Client communications
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- Proposals: 5
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- #1689319
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Description
Experience Level: Intermediate
Industry: Business
Description of support work: Hello.
We are a small bespoke financial planning business based in the East of Scotland.
We need to improve our client communications generally and this means covering different messages to different types of segmented clients.
Standard newsletters and blog content has been OK when I can be bothered to write it and post it, but we need a more co-ordinated, slicker and robust process.
Social media is not our medium and we need to strike a balance between technical items on investment matters, regulation and tax rules along with relevant "interesting" items.
Articles, communications can be electronic or paper and we would also need help in issuing this type of thing to around 150 clients on a regular basis?
Is this a project you could help with?
I look forward to hearing from you.
Extra notes:
Description of support work: Hello.
We are a small bespoke financial planning business based in the East of Scotland.
We need to improve our client communications generally and this means covering different messages to different types of segmented clients.
Standard newsletters and blog content has been OK when I can be bothered to write it and post it, but we need a more co-ordinated, slicker and robust process.
Social media is not our medium and we need to strike a balance between technical items on investment matters, regulation and tax rules along with relevant "interesting" items.
Articles, communications can be electronic or paper and we would also need help in issuing this type of thing to around 150 clients on a regular basis?
Is this a project you could help with?
I look forward to hearing from you.
Extra notes:
Roland O.
100% (1)Projects Completed
1
Freelancers worked with
2
Projects awarded
50%
Last project
30 Aug 2017
United Kingdom
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