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Marketing Points

Marketing Rewards

Track your marketing activities across all categories. Enter the number of times you completed each activity, review your points, and submit everything once.

Select Quarter (Required)
Choose the quarter these activites should be applied to. Your points will not be applied if nothing is selected.
OPEN
Open until April 15
Jan 1 - Mar 31
OPEN
Open until July 10
Apr 1 - Jun 30
OPEN
Open until Oct 10
Jul 1 - Sep 30
OPEN
Open until Jan 10
Oct 1 - Dec 31

Business Development

Technical Skills

Brand Ambassador

Client Relations

Community Involvement

Professional Development

Business Development

Activity
Points Each
Times Completed
Points Earned
New Business Client (After Signed Engagement Letter)
10 pts
0
0 pts
New Individual Client (After Signed Engagement Letter)
5 pts
0
0 pts
Attend a Business Related Networking Event (After Hours)
10 pts
0
0 pts
Take a Staff With You to Client, Prospect, or Referral Meeting
10 pts
0
0 pts
Take a Prospect or Referral to Lunch or Breakfast
5 pts
0
0 pts
Attend Client, Prospect, or Referral Source Hosted Seminar
5 pts
0
0 pts
Attend Social Outing That Includes Prospect or Referral
5 pts
0 pts
Attend a Business Related Networking Event (During Work Hours)
5 pts
0 pts
Attend Industry Trade Show or Convention (Per Day)
4 pts
0
0 pts
Send Referral to Bookkeeping or Wealth
3 pts
0 pts
Send Handwritten Note to Client, Prospect, or Referral
2 pts
0
0 pts
Send Article of Interest With a Note to Prospect or Referral
2 pts
0
0 pts
Send Follow-Up Email to New Contact After Seminar or Event
2 pts
0 pts
Business Develpment Total
0 pts

Thought Leadership/Technical Skills

Activity
Points Each
Times Completed
Points Earned
Write Article for External Publication and Have It Published
20 pts
0
0 pts
Create and Teach an Internal CPE/Training for Staff
10 pts
0
0 pts
Assist an HHM Staff with a Presentation or CPE
5 pts
0
0 pts
Speak at a Non-HHM Hosted Seminar
10 pts
0
0 pts
Participate in an HHM Video Series
10 pts
0
0 pts
Speak at a HHM Hosted Seminar for Clients, Prospects, Referrals
10 pts
0
0 pts
Speak at a State Wide or National Convention
10 pts
0
0 pts
Write an Article for Blogs, Eblasts, or Newsletter
10 pts
0
0 pts
Spend 15 Minutes with a Staff, Assign Topic to Write
10 pts
0
0 pts
Come Up With an Article Topic
5 pts
0
0 pts
Review and Approve Article After Staff Writes
10 pts
0
0 pts
Participate in Media Interview
5 pts
0
0 pts
Speak on Topic at a Recruiting Event
5 pts
0
0 pts
Prepare and Speak at an Industry Meeting
5 pts
0
0 pts
Find an Error on One of Our Websites
2 pts
0
0 pts
Upload a Documented Process for HHM Academy
10 pts
0 pts
Review Document for HHM Academy (Manager+)
4 pts
0
0 pts
Develop an Internal FAQ or Knowledge Based Memo on a Topic
10 pts
0 pts
Develop a Case Study Based on a Client Example or Project
10 pts
0 pts
Technical Skills Total
0 pts

Brand Ambassador

Activity
Points Each
Times Completed
Points Earned
Assist HHM's Marketing Team With Miscellaneous Task
2 pts
0
0 pts
Attend HHM Recruiting Activity
2 pts
0
0 pts
Create a LinkedIn Profile (One Time Task)
5 pts
0
0 pts
Follow HHM CPAs on LinkedIn (One Time Task)
1 pts
0
0 pts
Reach 100 Connections on LinkedIn (Up to 500)
2 pts
0
0 pts
Follow HHM CPAs on Facebook (One Time Task)
1 pts
0
0 pts
Follow HHM CPAs on Instagram (One Time Task)
1 pts
0
0 pts
Add HHM Banner to your LinkedIn Profile
3 pts
0
0 pts
Take Pictures at HHM Events and Post to Personal Social Media
2 pts
0
0 pts
Take Pictures at HHM Events, Send to Marketing Team
2 pts
0
0 pts
Marketing Team Posts a Picture That You Took on HHM's Social Media
2 pts
0
0 pts
Follow Up and Stay Connected With a Recruit From an Event
2 pts
0
0 pts
Share HHM Written Article on Personal Social Media (50% of Total)
2 pts
0
0 pts
Comment on a HHM Social Post (50% of Total)
1 pts
0
0 pts
Brand Ambassador Total
0 pts

Client Relations

Activity
Points Each
Times Completed
Points Earned
Present to Client/Affliate Board
10 pts
0 pts
Take a Client to Lunch (Not During Fieldwork)
5 pts
0 pts
Coordinate a BRN or Value-Add Referral Meeting with a Client
5 pts
0 pts
Uncover an Additional Service for an Existing Client
5 pts
0 pts
Suggest a BRN or Value-Added Firm to a Client
3 pts
0 pts
Client Demo
5 pts
0 pts
Get Positive Mentions by Client in an Email
2 pts
0 pts
Receive a Positive LinkedIn Recommendation
3 pts
0 pts
Take a Client to Lunch During Fieldwork
2 pts
0 pts
Client Relations Total
0 pts

Community Involvement

Activity
Points Each
Times Completed
Points Earned
Participate in HHM Sponsored or Promoted Volunteer Event
10 pts
0
0 pts
Participate in Volunteer Event (Not Assoicated With HHM)
5 pts
0
0 pts
Participate in or Donate to a HHM Sponsored Donation Drive
5 pts
0
0 pts
Serve on a Board or Leadership Committee (After First Meeting)
5 pts
0
0 pts
Assist in Coordinating at a Professional/Civic Event
2 pts
0
0 pts
Attend Board or Leadership Committee Meeting
2 pts
0
0 pts
Community Involvement Total
0 pts

Professional Development

Activity
Points Each
Times Completed
Points Earned
Participate in Leadership Program (i.e. Leadership Memphis)
10 pts
0 pts
Book Report: Read Approved Book and Submit a 250 Word Summary
10 pts
0 pts
Attend Meeting Hosted by HHM's Marketing Team
5 pts
0 pts
Receive Personal Award from Business, Community, or Organization
3 pts
0 pts
Professional Development Total
0 pts

Submission Summary

BD
0 pts
Tech
0 pts
Brand
0 pts
Client
0 pts
Community
0 pts
Pro Dev
0 pts
Total Points
0 pts
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