Set yourself up for success in the new year!

Four ways CU marketers can kick-start 2024

The holidays are finally behind us, and so it’s time for credit union marketers to relax and settle right back into that comfortable post-holiday routine, right?

Well… sort of. Here’s how to kick off the new year in style – and make sure you get a head start on blowing those 2024 project goals out of the water!

Schedule a nice fireside chat with your marketing, brand, and website partners

Hey, we get it; it’s easy to get focused on projects, projects, projects. We’ve worked with credit union marketers for a long time, and we know your time is limited. Plus, scheduling a meetup during the holiday season is tough.

Now that everyone’s back in the office, we can guarantee it’s well worth taking an hour or so for a higher-level conversation with us and your other vendor partners about how things are going and where you’re headed. When we have the big picture, we can be a lot more effective for you.

You can take advantage of our wider perspective and experiences, and I bet we can bring you some fresh ideas for solving current problems and meeting future challenges. And it’s always nice to get to know each other a little better, right?

Hit the spring running

The weather outside is still frightful, but soon it’ll be delightful… Any changes and goals you need to get in front of for Q2? Get in touch, and get started quick – there’s still time to give your members what they need now, and pump up those Q1 and Q2 numbers with a fast, effective digital marketing campaign and fresh content geared toward products with an immediate response.

For example, you might plug some liquidity holes with certificate specials. Car lots are filling back up and prices (and even rates!) are moderating, so there are new opportunities to make car loans, too. 

Or, maybe it’s time for a little spring cleaning on your website to bring your members a website that works even better for them.

Do a little “winter warmup” on your website.

Here’s your chance to snuggle up in front of a warm screen with that cup of hot cocoa, and spend a few hours reviewing your website.

Cruft and bits of assorted digital debris always seem to build up over time. Clean up old pages and outdated content, review some Accessibility/ADA basics, check for overly large images, review your Analytics and Search Console data, and take a peek at your internal search data for any content issues. Here’s our article with more details!

Check your domain names and DNS

At least once a year, make sure you review a list of all the domain names your credit union owns, verify that they’re being automatically renewed (make sure there’s a valid credit card on file), and that you know who or what department or email has access in case you need DNS changes.

In particular, make sure to review before and after any staffing changes. It’s easy for this info to get lost and cause a scramble when things start to expire or updates are needed. It’s also important to ensure that only current staff have access, so double-check users and admins.

And the same goes for your social media, Analytics, and other important accounts. Here’s a handy checklist for reviewing your site’s techno-details

Brian Wringer

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