Into the blue: A Collective for Credit Union Marketers
You’ve been the lone(ly) Marketer for too long
I remember developing a full communication website over a weekend because a major change was happening, but marketing was brought in at the 11th hour (a bit past the 11th hour, if I’m being honest). No one really thought about the impact of marketing and communications – they were deep in systems and how this change would work internally.
Sound familiar?
You're the marketing department—all of it. Or you're part of a team that's stretched thin. Outside your realm, no one truly gets what you do. You juggle endless requests, scramble to prove ROI, and somehow make magic happen with limited resources and even less support.
I know because I've been there—the only marketing voice in the room, trying to explain strategic vision to those who see marketing as an expense rather than an investment. Meanwhile, you're drowning in demands, overwhelmed by impossible deadlines, and wondering if anyone truly understands the unique challenges of credit union marketing.
That ends today.
The Community You've Been Missing
Into the blue is more than a community—it's the marketing team, idea lab and support system you've always wished you had. Built exclusively for Canadian credit union marketers by someone who's spent 30+ years in your shoes.
What We're Rebuilding Together
Remember when credit union marketers had strong support networks? When we shared campaigns openly, strategized together, and had provincial and national resources dedicated to our success?
In fact, my own success was largely supported from the network of peers who supported each other in this industry.
That world has largely disappeared.
I've watched brilliant marketers struggle in isolation, reinventing wheels that someone across the country already perfected.
It's time to bring that back—with a modern approach designed for today's challenges.
The Daily Realities We All Face
That time when a leader dropped by my office at 4:45 pm on a Thursday to say, "I just came from a management meeting, and we've decided to run a mortgage rate promotion—can you put together communications by early next week?" And I had two other campaigns already in production. Oh boy....
You're nodding because you live this reality too:
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The End-of-Day Surprise: "The branch needs posters for tomorrow's event. Can you whip something up?"
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The ROI Interrogation: "What exactly did we get for all that marketing spend last quarter?"
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The Strategy Squeeze: Planning reactively because there's never time for proper strategy
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The DIY Learning Curve: Teaching yourself the latest marketing techniques while implementing them simultaneously
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The Resource Gap: Expected to deliver big results with a miniscule budget
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The Department Disconnect: Working with teams that don't understand marketing
This isn't just frustrating—it's preventing you from making the impact you know is possible for your credit union and your members.
The hard truth? If nothing changes, next year will look exactly like this one—scrambling for resources, reacting instead of strategizing, and still feeling alone in the fight. The cycle won’t break unless you do something different.
Your Marketing Transformation Starts Here
Where you are now
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Disconnected from other CU marketers
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Isolated on your own island
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Overwhelmed by endless research and fear of missing out
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Uninspired and hesitant to try new approaches
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Reinventing every campaign from scratch
Where you'll be
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Connected to a vibrant network who share winning strategies
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Supported by peers who immediately understand your challenges
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Focused with curated, relevant insights that inform tactics and foster knowledge
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Confident and empowered to implement fresh strategies
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Building on proven approaches specifically designed for credit unions
How it happens
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Monthly virtual meetups and ongoing community discussions
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Direct access to a private community of credit union marketers facing similar challenges
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Resource links provided in real time, keeping you in the know
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Learn from community members with similar experiences
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Access to annual campaign blueprint.
What Membership Includes
Community Connections That Matter ($Priceless)
Access to credit union marketers who understand exactly what it means when your CEO wants "something like what the big banks are doing"—but with a tenth of the resources. Our private community platform is a safe place to talk shop, ask questions, share resources, and solve problems. You’ll also forge a great relationships when you network with amazing people, like you, in our virtual meet-ups.
Annual Campaign Blueprint ($1,500 Value)
Each year, members vote on a campaign focus (mortgage acquisition, member retention, etc.), and you'll receive a comprehensive, fully customizable campaign plan which includes deep research that informs product and creative development.
Annual Marketing Environmental Scan ($495 Value)
Every fall, just in time for your planning cycle, you'll receive a detailed fall marketing environmental scan which gives you (and leadership too) the insights you need to make smarter decisions and stay ahead of industry shifts.
Expert-Led Sessions for Your Specific Challenges (Again, $Priceless)
When there something new coming down the pipe or you need to sharpen a skill, you will learn directly from experts on topics you care about.
Exclusive Training Discount ($300 Value)
10% off the Marketing Strategy Playbook cohort course.
Total Membership Value: $2,295 + $Priceless Networks and Learning
This Is For You If:
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You're looking for peers who understand the unique challenges of credit union marketing
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You're constantly balancing multiple priorities with limited resources
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You struggle to measure and communicate the value of your marketing efforts
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You need strategies that work specifically for credit unions
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And most importantly, you are a collaborator, willing to positively support members with your knowledge and experiences
This Is Not For You If:
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You're looking for generic marketing advice without credit union context
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You prefer working in isolation rather than collaborating with peers
A Promise From Someone Who's Been There
I've spent over 30 years in the credit union industry, experiencing firsthand the transition from robust community support to near-isolation.
I've seen brilliant marketers struggle with challenges that could have been solved with a single conversation with the right peer.
Into the blue isn't just about networking—it's about solving the real problems that keep you up at night and giving you back the confidence that comes with clarity and support.
Founding Member Opportunity
Only 25 founding member seats are available when this collective opens.
Founding members lock in lifetime pricing of $49/month or $497/year - after these 25 spots are gone, this rate disappears for good and regular pricing ($79/month or $797/year) takes effect.
As a founding member, you'll also help shape the community's focus and features.
Frequently Asked Questions
How much time commitment is required?
The core commitment is a 30-minute monthly virtual gathering. Everything else—the community platform, resource library, and expert sessions—are available on your schedule.
I'm a team of one. How will this fit into my busy schedule?
Everything is designed for busy marketers. All expert-led sessions will be recorded, resources are available on-demand, and the community platform allows you to get quick answers when you need them most.
What if my credit union won't pay for membership?
Many members self-fund their participation because of the career advancement and sanity-saving benefits. We also provide a template letter for requesting employer support.
How is this different from general marketing communities?
Every resource, discussion, and expert session is focused specifically on credit union challenges and opportunities—no need to translate from other industries.
Stop Going It Alone!
Marketing is hard enough - doing it alone makes it even harder. Join a network of peers who’ve been where you are and know how to help.