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HHM

Marketing Resources

Marketing Forms

Rewards Progam

Branding

Article AI

HHM Storefront

Marketing Rewards Submissions

First Name

Last Name

Office

Business Development +

(1 point) - Update your LinkedIn profile to reflect new employment | one-time event(2 points) - Reach 100 connections on LinkedIn | 2 points per every 100 connections up to 500 (10 points total)(5 points) - Reach 500+ connections on LinkedIn | one-time milestone award

(1 point) Attend a business-related networking/sponsorship event, during business hours

(3 points) - Attend a business-related/sponsorship event, after work hours

(2 points) Receive a new connection's business card and share/update your information via QR code or tap card

(5 points) Send a referral to Bookkeeping Solutions or Wealth Advisors

(2 points) - Send a follow-up email to new contact after seminar or event

(3 points) - Send a handwritten note to client, prospect or referral

(2 points) - Go to lunch with/take an affiliate company employee, prospect or client and gain new leads or schedule another meeting

(2 points) - Go to lunch with an affiliate company employee and learn about 5 services you were unaware of

(2 points) - Attend a client, prospect or referral source meeting or seminar

(4 points) - Attend an industry trade show or convention | 4 points per full day

(5 points) - Coordinate a BRN or value-add referral meeting with a prospect or client

(2 points) - Attend a social outing that includes a prospect or referral source

(5 points) - Ride along/take staff to a business development meeting with prospect or referral

(2 points) - Sign a client that you worked through the sales funnel (prospecting, meeting, signing) | limited to admin and staff accountants ONLY (sorry directors and partners)

Brand Ambassador +

(1 point) - Update your LinkedIn profile to reflect new employment | one-time event(3 points) - Update your LinkedIn profile banner to HHM's | as often as updated by the marketing team(1 point) - Follow HHM CPAs on facebook | one-time event(1 point) - Follow HHM CPAs on LinkedIn | one-time event(1 point) - Follow HHM CPAs on Instagram | one-time event(1 point) - Follow HHM Wealth on facebook | one-time event(1 point) - Follow HHM Wealth on LinkedIn | one-time event(1 point) - Follow HHM Bookkeeping on facebook | one-time event(1 point) - Follow HHM Bookkeeping on LinkedIn | one-time event

(2 points) - Attend a recruiting activity/event

(1 point) Post or share with your own input/comments HHM content on your personal socials | max 25% of total points for the quarter

(2 points) - take pictures at HHM events and post to personal socials/share with marketing department

(2 points) - Follow up and stay connect with a recruit from an event

(2 points) - A picture you took gets posted by the marketing team to HHM's socials

(2 points) - Assist the marketing team with event setup, mailouts, etc.

Community Involvement +

(1 point) - Join a professional organization

(2 points) - Volunteer to coordinate or assist in coordinating at a professional/civic event

(5 points) - Serve on a board or leadership committee for professional or civic organization | awarded after you attend your first meeting

(2 points) - Attend or present at a board or leadership committee meeting for professional or civic organization

Professional Development +

(3 points) - Update profile on BDO Alliance Portal | annually

(1 point) - Attend a marketing seminar/lunch-n-learn at HHM

(1 point) - Attend an optional meeting/lunch-n-learn

(3 points) - Attend a marketing/business development seminar at the Chamber or other partner organization

(3 points) - Receive a personal award from business, community or organization

Client Relations +

(1 point) - Take a client to lunch during fieldwork

(2 points) - Take a client to lunch, not during fieldwork

(5 points) - Suggest a BRN or value-add firm to a client

(5 points) - Uncover an additional service for an existing for an existing client

Visible Expert +

(10 points) - Create article content for blogs, eblast or newsletters

(5 points) - Participate in an HHM studio video recording

(5 points) - Prepare and speak at an in-house CPE

(5 points) - Prepare and speak at an industry meeting

(5 points) - Speak at a non-HHM hosted seminar

(5 points) - Speak at a HHM hosted seminar for clients, referrals, prospects, etc

(10 points) - Write an article for external publication and have it published

(5 points) - Participate in a new interview

Count toward next quarter (Q4)

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If you do a check-marked item more than once,
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Descriptions are not required
but always helpful to keep track

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NOTICE: you just need to put how many times
you did the activity NOT the total number of points

Marketing Resources

Marketing Forms

Rewards Progam

Branding

Article AI

HHM Storefront

Marketing Rewards Submissions

Business Development +

Brand Ambassador +

Community Involvement +

Professional Development +

Client Relations +

Visible Expert +

x

PLEASE NOTE: Some descriptions have changed to be more specific. Please click the down arrow to go through a quick tourof other changes. Click the X to skip.

Click on the headings to expand that sections.Click again to hide.

x

If you do a check-marked item more than once,you will have to submit multiple forms.

x

x

Descriptions are not requiredbut always helpful to keep track

x

NOTICE: you just need to put how many timesyou did the activity NOT the total number of points

Marketing Resources

Marketing Forms

Rewards Progam

Branding

Article AI

HHM Storefront

Marketing Rewards Submissions

Business Development +

Brand Ambassador +

Community Involvement +

Professional Development +

Client Relations +

Visible Expert +

PLEASE NOTE: Some descriptions have changed to be more specific. Please click the down arrow to go through a quick tour
of other changes. Click the X to skip.

Click on the headings to expand that sections.
Click again to hide.

If you do a check-marked item more than once,
you will have to submit multiple forms.

Descriptions are not required
but always helpful to keep track

NOTICE: you just need to put how many times
you did the activity NOT the total number of points