Why asking the right questions is key to a successful credit union marketing strategy

by Bo McDonald, Your Marketing Co.

In the world of marketing, diving straight into creating strategies and campaigns without fully understanding the financials of the credit union is like setting sail without a map. For any marketing initiative to succeed, you need to know more than just your target audience and brand image—you also need a strong grasp of the credit union’s financial situation and goals.

Asking the right questions from the get-go is crucial to developing a well-rounded, strategic marketing plan. Let’s break down why this is so important.

1. Aligning marketing goals with financial health

Before you even think about crafting marketing tactics, it’s important to understand the financial goals and health of the credit union.

Ask questions like:

 

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