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marketing calendar

A Proactive Approach

A credit union marketing plan should define your goals, strategy, timeline and budget, as well as guidelines for measuring success. It’s a fundamental document for growth and, done well, can make your marketing life so much easier. Let Visions help you develop or fine-tune a marketing plan customized to your credit union’s goals, resources and budget.


Our first step in mapping out your marketing plan is discussing your credit union’s corporate goals — both for the upcoming year and over the long haul. We are then equipped to define solutions that are designed to work toward those goals.


Timing the consumer market is key to maximizing member engagement. We’ll build you a marketing calendar to make sure your member communications are timely without causing you undue stress or additional costs. You’ll know who needs to do what and when for the entire year.


Building your marketing calendar goes hand-in-hand with defining your marketing budget. Whether you’re proposing a budget for board approval or working with what you’ve got, we can help you make the most of your marketing dollars and move the needle toward your goals.

Take a look at our Onboarding Campaigns

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  • Honeymoon Postcards First Financial FCU
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  • honeymoon postcard series First Financial Federal Credit Union
  • seg brochure District Government Employees Federal Credit Union