| What is your name? | |
|---|---|
| Lisa Wehr | |
| What is the total number of employees at your office? | |
| 40-45 | |
| What is the total number of employees nationally? | |
| 40-45 | |
| What are the total revenues for your office (substitute & indicate billings if this is the only available number): | |
| 4.4M | |
| What percent of new revenue comes from the following sources: | |
| 50-60% | |
| List the clients the firm has worked for (grouped by industry category, and also indicate past/current client). Cut and paste from another document if this helps. | |
| I'll send this in a separate email. | |
| Bullet point the services you offer your clients: | |
| Creative Services Web Design & Development Research & Analytics Digital Strategy & Planning Marketing Management Social Media & Communications Search Marketing Mobile Marketing | |
| What outbound business development have you done over the past 2 years? | |
| Check any of the sources below that have most help contribute to bringing in new business: | |
| Overall, what has been most successful in bringing in new business? | |
| Referrals from contacts that have moved to new positions/companies as well as competitive pitching. | |
| What is one of the most innovative "pitch or RFP tactics" the agency has ever applied in a new business situation? This might include a distinctive questionnaire response or RFP, "presentation theater," dressing of the room, unique video content, innovative research, a special way of engaging/interacting with the client, etc., etc. | |
| Providing insight incorporated into a video and pitch presentation. | |
| How many people are regularly involved in your new business pitches and RFPs? (also list names/titles) | |
| How many competitive pitches/RFPs will you enter this year? | |
| 16-20 | |
| Of those, what percentage do you expect to win? | |
| 10-20% | |
| How many competitive pitches/RFPs did you enter last year? | |
| 11-15 | |
| Of those, what percentage did you win? | |
| 5-10% | |
| What percentage of your competitive pitches/RFPs involve a credentials presentation that is separate from a final strategy/execution presentation (vs. one combined credentials/final presentation session)? | |
| 50% | |
| How often do you submit a strategy/execution recommendation with no in-person presentation? | |
| 75% | |
| On the smaller half of your pitches, how much do you typically spend on each (out of pocket on average)? | |
| $5,000-$10,000 | |
| On the larger half of your pitches, how much did you typically spend on each (out of pocket on average)? | |
| $5,000-$10,000 | |