Laughlin Constable - Mirren Training: Competitive Review Lead Discovery Questionnaire

What is the total number of employees at your office and nationally? How has this changed over the last 2 years?
Paul Brienza, Chief Growth Officer The current employee count is 116, which represents roughly a 35% decrease from 2020.
What are the total revenues for the agency (substitute & indicate billings if this is the only available number): 
Paul Brienza, Chief Growth Officer $20,829K
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.
Paul Brienza, Chief Growth Officer Industry: Healthcare Astra Zeneca Chicago Proton Center (NM) Illinois Health Hospital Association Northwestern Medicine Sheppard Pratt El Camino Health Williamson Medical Center Industry: CPG Master Lock SentrySafe Yuengling Industry: Financial Services AblePay Baird Jewelers Mutual NorthShore Bank World Finance Corp Acuity Industry: Auto Byrider Industry: Tourism Los Cabos Tourism Industry: Retail Floricity Fleet Farm Vienna Beef Industry: Non-Profit ASPCA Boys & Girls Club Go2Foundation (Lung Cancer) NMSS Industry: Gaming Hoosier Lottery Industry: Pharma Independent Pharmacy Cooperative LVNG With Industry: Associations National Restaurant Association US Soccer NEMA (Trade Association) Industry: Manufacturing AOSmith Amcor GrandCraft FRAM Industry: Durable Goods USG Industry: Museum Peggy Notebaert Nature Museum Industry: Services Crisis Prevention Institute Industry: Real Estate Jack Lingo Realty Industry: Commercial Property Brookfield Corners
Bullet point the services you offer your clients:
Paul Brienza, Chief Growth Officer • Digital • Public Relations • Strategy • Data & Insights • B2B • Media • Content • SEO • Marketing Automation • In-House Production
What percent of new revenue comes from the following sources:
Paul Brienza, Chief Growth Officer
Expanding on your answer above, how has most agency revenue growth come in?
Paul Brienza, Chief Growth Officer Our agency revenue growth comes predominantly from new business; specifically, we tend to win at a higher rate when it comes from a referral.
How many Competitive Reviews/RFPs do you expect to enter this year?
Paul Brienza, Chief Growth Officer 60
Do you have any qualification criteria for new business opportunities? Please explain.
Paul Brienza, Chief Growth Officer Currently, it’s Fame, Fortune, Fun. In 2022, we want to revise it to something that is more objective, ie What is the payoff? Do we have connections in the company?, What is the likelihood that we will win?
Have you done any outbound business development over the last 2 years? If so, please explain.
Paul Brienza, Chief Growth Officer • Some Marketing Automation (inconsistent): Opt-in to marketing emails, in past received a welcome series set of emails (3). Working to refresh this approach. • LinkedIn ads • Participate in professional association (eg. UWEBC)
What strategic resources do you make available to your teams? For example, do you have any proprietary strategy, research, data, tools, or any services you subscribe to?
Paul Brienza, Chief Growth Officer AAAA, Cision, eMarketer, The List (Winmo), Schlesinger Group (Over The Shoulder Research), Mintel, Resonate, Scarbourgh, rRval IQ, Netbase VWO, Tagger, CINT, Live Ramp, Kantar
When you consider Competitive Reviews, specifically, where does the team most need to improve? Where is the greatest opportunity for the team?
Paul Brienza, Chief Growth Officer • Efficiency in developing a response. • Collaboration/working as a unit versus in silos. • Respecting each other’s time and expertise. • In differentiating our services; telling the story of our services that is relevant to the client’s business problem (versus laying out an icon of services slide, or process slide) • Connecting relevant case studies to a specific prospect’s business problem/challenge
Is there anything else that would provide insight into your new business goals, opportunities or challenges?
Paul Brienza, Chief Growth Officer An ongoing discussion: Do we use the same set of people for pitching or do we bring in new talent to garner experience?