| What is the total number of employees at your office and nationally? How has this changed over the last 2 years? | |
|---|---|
| Michael Halperin, Chief Strategy Officer/Joseph Hladick, Vice President, Client Strategy | 150+ nationally and 20 in sales |
| What are the total revenues for your office (substitute & indicate billings if this is the only available number): | |
| Michael Halperin, Chief Strategy Officer/Joseph Hladick, Vice President, Client Strategy | $70MM+ |
| 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. | |
| Michael Halperin, Chief Strategy Officer/Joseph Hladick, Vice President, Client Strategy | I will include a current client list in the Mirren Training Google Drive I shared with Cara |
| Bullet point the services you offer your clients: | |
| Michael Halperin, Chief Strategy Officer/Joseph Hladick, Vice President, Client Strategy | Also available from PowerPoint presentation shared in the Mirren Training Google Drive I shared with Cara |
| What percent of new revenue comes from the following sources: | |
| Michael Halperin, Chief Strategy Officer/Joseph Hladick, Vice President, Client Strategy | 31-40% |
| Expanding on your answer above, how has most new business come in? | |
| Michael Halperin, Chief Strategy Officer/Joseph Hladick, Vice President, Client Strategy | Select Conferences, Cold Calls, Referrals |
| Have you done any outbound business development over the last 2 years? If so, please explain. | |
| Michael Halperin, Chief Strategy Officer/Joseph Hladick, Vice President, Client Strategy | Marketing effort by Zach Tweddell, Ongoing networking and cold calling by reps, Consero Events |
| Do you use any project management / account management software to help manage your accounts and any production / billing? | |
| Michael Halperin, Chief Strategy Officer/Joseph Hladick, Vice President, Client Strategy | Salesforce and Workamajig, Google Drive |
| Do you use any CRM, marketing or project management software for any of your new business activities? | |
| Michael Halperin, Chief Strategy Officer/Joseph Hladick, Vice President, Client Strategy | Salesforce |
| How aligned and focused would you say your management team is as it relates to organic growth and new business? | |
| Michael Halperin, Chief Strategy Officer/Joseph Hladick, Vice President, Client Strategy | Solid alignment and awareness |
| How often do you submit a strategy/execution recommendation with no in-person presentation? | |
| Michael Halperin, Chief Strategy Officer/Joseph Hladick, Vice President, Client Strategy | 50% |
| 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? | |
| Michael Halperin, Chief Strategy Officer/Joseph Hladick, Vice President, Client Strategy | Talent Neuron |
| What do you see as the single biggest challenge for your teams as it relates to Organic Growth? | |
| Michael Halperin, Chief Strategy Officer/Joseph Hladick, Vice President, Client Strategy | As we increase efficiencies for our clients, it can reduce overall spend on media. Budgets are constantly cut for talent acquisition which can limit organic growth. In addition, turnover in account management can impact the partnership resulting in lower spend. |
| What do you see as the biggest opportunity for your teams as it relates to Organic Growth? | |
| Michael Halperin, Chief Strategy Officer/Joseph Hladick, Vice President, Client Strategy | For companies with challenging hiring needs recommending EVP/Creative/Branding strategies can help the client and increase revenues/profit for the agency. |
| What do you see as the biggest challenge for your teams as it relates to Proactive Prospecting? | |
| Michael Halperin, Chief Strategy Officer/Joseph Hladick, Vice President, Client Strategy | No uniform outreach methodology or materials. Dependence on network, referral instead of active outreach to new prospects. |
| To help provide context for your current approaches, please indicate other consultants/trainers the agency has worked with and the subject matter. | |
| Michael Halperin, Chief Strategy Officer/Joseph Hladick, Vice President, Client Strategy | Optimization Partners Dale Carnegie - 2017 Sales Conference Power Messaging Training |