| What is the total number of employees at your office and nationally? How has this changed over the last 2 years? | |
|---|---|
| Keith Betz, VP of Client Services | 135 total, about 10 are remote. 2-years ago we were at about 100. |
| What are the total revenues for your office (substitute & indicate billings if this is the only available number): | |
| Keith Betz, VP of Client Services | $18.6 million |
| List your clients for the past 2 years (grouped by industry category, indicate past/current client). Cut and paste from another document if this helps. | |
| Keith Betz, VP of Client Services | Telcom: CenturyLink Insurance: State Farm Butler/Till Health Group: Bausch + Lomb, Valeant, Salix, Celgene, Excellus BlueCross BlueShield, Ferring, Hologic, Aclaris, Pharming, Ironwood, Agios, TMSCOA, Welch/Allyn, Recro, Rigel Brand Cool: Pacific Gas & Electric, NYSERDA, Pulse Technologies, South Jersey Gas Industries, Efficiency Vermont, Northwest Bank, Avangrid, CooperVision |
| Bullet point the services you offer your clients: | |
| Keith Betz, VP of Client Services | Research & Strategy: competitive intelligence, category/market deep dives, media audits, target audience research/profiles, voice of customer, social media monitoring, primary research. Strategy and planning for media, content marketing and creative. Ideation/creative problem solving for persistent, urgent, or complex marketing challenges. Media Planning & Buying: Digital - search, display, mobile, social, video, email. Traditional - print, TV/DRTV, radio, OOH, sponsorship, events. New media - programmatic, addressable TV, inventive, native. Creative & Technology: Digital - website design, microsites, landing pages, email, banners, mobile display, rich media, video, custom apps, ebooks. Traditional - print, direct mail, advertorials, sell sheets, brochures, collateral, point of purchase, infographics. Analytics: data hygiene, data discovery and visualization, insight analysis, roi modeling and optimization |
| What percent of new revenue comes from the following sources: | |
| Keith Betz, VP of Client Services | 71-80% |
| Expanding on your answer above, how has most new business come in? | |
| Keith Betz, VP of Client Services | Where we have an area of expertise, like healthcare. That allows us to grow current clients in that vertical by having experienced staff, prospect with focus and get pulled in to new opportunities by partner agencies that trust us. |
| Have you done any outbound business development over the last 2 years? If so, please explain. | |
| Keith Betz, VP of Client Services | Yes. Mostly speaking at conferences to provide thought leadership, a few lead gen campaigns with publishers, content development. |
| Do you use any project management / account management software to help manage your accounts and any production / billing? | |
| Keith Betz, VP of Client Services | Yes. We're actually very process oriented and have good organizational structure for most things. |
| Do you use any CRM, marketing or project management software for any of your new business activities? | |
| Keith Betz, VP of Client Services | We're piloting a CRM-lite with the Health Group (really just a cloud-based client database). We've looked into a legit CRM and never felt we had the necessary scale. |
| How aligned and focused would you say your management team is as it relates to organic growth and new business? | |
| Keith Betz, VP of Client Services | Totally aligned and very focused. We're all on the same page with this being a top priority. |
| How often do you submit a strategy/execution recommendation with no in-person presentation? | |
| Keith Betz, VP of Client Services | 25% |
| What Research and Strategic resources are available to your account teams? For example, do you have Strategic/Account Planning or do you subscribe to any research services? | |
| Keith Betz, VP of Client Services | Research is our second largest expense, only behind our people. We have MANY strategic, research resources available to us. You name it, we likely have it. |
| What do you see as the single biggest challenge for your teams as it relates to Organic Growth? | |
| Keith Betz, VP of Client Services | Asking the right questions to identify legitimate challenges that we could potentially solve for - in a way that doesn't seem "salesy". |
| What do you see as the biggest opportunity for your teams as it relates to Organic Growth? | |
| Keith Betz, VP of Client Services | We have awesome client relationships and several accounts that we could go deeper and wider within. |