As we enter the holiday season, take the opportunity to engage with your relationship database in a fresh way!
MyDesk Email Templates and Automated Campaigns
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Reach out to your
relationship database.
Social media posts
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02
Post on social media.
Personalized communication
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03
Send a message or call.
In-person events
and pop-bys
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There are plenty of ways to spread holiday cheer while also abiding by COVID-19 protocols.
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Social Media
You can also use on Facebook
and Instagram
MyDesk Email Templates and Automated Campaigns
THANKSGIVING
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Retail
Commercial Mortgages Retail Agents Residential Insurance
BRING HOME
MyDesk Email Templates and Automated Campaigns
Social Media Posts
Personalized Communication
In-person events and pop-bys
MLK JR. DAY
NEW YEARS EVE
PRIDE MONTH
HANUKKAH
CHINESE NEW YEAR
HAPPY HOLIDAYS
KWANZAA
Text and ask
to catch up soon
the spirit
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Check in via
FaceTime or Duo
Make a phone call
and let someone know
you were thinking of them
Host an ice skating event!
Drop off pies at your clients doorstep with a nice card.
Deliver ornament making kits for families to do together.
Support your local coffee shop and let people know they can stop by for
a coffee or hot chocolate - on you!
Engagement Dialogues GUIDE
Create a conversation about favorite traditions
Share a message of gratitude
("As I reflect on 2021, I am grateful for...")
Create videos with decorating
tips or fun ways to celebrate
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View these Holiday Engagement Dialogues for suggested
scripts to engage and connect with your relationship database.
