marketing collateral
DESCRIPTION
TRANSCRIPT
MARKETING COLLATERAL !
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My role at T3 was to successfully implement an agency wide procedure to capture the agency’s impactful campaigns and assist in the creation of promotional new business efforts.
In addition to establishing a formal process, I maintained a variety of tracking documents, and coordinated the production of all marketing collateral. My goal was to create effective case stories for new business initiatives.
New Business
Account Team
Project!Manager
Copywriter/ Art Director
Account!Lead
Copywriter & Art Director
Project!Manager
Case Story
THE OVERALL PROCESS My Role: New Business Coordinator
Primary agency point of contact for case story requests and new business collateral
Developed a formal system of case study management across the participating agency departments
Maintained an up-to-date library of client case studies for new business efforts
New Business
4 DEPARTMENTS
MONTHLY UPDATES
EXECUTIVE APPROVALS
AGENCY PROMOTIONS
1 GOAL: DRIVE NEW LEADS
Case Story
NEW BUSINESS HUB As New Business Coordinator, I reported directly to the agency’s executive leadership team. My responsibility was to maintain a collateral database that included complete recaps of our campaigns. These components were then turned into case stories and used in new business pitches, RFP submissions, and client presentations.
New Business
Account Team
Project!Manager
Copywriter/ Art Director
KEY COMPONENTS Research included: Interviews with major account leads, project managers, and executive staff
Result: Successfully implemented procedure for future case stories created
Objective & Goals
Strategy
Solution
Results
Situation Analysis
New Business Account Team
Copywriter & Art Director
Project Manager
Organize & Store
Understand & Approve
Record & Implement
Structure & Curate
DEPARTMENT ROLES
Objective & Goals
Strategy
Solution
Results
Situation Analysis
My Role: Served as the project manager for all case story requests
As New Business Coordinator, my responsibility was to organize and store all content and creative assets.
The department roles were implemented through my case story management process.
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Development
!1%*'43
Creative (Digital)
Creative (Video)
Analytics
CRM
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Creative (Print)
Mobile
Social
Websites
User Experience
Media
Strategy
CAPABILITIES TRACKING My Role: Regularly met with each Account lead to determine which capabilities we are currently utilizing in each campaign
Created & updated a heat map to visually represent which areas of expertise we could consider for case stories or new business efforts
MONTHLY UPDATES
EXECUTIVE APPROVALS
CASE STORY OPPORTUNITIES
THE PURPOSE: IDENTIFY AGENCY STRENGTHS
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CASE STORY TRACKING MONTHLY UPDATES
EXECUTIVE APPROVALS
CASE STORY OPPORTUNITIES
THE PURPOSE: IDENTIFY AGENCY STRENGTHS
My Role: Kept record of completed and approved case stories
Identified which components need to be updated.
Regularly checked for updates every six months
Noted which upcoming projects were in need of a case story recap
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COLLATERAL TRACKING DAILY UPDATES
AGENCY VIEWED
CASE STORY TRACKING
THE PURPOSE: EASILY LOCATE PAST CREATED PRESENTATIONS
My Role: Create and store all new business presentations
Identified the agency capabilities, client campaign examples, and presentation formats
Leveraged tracking sheet as a guide to identify the location of all presentations and submitted RFPs
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ANNUAL CALENDAR !"# $%& '"( ")( '"* !+# !+, "+- .%) /01 #/2 3%0
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DAILY UPDATES
MONITORS AWARDS EVENTS PRESS ANALYSTS EDITORIAL RESEARCH AGENCY WORK
THE PURPOSE: IDENTIFY AREAS OF OPPORTUNITY
My Role: As Senior Marketing Coordinator, I managed and maintained the calendar updates across all marketing initiatives
Identified marketing opportunities for new business initiatives
Provided weekly status updates to executive leadership team
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DAILY UPDATES
INCLUDES EVENT OPTIONS EVENT TOPIC LOGISTICS SPEAKING ROLES BUDGET INFO
THE PURPOSE: THOUGHT LEADERSHIP
My Role: Created and maintained a separate calendar to note relevant event opportunities, speaking engagements, and partnership opportunities
Monitored event and travel costs & compared against the event budget
Provided weekly status updates to executive leadership team
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DAILY UPDATES
INCLUDES AWARDS CATEGORIES AGENCY WORK SUBMISSION INFO COSTS
THE PURPOSE: MARKETING INITATIVES
My Role: Maintained a separate calendar to note relevant award competitions
Monitored submission costs & compared against the marketing budget
Served as the project manager for all award submission materials created
Personally submitted all entries & notified participating teams of results
AGENCY FACT SHEET
T3 transforms businesses and brands to thrive in a constant-change world. As a technology-fueled creative agency, we build brands differently. We apply technology to fuel what was impossible before. We create solutions that make businesses more effective and brands more relevant and valuable to people’s lives.
STATS:170+ THINKERS
$313 MILLION IN CAPITALIZED BILLINGS
WBENC CERTIFIED
CAPABILITIES:
SOME OF OUR CLIENTS:
OFFICES:AUSTIN
NEW YORK
SAN FRANCISCO
BEN GADDIS, VP, Growth & Innovation | 512-499-8811 | [email protected]
STRATEGY
BRANDING
DIGITAL
MEDIA
ANALYTICS
WEBSITES
MOBILE
SOCIAL
RICH MEDIA
VIDEO
MONTHLY UPDATES
FEATURES STATS CAPABILITIES LOCATION CLIENT ROSTER
THE PURPOSE: AGENCY PROMOTION
My Role: Updated content on a monthly basis
Coordinated printing requests
Created separate versions for each senior leader
CASE STORY EXAMPLE FEATURES UPS
INCLUDES SITUATION INSIGHTS SOLUTION RESULTS IMAGERY
THE PURPOSE: AGENCY PROMOTION
My Role: Coordinated the project overview with UPS account team and senior leadership to finalize content and selected imagery
About this example: T3 has worked with UPS on multiple projects, and this case story is an example of a typical campaign overview.
The following slides represent a standard case story format.
All imagery used in new business presentations and marketing initiatives was produced in-house by T3.
CASE STORY EXAMPLE
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CASE STORY EXAMPLE
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CASE STORY EXAMPLE
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