| What is the total number of employees at your office and nationally? How has this changed over the last 2 years? | |
|---|---|
| Eileen Wong, Director of Marketing & Business Development | 58 employees. This number is lower than it was 2 years ago by 2 employees. |
| What are the total revenues for your office (substitute & indicate billings if this is the only available number): | |
| Eileen Wong, Director of Marketing & Business Development | $8.1 million |
| 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. | |
| Eileen Wong, Director of Marketing & Business Development | • Financial Services o Charles Schwab (current) o SVB (current) o Columbia Credit Union (past) o PwC (past) o AssetMark (past) o Smead Capital (past) • Technology o HP – HPE/HPI (current) o Google (current) o Microsoft (past, crosses over with CR) o CSC (past) o NetApp (past) o Flextronics (past) o CrowdCompass (past) • Corporate Responsibility o Johnson & Johnson (current) o Comcast NBCU (current) o Nike (current) o Raytheon (current) o Hasbro (past) o Tiffany & Co (past) • Education o Knowledge Universe (current) • Manufacturing o Blount/Oregon (current) o ESCO (past) o Cadet (past) • Retail/eCommerce o Best Buy (past) |
| Bullet point the services you offer your clients: | |
| Eileen Wong, Director of Marketing & Business Development | • Areas of service o Brand strategy o Corporate responsibility o Corporate communications o Integrated marketing o Sales enablement • Services o Reporting (CR) o Storytelling o Messaging o Content marketing o Content development o Internal communications o Executive communications o Employee engagement o Editorial planning o Qualitative research o Activation/marketing programs o Brand expression o Voice guidelines o Audits (content and customer journey) o Infographics o Digital strategy o Lead generation campaigns o Customer journey mapping o Toolkits (sales enablement, brand, etc.) |
| What percent of new revenue comes from the following sources: | |
| Eileen Wong, Director of Marketing & Business Development | 81-90% |
| Expanding on your answer above, how has most new business come in? | |
| Eileen Wong, Director of Marketing & Business Development | Most new business has come in through organic growth in existing clients and 1:1 outreach for new client business. |
| Have you done any outbound business development over the last 2 years? If so, please explain. | |
| Eileen Wong, Director of Marketing & Business Development | Yes. We’ve executed on a few fronts: content marketing/thought leadership, email campaigns and speaking opportunities. |
| Do you use any CRM, marketing or project management software for any of your new business activities? | |
| Eileen Wong, Director of Marketing & Business Development | Yes |
| How many people are regularly involved in your new business competitive reviews/RFPs? (also list names/titles) | |
| Eileen Wong, Director of Marketing & Business Development | |
| How aligned would you say your management / new business team is as it relates to new business approach? | |
| Eileen Wong, Director of Marketing & Business Development | We have a strategy to go after more CR business but we’re not always fully aligned on execution. |
| How many Competitive Reviews/RFPs will you enter this year? | |
| Eileen Wong, Director of Marketing & Business Development | 3 |
| Of those, what percentage do you expect to win? | |
| Eileen Wong, Director of Marketing & Business Development | 50-60% |
| How many Competitive Reviews/RFPs did you enter last year? | |
| Eileen Wong, Director of Marketing & Business Development | 2 |
| Of those, what percentage did you win? | |
| Eileen Wong, Director of Marketing & Business Development | 40-50% |
| How often do you submit a strategy/execution recommendation with no in-person presentation? | |
| Eileen Wong, Director of Marketing & Business Development | 75% |
| On the smaller half of your Competitive Reviews/RFPs, how much do you typically spend on each (out of pocket on average)? | |
| Eileen Wong, Director of Marketing & Business Development | $20,000-$30,000 |
| On the larger half of your Competitive Reviews/RFPs, how much did you typically spend on each (out of pocket on average)? | |
| Eileen Wong, Director of Marketing & Business Development | $75,000-$100,000 |