Management / New Business Lead Discovery Questionnaire

What is the total number of employees at your office and nationally? How has this changed over the last 2 years?
Laurie Young, CEO Toronto:100 . Montreal:55
What are the total revenues for your office (substitute & indicate billings if this is the only available number):
Laurie Young, CEO 15.7M
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.
Laurie Young, CEO CPG: Unilever, Kimberly-Clark, Mondelez, Post Tourism/hospitality: IHG, Destination Canada Health: Heart& Stroke, Pfizer QSR: Tim Hortons Retail: Nordstrom Financial Services: American Express Education: Centennial College Agriculture: Bayer, DuPont Pioneer B2B: IBM, Moneris, Terago Beer: Carlsberg Automotive: Castrol
Bullet point the services you offer your clients:
Laurie Young, CEO - strategy and planning, integrated advertising, performance marketing and CRM, creative development and design, multi-platform digital strategy and production, social media, data analytics, digital and print ptoduction, video and content production, events and activation, fast track design and production, media buying and planning
What percent of new revenue comes from the following sources:
Laurie Young, CEO 51-60%
Expanding on your answer above, how has most new business come in?
Laurie Young, CEO - organic growth by expanding service offering to existing clients - winning incremental brands from existing clients - winning competitive pitches
Have you done any outbound business development over the last 2 years? If so, please explain.
Laurie Young, CEO - no
Do you use any CRM, marketing or project management software for any of your new business activities?
Laurie Young, CEO - no
How many people are regularly involved in your new business competitive reviews/RFPs? (also list names/titles)
Laurie Young, CEO
How aligned would you say your management / new business team is as it relates to a new business approach?
Laurie Young, CEO - increasingly aligned; 3 of the 5 members are new to the agency or new to the role
How many Competitive Reviews/RFPs will you enter this year?
Laurie Young, CEO 8-10
Of those, what percentage do you expect to win?
Laurie Young, CEO 20-30%
How many Competitive Reviews/RFPs did you enter last year?
Laurie Young, CEO 11-15
Of those, what percentage did you win?
Laurie Young, CEO 10-20%
What percentage of your Competitive Reviews/RFPs involve a credentials presentation that is separate from a final strategy/execution presentation (vs. one combined credentials/final presentation session)?
Laurie Young, CEO 75%
How often do you submit a strategy/execution recommendation with no in-person presentation?
Laurie Young, CEO 25%
On the smaller half of your Competitive Reviews/RFPs, how much do you typically spend on each (out of pocket on average)?
Laurie Young, CEO $1,000-$5,000
On the larger half of your Competitive Reviews/RFPs, how much did you typically spend on each (out of pocket on average)?
Laurie Young, CEO $10,00-$20,000