Launch Plan

A four-phase plan for rolling out your Banzai Direct program, starting with your own team and expanding outward to partners, businesses, and the broader community. Each phase builds on the last. Work through them in order for the smoothest launch.

Before You Launch

We recommend taking the following steps to ensure a smooth launch of the Banzai product:

1. Outline a full communication plan, including a timeline for each phase.
2. Identify the appropriate "messenger" for each strategy.
3. Brainstorm resources needed (e.g. materials, departments, colleagues).

To execute:

• Collect necessary material.
• Connect with organizations and partners as needed.
• Draft your communication materials.

Phase One: Internal (Employee Launch)

Start by getting your own team familiar with the program. Employees who understand Banzai will be your strongest internal advocates.

1. Meet with your Banzai Representative to plan the launch and include any team members who will help manage the program.
2. Send an internal newsletter announcing the new financial wellness resources and directing employees to their dedicated employee microsite, created with support from your Banzai Representative.
3. Encourage participation by offering an incentive to employees who complete a Reward.

Optional: Host a short training to help employees confidently introduce and discuss the Banzai program with customers.

Phase Two: Non-Profit Partnership Launch

Extend your reach by partnering with non-profits in your community. Non-profits already have established audiences and community trust, meaning your Banzai partnership provides both you and your partners an additional resource to offer.

1. Create a custom microsite with existing non-profit partners.
2. Meet with non-partnered non-profits and offer the program using the marketing page found in the "Partners & Brands" section of the Banzai Manager titled "Non-Profits," and templated email campaigns.
3. Schedule at least two opportunities to educate non-profit participants (either in person or virtually) using the pre-built presentations located in the Banzai Manager.
4. Use the custom-built email campaigns from the launch packet to reach out to existing and new non-profit partnerships.

Phase Three: Business Partner Launch

Local businesses are natural Banzai partners. They care about employee financial wellness and community impact, and your co-branded microsite gives them a turnkey resource.

1. Create co-branded microsite(s) for chosen existing business partners with the help of your Banzai Representative.
2. Reach out to new potential business partners using the marketing page in the "Partners & Brands" section of the Banzai Manager titled "Businesses," plus templated email campaigns.
3. Share a link to their co-branded microsite.
4. Offer to discuss ways they could use the Banzai platform with their own employees and customers.

Phase Four: Customer / Account Holder Launch

Now that your internal team, non-profits, and business partners are set up, launch publicly to your customer and account holder base.

1. Send out newsletters to existing customers regarding your new financial education program.
2. Share a link to the program page on social media or on web banners throughout your own institution's site to call attention to it.
3. Place the program information within your customers' account portals.
4. Post a blog announcing the new partnership.

After launch

Once your launch is underway, the work shifts to ongoing optimization like tracking engagement, refreshing collections, adding new CTAs and Offers, and rolling out Rewards campaigns. These topics are covered under Wellness Center Configuration.

Wellness Center Configuration

Customize your Wellness Center with branding, collections, featured content, CTAs, offers, and rewards.