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.

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

Document OLC or Curriculum / Educational Resource issues – Click Here

Vince Direct Calendar

Trevor Direct Calendar

Media Request (Vince)

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: Onboarding Process

Schedule your Consultation

Financial Education Programming Support Call

Enterprise Programming Support Call

Financial Coaching Support Call

Community Campaign Soft Launch Meeting Request

CFEC & NFEC Financial Coach Final Examination Scheduler

NFEC 10 Year Anniversary

Course Councilor Appointment

Community Campaign Onboarding Call Request

Financial Coach Consultation

Board Director Meeting

End of Year Consultations

Request Appointment

Personal Consultation

Sponsor Financial Education Programming – deleted?

Cold Outreach Cycles & Processing

 

Advisory Board Outreach Funnel

See table here for details

— Stop All Outreach Campaigns —

A single form used to stop any one of the five Advisory Board campaigns used as PipeDrive follow-ups. Performs the same function as individual “END” options below.

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

Wrong Profession

— 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_fix},

Thanks for your email and I apologize that the email you received stated ‘financial services.’

We actually fill our Advisory Board with diverse professionals, not only in the financial services space, but also across these industries:

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
We Empower Financial Wellness Champions

Day 10

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

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_fix},

Happy to provide some specifics regarding the time commitment required on our Advisory Board.

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
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

International 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

— 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

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

Esteem Board Submission Step Series

— START —

Esteem Board Submission Step Series

— END —

Esteem Board Submission Step Series

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

Advisory Board Incubator Program

— START —

Advisory Board Incubator Program Series

— END —

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 that for you in 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.

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

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 answer a few questions we frequently get.

Does this guarantee an Advisory Board seat? Yes, assuming that you provide us with the details we need 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.

Click Here to Join Our Incubator Program.

Thanks and have a great day!

Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited Education Organization
Phone: 702.620.3059

Day 20

 

Final Call – Advisory Board Incubator

Hello {!firstname_fix},

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 see your registration Advisory Board Incubator Program by the end of next week, best wishes on your endeavors.

Claudia Martins
Community Engagement Director
National Financial Educators Council
IACET Accredited Education Organization
Phone: 702.620.3059

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 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 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

Esteem Board Members & Invitees Series

— START —

Esteem Board Members & Invitees Series

— END —

Esteem 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

Financial Education Campaign Whale Email Automations

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