| What is the total number of employees at your office and nationally? How has this changed over the last 2 years? | |
|---|---|
| Wendy Balter, President Cadent | About 150, slow increase every year |
| What are the total revenues for the agency (substitute & indicate billings if this is the only available number): | |
| Wendy Balter, President Cadent | ~$29m |
| 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. | |
| Wendy Balter, President Cadent | Regeneron, BI, AZ, Acceleron, Takeda, and many Small to midsize pharma companies. All pharma: biotech and big pharma |
| Bullet point the services you offer your clients: | |
| Wendy Balter, President Cadent | ad boards, KOL ID and engagement, content development, publications, congress management, meetings management, digital solutions, Scientific platforms and more |
| What percent of new revenue comes from the following sources: | |
| Wendy Balter, President Cadent | 71-80% |
| Expanding on your answer above, how has most agency revenue growth come in? | |
| Wendy Balter, President Cadent | organic growth |
| If any, how do you see these sources of revenue growth changing in the year ahead? | |
| Wendy Balter, President Cadent | prospecting and RFPs from big pharma |
| Have you done any proactive marketing of the agency over the last 2 years? Does this include a marketing budget? If so, what has been most effective? Please explain. | |
| Wendy Balter, President Cadent | social media |
| Do you use any CRM, marketing or project management software for your new business activities? | |
| Wendy Balter, President Cadent | salesforce, wrike |
| 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? | |
| Wendy Balter, President Cadent | WE have the resources that overall Syneos has |
| When you consider Proactive Prospecting, specifically, where does the team most need to improve? Where is the greatest opportunity for the team? | |
| Wendy Balter, President Cadent | The prospecting team needs to know all that we have to offer! BD folks are not entirely familiar with our services and so are not confident in talking about them. |
| When you consider Competitive Reviews/RFPs, specifically, where does the team most need to improve? Where is the greatest opportunity for the team? | |
| Wendy Balter, President Cadent | Need on competitive RFPs is more about qualifying the lead to see if we have a chance. When we lose it is because they don't know us. |
| Any final thoughts for us as we prepare to lead your team through the training program? | |
| Wendy Balter, President Cadent | Cadent is a new name introduced in January 2018 upon the merger and rebrand of Syneos Health. The prior name, Inventiv Health med comms was not a top tier med comms group. WE need to continue getting name and top tier delivery recognition. |
| Are client leaders held accountable for executing and monitoring the initiatives, and activities for client Organic Growth plans? Please explain. | |
| Wendy Balter, President Cadent | Each person provides a target and we could do better holding them to it. |
| How would you rate your account teams’ effectiveness at driving Organic Revenue Growth — based on having documented plans, a methodical approach, and being assertive? Please explain. | |
| Wendy Balter, President Cadent | We can do better by having account plans, targets and periodic reviews. |
| When you consider Organic Growth, specifically, where does the team most need to improve? Where is the greatest opportunity? | |
| Wendy Balter, President Cadent | Feeling more confident in what we offer and strategically knowing what to offer. |