Autobooks Resources

Make an immediate impact on your audience by following our proven approach. Access all content here.

The resources you need to make an immediate impact


Leverage our content based on your specific needs — feel free to follow our yearly marketing calendar or simply create your own campaign.

Annual Marketing Calendar & Campaigns


Our annual marketing calendar is organized by quarters, to make it easier to organize a campaign at your financial institution. Please note that some campaigns are tied to seasonal events and Holidays, and may span multiple months.

Q1
 
New Year, New You Resource Kit
View
 
Coming soon: Tax Time
 
Ongoing: Activate Signal in the Autobooks Hub to send event-based emails
View the emails
 
 
 
Q2
 
Small Business Enrollment Email Kit
View
 
Coming soon: National Small Business Week/Month
 
Coming soon: Get Your Free Time Back
 
Ongoing: Activate Signal in the Autobooks Hub to send event-based emails
View the emails
 
 
 
Q3
 
Coming soon: Get Your Free Time Back
 
Coming soon: National Non-Profit Day
 
Small Business Enrollment Email Kit
View
 
Ongoing: Activate Signal in the Autobooks Hub to send event-based emails
View the emails
 
 
 
Q4
 
Giving Season Resource Kit
View
 
Coming soon: Gift of a Digital Invoice
 
Ongoing: Activate Signal in the Autobooks Hub to send event-based emails
View the emails

Q1

January

February

March

New Year, New You Resource Kit
View

It's Tax Season Resource Kit
View

Ongoing: Activate Signal in the Autobooks Hub to send event-based outreach
View the Resource Kit

Q2

April

May

June

Third-Party Targeted Resource Kit
View

Coming soon: National Small Business Week/Month

Coming soon: Get Your Free Time Back

Ongoing: Activate Signal in the Autobooks Hub to send event-based outreach
View the Resource Kit

Q3

July

August

September

Coming soon: Get Your Free Time Back

Coming Soon: National Non-Profit Day

Third-Party Targeted Resource Kit
View

Ongoing: Activate Signal in the Autobooks Hub to send event-based outreach
View the Resource Kit

Q4

October

November

December

Giving Season Resource Kit
View

Coming soon: Gift of a Digital Invoice

Ongoing: Activate Signal in the Autobooks Hub to send event-based outreach
View the Resource Kit

Resources


Prefer to use our resources based on your specific timelines? No problem — access any Autobooks Resource Kit below and plug into your existing initiatives.

 

FI branding package


Package includes:

  • Converting the static digital ads available above to include the FI's brand color, fonts, and logo.
  • Animated ads with the FI's colors, fonts, and logo. Perfect for social media!
  • FI-branded direct mailer layout.  
  • FI-branded version of the video provided above.  

Total Cost = $2,500 one-time fee

Send an email to marketing@autobooks.co 

To submit payment click here.

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Have questions?

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