| Agency Name | |
|---|---|
| Elyse Peterlin, Account Supervisor | Marcus Thomas |
| Tony DiZinno, PR Senior Account Executive | Nelson Schmidt Inc. |
| John Boler - CMO | Nelson Schmidt Inc. |
| Chris Copacino, Senior Director of Business Development | Copacino |
| Chris Heydt, Account Supervisor | St. John |
| Pete Vasquez - Director of Digital Media & People Growth | Princeton Partners |
| Kevin D. Kuchinski, Managing Partner and COO | Princeton Partners |
| Tim Burr, Associate Creative Director | Princeton Partners |
| Cameron Tague, Account Executive | Princeton Partners |
| Annie Calcei, Account Supervisor | Marcus Thomas |
| Rachel Wright | Marcus Thomas |
| Michaela Schwartz, VP Operations and Strategy | Marketing Doctor, Inc |
| Dawn Heideman, Marketing Manager | Marketing Doctor, Inc |
| Alex Bruner (Founder) | Intellitonic |
| Janet Casey, President | Marketing Doctor, Inc |
| Account Manager | CMG Digital |
| Adam Recktenwald, Account Supervisor | Marcus Thomas |
| Clint Keller, Business Development | Intellitonic |
| Rachel Adams, Executive Director (completing as a group for Two Rivers) | |
| Angie Moore, VP Account Planning & Management | Nelson Schmidt Inc. |
| Kim, Account Supervisor | Nelson Schmidt Inc. |
| As if you were writing to a prospective client, describe your agency in no more than 3 sentences: | |
| Elyse Peterlin, Account Supervisor | Marcus Thomas is an integrated, full-service, independent marketing communications agency that creates an exchange of value where people and brands meet. With each client engagement, we create a team of experts to provide integration of thinking and simplicity for our clients. With offices in Cleveland, Ohio, Cincinnati, Ohio, Buenos Aires, Argentina and Santiago, Chile, we embrace and taken on impossible challenges. |
| Tony DiZinno, PR Senior Account Executive | Nelson Schmidt Inc. focuses primarily on considered purchase marketing, working with clients primarily in the B2B space. Our agency builds program plans, gathers leads and works with endemic and trade media partners to optimize and maximize both paid and earned opportunities. |
| John Boler - CMO | As the world’s leading considered purchase marketing agency, Nelson Schmidt helps clients achieve desired business outcomes by addressing long-term brand performance priorities while delivering near-term revenues. Leveraging our experience and expertise in (INSERT BUSINESS CATEGORY), we understand the importance of positively impacting (INSERT KPI 1, 2 and 3) among others, and we craft strategies and creative solutions, harnessing our our full-service offerings to do so. We've recently noticed how (INSERT COMPETITOR 1) is addressing (INSERT KPI 1) and we'd like to share our thoughts on how we might help (INSERT PROSPECT BRAND) improve performance in this and other critical business metrics, and demonstrate how we fulfill our brand promise to clients: We Deliver Customers®. |
| Chris Copacino, Senior Director of Business Development | Copacino Fujikado is a full-service, independent advertising agency headquartered in Seattle, Washington. We consistently produce effective, award-winning work for our clients. A multi-‘Ad Age Small Agency of the Year’ recipient, CF has a roster of regional and national accounts that include Seattle Children’s Hospital and Research Institute, Visit Seattle, Premera Blue Cross, Symetra Financial, City University and A to Z Wineworks. The agency seeks to “Dig Deepest” to uncover truths that unlock breakthroughs leading to audience understanding, powerful creative ideas and business results. |
| Chris Heydt, Account Supervisor | St. John is a full service advertising and PR agency committed to the growth of our clients' brands. Our work is focused on the intersection of creativity and effectiveness driven by our people. Our services include brand strategy, creative development, media planning and execution, digital experience, and customer activation. |
| Pete Vasquez - Director of Digital Media & People Growth | Princeton Partners is a branding & consulting agency. We help our clients grow by developing their voice, telling captivating stories and achieving their highest social impact. |
| Kevin D. Kuchinski, Managing Partner and COO | Princeton Partners is an independent, creatively-driven strategic marketing agency with a challenger brand mindset. We think big and go beyond to create breakthroughs and lasting value for clients and communities. We are agents of change, unafraid to tackle the hardest assignments and deliver outstanding results . |
| Tim Burr, Associate Creative Director | Smart, innovative strategic branding and consulting agency that can seamlessly integrate into a client's marketing operation and deliver a plan, assets, and campaigns for long-term growth. |
| Cameron Tague, Account Executive | Princeton Partners strength is highlighted in our name: Partners. Our team's strength is in creating partnerships; with each other, with our clients, with complimenting businesses, with other agencies. We thrive on creating lasting relationships that elevate everyone involved, and our work demonstrates this. |
| Annie Calcei, Account Supervisor | Marcus Thomas LLC is one of the country's fastest growing independent advertising & digital marketing agencies with offices in Cleveland, Ohio & Buenos Aires, Argentina. We create an exchange of value where people and brands meet. |
| Rachel Wright | Marcus Thomas is one of America’s leading independent, full-service, integrated advertising agencies with 300 employees globally. Our approach is to help our clients create more experiences and fewer ads; more value and fewer interruptions. We specialize in helping our clients understand the human journey – not just the buyer journey – their customers and prospects are on. |
| Michaela Schwartz, VP Operations and Strategy | Marketing Doctor is a data-driven media buying, planning, and strategy agency. We work collaboratively with our clients to understand how they measure impact and focus on optimizing media budgets for conversions/customer acquisition. |
| Dawn Heideman, Marketing Manager | We are the math of marketing; solely focused on the metrics to break benchmarks and increase your market share. As your strategic partner, we deliver global, data-driven, omni-channel media planning and buying that moves the needle. |
| Alex Bruner (Founder) | Intellitonic is an agile digital marketing agency focused on SEM and SEO. As a certified B-Corp we are committed to fair dealing and ethical engagements with our clients as well as with our internal operations and company culture. |
| Janet Casey, President | We are a media agency, focused on the math of marketing. We place ads across platforms optimizing ROI. |
| Account Manager | We are a digital agency that provides services in 2 streams and is enabled by technology standards. Our core services are website development, digital assets, and eCommerce delivered from Global to Local. At speed. |
| Adam Recktenwald, Account Supervisor | Marcus Thomas is a full-service advertising agency, with strong expertise in digital development, social media management, and public relations/media outreach. We pride ourselves in tackling impossible challenges on behalf of our clients, bringing consumer insights, business goals, and strong creative direction together to deliver world-class work and results. |
| Clint Keller, Business Development | Intellitonic is comprised of SEO experts, pay-per click experts, social media advertising experts, designers, and developers. If you're interested in increasing convertible traffic for your client's business, or your own, working with Intellitonic ensures top quality results with transparent reporting. |
| Rachel Adams, Executive Director (completing as a group for Two Rivers) | Two Rivers Marketing is proud to be B2B. While we’re experts in the B’s — industrial manufacturing, construction, transportation, energy, financial, and agricultural businesses — we’re particularly good at the 2. The 2 is the relationship between a business and its customers. Two Rivers Marketing helps our clients own the 2. Our experience and insight help market complex products simply and effectively — creating positive change, clarity, and growth. |
| Angie Moore, VP Account Planning & Management | A full-service advertising agency, specializing in considered purchase marketing. We deliver customers. |
| Kim, Account Supervisor | Nelson Schmidt is an independent marketing agency with 50+ years of expertise in considered purchase marking. We offer full-service marketing support with broad in-house capabilities including brand strategy, media planning and activation, creative services, public relations, and digital development. |
| When you consider Organic Growth, specifically, where does your agency most need to improve? Answer as best you can, based on your role and involvement in this area. | |
| Elyse Peterlin, Account Supervisor | Identifying growth opportunities amongst our existing clients and investing in time to show our clients how we can solve for the untapped needs. We can communicate internally when these opportunities arise and monitor the potential of the expansion. Continuing to educate clients on our services, bringing in new experts they haven't met, and making them aware of all our full-service capabilities, to make their lives easier. |
| Tony DiZinno, PR Senior Account Executive | Our agency needs to become a little more flexible to changing trends, particularly within the social media and influencer space, as that can help organic growth. Having additional bodies in a few areas can help as well. |
| John Boler - CMO | I am relatively new on the team and not currently active with building account based organic growth plans. |
| Chris Copacino, Senior Director of Business Development | Identifying and seizing opportunities. Thinking outside of the campaign and beyond advertising. |
| Chris Heydt, Account Supervisor | I believe our agency needs to do a better job of placing resources focused on opportunistic thinking and forward-looking client council. We can get a little too focused on the delivery of the brief at hand that we may miss opportunities to lead our clients to new opportunities and open doors to new work. |
| Pete Vasquez - Director of Digital Media & People Growth | I want to grow in using a wholistic digital plan to help our clients grow in the aforementioned three ways. My goal is to connect clients with their audience as authentically and effectively as possible. |
| Kevin D. Kuchinski, Managing Partner and COO | 1) We need to improve our Agency's digital presence and proactive marketing efforts, capturing the results we have delivered for clients in compelling case studies; 2) We need a broader cross-section of our team training in how to drive Organic Growth, both at existing and new clients |
| Tim Burr, Associate Creative Director | We need a go-to resources to research categories. Many of our clients are spotty at best when sharing data. |
| Cameron Tague, Account Executive | Agency Organic Growth: We give 110% to everything we do for our clients, leaving very little time to work on agency growth. We could be much better at treating the agency like a client. Client Organic Growth: We do a fantastic job of translating brand image into all of our paid campaigns. We could do a better job of translating that into organic social for our clients. |
| Annie Calcei, Account Supervisor | Agency teams being well equipped to recommend agency offerings to clients and having the confidence to present ideas out of current scope. |
| Rachel Wright | Not sure but interested in learning more! |
| Michaela Schwartz, VP Operations and Strategy | When working with media budgets, our goal is always twofold - to have the entirety of the client's media budget to plan with, and to encourage the client to increase that media budget as a direct result of our work bringing in additional revenue. In both of these areas, there seem to be factors beyond our control. I think something I could benefit from is working to clearly identify what is in our control. I can't convince a client that they should increase our budget by 10% because we decreased their cost per lead by 20%, but I can have a strategic way of keeping that performance data in front of them and working to build projections for what impact these changes might have. |
| Dawn Heideman, Marketing Manager | To succeed in scaling, we need to make sure our structure, processes, and templatizing efforts are in a reliable place so we can streamline business development processes. Being more efficient means more time dedicated to the thoughtful strategy that makes clients feel seen. |
| Alex Bruner (Founder) | We need a more clear process for RFP responses as well as a more sharp process for upselling existing clients, when and how much and with what collateral. As a founder who is salaried and still working on the daily I'm largely in charge of our big meetings and strategy discussions, so I can see where levers need to be pulled and documents optimized but I struggle with the application of streamlining the Rube Goldberg machine that is our process. |
| Janet Casey, President | We need to be pitching our other services to all existing clients. We are not good about doing that. |
| Account Manager | For now, I would say in the strategy and consulting area. We have great expertise in technology and how to get things done. We need to better connect/emphasize these points to the client's problem-solving requests. |
| Adam Recktenwald, Account Supervisor | Our agency does a good job of identifying opportunities for organic growth, oftentimes in conversations with the client. That said, we typically stumble when it comes to translating those opportunities into actionable work. With the large amount of current work coming through our team, capacity becomes limited when trying to find the time (and resources) to devote to growth projects. |
| Clint Keller, Business Development | Intellitonic provides services every business can benefit from. The most important aspect to improve on is making connections with agencies looking for a professional team of specialists that do the work. |
| Rachel Adams, Executive Director (completing as a group for Two Rivers) | Two Rivers Marketing works with many large, global businesses with divisions that select their own agency partners. This creates tremendous growth potential for 2RM across these global brands. We have the most opportunity for improvement in dedicating the time and resources to pursue these opportunities proactively with both current client divisions and new client divisions vs. just getting the work done and addressing opportunities as they arise. |
| Angie Moore, VP Account Planning & Management | Important to celebrate every small win, it's the day-to-day wins and a quick suggestions to change that matter the most - its the most important to build the foundation for both retention and new organic growth. It requires discipline and flawless execution of the suggestion(s) to our clients. |
| Kim, Account Supervisor | Team efficiency |
| How consistently does your team write and execute a detailed written organic growth plan for each account you work on? This includes objectives, actions, timelines, and accountability. | |
| Elyse Peterlin, Account Supervisor | Not at all |
| Tony DiZinno, PR Senior Account Executive | We've talked about it |
| John Boler - CMO | We've talked about it |
| Chris Copacino, Senior Director of Business Development | We've talked about it |
| Chris Heydt, Account Supervisor | We've talked about it |
| Pete Vasquez - Director of Digital Media & People Growth | We've talked about it |
| Kevin D. Kuchinski, Managing Partner and COO | Some accounts have a plan in place |
| Tim Burr, Associate Creative Director | Some accounts have a plan in place |
| Cameron Tague, Account Executive | Every account has a plan, but we are not consistently executing |
| Annie Calcei, Account Supervisor | Some accounts have a plan in place |
| Rachel Wright | Some accounts have a plan in place |
| Michaela Schwartz, VP Operations and Strategy | We've talked about it |
| Dawn Heideman, Marketing Manager | Some accounts have a plan in place |
| Alex Bruner (Founder) | We have a clear plan for each account and are tracking progress against it |
| Janet Casey, President | Not at all |
| Account Manager | Every account has a plan, but we are not consistently executing |
| Adam Recktenwald, Account Supervisor | Every account has a plan, but we are not consistently executing |
| Clint Keller, Business Development | We have a clear plan for each account and are tracking progress against it |
| Rachel Adams, Executive Director (completing as a group for Two Rivers) | Some accounts have a plan in place |
| Angie Moore, VP Account Planning & Management | Some accounts have a plan in place |
| Kim, Account Supervisor | We have a clear plan for each account and are tracking progress against it |
| What are some of the proactive initiatives you’ve attempted to create organic growth on your accounts? Please explain what has been more successful and what has been more challenging. | |
| Elyse Peterlin, Account Supervisor | One successful area was when the client identified a landing page that had several flaws - and we recommended since the page was several years old an entire refresh of the page. We provided high-level recommendations the client approved and then an estimate that the client signed off on. This specific initiative was successful in providing growth. Where it's more challenging are areas where the client has another agency or someone internally who takes on that role, not allowing for expanded services/growth. |
| Tony DiZinno, PR Senior Account Executive | We've changed a couple social media approaches, creating a cleaner, streamlined visual identity for feeds and that has helped grow some of the metrics. From a business development standpoint, I'm not sure how clearly we've discussed organic growth particularly as budgets tighten. |
| John Boler - CMO | N/A |
| Chris Copacino, Senior Director of Business Development | Research initiatives (decently successful) Content/social (somewhat successful, although we have a hard time thinking outside of advertising) Consumer journey mapping (talked about, not realized) |
| Chris Heydt, Account Supervisor | We have brought some opportunities to clients such as an idea to transform customer bills into flower seed infused plantable paper. To date, ideas like this have seen little progress. One of the challenges I have faced is getting my clients to bring us into the fold on larger business objective discussions. |
| Pete Vasquez - Director of Digital Media & People Growth | - Onboarding checklist for Rider - Social content calendar for OceanCycle Success is that it shows our work thoroughly to clients. Challenge is getting everyone bought in to the same process and documentation. |
| Kevin D. Kuchinski, Managing Partner and COO | With Association Member Trust, we have been testing our way to success on new communications and outreach programs (new member retention mailers, WCBS radio program, Health Plan check-up. Key next generation opportunity would be to cross-sell additional insurance coverages to member companies, which Princeton Partners would help AMT develop and market. Finding time within the Agency for other proactive efforts is our biggest challenge. We are also working to push down ownership for organic growth on our accounts within the organization. |
| Tim Burr, Associate Creative Director | As a creative, I'm more used to growing an account through opportunities revealed our branding process and go-to-market plans. For organic growth, our account teams regularly brief us on opportunities and we share strategic and creative ideas. |
| Cameron Tague, Account Executive | Organic social media planning, including creating overarching themes to focus on. When the agency takes the lead on creating all content we have been successful. Coaching clients on how to execute the plan has been more challenging. |
| Rachel Wright | -Researching loyalty programs -Making websites and management tools more efficient |
| Dawn Heideman, Marketing Manager | While I am not immersed in accounts, I am often involved in the logistics of renewals and conversations to justify adding more budget, extending contracts, etc. Sometimes there is initial resistance to add more budget or explore new advertising channels, but when we back it up with research, data, and heartfelt dedication to helping the client grow, we are more likely to retain accounts and level them up. |
| Alex Bruner (Founder) | We've added a lot of depth to our initial proposals; including far more insights into the clients initial presence and stature. This has yielded a lot more follow up calls and added upsell opportunity. We've also worked with our account managers to start adding in more mechanisms and milestones for when to upsell or ad budgets and or services to new accounts. Whats been challenging is finding the right balance between sales and account management so that the trust is maintained between the more day to day contact and the person who is there to discuss renewal or sale. |
| Account Manager | Leverage best practices and good relationships |
| Adam Recktenwald, Account Supervisor | We are great at identifying potential growth opportunities, both with our immediate client contacts and also within other areas of our client's organization. Most of these opportunities yield (at the very least) an initial meeting with the client, whether that's sharing agency capabilities or discussing ways that we can work together in a new/evolved manner. Sometimes that transitions into actionable projects, but more often than not, the opportunities fizzle after those initial conversations, either due to a shift in priority on the client side, or because the opportunity took a backseat while the teams (agency and client) focused on active projects at-hand. |
| Clint Keller, Business Development | it is important to explore mutually beneficial increases to advertising spends, improving organic results, and increasing sales for our clients. With a high retention rate and great results for clients, it is one of our leading revenue generators to encourage our clients, and agency partners to increase business. |
| Rachel Adams, Executive Director (completing as a group for Two Rivers) | We have an agency content marketing plan (for example, thought leadership series, B2B marketing guide, webinars, etc.) to grow and nurture engagement with current clients. We have not been deliberate in measuring success. We also do annual account surveys to evaluate performance and opportunities for growth, including marketing topics of interest to current clients and their timeline to pursue these. Our individual account leads also work on identifying new opportunities and sharing agency capabilities on marketing strategies, for example, ABM and marketing automation. This team also tries to engage with C-suite contacts to broaden engagement. |
| Angie Moore, VP Account Planning & Management | "Surprise and Delight" - a saying often heard in the office. This is one way to that our agency is good at organic growth. |
| Do you have a customer journey model for each account that you work on? If so, how are they used on a day-to-day basis? | |
| Elyse Peterlin, Account Supervisor | We use journey modeling on some accounts, on a case-by-case basis. |
| Tony DiZinno, PR Senior Account Executive | We use journey modeling on some accounts, on a case-by-case basis. |
| John Boler - CMO | We use journey modeling on some accounts, on a case-by-case basis. |
| Chris Copacino, Senior Director of Business Development | We use journey modeling on some accounts, on a case-by-case basis. |
| Chris Heydt, Account Supervisor | We don't use journey modeling for any of our accounts. |
| Pete Vasquez - Director of Digital Media & People Growth | We use journey modeling on some accounts, on a case-by-case basis. |
| Kevin D. Kuchinski, Managing Partner and COO | We use journey modeling on some accounts, on a case-by-case basis. |
| Tim Burr, Associate Creative Director | We use journey modeling on some accounts, on a case-by-case basis. |
| Cameron Tague, Account Executive | We use journey modeling on some accounts, on a case-by-case basis. |
| Annie Calcei, Account Supervisor | We use journey modeling on some accounts, on a case-by-case basis. |
| Rachel Wright | We use journey modeling on some accounts, on a case-by-case basis. |
| Michaela Schwartz, VP Operations and Strategy | We use journey modeling on some accounts, on a case-by-case basis. |
| Dawn Heideman, Marketing Manager | We use journey modeling on some accounts, on a case-by-case basis. |
| Alex Bruner (Founder) | We don't use journey modeling for any of our accounts. |
| Janet Casey, President | We don't use journey modeling for any of our accounts. |
| Account Manager | We don't use journey modeling for any of our accounts. |
| Adam Recktenwald, Account Supervisor | We use journey modeling on some accounts, on a case-by-case basis. |
| Clint Keller, Business Development | We use journey modeling on some accounts, on a case-by-case basis. |
| Rachel Adams, Executive Director (completing as a group for Two Rivers) | We don't use journey modeling for any of our accounts. |
| Angie Moore, VP Account Planning & Management | We use journey modeling on some accounts, on a case-by-case basis. |
| Kim, Account Supervisor | We use journey modeling consistently / across most accounts. |
| On a scale of 1 - 5, how well would your clients say your agency understands and addresses their business (and category-specific business/marketing measures)? For example, in Lodging, the measures are defined as Rate per Occupancy, Duration per Occupancy, and Inbound Inquiries. For Retail Grocery, the measures would include Basket Size, Basket Mix, Store Traffic, Trip Duration, etc. | |
| Elyse Peterlin, Account Supervisor | 4. "They are effective at tying all the agency’s work back to my category-specific marketing KPIs” |
| Tony DiZinno, PR Senior Account Executive | 2. "They understand and address only soft, top-of-the-funnel measures, such as awareness, impressions, traffic, CTR, etc.” |
| John Boler - CMO | 4. "They are effective at tying all the agency’s work back to my category-specific marketing KPIs” |
| Chris Copacino, Senior Director of Business Development | 3. "They understand my category-specific business and marketing measures." |
| Chris Heydt, Account Supervisor | 4. "They are effective at tying all the agency’s work back to my category-specific marketing KPIs” |
| Pete Vasquez - Director of Digital Media & People Growth | 2. "They understand and address only soft, top-of-the-funnel measures, such as awareness, impressions, traffic, CTR, etc.” |
| Kevin D. Kuchinski, Managing Partner and COO | 4. "They are effective at tying all the agency’s work back to my category-specific marketing KPIs” |
| Tim Burr, Associate Creative Director | 2. "They understand and address only soft, top-of-the-funnel measures, such as awareness, impressions, traffic, CTR, etc.” |
| Cameron Tague, Account Executive | 4. "They are effective at tying all the agency’s work back to my category-specific marketing KPIs” |
| Annie Calcei, Account Supervisor | 4. "They are effective at tying all the agency’s work back to my category-specific marketing KPIs” |
| Rachel Wright | 4. "They are effective at tying all the agency’s work back to my category-specific marketing KPIs” |
| Michaela Schwartz, VP Operations and Strategy | 4. "They are effective at tying all the agency’s work back to my category-specific marketing KPIs” |
| Dawn Heideman, Marketing Manager | 4. "They are effective at tying all the agency’s work back to my category-specific marketing KPIs” |
| Alex Bruner (Founder) | 3. "They understand my category-specific business and marketing measures." |
| Janet Casey, President | 4. "They are effective at tying all the agency’s work back to my category-specific marketing KPIs” |
| Account Manager | 3. "They understand my category-specific business and marketing measures." |
| Adam Recktenwald, Account Supervisor | 5. “They are effective at tying all the agency’s work back to my category-specific business KPIs” |
| Clint Keller, Business Development | 4. "They are effective at tying all the agency’s work back to my category-specific marketing KPIs” |
| Rachel Adams, Executive Director (completing as a group for Two Rivers) | 4. "They are effective at tying all the agency’s work back to my category-specific marketing KPIs” |
| Angie Moore, VP Account Planning & Management | 3. "They understand my category-specific business and marketing measures." |
| Kim, Account Supervisor | 3. "They understand my category-specific business and marketing measures." |
| On a scale of 1-10, how well do you base your presentations on a new and unexpected strategic target audience insight vs. a predictable target audience insight? In other words, how well do you always have something brand new to share about the client's target audience? (10 = we are always strong in this area) | |
| Elyse Peterlin, Account Supervisor | 8 |
| Tony DiZinno, PR Senior Account Executive | 6 |
| John Boler - CMO | 7 |
| Chris Copacino, Senior Director of Business Development | 4 |
| Chris Heydt, Account Supervisor | 5 |
| Pete Vasquez - Director of Digital Media & People Growth | 5 |
| Kevin D. Kuchinski, Managing Partner and COO | 6 |
| Tim Burr, Associate Creative Director | 6 |
| Cameron Tague, Account Executive | 7 |
| Annie Calcei, Account Supervisor | 5 |
| Rachel Wright | 7 |
| Michaela Schwartz, VP Operations and Strategy | 7 |
| Dawn Heideman, Marketing Manager | 8 |
| Alex Bruner (Founder) | 6 |
| Janet Casey, President | 8 |
| Account Manager | 6 |
| Adam Recktenwald, Account Supervisor | 9 |
| Clint Keller, Business Development | 8 |
| Rachel Adams, Executive Director (completing as a group for Two Rivers) | 5 |
| Angie Moore, VP Account Planning & Management | 5 |
| Kim, Account Supervisor | 5 |
| On a scale of 1-10, how well do your presentations always include a new and unexpected creative/concept/program/tactical idea? (10 = we are always strong in this area) | |
| Elyse Peterlin, Account Supervisor | 8 |
| Tony DiZinno, PR Senior Account Executive | 7 |
| John Boler - CMO | 7 |
| Chris Copacino, Senior Director of Business Development | 2 |
| Chris Heydt, Account Supervisor | 5 |
| Pete Vasquez - Director of Digital Media & People Growth | 4 |
| Kevin D. Kuchinski, Managing Partner and COO | 8 |
| Tim Burr, Associate Creative Director | 7 |
| Cameron Tague, Account Executive | 7 |
| Annie Calcei, Account Supervisor | 6 |
| Rachel Wright | 8 |
| Michaela Schwartz, VP Operations and Strategy | 6 |
| Dawn Heideman, Marketing Manager | 8 |
| Alex Bruner (Founder) | 7 |
| Janet Casey, President | 5 |
| Account Manager | 7 |
| Adam Recktenwald, Account Supervisor | 10 |
| Clint Keller, Business Development | 10 |
| Rachel Adams, Executive Director (completing as a group for Two Rivers) | 6 |
| Angie Moore, VP Account Planning & Management | 6 |
| Kim, Account Supervisor | 7 |
| On a scale of 1-10, how well do you demonstrate the business impact of your recommendation? (10 = we are always strong in this area) | |
| Elyse Peterlin, Account Supervisor | 7 |
| Tony DiZinno, PR Senior Account Executive | 7 |
| John Boler - CMO | 7 |
| Chris Copacino, Senior Director of Business Development | 4 |
| Chris Heydt, Account Supervisor | 4 |
| Pete Vasquez - Director of Digital Media & People Growth | 6 |
| Kevin D. Kuchinski, Managing Partner and COO | 9 |
| Tim Burr, Associate Creative Director | 7 |
| Cameron Tague, Account Executive | 7 |
| Annie Calcei, Account Supervisor | 8 |
| Rachel Wright | 7 |
| Michaela Schwartz, VP Operations and Strategy | 9 |
| Dawn Heideman, Marketing Manager | 8 |
| Alex Bruner (Founder) | 8 |
| Janet Casey, President | 5 |
| Account Manager | 9 |
| Adam Recktenwald, Account Supervisor | 7 |
| Clint Keller, Business Development | 10 |
| Rachel Adams, Executive Director (completing as a group for Two Rivers) | 5 |
| Angie Moore, VP Account Planning & Management | 7 |
| Kim, Account Supervisor | 7 |
| On a scale of 1-10, how well are your strategy and execution presentations backed up by an irrefutable logic trail? | |
| Elyse Peterlin, Account Supervisor | 7 |
| Tony DiZinno, PR Senior Account Executive | 6 |
| John Boler - CMO | 5 |
| Chris Copacino, Senior Director of Business Development | 8 |
| Chris Heydt, Account Supervisor | 7 |
| Pete Vasquez - Director of Digital Media & People Growth | 8 |
| Kevin D. Kuchinski, Managing Partner and COO | 7 |
| Tim Burr, Associate Creative Director | 6 |
| Cameron Tague, Account Executive | 7 |
| Annie Calcei, Account Supervisor | 8 |
| Rachel Wright | 7 |
| Michaela Schwartz, VP Operations and Strategy | 7 |
| Dawn Heideman, Marketing Manager | 8 |
| Alex Bruner (Founder) | 7 |
| Janet Casey, President | 6 |
| Account Manager | 6 |
| Adam Recktenwald, Account Supervisor | 8 |
| Clint Keller, Business Development | 10 |
| Rachel Adams, Executive Director (completing as a group for Two Rivers) | 4 |
| Angie Moore, VP Account Planning & Management | 6 |
| Kim, Account Supervisor | 8 |
| Any final thoughts for us as we prepare to lead you through the training program? | |
| Elyse Peterlin, Account Supervisor | I have been at Marcus Thomas for a little over 2 months now, so I am excited for the training to help immerse me even more into the agency and as a leader for my client. |
| Tony DiZinno, PR Senior Account Executive | Nothing major. Just need to be a little bit sharper. |
| John Boler - CMO | I am looking forward to learning effective and applicable techniques to help our team drive organic growth. |
| Chris Copacino, Senior Director of Business Development | Excited to hone or organic business development abilities. |
| Chris Heydt, Account Supervisor | I am eager to learn how best to get my clients to let us open doors and increase our strategic partner position with my clients. In addition, strategies for how I can lead my clients towards decisions that give us the opportunity to flex our agency muscles and show them all that we can do. |
| Tim Burr, Associate Creative Director | We need a more formal game plan for organic growth. Everyone in the agency should be a contributor to organic growth. |
| Dawn Heideman, Marketing Manager | Our favorite clients are the ones that want to grow. Looking forward to absorbing more insights and strategies on achieving organic growth! |
| Alex Bruner (Founder) | We are in a real growth factor with a tight knit team and our company culture and morale are strong, but I think we are suffering from some scope creep internally regarding who is the best to champion what cause. There are a lot of cooks in the kitchen as it were managing our presentations, our sales funnel, and we are often creating documents that have been created already by someone else. Our product is doing well and our services are lauded by most of our clients but our process and logistics need firming up. |
| Janet Casey, President | Oh God - we are screwed! |
| Account Manager | All concrete examples from the real world are valuable to me. |
| Adam Recktenwald, Account Supervisor | Really looking forward to the training program! Thanks again! |
| Clint Keller, Business Development | Looking forward! |
| Please list any Mirren training programs, workshops, webinars, or conferences you’ve previously attended. | |
| Elyse Peterlin, Account Supervisor | N/A |
| Tony DiZinno, PR Senior Account Executive | N/A |
| John Boler - CMO | I have attended Mirren Conference in KC in May. I have attend the best practices in live presenting webinars. |
| Chris Copacino, Senior Director of Business Development | We done this training before although we've had a fair amount of turnover in our account group. We have seen Brent talk and talked with Brent pretty consistently over the years. |
| Chris Heydt, Account Supervisor | None |
| Pete Vasquez - Director of Digital Media & People Growth | none |
| Kevin D. Kuchinski, Managing Partner and COO | MAGNET Business Development workshop |
| Tim Burr, Associate Creative Director | None |
| Dawn Heideman, Marketing Manager | virtual Mirren Live sessions earlier this year |
| Janet Casey, President | We virtually attended your most recent conference and loved it! Thanks |
| Account Manager | Business Leadership Skills for Account Management Convert the Hybrid Pitch: The New Best Practices Winning Business Right Now Mirren Organic Growth Webinar Series |
| Adam Recktenwald, Account Supervisor | None |
| Clint Keller, Business Development | n/a |