BlueprintQuarterly marketing planYour quarterly marketing plan, ready for your team to run.
Built by credit union experts and AI. Every quarter you get 2–3 growth priorities tied to members, loans and deposits, plus the search, paid, social and offer plans to hit them.
From $500/month, billed annually. Priced by asset size.
- Grow direct auto loansTied to loans
- More online joins from the websiteTied to members
- A CD special for new moneyTied to deposits
A senior strategist's plan, without the agency retainer.
Blueprint is for credit unions with a marketing team that can do the work but rarely gets time to plan it. We bring 25+ years of credit union marketing and AI-assisted research. You get a clear plan for the quarter, and your team carries it out.
Want us to run the plan too? That's Build, and Build Complete includes Blueprint.
What's in every Blueprint
Growth priorities
2–3 priorities for the quarter, each tied to members, loans or deposits.
Search & AEO plan
What to publish and fix so you show up in Google results and AI answers.
Paid media plan
Where to spend, what to say and how to measure it, within credit union ad rules.
12-week social calendar
A post plan for every week of the quarter, ready to build in Lobby.
Rate & offer calendar
Which rates and promotions to feature, and when.
Compliance checklist
The disclosures and reviews each piece of the plan needs before it goes live.
KPI scorecard
The numbers that show whether the plan worked, reviewed every quarter.
45-minute strategy call
Time with a senior SmartSource strategist to set the plan and review results.
How a quarter works
Plan
Your strategy call sets the quarter's priorities from your goals and your numbers.
Deliver
Your Blueprint arrives in Lobby, with every plan, calendar and checklist in one place.
Run
Your team carries out the plan, using Lobby for posts, approvals and files.
Review
The KPI scorecard shows what worked, and it shapes next quarter's plan.
Lobby, your marketing in one place.
Lobby is where your plan lives and your team works it: approvals, social posts, reports, files and meetings, shared with SmartSource. No more chasing a dozen inboxes.
See what Lobby does- ApprovalsSign off on posts and pages
- Social studioBranded templates and photos
- ReportsBoard-ready monthly summaries
- FilesBrand guides, proofs, final art
One plan, priced by asset size.
Every tier gets the full Blueprint and Lobby. Larger credit unions pay more because there's more to plan for: more branches and markets, more products and member groups, and more data behind every priority. Billed annually.
Want help getting started? Done-for-you setup is available as an add-on, priced separately.
Blueprint or Build?
| Compare | Blueprint | Build |
|---|---|---|
| Who does the work | We plan, your team runs it | We plan and run it with you |
| What you get | A quarterly plan and strategy call | Search, paid and social execution, plus a live dashboard |
| Price | $500–$2,500/mo, billed annually | From $1,500/mo per module; Build Complete $5,000–$7,000/mo |
| Lobby | Included | Included |
Blueprint FAQs
Who carries out the plan?
Your team. Blueprint gives you the priorities, plans and calendars. If you'd rather we do the work, Build covers search, paid and social, and Build Complete includes Blueprint.
How is the price set?
By your credit union's asset size, from $500 to $2,500 a month, billed annually. Larger credit unions have more branches, products and data to plan around. Every tier gets the full Blueprint.
What is Lobby, and does it cost extra?
Lobby is SmartSource's client portal for approvals, social posts, reports and files. It's included with Blueprint at no extra cost.
Can you help us set it up?
Yes. Done-for-you setup is an optional add-on, priced separately.
How do we start?
Book a planning call. We'll talk through your goals and show you a sample Blueprint.
Plan your next quarter.
A 30-minute call with a SmartSource strategist. We'll look at your goals and walk you through a sample Blueprint.
Book a planning call
Tell us a little about your credit union and we'll reach out to schedule.