Direct Mail Assessment

Are you wondering how you might increase the number of new students choosing your institution? Or are you concerned that the operation of marketing and recruiting students may not be as efficient or effective as it might be?

In either case, TFA can help by conducting a Direct Mail Assessment.

Here’s how it works

1. During a conversation about your direct mail initiatives issues related to data hygiene, list selection, publications, and strategy, we customize a list of materials for you to send TFA to help prepare for an effective on-site consultation. We also discuss your situation and what meetings will be most helpful in understanding the current direct mail initiative and develop an itinerary;
2. An experienced, successful consultant conducts an on-site day of meetings with staff, and administrators;
3. On the second morning on campus, your consultant leads a discussion through a campus-customized PowerPoint exit presentation that includes:
• Five top priority recommendations for action that will have the greatest impact on new student enrollment;
• Additional recommendations for immediate impact; and
• Suggested realistic goals.
4. Your consultant spends 15 minutes talking about how your campus and TFA might work together to achieve your new student and revenue goals;
5. You receive the slide presentation to begin work on the recommendations immediately; and
6. TFA sends you– within ten business days–a written executive summary and proposal for a customized partnership, with specific services that are right for your campus.

Next Step

Schedule a live phone conversation via e-mail ccruickshank@teresafarnum.com with Cam Cruickshank to start the steps above and schedule the dates!

Fee: $3,500 plus travel expenses

Time	Meetings
Day One
8:00 a.m.	Contact
9:00 a.m.	Chief Marketing Officer
10:00 a.m.	Director of Admissions
11:00 a.m.	Database Administrator
	Lunch
1:00 p.m.	Publication Graphic Designer
2:00 p.m.	Copy Writer
3:00 p.m.	Printer
4:00 p.m.	Mailing Service Provider
5:00 p.m.	Contact
Day Two
10:00 a.m.	Exit Briefing: Share observations/recommendations and CUSTOMIZED ACTION STEPS with the President, Senior Staff, Enrollment Management Team, and additional leaders as the institution desires.
11:30 a.m.	Brief proposal of a highly customized partnership between your institution and TFA to achieve your enrollment goals
11:45 a.m.	Debrief with Contact
Noon	Depart campus

Materials and Institutional Data

The following institutional information, when available, will be reviewed prior to the campus visit to assist in understanding the objectives, strengths, and challenges associated with your institutional direct mail campaign.
Please forward—either electronically, or hard copies—pertinent information that may not be readily available on your Website. Some suggested materials are listed below.

Priority Materials:

• Samples of direct mail pieces
• Print Communication plan
• Sample letters in letter series
• Email Communication plan
• Description of search strategy

Supplemental Materials:

• Academic and demographic profile of student body
• Institutional Factbook
• Recent institutional self-study reports
• Short/long-term planning recommendations
• Enrollment projection reports
• Financial aid awarding tables or criteria
• Student satisfaction/opinion surveys and other reports
• Organizational charts
• Any other documents or reports that will provide insights that you think will be helpful to your consultant

Please send the above material at least two weeks in advance of the scheduled visit to:

Cam Cruickshank, Ph.D.
19721 Zwicker Road
Martin, OH 43445