Custom Credit Union
Script Preparation Form
Your name:
Credit Union name:
Your address:
City/State/Zip:
Phone:
Fax:
E-mail:
Web Site:
Which package would you like?
Please choose one.
Package A*:
2 updates per year and a Holiday program ($39 per month billed quarterly or $425 annually )
Package B*:
4 to 6 updates per year and a Holiday program ($59 per month billed quarterly or $640 annually)
Package C*:
Monthly updates and a Holiday program ($99 per month billed quarterly or $1,075 annually)
Purchase Option:
Digital Equipment ($345), Custom On-Hold Program ($195)
*Equipment included
Business Hours:
Please fill-in below.
Monday:
Tuesday:
Wednesday:
Thursday:
Friday:
Saturday:
Sunday:
What are the primary services/features at your Credit Union?
Choose all that apply.
Checking
Savings
IRAs
CDs
Kids Club
Senior Accounts
Loans
Check Cards
Automated Services
Direct Deposit
Online Account Management
Online Bill Payment
Credit Cards
ATMs
Commercial Loans
Investments
Auto Financing
Home Loans
What are the most important features or services at your Credit Union that you would like to highlight?
Please fill-in below.
Have you launched any new marketing campaigns? (i.e check cards, loan promotions, students’ savings and checking accounts etc.)
Please fill-in below.
Please list anything at all! (New/updated website, new telephone numbers, new employees, awards, community activities etc. Be creative!)
Please fill-in below.
Are there special services you offer which your customers may not know about or forgot about?
Please fill-in below.
What are some of the questions most frequently asked by your customers?
Please fill-in below.
Please list the features of your website that you would like to highlight.
Please fill-in below.
If you would like to write some of your own messages please include them below.
Music type preferred:
Please choose one.
Smooth Jazz
Classical
Easy Listening
Lite Rock
Country
Pop
Voice talent preferred:
Please choose one.
Male
Female
Both Alternating