Accessing Marketing Materials
To access the marketing materials, navigate to the "resources" section. Under resources, you will find uses and
marketing materials. Examples of materials available include:
- Bunting and flyers in English versions (with or without real images)
- Test data share list for clients
- Fee schedule and commission schedule
- Trustee services fees documents (one for customers, one showing agent's fees and commission)
- Case study slides covering Testament and Multi-Trust topics
https://d3o3wxyf7wz5e3.cloudfront.net/koha-training-ge/08_Resources_Library_-_Marketing_Materials.mp4
These resources are intended to be shared with your customers. The materials in the resources section will be updated,
and new materials will be uploaded periodically. You can use these materials for your promotion and marketing
activities.
**Q: Where can I find marketing materials?**A: Marketing materials can be found under the "resources" section of the system.
Q: What types of marketing materials are available?
A: Available materials include bunting, flyers, test data share list, fee schedules, commission schedules, and case
study slides.
Q: Are the marketing materials updated?
A: Yes, all materials under the resources screen will be updated, and new materials will be uploaded periodically.
Q: Can I share the fee and commission information with my clients?
A: Yes, there are specific documents for trustee services fees intended to be shared with your customers, as well as
general price information.