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Please include the task list the task a link to the document can be found here:

F:\4 Marketing\Affinity 8 Marketing\Webinars

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Include Action points on the dashboard, potentially under the quarterly take up or on the panel down the side

Please can we get notes added to the bottom right corner. Where we can add new notes and read existing ones

Can we please get the member savings in chronological order on automated reports?

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Live as of 01/07. TS to send framework

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Q2 Reviews to approach the following clients in line with our KPI:

Increase market share across client bank with PG Mutual offering per account executive

Identify potential new clients

Get 2 clients to go live

NFSP

Spotlight

NCT

USDAW

CIMA

IOH

IoPhysics

BCA

ACB

BIGGA

If you have any questions about how to get clients live with PG Mutual, please don't hesitate to ask.

All clients who say yest to offering it, please be sure to follow the compliance procedure. The approved email can be found here:

F:\2 Providers\PG Mutual\Compliance going live sign off

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TS to organise team lunch

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Hello All

We tried something new for Voice and I thought I'd share the template with you.

Voice send out a print journal and have one page on Voice Rewards - the page below was what we sent over for the month of July.

P.S please check the social media restrictions doc to when selecting providers that would be happy to be featured.

Please give me a shout if you have any questions

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Your Voice issue 46 July19 rewards final

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Hello All,

Following our team meeting on 26/06/19, please see below the renewal flyer BHTA sends to new members and those that renew membership.
Please give me a shout if you have any questions.

Steph