Advisory Board this quarter. We are finalizing the slate and will submit candidates for a vote shortly.
If you wish to be included, please reply confirming your availability and readiness to proceed. If not, let me know either way as we have other applicants and need to finalize the list.
Best regards,
Claudia Martins
Community Engagement Director
National Financial Educators Council
We Empower Financial Wellness Champions
www.linkedin.com/in/ClaudiaMartins-Connect
Claudia Martins claudia@financialeducatorscouncil.org wrote:
Hello,
We appreciate your willingness to serve on the Advisory Board and the experience you bring. I understand that now may not be the right time to commit to board dues.
We will keep your application on file for 45 days and will place it on the Board agenda for a vote once you indicate you’re ready to commit to the board dues. If elected, we’ll proceed with the dues process.
These dues are essential for funding our state chapter initiatives and supporting community-based organizations. An Advisory Board seat also offers personal benefits, helping you gain exposure and prominence and build your brand while making a meaningful impact in your community. You can learn more here: NFEC Advisory Board.
Please keep us posted when a better time is financially possible for you. Once you know you have the board dues, I can then submit your application to our bi-monthly board approval meetings. If they approve your application, dues would be required within 5 business days.
In the meantime, we invite you to join our Advocacy Committee, which requires no financial investment but provides an opportunity to contribute and stay engaged in our mission.
Best regards,
Claudia Martins
Community Engagement Director
National Financial Educators Council
We Empower Financial Wellness Champions
www.linkedin.com/in/ClaudiaMartins-Connect
Day 30
Final Call — Advisory Board Opportunity (Response Required)
Hello,
Final call: we’re closing this quarter’s Advisory Board slate and must confirm your interest now. If you want to be included in the vote, reply by the end of the week confirming you’re ready to proceed and able to meet the board dues commitment if elected.
If we don’t hear from you by the deadline, we’ll need to remove your application. We have additional applicants waiting and need to finalize the list.
Reply now to confirm or decline.
Thank you!
Best regards,
Claudia Martins
Community Engagement Director
National Financial Educators Council
We Empower Financial Wellness Champions
www.linkedin.com/in/ClaudiaMartins-Connect
Esteemed Board – Direct to Submit Details
— START —
Esteemed Board Submission Step Series
— END —
Esteemed Board – Direct to Submit Details
Day 0
Board Approval: Action Required
Hello,
Thank you for your application for the Advisory Board Position. We appreciate your interest in sharing your expertise with our company.
You will be an excellent addition to our Board and we would like to take the first steps forward and transition into the exploratory phase with you to ensure that we have a shared vision moving forward.
Action Required: Review requirements for board members.
Complete Required Board Approval Next Steps – Click Here
Once you have completed the next steps, the NFEC will:
1) Assign your Advisory Board Liaison.
2) Email you several times in advance of Advisory Board meetings. All meetings are virtual. If any Board chooses to meet in person, a virtual option will always be available.
Thank you and feel free to contact me directly if I can be of service.
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited Education Organization
Phone: 702.620.3059
Day 7
Re: Board Preliminary Approval: Action Required
Hello,
I wanted to follow up to make sure you received our response on the next steps for Advisory Board approval.
Click Here to: Complete Required Board Approval Next Steps.
Thanks and have a great day!
<claudia@financialeducatorscouncil.org> wrote:
Hello,
Thank you for your application for the Advisory Board Position. We appreciate your interest in sharing your expertise with our company.
You will be an excellent addition to our Board and we would like to take the first steps forward and transition into the exploratory phase with you to ensure that we have a shared vision moving forward.
Action Required: Review requirements for board members.
Complete Required Board Approval Next Steps – Click Here
Once you have completed the next steps, the NFEC will:
1) Assign your Advisory Board Liaison.
2) Email you several times in advance of Advisory Board meetings. All meetings are virtual. If any Board chooses to meet in person, a virtual option will always be available.
Thank you and feel free to contact me directly if I can be of service.
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited Education Organization
Phone: 702.620.3059
Day 14
Re: Board Preliminary Approval: Action Required
Hello,
This email is just a final check-in on the Board position. We would like to have you participate on the Board, but if your plans have changed, please just let us know.
Thanks and have a great day!
<claudia@financialeducatorscouncil.org> wrote:
Hello,
Thank you for your application for the Advisory Board Position. We appreciate your interest in sharing your expertise with our company.
You will be an excellent addition to our Board and we would like to take the first steps forward and transition into the exploratory phase with you to ensure that we have a shared vision moving forward.
Action Required: Review requirements for board members.
Complete Required Board Approval Next Steps – Click Here
Once you have completed the next steps, the NFEC will:
1) Assign your Advisory Board Liaison.
2) Email you several times in advance of Advisory Board meetings. All meetings are virtual. If any Board chooses to meet in person, a virtual option will always be available.
Thank you and feel free to contact me directly if I can be of service.
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited Education Organization
Phone: 702.620.3059
Day 28
Re: Board Preliminary Approval: Action Required
Hello,
We haven’t heard back from you regarding the Advisory Board position, but I’ll keep your application open for another week. If I don’t hear back by then, best wishes on your endeavors.
<claudia@financialeducatorscouncil.org> wrote:
Hello,
Thank you for your application for the Advisory Board Position. We appreciate your interest in sharing your expertise with our company.
You will be an excellent addition to our Board and we would like to take the first steps forward and transition into the exploratory phase with you to ensure that we have a shared vision moving forward.
Action Required: Review requirements for board members.
Complete Required Board Approval Next Steps – Click Here
Once you have completed the next steps, the NFEC will:
1) Assign your Advisory Board Liaison.
2) Email you several times in advance of Advisory Board meetings. All meetings are virtual. If any Board chooses to meet in person, a virtual option will always be available.
Thank you and feel free to contact me directly if I can be of service.
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited Education Organization
Phone: 702.620.3059
Esteemed Board Members – Call with Director First Step
— START —
Esteemed Board Members & Invitees Series
— END —
Esteemed Board Members & Invitees Series
Day 0
Call with Board Director – Action Required
Hello,
We appreciate your submission of your Advisory Board details for review. After carefully considering your background and conducting an online search, we have determined that you meet the base qualifications to become a member of our Board.
To proceed, schedule a consultation with the Board Director for the final approval process. This consultation will serve as the next step in the onboarding procedure.
Schedule Call with Board Director – Click Here
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited Education Organization
Phone: 702.620.3059
Day 7
Re: Call With Board Director – Action Required
Hello,
I wanted to follow up to make sure you received our response requesting that you schedule a call with our Board Director.
Click Here to: Schedule Call with Board Director – Click Here.
Thanks and have a great day!
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited Education Organization
Phone: 702.620.3059
<claudia@financialeducatorscouncil.org> wrote:
Hello,
We appreciate your submission of your Advisory Board details for review. After carefully considering your background and conducting an online search, we have determined that you meet the base qualifications to become a member of our Board.
To proceed, schedule a consultation with the Board Director for the final approval process. This consultation will serve as the next step in the onboarding procedure.
Schedule Call with Board Director – Click Here
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited Education Organization
Phone: 702.620.3059
Day 14
Re: Call With Board Director – Action Required
Hello,
This email is just a final check-in to try to schedule a call for you with the Board Director. However, if your plans have changed regarding serving on our advisory board, please just let us know.
Thanks and have a great day!
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited Education Organization
Phone: 702.620.3059
<claudia@financialeducatorscouncil.org> wrote:
Hello,
We appreciate your submission of your Advisory Board details for review. After carefully considering your background and conducting an online search, we have determined that you meet the base qualifications to become a member of our Board.
To proceed, schedule a consultation with the Board Director for the final approval process. This consultation will serve as the next step in the onboarding procedure.
Schedule Call with Board Director – Click Here
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited Education Organization
Phone: 702.620.3059
Day 28
Re: Call With Board Director – Action Required
Hello,
We haven’t heard back from you regarding meeting with the Board Director, but I’ll keep your application open for another week. If I don’t hear back by then, best wishes on your endeavors.
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited Education Organization
Phone: 702.620.3059
<claudia@financialeducatorscouncil.org> wrote:
Hello,
We appreciate your submission of your Advisory Board details for review. After carefully considering your background and conducting an online search, we have determined that you meet the base qualifications to become a member of our Board.
To proceed, schedule a consultation with the Board Director for the final approval process. This consultation will serve as the next step in the onboarding procedure.
Schedule Call with Board Director – Click Here
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited Education Organization
Phone: 702.620.3059
NOTE – THIS MAY NO LONGER BE MAINTAINED DUE TO THIS COMMENT – CLICK HERE. HOWEVER, THE FORMS AND CAMPAIGN ARE STILL ACTIVE
Financial Services & Sponsor Advisory Board Incubator Program
— START —
Financial Services & Sponsor Advisory Board Incubator Program Series
— END —
Financial Services & Sponsor Advisory Board Incubator Program Series
Day 0
Advisory Board Decision
Hello {!firstname_fix},
Thanks for your submission to our Advisory Board. We appreciate your willingness to contribute to the board and your interest in furthering financial literacy education.
You have the experience and passion we are looking for. However, unfortunately, with your current online presence and public recognition, you would not qualify for a board member position.
We can fix your lack of public prominence and get you on the Board to make a difference in your community. Here are 2 options:
Option 1) Join our Board Incubator program. In this program, we build online assets that highlight your experience, include you in media promotions, develop visuals, and provide brand assets that will position you as an industry leader. Once the program is complete (about 2 months) you will be approved for an Advisory Board seat. You can learn more about our criteria and join our Board Incubator program by clicking here.
Option 2) Sponsor your local community. When you become a donor and give the gift of financial literacy to your local community, we recognize your support in several high-profile ways to help you build exposure, expand relationships, provide business development opportunities, and participate on the Board. Learn more about the benefits we provide sponsors.
Feel free to reach out with any questions. Thanks!
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited Education Organization
Phone: 702.620.3059
Day 2
Advisory Board Incubator – Case Study Report
NOT IN YET
Designed Email but this is the copy:
We appreciate your interest in joining our Advisory Board. We wanted to share the results of others who have needed to build their online presence and prominence to receive a guaranteed Advisory Board seat with our state financial education chapters.
Review the case studies of some of our past Board Incubator clients and see how we helped them build brand equity, increase exposure, and highlight their contributions to the community.
View Case Study Reports https://www.financialeducatorscouncil.org/board-incubator-case-studies/
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited Education Organization
Phone: 702.620.3059
Day 10
Re: Advisory Board Decision
Hello {!firstname_fix},
I wanted to follow up to make sure you received our response on the next steps for the Advisory Board Incubator Program and/or Community Sponsorship Opportunity Program and answer a few questions we frequently get.
Does the Board Incubator program and the Community Sponsorship Program guarantee an Advisory Board seat? Yes, if you provide us with the details needed to create your brand assets.
What do I need to provide? Just a written copy of items like your bio and several professional photos for imagery. We edit and take care of the rest.
How long does it take? Once you submit the details, it takes us about 1 to 2 months to generate the coverage and position your brand with the prominence required to be on our board. From there, we add you to the Advisory Board and invite you to our virtual meetings.
Once you provide basic information, we handle all areas of the campaign on your behalf. We work with your marketing and compliance departments to ensure that messaging is in alignment with your goals.
Thanks and have a great day!
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited Education Organization
Phone: 702.620.3059
Claudia Martins <Claudia@financialeducatorscouncil.org> wrote:
Subject: Advisory Board Decision
Hello {!firstname_fix},
Thanks for your submission to our Advisory Board. We appreciate your willingness to contribute to the board and your interest in furthering financial literacy education.
You have the experience and passion we are looking for. However, unfortunately, with your current online presence and public recognition, you would not qualify for a board member position.
We can fix your lack of public prominence and get you on the Board to make a difference in your community. Here are 2 options:
Option 1) Join our Board Incubator program. In this program, we build online assets that highlight your experience, include you in media promotions, develop visuals, and provide brand assets that will position you as an industry leader. Once the program is complete (about 2 months) you will be approved for an Advisory Board seat. You can learn more about our criteria and join our Board Incubator program by clicking here.
Option 2) Sponsor your local community. When you become a donor and give the gift of financial literacy to your local community, we recognize your support in several high-profile ways to help you build exposure, expand relationships, provide business development opportunities, and participate on the Board. Learn more about the benefits we provide sponsors.
Feel free to reach out with any questions. Thanks!
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited Education Organization
Phone: 702.620.3059
Day 20
Final Call – Advisory Board Incubator & Community Sponsorship
Hello {!firstname_fix},
We haven’t heard back from you regarding the Advisory Board position or the Community Sponsorship Opportunity, but I’ll keep your application open for another week. If I don’t see your registration by the end of next week, best wishes on your endeavors.
Here are details of the 2 programs again for your review:
Option 1) Join our Board Incubator program. In this program, we build online assets that highlight your experience, include you in media promotions, develop visuals, and provide brand assets that will position you as an industry leader. Once the program is complete (about 2 months) you will be approved for an Advisory Board seat. You can learn more about our criteria and join our Board Incubator program by clicking here.
Option 2) Sponsor your local community. When you become a donor and give the gift of financial literacy to your local community, we recognize your support in several high-profile ways to help you build exposure, expand relationships, provide business development opportunities, and participate on the Board. Learn more about the benefits we provide sponsors.
Thank you!
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited Education Organization
Phone: 702.620.3059
Claudia Martins <Claudia@financialeducatorscouncil.org> wrote:
Subject: Advisory Board Decision
Hello {!firstname_fix},
Thanks for your submission to our Advisory Board. We appreciate your willingness to contribute to the board and your interest in furthering financial literacy education.
You have the experience and passion we are looking for. However, unfortunately, with your current online presence and public recognition, you would not qualify for a board member position.
We can fix your lack of public prominence and get you on the Board to make a difference in your community. Here are 2 options:
Option 1) Join our Board Incubator program. In this program, we build online assets that highlight your experience, include you in media promotions, develop visuals, and provide brand assets that will position you as an industry leader. Once the program is complete (about 2 months) you will be approved for an Advisory Board seat. You can learn more about our criteria and join our Board Incubator program by clicking here.
Option 2) Sponsor your local community. When you become a donor and give the gift of financial literacy to your local community, we recognize your support in several high-profile ways to help you build exposure, expand relationships, provide business development opportunities, and participate on the Board. Learn more about the benefits we provide sponsors.
Feel free to reach out with any questions. Thanks!
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited Education Organization
Phone: 702.620.3059
Cold Outreach Processing by Class or Industry
Whale FE or FC Follow-up Series
— START —
Whale FE or FC Follow-up Series
— END —
Whale FE or FC Follow-up Series
Day 0
SUBJECT: Call Follow-up: NFEC Client Spotlights
Client Spotlights & Case Studies
As an IACET Accredited Provider and Certified B Corporation, we partner with organizations to create and scale high-impact financial wellness initiatives. Together, we balance business objectives with social impact, driving meaningful change in communities.
With over 2,500 financial wellness programs developed, the NFEC offers tailored solutions to meet your organization’s unique needs. Our client spotlights highlight the success of these approaches.
We invite you to explore how our solutions can support your mission and help you achieve both your business and community impact goals.
Review Client Spotlights & Case Studies
Calendar of Due Diligence Resources
Over the next week, we will provide you with a range of materials to assist in conducting your due diligence. These resources include sample materials, whitepapers, and access to course content, offering you a comprehensive view of our programs and solutions. Let us know if there are specific items you’d like us to prioritize.
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited / Certified B Corp
Schedule an Appointment
Day 1
SUBJECT: Sample Resources to Streamline Your Due Diligence
Day 4
SUBJECT: Call Follow-up: Program Development & Deployment
The NFEC Difference – Comprehensive Program Development & Deployment
For organizations dedicated to driving real change in community financial well-being, the NFEC offers a complete suite of services – from strategic program planning to tailored resources and execution support.
Unlike many financial programs that focus narrowly on a single product, the NFEC stands out with expertise gained from developing over 2,500 programs. Our distinguishing factor is our holistic approach to designing, developing, and deploying custom financial wellness campaigns that benefit both your organization and the community.
As the only Accredited Provider in the financial education vertical, our consultants help you deploy programs that drive meaningful change and improve financial wellness in your community.
How NFEC Consultants Work with You:
- Comprehensive Planning & Development: We align your organizational objectives with your social impact goals, creating customized campaigns designed to meet these targets.
- Develop Clear KPIs & Measures: Establish key performance indicators and measurable outcomes for accurate assessment and continuous improvement.
- Processes & Procedures for Execution: NFEC provides streamlined procedures to ensure seamless implementation and high-quality results.
- Effective Activation & Promotions: Our team manages event production, community coordination, and promotional efforts to maximize reach and impact.
- Sustainability & ROI: Designed for long-term success, our programs support your outreach while delivering measurable returns on investment.
By partnering with the NFEC, you can confidently create a sustainable, high-impact financial wellness program that aligns with your mission and makes a positive difference in the community.
Day 7
SUBJECT: Call Follow-up: Advancing Financial Education Together
The country faces a financial literacy crisis, with many daily challenges rooted in financial instability. Your support empowers communities to achieve economic stability through financial education initiatives.
Partnering with the NFEC means creating lasting impact. As a leading advocate for advancing financial education standards and reach of programming, your partnership amplifies our mission and expands outreach, driving meaningful change.
Join us in providing financial literacy to communities nationwide. As a patron, you’ll make a difference and receive meaningful recognition for your support.
FLEC Subjects Outreach Follow-up Series
— START —
FLEC Subjects Outreach Follow-up Series
— END —
FLEC Subjects Outreach Follow-up sERIES
NO STOP TRIGGER CREATED
Note: as of Feb 7, 2025, pages linkend are not up and emails have placeholder images.
Day 0
SUBJECT: FLEC in Schools: Financial Literacy, Entrepreneurship, Career Readiness
Thank you for your interest in supporting FLEC Subjects (Financial Literacy, Entrepreneurship, and Career Readiness). These subjects are essential for every student’s financial well-being, yet they remain largely absent from school curricula.
We are currently mobilizing individuals and organizations who share our commitment to economic empowerment through education. Your support can help ensure that students graduate with the skills they need to earn, manage, and grow their finances.
To get started, please visit our FLEC Subjects information page and enter your organization’s details at the bottom of the page.
Looking forward to working together to bring meaningful financial education to schools!
Day 7
SUBJECT: Advancing FLEC Subjects: United for Financial Literacy Campaign Advocacy Committee
The United for Financial Literacy Campaign Advocacy Committee is dedicated to ensuring that every student has access to essential education in Financial Literacy, Entrepreneurship, and Career Readiness (F.L.E.C.). These critical subjects prepare young people to manage money, explore career opportunities, and navigate adulthood with confidence.
F.L.E.C. subjects are uniquely positioned to achieve this goal by providing practical, real-world knowledge that directly affects students’ lives. They teach every student how to earn, manage, grow, and protect their money – skills vital for success in a rapidly evolving world.
Join Our Advocacy Committee https://www.financialeducatorscouncil.org/flec-alliance/
Day 14
SUBJECT: Help Spread the FLEC Subjects Message
To maximize the adoption of school coursework that equips youth with essential earning and career-building skills, we created the term FLEC Subjects – which stands for Financial Literacy, Entrepreneurship, and Career Readiness initiative. These subjects empower students with the fundamental skills they need to succeed in life: the ability to earn and manage their finances.
Mirroring the success of STEM coursework, this initiative expands advocacy partnerships to include entrepreneurial and career organizations. By fostering such collaborations, we create a unified push to advance these critical topics, ensuring that students are equipped with the necessary skills to achieve financial independence and professional success.
If you believe FLEC Subjects can help our children live a higher quality of life – please visit our social media promotions page and share the message.
CC Interim Cycle Manual Start
— START —
CC Interim Cycle Manual Start
Day 2
SUBJECT: See the Impact: NFEC Partner Spotlights & Testimonials
Financial literacy is more critical than ever, as financial challenges continue to affect the daily lives of individuals nationwide. With your support, we are addressing this crisis by empowering communities to achieve economic independence and resilience through financial education.
Thanks to the generosity of our patrons and partners, we’re delivering essential financial literacy resources and advocacy at both the local and state levels. Together, we’re making a measurable difference in people’s lives, equipping them with tools to build a secure financial future.
We invite you to explore our client spotlights and outcome reports to see the tangible impact of these efforts. From communities reaching new levels of financial wellness to businesses driving social impact while achieving measurable success, these stories illustrate the transformative power of financial education.
Thank you for being part of this important mission. To learn more about how you can get involved or contribute to this movement, schedule your call here.
Day 7
SUBJECT: Call Follow-up: Program Development & Deployment
The NFEC Difference – Comprehensive Program Development & Deployment
For organizations dedicated to driving real change in community financial well-being, the NFEC offers a complete suite of services – from strategic program planning to tailored resources and execution support.
Unlike many financial programs that focus narrowly on a single product, the NFEC stands out with expertise gained from developing over 2,500 programs. Our distinguishing factor is our holistic approach to designing, developing, and deploying custom financial wellness campaigns that benefit both your organization and the community.
As the only Accredited Provider in the financial education vertical, our consultants help you deploy programs that drive meaningful change and improve financial wellness in your community.
How NFEC Consultants Work with You:
- Comprehensive Planning & Development: We align your organizational objectives with your social impact goals, creating customized campaigns designed to meet these targets.
- Develop Clear KPIs & Measures: Establish key performance indicators and measurable outcomes for accurate assessment and continuous improvement.
- Processes & Procedures for Execution: NFEC provides streamlined procedures to ensure seamless implementation and high-quality results.
- Effective Activation & Promotions: Our team manages event production, community coordination, and promotional efforts to maximize reach and impact.
- Sustainability & ROI: Designed for long-term success, our programs support your outreach while delivering measurable returns on investment.
By partnering with the NFEC, you can confidently create a sustainable, high-impact financial wellness program that aligns with your mission and makes a positive difference in the community.
Day 11
SUBJECT: Partner with Us: Financial Education Campaigns that Benefit Your Business and Community
We believe in creating campaigns that deliver meaningful value to your business while empowering your community through financial education. Our solutions are designed to balance social impact with business growth, offering a win-win approach for all stakeholders involved.
As a Certified B Corporation, we are committed to harmonizing the goals of social good with the unique objectives of our partners. By tailoring campaigns to your specific needs, we collaborate to foster economic empowerment through innovative financial education initiatives.
Here are our three core campaign models, which can be combined and customized to meet your requirements:
- Geographic Targeted Opportunities: Focused campaigns that address the financial education needs of specific regions or communities important to your organization.
- Connect with the NFEC Audience: Leverage our extensive network to expand your reach and influence, positioning your brand as a leader in financial literacy.
- Branded Financial Education Programs: Custom-tailored programs that carry your branding, ensuring alignment with your mission while advancing financial empowerment.
Download Prospectus and Audience Data
Thank you for considering this opportunity to combine purpose and profit. We look forward to the possibility of partnering with you to create lasting change. Schedule your call here.
Day 14
SUBJECT: Custom Campaigns to Boost Your Impact & Bottom Line
At the NFEC, we design campaigns specifically for your target market and business objectives, ensuring high-impact results. Our consultants understand your needs and select appropriate properties and promotions to help you further your business objectives.
We offer solutions to help those in the financial industry address the challenges they face in growing their businesses and show how together we can help your community work toward greater financial wellness. The solutions focus on balancing social good with business growth.
These campaigns help you work toward your business growth objectives while making a direct positive impact on both the community and your bottom line.
Nonprofit Financial Education Followup to Cold Outreach Response
— START —
Nonprofit Financial Education Followup Series
— END —
Nonprofit Financial Education Followup Series
Day 0
SUBJECT: Nonprofit Financial Education Requested Information
We appreciate your interest in empowering the people you serve with financial education. This initiative has an expanded benefit to your organization, as it opens up opportunities with financial services and other sponsors.
Developing and delivering effective financial education programs has traditionally been costly, time-consuming, and resource-intensive.
We changed that. Whether you’re launching a new financial education program or improving an existing one, we provide turnkey solutions that remove common barriers – making the process easier, more effective, and scalable.
You can learn more about our turnkey financial education programming resources and services here.
Bree Patrick
Community Programming Director
National Financial Educators Council
IACET Accredited / Certified B Corp
702.620.3059
Day 2
SUBJECT: Get Financial Education Program Ideas + Custom Plan
Program Spotlights & Custom Program Plan
Looking for financial education programming ideas? See what’s working for others by reviewing client spotlights and case study reports from successful programs.
✔ Explore real-world examples of high-impact financial education initiatives.
✔ Gain insights and inspiration for your own program design.
✔ Discover proven strategies to maximize engagement and outcomes.
✔ Need a customized program plan? Fill out a quick 3-minute form, and we’ll send you a detailed proposal with pricing in 2 business days.
Get instant access to case studies and request your financial education program plan now:
Case Studies & Custom Program Plan
Day 5
SUBJECT: Get to Know the NFEC – The Leader in Financial Education Innovation
Partner with the NFEC for Scalable Financial Education
The National Financial Educators Council (NFEC) is a leader in delivering high-quality, scalable financial education programs. As the only Accredited Financial Education Industry Council and Certified B Corp, NFEC sets industry standards for impact and excellence.
With 2,500+ programs developed, 7,000+ educators trained, and 1.5M+ individuals served in every U.S. state and 60+ countries, NFEC empowers organizations with custom financial education solutions.
Learn more about NFEC’s credentials and proven impact to see how we can support your financial education initiatives.
Discover the NFECs Superpowers
Day 7
SUBJECT: Get a Customized Financial Education Plan
Customized Financial Education Plan for Your Nonprofit – No Call Or Demo Required
Do you know a financial education program would benefit the individuals you serve but aren’t sure where to start?
Our program designers can help. Simply complete a short 3-minute form, and we’ll email you a detailed report outlining the best programming options for your organization.
✔ No call or demo needed – just a clear plan with pricing, delivered within 2 business days.
✔ If the initial plan works for you, we’re happy to schedule a consultation to refine the details.
Proposal Request Form Completed – General for All Industries
— OPTION 1 —
OVER $2k Budget – Manually Sent by Claudia with Proposal Attached
Subject: Custom Programming Plan Based on Your Details
Hi NAME,
Thank you for submitting your details! I’ve put together a custom programming plan that includes pricing and services tailored to best serve your needs.
This should give you a rough idea of the plan, but please note that all of our services are fully customized to fit your specific goals. Let’s schedule a time to discuss any refinements and ensure that we deliver the best solution for you.
Schedule a time here: https://financialeducatorscouncil.org/appointment
Please review the details and let me know if you have any questions or would like any adjustments. Looking forward to helping you move forward!
Bree Patrick
Community Programming Director
National Financial Educators Council
IACET Accredited / Certified B Corp
702.620.3059
— OPTION 2 —
UNDER $2k Budget – Manually Sent by Claudia with Proposal Attached
Subject: Custom Programming Plan and Daily Zoom Meeting Schedule
Hi NAME,
Thank you for submitting your details! I’ve put together a custom programming plan that includes pricing and services tailored to best serve your needs.
This should give you a rough idea of the plan, but please note that all of our services are fully customized to fit your specific goals. To ensure that the proposal aligns perfectly with your needs, we host daily Zoom meetings where a program director can answer your questions and refine the details.
Zoom Meeting Schedule:
- Monday & Wednesday: 3 PM CT
- Tuesday, Thursday, & Friday: 1 PM CT
Join the Zoom Meeting here: https://us06web.zoom.us/j/85408709175 or call (253) 205-0468 at the scheduled time.
Please review the details and let me know if you have any questions or need any adjustments. Looking forward to helping you move forward!
Bree Patrick
Community Programming Director
National Financial Educators Council
IACET Accredited / Certified B Corp
702.620.3059
After Manual Email Above is Sent, Add Lead to The Form Below for Automated Followup on Proposal
Initiate END Action When Lead Replies or Converts
— START —
General Proposal Followup Series
— END —
General Proposal Followup Series
Day 2
SUBJECT: Follow-Up: Proposal & Due Diligence Information
Hello,
Yesterday I sent over your proposal. If you didn’t receive it, please let me know – it included an attachment that may have been filtered into spam.
I also wanted to follow up with additional details to assist with your due diligence. Below you’ll find links to view our past clients, case studies, and other supporting materials:
Due Diligence – Samples of Products & Services https://www.financialeducatorscouncil.org/sample-resources-for-due-diligence/
Case Studies – Review Client Spotlights https://www.financialeducatorscouncil.org/financial-education-customer-stories-spotlights-testimonials/
Let me know if you have any questions. I look forward to your thoughts!
Bree Patrick
Community Programming Director
National Financial Educators Council
IACET Accredited / Certified B Corp
702.620.3059
Day 7
SUBJECT: Following Up: Your Financial Education Program Proposal
Hello,
I wanted to follow up on the proposal I sent over to see if you had any questions or needed any adjustments. Our goal is to ensure that the program aligns with your needs and maximizes the impact for the people you serve.
If you’d like to refine any details, discuss options, or explore next steps, I’d be happy to assist. Just reply to this email with any questions and I’m happy to help.
Best,
Bree Patrick
Community Programming Director
National Financial Educators Council
IACET Accredited / Certified B Corp
702.620.3059
Day 14
SUBJECT: Final Follow-Up: Your Financial Education Program Proposal
Hello,
I wanted to check in one last time regarding the proposal I sent over. I understand things get busy, but I wanted to make sure you have everything you need to move forward or make any necessary adjustments.
If you have any questions, need modifications, or want to discuss next steps, just reply to this email – I’d be happy to help. If now isn’t the right time, no worries; feel free to reach out whenever you’re ready.
Looking forward to hearing your thoughts!
Best,
Bree Patrick
Community Programming Director
National Financial Educators Council
IACET Accredited / Certified B Corp
702.620.3059
Old Items That May Not Be Maintained
[/fusion_builder_column]
Interested
— START —
Advisory Board Cold Outreach Response – Interested Series
— END —
Advisory Board Cold Outreach Response – Interested Series
Day 0
Re: Advisory Board Invitation
Hello {!firstname_fix},
Thank you for your email and interest in the Advisory Board.
Please visit here to complete the short application at the bottom of the page. From there, we will schedule a call between you and the director leading the board in your state.
Please feel free to reach out to me personally as well if you need anything.
Thanks and have a great day.
Claudia Martins
Community Engagement Director
National Financial Educators Council
We Empower Financial Wellness Champions
Day 7
Re: Advisory Board Invitation
Hello {!firstname_fix},
Thank you for your email and interest in the Advisory Board.
Please visit here to complete the short application at the bottom of the page. From there, we will schedule a call between you and the director leading the board in your state.
Please feel free to reach out to me personally as well if you need anything.
Thanks and have a great day.
Claudia Martins
Community Engagement Director
National Financial Educators Council
We Empower Financial Wellness Champions
Day 14
Re: Advisory Board Invitation
Hello {!firstname_fix},
Just a quick check-in to see whether you still have interest in joining our Advisory Board.
You can learn more about the details and benefits our board members receive by clicking here.
Additionally, there is a short application at the bottom of the page – just complete that if you’re still interested. From there, we will schedule a call between you and the director leading the board in your state.
Please feel free to reach out to me personally as well if you need anything.
Thanks and have a great day.
Claudia Martins
Community Engagement Director
National Financial Educators Council
We Empower Financial Wellness Champions
Day 28
Re: Final Call – Advisory Board Invitation
Hello {!firstname_fix},
We are doing the final call for our Advisory Board and would welcome your participation.
The final applications will be reviewed next Thursday – if you’re interested, please submit your details by clicking here.
Thank you!
Claudia Martins
Community Engagement Director
National Financial Educators Council
We Empower Financial Wellness Champions
Wrong State
— START —
Advisory Board Cold Outreach Response – Wrong State Series
— END —
Advisory Board Cold Outreach Response – Wrong State Series
Day 0
Re: Advisory Board Invitation
Hello {!firstname_fix},
Great – thank you for letting me know.
We will be launching our next chapter in {% if subscriber.custom_field[‘State’] is defined %}{{ subscriber.custom_field[‘State’] }}{% else %}your state{% endif %} in the next few quarters. Would you like me to follow up with you when we start building your state board?
Also, are there any other states with which you have an affiliation where you may be interested in serving on the board?
Thanks!
Claudia Martins
Community Engagement Director
National Financial Educators Council
We Empower Financial Wellness Champions
Day 7
Re: Advisory Board Invitation
Hello {!firstname_fix},
We chatted via email about a month ago to discuss you possibly joining our Advisory Board. At that time, we were filling our California board.
I wanted to give you an update that we have recently announced the establishment of the your state’s Financial Educators Council Chapter.
We are now filling positions for {% if subscriber.custom_field[‘State’] is defined %}our {{ subscriber.custom_field[‘State’] }}{% else %}your state’s{% endif %} Advisory Board and would welcome your participation. To take the next steps, please complete the short application by clicking here.
Thanks!
Claudia Martins
Community Engagement Director
National Financial Educators Council
We Empower Financial Wellness Champions
Day 14
Re: Advisory Board Invitation
Hello {!firstname_fix},
We chatted via email about a month ago to discuss you possibly joining our Advisory Board. At that time, we were filling our California board.
I wanted to give you an update that we have recently announced the establishment of the your state’s Financial Educators Council Chapter.
We are now filling positions for {% if subscriber.custom_field[‘State’] is defined %}our {{ subscriber.custom_field[‘State’] }}{% else %}your state’s{% endif %} Advisory Board and would welcome your participation. To take the next steps, please complete the short application by clicking here.
Thanks!
Claudia Martins
Community Engagement Director
National Financial Educators Council
We Empower Financial Wellness Champions
Day 28
Re: Final Call – Advisory Board Invitation
Hello {!firstname_fix},
We are doing the final call for our Advisory Board for {% if subscriber.custom_field[‘State’] is defined %}{{ subscriber.custom_field[‘State’] }}{% else %}your state{% endif %} and would welcome your participation.
The final applications will be reviewed next Thursday – if you’re interested, please submit your details by clicking here.
Thank you!
Claudia Martins
Community Engagement Director
National Financial Educators Council
We Empower Financial Wellness Champions
Other Contact
— START —
Advisory Board Cold Outreach Response – Other Contact Series
— END —
Advisory Board Cold Outreach Response – Other Contact Series
Day 0
Advisory Board Invitation
Hello {!firstname_fix},
We are seeking one professional in the financial planning sector to join our Advisory Board for our county chapters in California. {!custom Referrer} referred you for our Board position, so I wanted to reach out to you personally.
As an Advisory Board Member, you situate yourself in a better position to share your knowledge with the community and guide financial wellness programs. In exchange for your participation, we conduct comprehensive promotions and create assets that highlight your local leadership.
By way of introduction, I am with the National Financial Educators Council and am responsible for our California board development. If you are passionate about financial wellness in your community and seeking ways to gain exposure and connections – we invite you to take the next steps and apply here.
Feel free to reach out with any questions. Thank you.
Claudia Martins
Community Engagement Director
National Financial Educators Council
We Empower Financial Wellness Champions
—OLD Decline —
Advisory Board Application
Day 0
Re: Advisory Board Invitation
Hello,
Thank you for your application for the Advisory Board Position. We appreciate your interest in participating with us in an advisory role.
For this round of Advisory Board additions, we are going a different direction. We will keep your application on file for future Board consideration.
We appreciate your interest in sharing your expertise with our company. Thank you.
Best Regards,
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited Education Organization
Phone: 702.620.3059
OLD – Schedule Call with Leads to Sell Via Phone
— START —
Schedule Call with Leads to Sell Via Phone
— END —
Schedule Call with Leads to Sell Via Phone
Day 0
Call with Board Director – Action Required
Hello,
We appreciate your submission of your Advisory Board details for review. After carefully considering your background and conducting an online search, we have determined that you meet the base qualifications to become a member of our Board.
To proceed, schedule a consultation with the Board Director for the final approval process. This consultation will serve as the next step in the onboarding procedure.
Schedule Call with Board Director – Click Here
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited Education Organization
Phone: 702.620.3059
Day 7
Re: Call With Board Director – Action Required
Hello,
I wanted to follow up to make sure you received our response requesting that you schedule a call with our Board Director.
Click Here to: Schedule Call with Board Director – Click Here.
Thanks and have a great day!
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited Education Organization
Phone: 702.620.3059
<claudia@financialeducatorscouncil.org> wrote:
Hello,
We appreciate your submission of your Advisory Board details for review. After carefully considering your background and conducting an online search, we have determined that you meet the base qualifications to become a member of our Board.
To proceed, schedule a consultation with the Board Director for the final approval process. This consultation will serve as the next step in the onboarding procedure.
Schedule Call with Board Director – Click Here
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited Education Organization
Phone: 702.620.3059
Day 14
Re: Call With Board Director – Action Required
Hello,
This email is just a final check-in to try to schedule a call for you with the Board Director. However, if your plans have changed regarding serving on our advisory board, please just let us know.
Thanks and have a great day!
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited Education Organization
Phone: 702.620.3059
<claudia@financialeducatorscouncil.org> wrote:
Hello,
We appreciate your submission of your Advisory Board details for review. After carefully considering your background and conducting an online search, we have determined that you meet the base qualifications to become a member of our Board.
To proceed, schedule a consultation with the Board Director for the final approval process. This consultation will serve as the next step in the onboarding procedure.
Schedule Call with Board Director – Click Here
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited Education Organization
Phone: 702.620.3059
Day 28
Re: Call With Board Director – Action Required
Hello,
We haven’t heard back from you regarding meeting with the Board Director, but I’ll keep your application open for another week. If I don’t hear back by then, best wishes on your endeavors.
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited Education Organization
Phone: 702.620.3059
<claudia@financialeducatorscouncil.org> wrote:
Hello,
We appreciate your submission of your Advisory Board details for review. After carefully considering your background and conducting an online search, we have determined that you meet the base qualifications to become a member of our Board.
To proceed, schedule a consultation with the Board Director for the final approval process. This consultation will serve as the next step in the onboarding procedure.
Schedule Call with Board Director – Click Here
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited Education Organization
Phone: 702.620.3059
See Details Here
Cleverly LinkedIn & Email Outreach
— START —
Cleverly LinkedIn & Email Outreach Series
— END —
Cleverly LinkedIn & Email Outreach Series
Day 0
SUBJECT: Financial Education Collaboration Opportunities
Hello {!firstname_fix},
Been seeing a lot of {{ subscriber.custom_field[‘Company’] }} in the financial education space – appreciate your involvement!
Judging by the financial literacy initiatives your organization has been sponsoring, I thought you might be interested in connecting with the people we serve.
Here’s a link to our audience data and the geographic areas we can help you reach.
If these data match the audience you are looking to connect with – let’s talk.
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited / Certified B Corp
Schedule an Appointment
Day 7
SUBJECT: Re: Financial Education Collaboration Opportunities
Hello {!firstname_fix},
I hope this note finds you well. I’m just following up on the message we sent last week.
Did you have a chance to review our audience data and the geographic areas we can help you reach? In case it was lost in the many emails I’m sure you receive, here’s the link.
If you think there is some alignment, it would be great to discuss your needs further.
All our financial education-based opportunities are customized to align with our sponsors’ objectives. If we align with the audience and locations where you want to connect – we craft a benefits package tailored to your needs.
Any chance you’re free this week for a quick call? Please let me know, thanks!
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited / Certified B Corp
Schedule an Appointment
<Claudia@financialeducatorscouncil.org> wrote:
Hello {!firstname_fix},
Been seeing a lot of {{ subscriber.custom_field[‘Company’] }} in the financial education space – appreciate your involvement!
Judging by the financial literacy initiatives your organization has been sponsoring, I thought you might be interested in connecting with the people we serve.
Here’s a link to our audience data and the geographic areas we can help you reach.
If these data match the audience you are looking to connect with – let’s talk.
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited / Certified B Corp
Schedule an Appointment
Day 14
SUBJECT: Message Follow-up Financial Education Opportunities
Hello {!firstname_fix},
I hope you are well.
Just checking in to see if we should schedule a conversation based on the audience data I sent last week.
In the meantime, I wanted to add a few things that distinguish our organization so you get to know us better:
- Custom Opportunities: Our sponsorship opportunities focus on your outcome goals and are customized based on your needs.
- Accredited: An IACET Accredited education company that can issue CEUs. We are the only Accredited organization in our financial education vertical.
- B Corp: As a Certified B Corporation, we meet the highest standards for social impact and have proven our efforts to make a real difference.
- Leading Standards: Organizations in this space follow our lead when it comes to learner outcomes, program development, and financial educator teaching standards.
- Nationwide Network: Target areas with our team of Certified Financial Education Instructors in every state – more than 6,000 enrolled.
Any chance you’re free this week for a quick call?
Thanks!
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited / Certified B Corp
Schedule an Appointment
<Claudia@financialeducatorscouncil.org> wrote:
Hello {!firstname_fix},
I hope this note finds you well. I’m just following up on the message we sent last week.
Did you have a chance to review our audience data and the geographic areas we can help you reach? In case it was lost in the many emails I’m sure you receive, here’s the link.
If you think there is some alignment, it would be great to discuss your needs further.
All our financial education-based opportunities are customized to align with our sponsors’ objectives. If we align with the audience and locations where you want to connect – we craft a benefits package tailored to your needs.
Any chance you’re free this week for a quick call? Please let me know, thanks!
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited / Certified B Corp
Schedule an Appointment
Day 21
SUBJECT: Re: Message Follow-up Financial Education Opportunities
Hello {!firstname_fix},
Hope you are having a good week.
I hope I am reaching out to the correct person – are you involved with the company’s sponsorship or promotion opportunities for financial education initiatives? If it’s not you, can you kindly suggest the person in your organization who is best suited?
We also do a lot of work with company marketing, sales, brand, and CSR, if you think those may be the departments I should contact.
Would be really interested in your reply. Thank you!
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited / Certified B Corp
Schedule an Appointment
<Claudia@financialeducatorscouncil.org> wrote:
Hello {!firstname_fix},
I hope you are well.
Just checking in to see if we should schedule a conversation based on the audience data I sent last week.
In the meantime, I wanted to add a few things that distinguish our organization so you get to know us better:
- Custom Opportunities: Our sponsorship opportunities focus on your outcome goals and are customized based on your needs.
- Accredited: An IACET Accredited education company that can issue CEUs. We are the only Accredited organization in our financial education vertical.
- B Corp: As a Certified B Corporation, we meet the highest standards for social impact and have proven our efforts to make a real difference.
- Leading Standards: Organizations in this space follow our lead when it comes to learner outcomes, program development, and financial educator teaching standards.
- Nationwide Network: Target areas with our team of Certified Financial Education Instructors in every state – more than 6,000 enrolled.
Any chance you’re free this week for a quick call?
Thanks!
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited / Certified B Corp
Schedule an Appointment
Day 28
SUBJECT: Re: Financial Education Collaboration Opportunities
Hello {!firstname_fix},
Haven’t heard back from you. Hope all is well!
I love how active {{ subscriber.custom_field[‘Company’] }} is in the financial education space and was hoping we could work together on a high-impact campaign that makes a positive difference.
We wanted to reach out to your group in our first round, as we have identified several ways we can help your company better align with the financial literacy movement and benefit your company’s bottom line.
Any assistance in directing me to the best person to talk with would be greatly appreciated.
Thanks!
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited / Certified B Corp
Schedule an Appointment
<Claudia@financialeducatorscouncil.org> wrote:
Hello {!firstname_fix},
I hope this note finds you well. I’m just following up on the message we sent last week.
Did you have a chance to review our audience data and the geographic areas we can help you reach? In case it was lost in the many emails I’m sure you receive, here’s the link.
If you think there is some alignment, it would be great to discuss your needs further.
All our financial education-based opportunities are customized to align with our sponsors’ objectives. If we align with the audience and locations where you want to connect – we craft a benefits package tailored to your needs.
Any chance you’re free this week for a quick call? Please let me know, thanks!
Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited / Certified B Corp
Schedule an Appointment