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Xtend > Communications > Marketing Consultation

Marketing Consultation
In-person or remote consultations on Social Media, Marketing, and Marketing Plans.

Consultations provided by Sarah Ashby, Business Intelligence Analyst, and Megan Pieper, Digital Marketing Coordinator. Click here to learn more about the experts.

Social Media Consultation

Let our digital marketing expert evaluate your social media platforms to be sure they are configured effectively, provide insights into your content creation, help increase engagement, and review metrics measurements and other critical tools.

Includes a summary wrap-up report with details on recommended improvements.

One-time fee:

$600 + T&E

Ongoing fees:


Marketing Tune-Up

Let our marketing experts evaluate 8 key indicators of your credit union’s marketing performance, and provide recommendations on how to improve.

  • Member retention
  • Data hygiene
  • Front line retail
  • Wrap up codes
  • Products and services per member
  • Email performance
  • Social media
  • Product and service behavior

We’ll dive into how to use these indicators to boost the performance of your marketing campaigns. This consultation is great for credit unions that have new marketing staff, or are unsure about the effectiveness of their efforts.

One-time fee:

$2000 + T&E

Ongoing fees:


Marketing Plan

A full-featured Marketing Plan designed specifically for your credit union, built to fit an in-depth study of your product/service performance, recent member behaviors, social media data and more. Includes a customized set of marketing tactics and a content calendar to follow.

Available as a one-time service, or as an ongoing quarterly or annual option.

One-time fee:

$4000 + T&E

Ongoing fees:


About the Experts

Sarah Ashby, Business Intelligence Manager

Sarah Ashby has been with Xtend for seven years, starting in the Xtend Contact Center in early 2014, joining the Xtend Communications team in 2017, and leading Xtend Data Analytics since 2019.

She brings to the table an expertise in CU*BASE data, and has run hundreds of marketing campaigns for credit unions. Sarah frequently shares her wealth of knowledge and experience via CUSO Magazine and her blog, The Data Trendsetter.

Megan Pieper, Assistant Manager of Communications

Megan has been with Xtend Communications team since 2019. With 5+ years of experience in the industry, a background as a loan officer and teller, coupled with her degree in Marketing and Digital Marketing Science, she brings a unique view to credit union marketing.

Megan’s strong suit is the retail side of credit union banking, and how to turn a product into a solution for members. Check out her numerous articles that have been published with CUSO Magazine.

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