Growth By Design will work closely with you to properly set your annual objectives and identify your credit union’s specific growth needs and opportunities. Our team can pinpoint your exact marketing and business development opportunities whether they are throughout a community, within your Select Employment Groups (SEGs) or within a particular niche such as a religious or trade association. Based on our research and your previous growth track, we can then prepare a strategic marketing plan geared to help you meet each of your growth goals, and stay within your budget!

Annual Marketing Plans & Budgets
Step-by-step outline of what your credit union needs to do each quarter to realize your growth objectives by year-end. These plans are accompanied by an itemized budget that specifies all marketing expenses included in that plan. These plans can help your credit union stay on track throughout the year, while growing (and managing) your business.

Business Development Plans
Detailed analysis explaining how your credit union can grow business within your current charter whether you serve SEGs or a specific community. Following HR 1151, we have all witnessed a nationwide trend of community charter conversions. Our team of professionals can help you develop and track a plan of steadied, manageable growth including staff training, member education, market penetration and results measurement tactics.

And for those credit unions seeking to enhance their SEG outreach, we can help your credit union develop a SEG acquisition plan outlining all steps involved in the SEG acquisition process from initial research and identification to the actual recruitment and penetration of each group. These plans are accompanied by an itemized budget that specifies all marketing expenses included in that plan.

Not sure about a marketing plan yet? Take a look at what some of our credit union clients have to say about it!

“The Marketing Plan we received from Growth by Design was presented in a very visually appealing format. The goals were clearly stated and will meet the objectives we seek. Additionally, the inclusive pricing was very affordable. As a small credit union, we find the resource and value of this service to be immeasurable.”

Phyllis M. Cochran
President/CEO
Richmond Community Federal Credit Union

"With a credit union our size, if it were not for Growth By Design and the services they offer, we financially would not be able to hire the necessary people to do our marketing. That’s the bottom line. By using Growth By Design, our credit union marketing is handled for us – with our input, of course – but we don’t have to worry about it month by month, quarter by quarter. It’s all done by the GBD staff, which we greatly appreciate. I couldn’t speak more highly by Growth By Design."

Randy Weed
Director/CEO
University Health FCU