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?
John Camilleri, Senior VP, New Business Director 249 in Philly/255 nationally. Increased approx 30 employees over last 2 years
What are the total revenues for your office (substitute & indicate billings if this is the only available number):
John Camilleri, Senior VP, New Business Director $706 Million in Billing
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.
John Camilleri, Senior VP, New Business Director All are current Automotive AAA MID ATLANTIC Supermarkets AHOLD DELHAIZE(GIANT / MARTINS) ravel & Tourism APPLE VACATIONS Non-Profit ARDEN THEATER Corporate/Business Services ARRIS Healthcare ASPEN DENTAL Financial Services BANCORP SOUTH Financial Services BERKSHIRE HATHAWAY Food & Beverage BLUE DIAMOND GROWERS Retail Walk-In & Online BOSCOV'S Healthcare COVANCE Food & Beverage CUMBERLAND PACKING Art & Education EDUCATION AFFILIATES Healthcare EINSTEIN HEALTH SYSTEM Restaurants EL POLLO LOCO Media & Entertainment ENTERCOM Household Products EP HENRY Media & Entertainment FELD ENTERTAINMENT Automotive FORD Healthcare INSPIRA HEALTH SYSTEM Non-Profit JDRF Healthcare JEFFERSON HEALTH SYSTEM Art & Education KENT STATE UNIVERSITY Consumer Electronics LUTRON Healthcare MJHS HEALTH Insurance NJM INSURANCE Alcoholic Beverages PA LIQUOR CONTROL BOARD Food & Beverage PEAK ROCK CAPITAL (TURKEY HILL) Automotive PEP BOYS Pet Care PET IQ Pet Care PET VALU/PET SUPERMARKET Corp/Business Services PILOT FREIGHT Financial Services PSECU Automotive PYLON (MICHELIN WIPERS) Retail QURATE RETAIL GROUP (QVC) Media & Entertainment RIVERS CASINO Healthcare RW JOHNSON/BARNABAS HEALTH Healthcare ROTHMAN INSTITUTE Gaming RUSH STREET GAMING Household Products SCRUB DADDY Transportation SEPTA Retail Walk-In & Online SHEETZ Media & Entertainment SINCLAIR TV STATION GROUP Government STATE OF DELAWARE Consumer Electronics STREAMLIGHT Media & Entertainment SUGARHOUSE CASINO Non-Profit SUN. BKFST RESCUE MISSION Healthcare TEMPLE HEALTH Transportation TOWER HEALTH Healthcare TRINITY HEALTH Energy UGI (UNITED GAS, INC) Corp/Business Services UNISYS Healthcare UNIVERSAL HEALTH SERVICES Healthcare UNIVERSITY OF PITTSBURGH MEDICAL CENTER Retail Walk-In & Online WAWA Financial Services WSFS/BENEFICIAL BANK
Bullet point the services you offer your clients:
John Camilleri, Senior VP, New Business Director Media Strategy/Planning Media Buying SEO Media Analytics Business Consulting Services Sales Analysis and Data Visualization Content Marketing Local Listings Mgmt Influencer
What percent of new revenue comes from the following sources:
John Camilleri, Senior VP, New Business Director 11-20%
Expanding on your answer above, how has most new business come in?
John Camilleri, Senior VP, New Business Director New Business has come in from competitive reviews with approx 50% derived from search consultant reviews and 50% from direct inquiry/contact. The percent of search consultant reviews has increased dramatically in the last year. Seeking to increase growing current client base with new services - hence this training .
Have you done any outbound business development over the last 2 years? If so, please explain.
John Camilleri, Senior VP, New Business Director Yes, we have a 10 person New Biz team and issue approx 4 position papers/reports to our 2000 plus database of leads. We require that each new business member make 6 deep contacts (meetings, phone call, impact boards, etc. per year). We host a media trends presentations annually where 75 to 100 attendees listen to our prognostications. Each new business member has 1 to 2 categories that they specialize in and keep apprised of developments - QSR, CPG, retail, etc). We market to approx 1400 leads consistently. We have redesigned our website to be more new business friendly and have incorporated category specific sections
Do you use any CRM, marketing or project management software for any of your new business activities?
John Camilleri, Senior VP, New Business Director We utilize Leadlander, (tracks companies that visit our website, for how long and what pages they visited) Insightly (CRM) and Winmo (generate lists) and LinkedIn (Premium & Navigator) and Sharepoint is PM software.
How many people are regularly involved in your new business competitive reviews/RFPs? (also list names/titles)
John Camilleri, Senior VP, New Business Director
How aligned would you say your management / new business team is as it relates to a new business approach?
John Camilleri, Senior VP, New Business Director Pretty much aligned, still seeking to address full time vs part time status of team member(s).
How many Competitive Reviews/RFPs will you enter this year?
John Camilleri, Senior VP, New Business Director 21-30
Of those, what percentage do you expect to win?
John Camilleri, Senior VP, New Business Director 30-40%
How many Competitive Reviews/RFPs did you enter last year?
John Camilleri, Senior VP, New Business Director 11-15
Of those, what percentage did you win?
John Camilleri, Senior VP, New Business Director 20-30%
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)?
John Camilleri, Senior VP, New Business Director 75%
How often do you submit a strategy/execution recommendation with no in-person presentation?
John Camilleri, Senior VP, New Business Director 25%
On the smaller half of your Competitive Reviews/RFPs, how much do you typically spend on each (out of pocket on average)?
John Camilleri, Senior VP, New Business Director $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)?
John Camilleri, Senior VP, New Business Director $10,00-$20,000