A Tell A Friend program (a.k.a., Refer A Friend) is a proven method to open additional checking accounts and gives you a chance to reach some prospects you might otherwise not contact. There are different sizes and styles of Tell A Friends (TAFs) you can use.

Earlier, I gave you an overall view of how a good TAF program works. Over the years, we’ve developed a variety of formats that add diversity to the program and meet special purposes. I’ll review a few here.

Before I can describe the variations, let’s start with an idea of what ACTON Marketing uses as a standard format for a TAF.

This is the front of a standard TAF. It’s 3.5 x 8 inches and has the fill-in space on the back for personal information of the giver, the customer. We use marketing to women techniques, which are especially helpful because the majority of those who participate in the program are women. Even if the gift is something “manly,” like a tool kit, women still contribute most often.

For financial institutions in areas with a high percentage of immigrants in the population, you can, as shown in the example below, distribute non-English language TAFs.

This is the same size as the first TAF example. The entire text, front and back, is in Spanish. Some clients have used a bi-lingual version.

We create special TAFs for banking-business relationships. A branch manager convinces a local business to put up a TAF display and distribute the TAFs to customers. This is another way to reach prospects who might be out of the mail drop area, but shop near the branch.

Now we change sizes. This TAF is 2.75 x 6 inches, or the size of a dollar bill. We call it the wallet size and it allows people to easily carry around the TAF in their wallets.

Next is the mini TAF, about the size of a business card. The size allows customers to slip the form into a shirt pocket or anywhere so they can carry it conveniently.

There’s one more style of Tell A Friend I want to describe, but I’ll save the Peel & Win for another post.

************
Read my description of the Tell A Friend program in “Tell Your Friends — This Idea Works,” published August 10, 2009. Follow the link above.