| What is the total number of employees at your office and nationally? How has this changed over the last 2 years? | |
|---|---|
| Dan Belmont, CEO | 750 nationally. grew by approx 150 in the last two years |
| What are the total revenues for your office (substitute & indicate billings if this is the only available number): | |
| Dan Belmont, CEO | up 9% from 2013 |
| 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. | |
| Dan Belmont, CEO | we have 100 brands inside 8 practices where we focus on sports& experiential (att, state farm, hilton, nissan), entertainment (samsung, pepsi, unilever, lyft), talent (P&G, Coty, AT&T), digital (Exxon, Mars, 3M), promotions/shopper for cpg (Frito lay, bayer, CA lottery, quaker), Promotions/shopper for specialty retail (bacardi, gamestop, pearl vision), healthcare (intarcia, Acqua, Alcon), Multicultural (now called total market and segments), at&T, BOD, State Farm) |
| Bullet point the services you offer your clients: | |
| Dan Belmont, CEO | we are a better way for brands, we help brands realize fewer agencies, less fees and more working dollars in the market. we deliver this across 13 integrated AOR capabilities delivered through a single strategic account leader. we allow brands the continuous pivot required today. we get uncomfortable, we call it instigation, but ultimately, we show brands what they can do for people. we help brands achieve business results through one spoke or multiple. |
| What percent of new revenue comes from the following sources: | |
| Dan Belmont, CEO | 81-90% |
| Expanding on your answer above, how has most new business come in? | |
| Dan Belmont, CEO | we try not to participate in blind reviews. we say no a lot more than we say yes. when we do talk ourselves into participating we usually regret it. we have a whole omnicom system to work and we do it well These are seeds planted for the future. . Through project upstream, we hope to displace other agencies inside our clients and grow fees organically to achieve most of our growth in the coming years. |
| Have you done any outbound business development over the last 2 years? If so, please explain. | |
| Dan Belmont, CEO | we work the omnicom system. there isnt a senior marketer we cant get to in some way. gregg leads us in this effort and he is great at it. we use entertainment events like us open to build relationships early and work these into business at some point as we tell our story. |
| Do you use any CRM, marketing or project management software for any of your new business activities? | |
| Dan Belmont, CEO | no. we used to use sales force but did not implement well |
| How many people are regularly involved in your new business competitive reviews/RFPs? (also list names/titles) | |
| Dan Belmont, CEO | |
| How aligned would you say your management / new business team is as it relates to a new business approach? | |
| Dan Belmont, CEO | the above 85% other practice leads and biz dev people - 65-70% and closing |
| How many Competitive Reviews/RFPs will you enter this year? | |
| Dan Belmont, CEO | 4 |
| Of those, what percentage do you expect to win? | |
| Dan Belmont, CEO | 90-100% |
| How many Competitive Reviews/RFPs did you enter last year? | |
| Dan Belmont, CEO | 5-7 |
| Of those, what percentage did you win? | |
| Dan Belmont, CEO | 70-80% |
| 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)? | |
| Dan Belmont, CEO | 25% |
| How often do you submit a strategy/execution recommendation with no in-person presentation? | |
| Dan Belmont, CEO | 25% |
| On the smaller half of your Competitive Reviews/RFPs, how much do you typically spend on each (out of pocket on average)? | |
| Dan Belmont, CEO | $5,000-$10,000 |
| On the larger half of your Competitive Reviews/RFPs, how much did you typically spend on each (out of pocket on average)? | |
| Dan Belmont, CEO | $50,000-$75,000 |