Tools for Success

Browse the various tools to help elevate your sales & marketing efforts even more.

Training Toolbox

There are several courses available in the Training Toolbox to take virtually, at your own pace. You can access the Training Toolbox by visiting Access and then clicking on the Training Toolbox tab.

Courses range from refreshers and new features for experienced salespeople to salespeople who may be brand new to the industry or van line affiliation, and anyone in between.

Should you have additional training needs or questions regarding the Training Toolbox, please reach out to the Training department in Agency Development at training@wvlcorp.com.

Canva

Canva is an excellent free tool for marketers who are interested in creating graphics or visuals that look professional with a personal touch. From social media images, videos and gifs to posters or booklets, Canva is an invaluable tool for helping you get started with your digital designs.

The website offers free templates, a variety of stock images, fonts and more to help you customize your pieces. When you’re ready for a more advanced version, there is also a paid version of Canva that offers more images, videos, etc.

Creating a graphic can seem challenging, but with free online tools such as Canva creating designs has never been easier. This drag and drop program is internet-based and provides the tools to create eye-capturing graphics for social media posts, flyers, advertisements and more.

Blog Prompts

Updating your website with regular blog posts is a great way to get more organic traffic and show your customers you care about them. Blogs increase customer engagement with past, present and future customers. Below we have listed some ideas you can use to generate traffic on your website.

IDEAS:

How to Manage Inflation While Moving
Moving With Pets
Ultimate Summer Moving Checklist
Tips and Tricks to Moving in The Summer
How to Transfer Utilities When Moving
10 Tips for Hiring Quality Movers
How to Move Quickly: 10 Tips for Last Minute Moving
Nine Common Moving Scams and How to Avoid Them
Checklist for Moving Out of State
Seven Ways to Avoid Getting Sick After a Move
10 Ways to Effectively Handle Moving Stress
Three Common Moving Scams and How to Avoid Them
How to Choose the Right Long-Distance Movers
Top Moving Destinations in the US

When writing a blog post, make sure it’s pertinent to your company, mission and services. You don’t want to write a blog about a theme park if your services include moving, packing and loading – unless you do a community day at a theme park or have a big moving project for the company. And ALWAYS avoid topics that might leave people heated, such as anything political.

Wheaton | Bekins has created a partnership with Enhancify, a company that works with service providers such as moving companies to offer financing options to their customers.

Studies show that when financing is offered, sales increase by 20%. And customers tend to spend more on their purchase. Wheaton | Bekins is excited to introduce our new financing program for customers. With rates as low as 0% and easy pre-qualifying while your salesperson is in the home, it will be easier than ever to say ‘Yes’ to moving with Wheaton I Bekins.

The partnership is helpful for the network not only in helping close and upsell moves, but also in the commissions from Enhancify that will result in a boost for the Agent Ad Fund.

HOW THE VAN LINE IS MARKETING THE PROGRAM

Both consumer site homepages now feature a branded banner touting the customer financing program (see image below) that links to the new page outlining the program (Wheaton | Bekins).
The homepages also mention the financing program and link to the financing page from the FAQ section.
Other pages that feature the banner are:
- Types of Moves
- Moving Services
- Moving Discounts
- Get an Estimate
The financing pages on each site feature the Enhancify payment calculator to show visitors how their financing rates come to be (customer chooses the amount, rate and financing term).
Our e-newsletter to be sent after Thanksgiving to previously satisfied interstate customers will feature the Enhancify program and link to the pages on the consumer sites.
Our content marketing will feature information about financing moves over the next several months, with an eye toward optimizing for high volume keywords.
Our social media will encourage customers to find out more about financing their moves. The posts will be published every other week over the next several months, then reevaluated before we create the next wave of posts.

HOW YOU CAN MARKET THE PROGRAM

Add language to your email signature encouraging customers to ask you about how they can finance their move with an APR as low as 0%.
Download the banner ads from the shared folder (see links below) and add them to your website, linking them to the van line financing pages.
Download the postcard designs and send them to prospective customers.
Download the sales sheets outlining the benefits of the program and send them to current and prospective customers digitally in your follow-up sequence.
Print copies of the sales sheets to leave behind with prospective customers during estimates.
Create an email campaign series outlining the benefits of customer financing and send to your referral partners.
- Pro tip: since the customer gets to choose the amount of their loan, they could plan the total to include both their move costs and any costs associated with their senior move manager.
Share the van line social media content as it's posted.

If you weren't able to attend the webinars led by Western Sales Director Roger Wise, watch the recording to learn more about the Enhancify partnership. You can also contact your RSD with any questions.

WATCH THE ENHANCIFY WEBINAR RECORDING

ACCESS WHEATON ENHANCIFY MATERIALS

ACCESS BEKINS ENHANCIFY MATERIALS

Media Kit

Your company has a story to tell, but not everyone in your community knows about it.

In every city, there are potential customers and, perhaps more importantly, potential influencers and referral partners who do not yet know your agency.

A media kit is a set of resources assembled to share your story, tell it your way and bring attention to your company. What are you doing differently than your competition? The kit is used to help your local and online media understand your company and share your story.

Few people working in the media have a full understanding of your company, the moving and storage industry or the challenges you and your customers face. Your media kit will give them understanding so they can share your message.

PURPOSE OF THE KIT

It is your chance to tell your story to those who can share that story:

"Your media kit needs to effectively pitch your brand to people who specialize in getting people's attention. So, show them you're
capable of sparking conversation — and show them there's already an audience eager for stories about you and your work."
— HubSpot

WHEN WILL YOU USE THE KIT

There is never a bad time to tell your story, but there are particular times that make it more likely that media will be interested. You want to be ready to send out your kit:

Before peak season
- May is National Moving Month
When you have a newsworthy moment:
- Opening a new facility
Holding an event
Hiring a key person for your company
Promoting someone within your company
Receiving accolades – an award or recognition
- The van line marketing department offers press release templates for annual awards given out in the spring
Launching a new program or product
Anytime you are strategically working to put your information in the hands of new partners and customers

WHAT EXACTLY IS A MEDIA KIT

A media kit includes several documents that tell your story. It is generally prepared and shared electronically. It can be downloaded from your website, attached to email correspondence or loaded onto a flash drive for in-person delivery.

Key documents to include:
A well-written and illustrated page telling your company’s story:

History
- Current customer focus (locals, office moving, warehousing, etc.)
- Ownership
- Company facts (example: ‘we’ve moved more than 5,000 of our neighbors’)
- Community involvement / non-profits your agency supports
- Your van line partnership
A page on why you are sending the kit: Think press release.
Company background resources:
- A page with short bios on key company personnel
- Logos that can be used in any publication or online
- Stock photos that can be used by media of your company, team, etc.
Quotes: Come up with a few quotes from your company leader(s) that tell your story. Be interesting, unique and customer-focused. And above all, be quotable – i.e. keep it short and stay away from cliches.
A one-page case study is powerful. This can be the story of one or a couple of key customers and how your agency addressed and resolved their particular concerns.
- This works if you have an interesting story to share!
FAQ page – List some of the common questions people (and the media) might have.
Video is very powerful when done well. A well scripted and well edited video is a great addition to your kit.

Most of these documents are likely already included on your website, so just organize them into a downloadable format.

Sales & Marketing Playbook