Mirren New Business Training - Discovery - NB Lead

What is the total number of employees at your office and nationally? How has this changed over the last 2 years?
Kristin Keller, EVP Client Engagement 180 - increased slightly
What are the total revenues for your office (substitute & indicate billings if this is the only available number):
Kristin Keller, EVP Client Engagement 38M
List your clients for the past 3 years (grouped by industry category, indicate past/current client). Cut and paste from another document if this helps.
Kristin Keller, EVP Client Engagement Current (all pharma): Astellas Abbott Nutrition Abbvie Sanofi Pasteur BMS Astrazeneca Oncology Amicus Therapeutics Quotient, Ltd Fresenius Kabi Melinta Mallinckrodt Genentech/Roche Pfizer Circassia Merck-Serono Conmed Past: bioTheranostics Biogen Takeda Novartis Oncology Mission
Bullet point the services you offer your clients:
Kristin Keller, EVP Client Engagement - Advertising - Medcomms - Speaker Bureau - Advocacy
What percent of new revenue comes from the following sources:
Kristin Keller, EVP Client Engagement 0 - 5%
Expanding on your answer above, how has most new business come in?
Kristin Keller, EVP Client Engagement RFPs and relationships with potential clients; also organic business, but the total number has been offset by organic attrition
Have you done any outbound business development over the last 2 years? If so, please explain.
Kristin Keller, EVP Client Engagement Yes; primarily awareness building and leveraging of personal relationships. It's important to note that we are a "new" agency - the result of a merger of 3 existing agencies, one of which is our namesake, in 2013 - so we have an issue with brand awareness and confusion. Therefore, marketing of our new identity is a big focus and obstacle of inbound leads.
Do you use any CRM, marketing or project management software for any of your new business activities?
Kristin Keller, EVP Client Engagement We have just begun to use SF.com and are in the process of implementing Marketo
How many people are regularly involved in your new business competitive reviews/RFPs? (also list names/titles)
Kristin Keller, EVP Client Engagement
How aligned would you say your management / new business team is as it relates to new business approach?
Kristin Keller, EVP Client Engagement Strongly
How many Competitive Reviews/RFPs will you enter this year?
Kristin Keller, EVP Client Engagement 11-15
Of those, what percentage do you expect to win?
Kristin Keller, EVP Client Engagement 60-70%
How many Competitive Reviews/RFPs did you enter last year?
Kristin Keller, EVP Client Engagement 16-20
Of those, what percentage did you win?
Kristin Keller, EVP Client Engagement 60-70%
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)?
Kristin Keller, EVP Client Engagement 50%
How often do you submit a strategy/execution recommendation with no in-person presentation?
Kristin Keller, EVP Client Engagement 25%
On the smaller half of your Competitive Reviews/RFPs, how much do you typically spend on each (out of pocket on average)?
Kristin Keller, EVP Client Engagement $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)?
Kristin Keller, EVP Client Engagement $30,000-$50,000