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Download FI GROW's SMART Goals Worksheet

Typically, marketers might have goals for Visits, Contacts, and Customers for the year, quarter, or month and these numbers are closely related to each other.

But what we've found when working with Financial Institutions is that focusing on one of these specific segments gives the clearest guidance for success.

This Worksheet Includes:

  • What Specific Segments You Should Focus On
  • Explanation of What a SMART Goal Is
  • How to Measure Success
  • And More! 

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Download Our Worksheet Now

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