Don’t Miss This Cross-sell Opportunity
Do you wish your customers a happy birthday? It’s a chance to make a cross-sell offer and to strengthen the banking relationship with your bank customers or credit union members.
Obviously, your message shouldn’t be, “It’s your birthday, so open a new account.” No one appreciates such a blatant tactic.
So what should you do?
Here’s an example of a customer birthday card sent by TracFone Wireless. (Click image to enlarge.)
Inside of the TracFone birthday card with cross-sell offer.
The cover, not shown, is filled with balloons that spell out Happy Birthday.
This 4.5 x 6-inch (folded) card delivers two messages.
- It acknowledges the customer’s birthday.
- It makes an offer.
The offer also accomplishes two objectives.
- It gives the customer something free. This is the actual offer. The incentive to act.
- It gains additional revenue for the company.