| What are the total revenues for your office (substitute & indicate billings if this is the only available number): | |
|---|---|
| Gwen Deverell/Mark Attard - VP/President | $11,000,000 |
| What is the total number of employees at your office and nationally? How has this changed over the last 2 years? | |
| Gwen Deverell/Mark Attard - VP/President | 47 |
| 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. | |
| Gwen Deverell/Mark Attard - VP/President | Tinancial Services: BMO Financial (U.S. + Canada) - 7 years total (current) CPPIB - 4 years (current) Manufacturing: Magna International 25 years (current) Celestica 4 years (current) BRP 2 years Pharma: Bayer 1 year (current) Telecom: U.S. Celluar 1 year (current) TELUS 1 year (past) Professional Services: CGI 2 years (past) |
| Bullet point the services you offer your clients: | |
| Gwen Deverell/Mark Attard - VP/President | Internal communications strategy (change communication, transformation, leadership comms, internal comms audits) internal communication planning & measurment video live event - internal audiences - meetings, launches digital - intranet, internal social media |
| What percent of new revenue comes from the following sources: | |
| Gwen Deverell/Mark Attard - VP/President | 11-20% |
| Expanding on your answer above, how has most new business come in? | |
| Gwen Deverell/Mark Attard - VP/President | Clients transitioning to different companies Referrals warm outreach via existing network cold outreach |
| Have you done any outbound business development over the last 2 years? If so, please explain. | |
| Gwen Deverell/Mark Attard - VP/President | Yes - over the past 9 months we have had a concerted effort leveraging Linked In to generate both warm and cold leads. cold leads have included direct email outreach specifically targeted at CHROs, CIOs, Change & Transformation leaders. This outreach had limited success however leveraging our personal networks has been more successful. |
| Do you use any CRM, marketing or project management software for any of your new business activities? | |
| Gwen Deverell/Mark Attard - VP/President | yes, WorkBook (also serves as our Enterprise Software and includes integrated CRM which is limited), Linked In and Linked In Sales Navigator. |
| How many people are regularly involved in your new business competitive reviews/RFPs? (also list names/titles) | |
| Gwen Deverell/Mark Attard - VP/President | |
| How aligned would you say your management / new business team is as it relates to a new business approach? | |
| Gwen Deverell/Mark Attard - VP/President | we are very aligned on our current approach |
| How many Competitive Reviews/RFPs will you enter this year? | |
| Gwen Deverell/Mark Attard - VP/President | 5-7 |
| Of those, what percentage do you expect to win? | |
| Gwen Deverell/Mark Attard - VP/President | 50-60% |
| How many Competitive Reviews/RFPs did you enter last year? | |
| Gwen Deverell/Mark Attard - VP/President | 4 |
| Of those, what percentage did you win? | |
| Gwen Deverell/Mark Attard - VP/President | 20-30% |
| How often do you submit a strategy/execution recommendation with no in-person presentation? | |
| Gwen Deverell/Mark Attard - VP/President | 25% |
| On the smaller half of your Competitive Reviews/RFPs, how much do you typically spend on each (out of pocket on average)? | |
| Gwen Deverell/Mark Attard - VP/President | $5,000-$10,000 |
| On the larger half of your Competitive Reviews/RFPs, how much did you typically spend on each (out of pocket on average)? | |
| Gwen Deverell/Mark Attard - VP/President | $30,000-$50,000 |