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Coach Marketing Materials

Looking to promote one or more of the Coaches in your Wellness Center? Each Banzai Coach comes equipped with a variety of editable marketing materials that you can customize and use on your website or in social media campaigns. Below you'll see a brief overview of each material that's included and ideas on how to use that resource to serve your community's needs.

Social Media Posts

Every Coach's marketing folder contains three pre-built social media posts that include a total of six captions (three for Facebook/Twitter and three for Instagram), six social media images (three for Facebook/Instagram and another three for Twitter), and a list of recommended hashtags.

You're free to mix-and-match images and captions or use the images with your own social media promotions and vice versa.

Trifold

Each trifold is designed to market a specific Coach in your Wellness Center. These trifolds are ideal to give to individuals and/or business owners who want personalized instruction on a particular topic. Each brochure works best when handed out in your lobby, at conferences or community events, and so on. It also fits into envelopes for direct mailing.

Web Banners

Every Coach is paired with three different sized web banners. Use these banners on your landing page or any other relevant part of your website to promote specific Coaches from your Wellness Center.

Banner sizes that draw the most user attention are 300px x 250px and 160px x 600px, but we also included a 300px x 100px banner for more flexibility.

Best Practices

  1. Feature financial literacy resources on your website: Use the web banners on your institution's homepage or another page of your website to catch people's attention. Include a link to the corresponding Coach within your institution's resource library to help ensure that all of your site visitors are aware of the resources you offer.
  2. Create a social media campaign: Use these pre-made social media posts to create a social media campaign that promotes Coach resources. You can schedule these posts to go out over a period of time (e.g., a week, a month) depending on how long you want the campaign to run and what resource you are promoting. This works great for the months associated with bank holidays, federal holidays, etc.
  3. Host a webinar: Use the web banners to create promotional materials for a webinar or conference that focuses on specific Coach topics. Invite account holders or other people in your community to attend and learn more on a specific financial topic.
  4. Offer a prize: Use the Coach marketing content to create a contest or giveaway related to the completion of a Coach. For example, you could engage users by asking them to share (via social media) a resource from your Wellness Center that has helped them improve their financial standing. You could also encourage users to interact with a Coach for a chance to win a gift card, a discount on a product, or other prize.

Coach Marketing Materials List

50/30/20 Rule for Teens

Take a moment to share this budgeting resource to parents with teens.

A-D

Am I Ready to Retire?

Promote this Coach to show people whether they are ready to retire or not.

Are you Cyber Safe? For Teens

Let parents know you have the resources to help their kids stay safe online.

Basic Bookkeeping

Let entrepreneurs know you have a resource that teaches bookkeeping basics.

Build Your Emergency Funds

Share this Coach to help users know exactly how much money they need for emergencies.

Business Structure Quiz

Bring in more small businesses by promoting this Coach.

Cost of a Wedding

Share this resource to make sure people plan properly for their wedding costs.

Cost of a Baby's First Year

Let new parents know you have their back—promote this Coach on your site.

The Cost of College

Let teens and parents know this Coach can help them plan for college.

Create a Budget

Promote this Coach to show people how important it is to have and maintain a budget.

E-J

Filling Out the FAFSA

Educate your community on this educational FAFSA resource.

Financial Wellness Assessment

Let people know they can check their financial standing easily with this assessment.

Get Out of Debt

Encourage people to try out the Get Out of Debt Coach.

How do I Build Credit?

Show users you have a Coach that teaches people how to build credit.

K-P

Know Your Net Worth

Tell your community that this Coach helps figure out a person's net worth.

Make the Most of Your HSA or FSA

Promote this resource to help people take full advantage of their HSA and FSA.

Navigating Debt Collections

Offer this Coach to those who need a solid plan for handling debt collections.

Out of Work

Promote this Coach to help people cope with lost benefits and find a new job.

Q-U

Repairing Credit

Show your community that this resource is made to help them repair their credit.

Retirement Funds

Ask your community if they're ready to retire.

Term Life Insurance

Demonstrate the importance of life insurance.

Trim Your Budget

Promote this Coach to show how important it is to budget wisely.

Understanding Health Insurance

Encourage users to learn more about how health insurance works.

V-Z

What Auto Loan Can I Afford?

Show people that this Coach helps them know what car loan they can afford.

What Mortgage Can I Afford?

Spread the word that this Coach helps families figure out what mortgage they can afford.

Workplace Cybersecurity

Spread the word about workplace cybersecurity.

Your First SBA Loan

Demonstrate your dedication to helping small businesses.

Your Tax Return Pre-Game

Show your community that you've got the tax prep resources they need.