Normally I would send a legacy promotion mailing in September and follow it up with a telephone call in October.
I know the best times to promote legacies is when people generally make changes to their Wills. i.e. before the Summer and before Winter.
Does anyone have any experience in promoting legacies in January?
We want to get the promotion right, and it wasn't going to be ready for September this year. Our communications plan is pretty tight up until January and so we are thinking about postponing the mailing until then.
If anyone has any advise I'd love to hear it.
Best wishes
Anna Riddick
