PTC Marketing Communications Portal 2023

February

  • 02/14/22 – Review Campaign – All Clients: All clients that have not yet left a review will receive a more generic email request for reviews on a quarterly basis.
  • 02/14/23 – Podcast Episode: [In-Progress]
  • 02/10/23 – Contribution Email #2: Monthly reminder emails are being sent to clients to encourage them to make their annual contributions or set themselves up for recurring.
  • 02/7/23 – Podcast Episode: [In-Progress]
  • 02/1/23 – Company Partner Visit/Onboarding: Break of Day is visiting PTC for their company partnership onboarding. They will also be recording a podcast episode for PTC Point of View.
    • As part of the onboarding process of new company partners, marketing is encouraging CP prospects to visit PTC. This allows them to see our operation and to discuss what everyone’s expectations are with the partnership. This done in the effort to foster strong partner relations from the start and streamline the account process for them.
  • 02/1/23 – Podcast: 2023 IRA Contribution Limits discusses limits increasing in 2023 and associated regulations that clients should be aware of.

January

  • Podcast Stats for PTC Point of View (as of 1/31/23):
    • Total # of Episodes: 12
    • Total # of Listens/Plays: 276
    • Top Performing Episode: How to Navigate RMDs (61)
    • YouTube Views: 25k
  • Company Partnership Stats:
    • XSITE Capital | Accounts | Leads
    • The Island Project |Accounts |Leads
    • BV Capital |Accounts |Leads
    • Bell Capital |Accounts |Leads
    • Phoenix Capital |Accounts |Leads
    • Ignite Funding |Accounts | 7 Leads
    • Island Project | 1 Accounts | 2 Leads
    • Paradyme |Accounts | 1 Lead
  • # of Company Partner Prospects: 75 (as of 1/31/23)
  • Review Campaign: 56 Reviews (as of 2/01/23)
  • Contributions: $230,274.90 (as of 1/31/23)
  • Total # of Accounts: 38 (as of 1/31/23)