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Chris Scafario Presents:

          Marketing & Sales Tools
          For Your Small Business




Slide 1
Slide 2
Our Marketing Services Team
Helps Our Clients Reach Beyond Their Resources




               Director
               Marketing                        Market Research
               Services                         & Project Management




               Graphic, Web           Market              Real-time
               Design & Online        Positioning         Project
               Marketing              & Research          Coordination
                                       Support




Inside Sales               Primary             Inside Sales            Primary
Support                    Research            Support                 Research
                           Support                                     Support
We are Sales and Marketing Sherpas.

We take clients on their journey towards sustainable growth
by way of:

•   Market Planning
•   Market Research
•   Web Design & SEO
•   Branding & Design Support
•   Project Management



          Slide 4
Graphic Design

                                                                                                               Newsletters
                                                                                          Pay-Per–Click Ads
                                                                  Market Positioning                             Email
                                                                                           Search Engine       Management
                                                                 Opportunity Scouting
                                                                                            Optimization
                                        Situational Analysis      Database Creation                             Campaign
                                                                                           Viral Networking     Design &
                                        Goals & Objectives       Prospect Validation
                                                                                                               Management
                                     Market Strategy & Tactics   Campaign Design &          Social Media
                 Voice ofCustomer                                   Outreach                                  Market Launch
                 Market Validation   Market
                                                                    Sales                   Web     Tactical
Strategy       Research              Planning&
                Market Opportunity
                                     Rebranding                    Support                Marketing Support
                     User Needs
                                       Implementation Plan            Inside Sales                               Database
                                                                                                                Screening /
                                             Execution             Market Feedback
                                                                                            Architecture         Creation
                                        Evaluation & Control      100 Profiled Targets
                                                                                               Design             Prospect
                                                                 200 Decision Makers
                                                                                                                 Validation
                                                                 Market Diversification     Development
                                                                                                                Inside Sales
                                                                                            Maintenance           Support

                                                                                                               Sales Training

                                                                                                                 Project
                                                                                                               Management
           Slide 5
Our Goal for Today:

Create Awareness Around The Some of the Easy to Use Tools That
We Use to Help our Clients Grow Their Business Value…




         Slide 6
Graphic Design

                                                                                                                 Newsletters
                                                                                            Pay-Per–Click Ads
                                                                   Market Positioning                              Email
                                                                                             Search Engine       Management
                                                                  Opportunity Scouting
                                        Situational Analysis     If You know your current
                                                                   Database Creation
                                                                                              Optimization
                                                                                                                  Campaign
                                                                                             Viral Networking     Design &
                                        Goals & Objectives
                                     Market Strategy & Tactics
                                                                 position, the odds are you
                                                                   Prospect Validation
                                                                  Campaign Design &           Social Media
                                                                                                                 Management

                                                                     Outreach                                   Market Launch
                                                                 will Sales where to begin
                                                                      know     Web    Tactical
Strategy       Research
                Market Opportunity                               your journey.
                                                                    Support Marketing Support
                     User Needs
                                       Implementation Plan             Inside Sales                                Database
                                                                                                                  Screening /
                                             Execution               Market Feedback
                                                                                              Architecture         Creation
                                        Evaluation & Control       100 Profiled Targets
                                                                                                 Design             Prospect
                                                                   200 Decision Makers
                                                                                                                   Validation
                                                                   Market Diversification     Development
                                                                                                                  Inside Sales
                                                                                              Maintenance           Support

                                                                                                                 Sales Training

                                                                                                                   Project
                                                                                                                 Management
           Slide 7
Having a defined strategy in place will help set the course…
                             •Primary & Secondary Market Intelligence
                             •Voice of the Customer Interviews
                             •Competitive Trend Analysis
             Growth          • Structured Market Opportunity Scouting and Validation
           Opportunities     •Competitive Market Force Assessment; to Support Business Growth Planning


                                                                                                                        Pay-Per–Click Ads
                                                                                     Market Positioning
                             •Formal SWOT Analysis                                                                        Search Engine
                             •Current State Definition
                                                                                     Opportunity Scouting
                                                                                                                           Optimization
                             •Future State Definition- Vision Statement, Vision Elements and Specific Objectives
           Competency                           Situational Analysis
                             •Core Competency Mapping
                                                                                      Database Creation
                                                                                                                         Viral Networking
            Formation        •Strategy FormationGoals & Objectives                    Prospect Validation
                                           Market Strategy & Tactics                Campaign Design &                      Social Media
               Voice ofCustomer                                                        Outreach
                Market Validation           Market
                         •Strategic Objective Selection
                                            Planning&
                         •Resource Allocation and Action Planning                       Sales                           Web
             Research
             Resource    •Mapping of Initial Key Success Measures
           AllocationOpportunity ofof Results
              Market & •Execution Plan
                                            Rebranding                                 Support                        Marketing
                         •Monitoring
                User Needs
           Deployment
                                               Implementation Plan                         Inside Sales

                                                      Execution                        Market Feedback
                                                                                                                            Architecture
                                               Evaluation & Control                  100 Profiled Targets
                             • Scheduled Strategic Planning Team Meeting to Monitor Progress
                             • Delivery Of Monitoring Tools to Gauge and Key Performance Indicators Makers
                                                                                                                               Design
                                                                                     200 Decision
                             • One to One Status Debriefings with the Owner/ Chief Executive
           Performance                                                               Market Diversification
                             • Access to Third Party Resources That Can Support and Areas Where Limited Internal Resources Development
                                                                                                                           are Restricting or
             Review           Preventing Success.
                                                                                                                           Maintenance




Strategy
        Most SMEs resist developing formal competitive strategy.
        Slide 8
Setting your Personal and Professional Goals….




           Voice ofCustomer
            Market Validation

           Research
           Market Opportunity
              User Needs




Strategy
      Action Item: Get To Work On Defining and Setting Your Goals
       Slide 9

                                    Source: http://www.businessballs.com/freebusinessplansandmarketingtemplates.htm
2012 Company X Objectives
• Generate sales increase of 20% within 12 months and forecast to
  increase further over the next 24 months.

• Complete assessment of Profit Centers using tools like a Boston Matrix
  and/or a more complex costing analysis to guide organizational growth
  planning

• Get serious about category management; focus on growing profit
  centers and phase out organizational cash traps

• Passionately commit the organization to selling on value, not price;
  make a focused effort to drive margins up at a pace that is tolerable for
  key accounts yet of benefit for the organization.

       Slide 10
Where you Begins Depends a lot on where you are as a Organization.


If you make the world’s greatest $5,000 wine fridge, you may           Graphic Design

have a nice, fat-margin business until you run out of people            Newsletters
                                                     Pay-Per–Click Ads
willing to spend $5,000 to keep their wine cool. Engine
                                  Market Positioning
                                                      Search
                                                                           Email
                                                                        Management
                                                                    Opportunity Scouting
                                                                                             Optimization
                                         Situational Analysis        Database Creation                          Campaign
                                                                                            Viral Networking    Design &
                                         Goals & Objectives          Prospect Validation
                                                                                                               Management
                                      Market Strategy & Tactics      Campaign Design &       Social Media
                  Voice ofCustomer
                  Market Validation   Market     • To brainstorm how to grow beyond the
                                                                        Outreach
                                                                              Market Launch

                                                     Sales         Web        Tactical
 Strategy       Research              Planning& niche one could consider the Ansoff
                 Market Opportunity
                                      Rebranding    Support Marketing Support
                                                   Matrix.
                       User Needs
                                        Implementation Plan              Inside Sales                            Database
                                                                                                                Screening /
                                              Execution           • Choices range from least to most risky.
                                                                     Market Feedback
                                                                                     Architecture                Creation
                                         Evaluation & Control        100 Profiled Targets
                                                                  • In a smaller business, with fewValidation to
                                                                    200 Decision Makers
                                                                                             Design
                                                                                                           dollars
                                                                                                          Prospect

                                                                    gamble, focusing your attention on the
                                                                    Market Diversification Development
                                                                                                        Inside Sales
                                                                    first two options will give you the lowest
                                                                                           Maintenance    Support

                                                                    risk options for growth.           Sales Training

                                                                                                                 Project
                                                                                                               Management
            Slide 11
Graphic Design

                                                                                                               Newsletters
                                                                                          Pay-Per–Click Ads
                                                                  Market Positioning                             Email
                                                                                           Search Engine       Management
                                                                 Opportunity Scouting
                                                                                            Optimization
                                        Situational Analysis      Database Creation                             Campaign
                                                                                           Viral Networking     Design &
                                        Goals & Objectives       Prospect Validation
                                                                                                               Management
                                     Market Strategy & Tactics   Campaign Design &          Social Media
                 Voice ofCustomer                                   Outreach                                  Market Launch
                 Market Validation   Market
                                                                    Sales                   Web     Tactical
Strategy       Research              Planning&
                Market Opportunity
                                     Rebranding                    Support                Marketing Support
                      User Needs
                                       Implementation Plan            Inside Sales                               Database
                                                                                                                Screening /
                                             Execution             Market Feedback
                                                                                            Architecture         Creation
                                        Evaluation & Control      100 Profiled Targets
                                                                                               Design             Prospect
                                                                 200 Decision Makers
                                                                                                                 Validation
                                                                 Market Diversification     Development
                                                                                                                Inside Sales
                                                                                            Maintenance           Support

                                                                                                               Sales Training


                                       Action Item: Use the Ansoff Matrix to define the
                                                                                    Project
                                                                                  Management
           Slide 12                    low to high risk opportunities for your business.
Market Research Will Help you Define the Unknowns




        Slide 13
The Right Tools Will Make the Job Much Easier….
Using the right tools at the right time makes for better intelligence. We keep the
following in our Growth Planning Tool Kit:

     Primary Research / VOC- Current, Former & Prospective

     Secondary Research Pools/ Data Analysis Experts

     Category & Portfolio Analysis (i.e. Boston Matrix)

     Competitive Benchmarking, Landscaping & Analysis (i.e. 5 Force Model)

     International Market Perspectives and Insights (U.S. Export Programs)



            Slide 14
Role of Market Research are tools to do the following:
Primary and Secondary Research


   Validate perceived organizational strengths

   Scout out feasible market opportunities

   Identify and/or conform weaknesses and threats

   Define competitive landscape and intensity




      Slide 15
Primary and Secondary Research can also help answer
Defining Questions such as:

 Where are we?
 What do we have to work with?
 Where do we want to be?
 How do we get there?




      Slide 16
How Are you Unique?
 You can not have an effective business strategy if
 you are not able to successfully answer this
 question.




   Slide 17
Your Customers, Staff and Third Parties hold the answers to Your
 Overt Benefits , Real Reasons To Believe and Your Dramatic Differences.


What are the differentiating or Overt
Benefits of our services?

Why do you believe an investment is
well spent with Us?

How are We Dramatically Different than
a rival enterprises?




          Action Item: Start By Asking these 3 simple questions to at
          Least 3 people you will be working with today.
          Slide 18
Primary Research is a great tool to help in understanding the value that the
market places on your unique Value Proposition.

It can also enable you to move ahead quickly, leapfrogging situations that
foster intense rivalry (or a race to the bottom with regards to price positioning).




          Slide 19
3%          6%
                                                                                              9%
                                                                                                                     Are there any areas in which our company falls
                                                                                                                     short when compared to other suppliers?
                                         26%


                                                                                                         12%




                                         23%                                                        21%




Ship Quantities      In-house Capabilities and Expertise   Lead Time        Customer Service and Communication         Planning & Scheduling         Price and Price Management

What, if anything, we can do to win more of your business?
                                                                                                                                 “They tend to be pretty arrogant,
                                                                               3% 3%
                                                                                                                                 it's their way or the highway, so
                                                                                              3%                                 they are not very customer-
                                                                                                         3%
                                                                                                                                 oriented. It is not any one
                                                                                                              6%
                                                                                                                                 individual. It is just their company
                                             37%                                                                                 philosophy.” Big Client, John
                                                                                                               6%
                                                                                                                                 Smith, Head Engineer
                                                                                                              6%

                                                                                                              8%


                                          14%                                                               11%




       Discontinuance Notice                                      Improve Product Quality                                         Improve Product Applicability
                          Slide
       Explain Product Roadmap    20                              Additional In-house Capabilities and Products                   Reduce Lead Time

       Improve Planning/Scheduling                                Improve Responsiveness, Communication, Follow-up                Lower Price
Survey Tools
Design Your Survey Questions and Get Started




    Good                                       Best


         Slide 21
                               Better
The Compilation of Secondary Data Points Can Drive your Strategy


                          Aerospace and Defense - Annual Forecast Table                                             Government reduced their
 Annual Indicators                                    Units             2009         2010         2011      2012    spending on defense…
 Revenue
 Sales Revenues                                       Mil. $        415,931        433,620      448,576   483,721
       change year ago                                 %                  8.7          4.3          3.4       7.8
 Major Diversified Companies                          Mil. $        218,647        226,099      226,862   240,880
       change year ago                                 %                       8       3.4          0.3       6.2
 Aerospace & Defense Suppliers                        Mil. $        197,284        207,521      221,714   242,840
       change year ago                                 %                  9.6          5.2          6.8       9.5




  Top Regional Firms
                                     Total Revenue     Domestic Revenue               Total
           Company
                                         (US$)              (US$)                   Employees
Boeing                               $64.3 Billion             $38.1 Billion          160,500
AgustaWestland                       $50.5 Billion                 N/A                10,433
Lockheed Martin                      $45.8 Billion             $38.4 Billion          132,000
Northrop Grumman                     $34.7 Billion                 N/A                117,000
General Dynamics                     $32.4 Billion             $28.5 Billion          90,000
BAE Systems                          $32.6 Billion                 N/A                98,200
Bombardier Aerospace                 $17.6 Billion              1.0 Billion           65,370
Cessna Citation                      $10.5 Billion                 N/A                 8,500
Sikorsky                             $6.318 Billion                N/A                17,000
Eurocopter                            $6.4 Billion              784 Million           15,000
Piasecki                              $5.0 Million              5.0 Million              56
Bell Helicopter/Textron                4.2 Billion             599.2 Million           8,172




                                                        New York, with a total of 30 aerospace players claims the largest
                                                        share in the five-state area. Pennsylvania is second, with 13.
                          Slide 22
Some No Cost Secondary Research Sources…




       Action Item: make an effort to explore research available through
       your industry trade association or in a supplier’s Annual report.
       Slide 23
Slide 24
Competitive Benchmarking
      Company X                                                Competitors




                  Note: Competitor metadata descriptions include those of Hartz, D&D Commodities,
   Slide 25       Kaytee, Nunn-Better, and Red River Commodities
Website Assessment Tools make for Quick Benchmarking


                                             Hartz
                                           Kaytee
                                            Hagen
                       Red River Commodities
                             D&D Commodities
                 Higgins Premium Pet Foods
                              Vitakraft Sunseed
                                        Wagner’s
                                     Company X
                                     Nunn-Better
                             Performance Seed


• The website www.companyx.com ranks 2,079,411 of the 4,054,028 websites that have been ranked so far.

• A website grade of 49/100 for www.companyx.com means that of the millions of websites that have previously been evaluated, an algorithm has
calculated that the F.M. site scores higher than 49% of them in terms of its marketing effectiveness.

• The algorithm uses a proprietary blend of over 50 different variables, including search engine data, website
  structure, approximate traffic, site performance, and others.

• CompanyX has 183 pages indexed or stored on search engines (to support web optimization) in comparison to rivals like Hagen with their 23,000
  and Hartz with over 5,300. Aside from the outliers in this category, the average index ranking was 231.5.
                    Slide 26
                                                                                                                 26
Competitive Benchmarking
Market Research Tools
• Word Cloud Tool:
   – www.tagxedo.com
• Website Assessment Tools
   – SEO Scores | www.seoscores.com
   – Pear Analytics | www.pearanalytics.com
   – Website Grader | www.websitegrader.com



Action: Use these tools on your site and your competitors’ sites

        Slide 27
Product Portfolio Analysis
A simple chart can assist any size corporation in deciding
how to allocate cash among their strategic business units.

The Boston Matrix categorizes an organization's strategic
business units as "Stars", "Cash Cows", "Question Marks",
and "Dogs“.

Doing so helps in the allocation of cash, moving money from
"cash cows" toward "stars" and "question marks" that had
higher market growth rates, and hence higher upside
potential.


       Slide 28
Boston Consulting- Growth Matrix


                                                                                 Grow
Business Growth Rate (Market Growth Rate )




                                                     Invest If Needed
                                              Grow




                                                     To Create Cash Flow




                                                           $

                                                                   Relative Position (Market Share)
                                                            High                                      Low
                                             Slide 29
Boston Consulting- Growth Matrix
Action Item: Define Where Your Strategic Business Units Fit on the matrix

                                                                                  Grow
 Business Growth Rate (Market Growth Rate )




                                                      Invest If Needed
                                               Grow




                                                      To Create Cash Flow




                                                                    Relative Position (Market Share)
                                                             High                                      Low
                                              Slide 30
Barriers to Entry – Low                                    Supplier (Third-Party Partner) Power – Low           Substitutes – High
- Services are knowledge-based and require                                                                      -    Low cost of switching
  expertise, but most professional service                 -                Growing number of third-party       -    Non-consumption
  companies strive to be more than one-trick-              suppliers                                            -    High buyer flexibility/low perceived
  ponies, as such full-service consulting is an            -                Various sizes/structures of              difference among consulting groups
  area that offers mass appeal.                            suppliers                                            -    High degree of service alternatives
                                                           -                Relative ease switching partners
- Brand identity builds confidence; this limits the        -                Limited distinction across third-
  real-world growth potential for a one person             party groups
  shop, but the downsizing of many former execs
  has placed many new owner/operators out in
  the field.

- Minimal investments in technology and
  infrastructure are required; a website, shared
  office space, and little more are all most players
  need to be in business.
                                                                                                                    Randomly Selected Rivals:

                                                                                                                    1. RPA Inc.
                                                                                                                    2895 South Reach Road
                                                                                                                    Williamsport, PA 17701
                                                                                                                    http://www.rpainc.org/

                                                                                                                    2. ESA Marketing, Inc.
                                                                                                                    416 Pine Street #201
                                                                                                                    Williamsport, PA 17701-6228
                                                                                                                    No website/employees 1-10
                                                                Competitive Landscape
                                                                                                                    Revenue – $96K

                                                                                                                    3. Kolb Net Works (Web-based
                                                                                                                    marketing)
                                                                                                                    334 East 4th Street
                                                                                                                    Williamsport, PA 17701
                                                                                                                    http://www.kolbnetworks.com

                                                                                                                    4. Manufacturer & Business
                                                                                                                    Association
                                                                                                                    (Headquarters in Erie, PA)
Buyers – High                                          Competitive Rivalry – High                                   2401 Reach Road, Suite 102
                                                                                                                    Williamsport, PA 17701
-   Low cost of switching                              -     High number of competitors
                                                                                                                    http://www.mbausa.org/
-   Very price sensitive                               -     Limited differentiation
-   Low perceived difference among service             -     Risk margins for project volume                        5. North Central Pennsylvania SCORE
    providers                                          -     Varying levels of service sophistication               Williamsport, PA 17701
-   High degree of service alternatives                -     Varying levels of key account                          http://www.lycoming.org/score/
                                                             “connectivity” and service migration
Helpful                    Harmful

           Strengths:                   Weaknesses:
Internal



           are characteristics of the   are characteristics that
           business, or project team    place the team at a
           that give it an advantage    disadvantage relative to
           over others.                 others.


           Opportunities:               Threats:
           are external chances to      are external elements in
External




           improve performance          the environment that
           (e.g. make greater           could cause trouble for
           profits)                     the business.

 Action Item: Define Your Strengths, Weaknesses, Opportunities and Threats
              Slide 32
Mind Mapping Can Help Create Structure




  Action: Download FreeMind and Get Started with your mind mapping
  http://freemind.sourceforge.net/wiki/index.php/Main_Page
      Slide 33
We Believe in Holistic Approach towards Growth…
          sustained
This includes:
 • The foundation for a sales and marketing strategy
 • Primary & secondary market research
 • A clear and distinct value proposition
 • Scouting relevant market opportunities that match competencies
 • A call-screened, custom database development recording
   category- specific decision makers
 • Continuous marketing to decision makers (letters, post cards,
   emails and the web in general*)
 • Internal sales support ( we average 20 hours per month)


         Slide 34
Why It Works…
 Products                 Profile Target Opportunities    Markets


                                                          Decision
   Sellers                     Build Databases
                                                          Makers

Unique Selling                                             Market
                              Create Messaging
   Points                                                Needs / Pains


Structured              Communicate to Target Markets
                                                          Qualified
 Outreach                                                  Leads


                          Get Sales Appointments
             Slide 35
One Page Overview




                                                                              Get Social, Grow Sales
Build a Springboard                Initiate Plan Launch                       Connect with buyers via events from
Finalize Boston Matrix             Establish clearly defined initial target   webinars to networking groups
                                   opportunities                              SEO: eventually own the category
Define available support assets
                                   Communicate with category-specific         Start link building across key channels
Establish communication channels
                                   decision makers
Allocate resources                                                            Exploit PR web tools
                                   Develop one-on-one category
Engage in brand-building           manager campaigns                          Integrate email communications tools;
                                                                              trade clients & end users
Commence active outreach           Fortify web presence
                                                                              Dominate social media with relevance
                                   Create sell sheets, bios, emails &
                                   mailing pieces                             Provide support back to trade
                                                                              partners
                                   Continually drive brand position
                                   Create buzz; spark demand pull
                                   Drive volume

              Slide 36
                         12-Month Sales and Marketing Efforts
Snapshot of Suggested Marketing Activities

Timeline: 0 to 12 months
Objectives: Enhance Online Presence, Expand Sales Function

Online Recommendations:
 Sharpen online brand identity across key service areas
 Benchmark key competitors; update web site in order to enhance online branding, improve SEO results
 Maintain regular updates (based on recommendations elsewhere in this report) to stay in front of shifting market trends
 Develop online sales and support systems to foster user interface
Offer value-added features like a regular, informative eNewsletter developed to improve buyer loyalty and reinforce brand image


Marketing/Communication Recommendations:
 Utilize sales agents to expand relationships with key sales outlets and distribution channels, e.g. big-box and discounters
 Leverage PR, social media, and print/online marketing to announce news
 Use ongoing eNewsletter campaign to promote quality and unique attributes of new product(s); stress alignment with customer
   trends and opportunities that IMC can offer to its clients
 Benchmark marketing/sales approaches used by consulting groups to help expand market penetration
 Look at developing online promotions and unique landing pages to create market pull (i.e. free lean assessment)
 Develop and deploy web-centric promotional efforts to gain traction with new prospects.

Overview:
These suggestions are designed to ramp up market interest over a relatively short period of time. They minimize initial cash
outlays required to grow, and for the most part utilize IMC’s existing sales and marketing infrastructure to maximize effectiveness.
As IMC commits itself to this process, Leadership should review the previous pages related to objectives and go on to set realistic
sales goals for this period of 12 months and proceed with a broader market expansion when initial goals are met.




                Slide 37
Slide 38
We   Structure




Slide 39
What’s Your Value Proposition?
  You can not have an effective business strategy if
  you are not able to successfully answer this
  question.




    Slide 40
Did your answer start with any of the following?

We Have Good People
We Have Good Quality
We Are Always Near or On-time With Delivery
We are Not the Cheapest-But Not the Most Expensive




                    That’s What He Said

     Slide 41
Insider Tip:




BEING BOARING
CATCHES UP TO YOU!
   Slide 42
Slide 43
1. Get Personal- Amazon
2. Sell Happiness- Coca-Cola
3. Live Up To Your Promise- FedEx
4. Keep it Cool & Fun- Apple

5. Design an Experience- Target

6. Stay Consistent- Ford

7. Can-Do Attitude- Nike

8. Forge Connections- Starbucks

9. Serve Up the Quirky- Southwest Airlines

10. Focus44on the Customer- Nordstrom
       Slide
Nothing catches customer attention more
     than telling what YOU will do for THEM!

                    And, It’s not boasting when you deliver….




.

         Slide 45
Playing Up Your Strengths Will Enable You to Outperform your
Resources & Outpace Your Threats!




      Slide 46
What do you give customers in exchange for their time, money and effort?




“AutoZoners pledge to always put
customers first!

We know our parts and products.
Our stores look great!              vs.

We've got the best merchandise at
the right price. "




      Today’s customers demand a good reason to spend their cash.

         Slide 47
Its not just about the resources you have; it is how you sell them.



  “AutoZoners always put                Your Promise to Customers Requires an External Focus.
  customers first!
                                                Positions “Zoners” as Experts and conveys to the customer
  We know our parts and products.               what they will receive in exchange for their time, money
  Our stores look great!                        and trouble.

  We've got the best merchandise at              Closes with a focus on quality and value.
  the right price. "



This Customer Promise is also a useful tool in communicating corporate expectations across an employee
base that spans thousands of people. It is simple and it is selfless.




             Slide 48
Slide 49
Faster than a speeding bullet.
More powerful than a locomotive.
Able to leap tall buildings in a single
bound.

Look! Up in the sky!
It's a bird. It's a plane. It's Superman!


NOW THAT’S A       VALUE PROPOSITION




        Slide 50
So What's Your Super Power?




           These 3 Steps Can Help You Figure Things Out.


Slide 51
Survey Your Customers.

Develop a series of questions to learn about why your market
prefers you to all of the other potential solutions.


Interview Your Best, Middle of the Road and Former Customers.


Define the Good, The Bad and The Ugly so that your value proposition can
be foraged from facts.




        Slide 52
Talk With Your Teams.

Develop a series of similar questions to learn about why your
people and your supply chain partners think that the market
prefers you to all of the other potential solutions.

Capture their perspectives the Good, The Bad and The Ugly so that your
value proposition can be foraged from facts.


 Compare internal and external perspectives and build the parallels into
 Your value equation.




       Slide 53
Use a word cloud as your looking glass




If you are not seeing fundamentals of your Value Proposition on your
Website or in your presentations….You should probably get to work.

     Slide 54
Slide 55

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Chris scafario's marketing and sales tools for success

  • 1. Chris Scafario Presents: Marketing & Sales Tools For Your Small Business Slide 1
  • 3. Our Marketing Services Team Helps Our Clients Reach Beyond Their Resources Director Marketing Market Research Services & Project Management Graphic, Web Market Real-time Design & Online Positioning Project Marketing & Research Coordination Support Inside Sales Primary Inside Sales Primary Support Research Support Research Support Support
  • 4. We are Sales and Marketing Sherpas. We take clients on their journey towards sustainable growth by way of: • Market Planning • Market Research • Web Design & SEO • Branding & Design Support • Project Management Slide 4
  • 5. Graphic Design Newsletters Pay-Per–Click Ads Market Positioning Email Search Engine Management Opportunity Scouting Optimization Situational Analysis Database Creation Campaign Viral Networking Design & Goals & Objectives Prospect Validation Management Market Strategy & Tactics Campaign Design & Social Media Voice ofCustomer Outreach Market Launch Market Validation Market Sales Web Tactical Strategy Research Planning& Market Opportunity Rebranding Support Marketing Support User Needs Implementation Plan Inside Sales Database Screening / Execution Market Feedback Architecture Creation Evaluation & Control 100 Profiled Targets Design Prospect 200 Decision Makers Validation Market Diversification Development Inside Sales Maintenance Support Sales Training Project Management Slide 5
  • 6. Our Goal for Today: Create Awareness Around The Some of the Easy to Use Tools That We Use to Help our Clients Grow Their Business Value… Slide 6
  • 7. Graphic Design Newsletters Pay-Per–Click Ads Market Positioning Email Search Engine Management Opportunity Scouting Situational Analysis If You know your current Database Creation Optimization Campaign Viral Networking Design & Goals & Objectives Market Strategy & Tactics position, the odds are you Prospect Validation Campaign Design & Social Media Management Outreach Market Launch will Sales where to begin know Web Tactical Strategy Research Market Opportunity your journey. Support Marketing Support User Needs Implementation Plan Inside Sales Database Screening / Execution Market Feedback Architecture Creation Evaluation & Control 100 Profiled Targets Design Prospect 200 Decision Makers Validation Market Diversification Development Inside Sales Maintenance Support Sales Training Project Management Slide 7
  • 8. Having a defined strategy in place will help set the course… •Primary & Secondary Market Intelligence •Voice of the Customer Interviews •Competitive Trend Analysis Growth • Structured Market Opportunity Scouting and Validation Opportunities •Competitive Market Force Assessment; to Support Business Growth Planning Pay-Per–Click Ads Market Positioning •Formal SWOT Analysis Search Engine •Current State Definition Opportunity Scouting Optimization •Future State Definition- Vision Statement, Vision Elements and Specific Objectives Competency Situational Analysis •Core Competency Mapping Database Creation Viral Networking Formation •Strategy FormationGoals & Objectives Prospect Validation Market Strategy & Tactics Campaign Design & Social Media Voice ofCustomer Outreach Market Validation Market •Strategic Objective Selection Planning& •Resource Allocation and Action Planning Sales Web Research Resource •Mapping of Initial Key Success Measures AllocationOpportunity ofof Results Market & •Execution Plan Rebranding Support Marketing •Monitoring User Needs Deployment Implementation Plan Inside Sales Execution Market Feedback Architecture Evaluation & Control 100 Profiled Targets • Scheduled Strategic Planning Team Meeting to Monitor Progress • Delivery Of Monitoring Tools to Gauge and Key Performance Indicators Makers Design 200 Decision • One to One Status Debriefings with the Owner/ Chief Executive Performance Market Diversification • Access to Third Party Resources That Can Support and Areas Where Limited Internal Resources Development are Restricting or Review Preventing Success. Maintenance Strategy Most SMEs resist developing formal competitive strategy. Slide 8
  • 9. Setting your Personal and Professional Goals…. Voice ofCustomer Market Validation Research Market Opportunity User Needs Strategy Action Item: Get To Work On Defining and Setting Your Goals Slide 9 Source: http://www.businessballs.com/freebusinessplansandmarketingtemplates.htm
  • 10. 2012 Company X Objectives • Generate sales increase of 20% within 12 months and forecast to increase further over the next 24 months. • Complete assessment of Profit Centers using tools like a Boston Matrix and/or a more complex costing analysis to guide organizational growth planning • Get serious about category management; focus on growing profit centers and phase out organizational cash traps • Passionately commit the organization to selling on value, not price; make a focused effort to drive margins up at a pace that is tolerable for key accounts yet of benefit for the organization. Slide 10
  • 11. Where you Begins Depends a lot on where you are as a Organization. If you make the world’s greatest $5,000 wine fridge, you may Graphic Design have a nice, fat-margin business until you run out of people Newsletters Pay-Per–Click Ads willing to spend $5,000 to keep their wine cool. Engine Market Positioning Search Email Management Opportunity Scouting Optimization Situational Analysis Database Creation Campaign Viral Networking Design & Goals & Objectives Prospect Validation Management Market Strategy & Tactics Campaign Design & Social Media Voice ofCustomer Market Validation Market • To brainstorm how to grow beyond the Outreach Market Launch Sales Web Tactical Strategy Research Planning& niche one could consider the Ansoff Market Opportunity Rebranding Support Marketing Support Matrix. User Needs Implementation Plan Inside Sales Database Screening / Execution • Choices range from least to most risky. Market Feedback Architecture Creation Evaluation & Control 100 Profiled Targets • In a smaller business, with fewValidation to 200 Decision Makers Design dollars Prospect gamble, focusing your attention on the Market Diversification Development Inside Sales first two options will give you the lowest Maintenance Support risk options for growth. Sales Training Project Management Slide 11
  • 12. Graphic Design Newsletters Pay-Per–Click Ads Market Positioning Email Search Engine Management Opportunity Scouting Optimization Situational Analysis Database Creation Campaign Viral Networking Design & Goals & Objectives Prospect Validation Management Market Strategy & Tactics Campaign Design & Social Media Voice ofCustomer Outreach Market Launch Market Validation Market Sales Web Tactical Strategy Research Planning& Market Opportunity Rebranding Support Marketing Support User Needs Implementation Plan Inside Sales Database Screening / Execution Market Feedback Architecture Creation Evaluation & Control 100 Profiled Targets Design Prospect 200 Decision Makers Validation Market Diversification Development Inside Sales Maintenance Support Sales Training Action Item: Use the Ansoff Matrix to define the Project Management Slide 12 low to high risk opportunities for your business.
  • 13. Market Research Will Help you Define the Unknowns Slide 13
  • 14. The Right Tools Will Make the Job Much Easier…. Using the right tools at the right time makes for better intelligence. We keep the following in our Growth Planning Tool Kit:  Primary Research / VOC- Current, Former & Prospective  Secondary Research Pools/ Data Analysis Experts  Category & Portfolio Analysis (i.e. Boston Matrix)  Competitive Benchmarking, Landscaping & Analysis (i.e. 5 Force Model)  International Market Perspectives and Insights (U.S. Export Programs) Slide 14
  • 15. Role of Market Research are tools to do the following: Primary and Secondary Research  Validate perceived organizational strengths  Scout out feasible market opportunities  Identify and/or conform weaknesses and threats  Define competitive landscape and intensity Slide 15
  • 16. Primary and Secondary Research can also help answer Defining Questions such as:  Where are we?  What do we have to work with?  Where do we want to be?  How do we get there? Slide 16
  • 17. How Are you Unique? You can not have an effective business strategy if you are not able to successfully answer this question. Slide 17
  • 18. Your Customers, Staff and Third Parties hold the answers to Your Overt Benefits , Real Reasons To Believe and Your Dramatic Differences. What are the differentiating or Overt Benefits of our services? Why do you believe an investment is well spent with Us? How are We Dramatically Different than a rival enterprises? Action Item: Start By Asking these 3 simple questions to at Least 3 people you will be working with today. Slide 18
  • 19. Primary Research is a great tool to help in understanding the value that the market places on your unique Value Proposition. It can also enable you to move ahead quickly, leapfrogging situations that foster intense rivalry (or a race to the bottom with regards to price positioning). Slide 19
  • 20. 3% 6% 9% Are there any areas in which our company falls short when compared to other suppliers? 26% 12% 23% 21% Ship Quantities In-house Capabilities and Expertise Lead Time Customer Service and Communication Planning & Scheduling Price and Price Management What, if anything, we can do to win more of your business? “They tend to be pretty arrogant, 3% 3% it's their way or the highway, so 3% they are not very customer- 3% oriented. It is not any one 6% individual. It is just their company 37% philosophy.” Big Client, John 6% Smith, Head Engineer 6% 8% 14% 11% Discontinuance Notice Improve Product Quality Improve Product Applicability Slide Explain Product Roadmap 20 Additional In-house Capabilities and Products Reduce Lead Time Improve Planning/Scheduling Improve Responsiveness, Communication, Follow-up Lower Price
  • 21. Survey Tools Design Your Survey Questions and Get Started Good Best Slide 21 Better
  • 22. The Compilation of Secondary Data Points Can Drive your Strategy Aerospace and Defense - Annual Forecast Table Government reduced their Annual Indicators Units 2009 2010 2011 2012 spending on defense… Revenue Sales Revenues Mil. $ 415,931 433,620 448,576 483,721 change year ago % 8.7 4.3 3.4 7.8 Major Diversified Companies Mil. $ 218,647 226,099 226,862 240,880 change year ago % 8 3.4 0.3 6.2 Aerospace & Defense Suppliers Mil. $ 197,284 207,521 221,714 242,840 change year ago % 9.6 5.2 6.8 9.5 Top Regional Firms Total Revenue Domestic Revenue Total Company (US$) (US$) Employees Boeing $64.3 Billion $38.1 Billion 160,500 AgustaWestland $50.5 Billion N/A 10,433 Lockheed Martin $45.8 Billion $38.4 Billion 132,000 Northrop Grumman $34.7 Billion N/A 117,000 General Dynamics $32.4 Billion $28.5 Billion 90,000 BAE Systems $32.6 Billion N/A 98,200 Bombardier Aerospace $17.6 Billion 1.0 Billion 65,370 Cessna Citation $10.5 Billion N/A 8,500 Sikorsky $6.318 Billion N/A 17,000 Eurocopter $6.4 Billion 784 Million 15,000 Piasecki $5.0 Million 5.0 Million 56 Bell Helicopter/Textron 4.2 Billion 599.2 Million 8,172 New York, with a total of 30 aerospace players claims the largest share in the five-state area. Pennsylvania is second, with 13. Slide 22
  • 23. Some No Cost Secondary Research Sources… Action Item: make an effort to explore research available through your industry trade association or in a supplier’s Annual report. Slide 23
  • 25. Competitive Benchmarking Company X Competitors Note: Competitor metadata descriptions include those of Hartz, D&D Commodities, Slide 25 Kaytee, Nunn-Better, and Red River Commodities
  • 26. Website Assessment Tools make for Quick Benchmarking Hartz Kaytee Hagen Red River Commodities D&D Commodities Higgins Premium Pet Foods Vitakraft Sunseed Wagner’s Company X Nunn-Better Performance Seed • The website www.companyx.com ranks 2,079,411 of the 4,054,028 websites that have been ranked so far. • A website grade of 49/100 for www.companyx.com means that of the millions of websites that have previously been evaluated, an algorithm has calculated that the F.M. site scores higher than 49% of them in terms of its marketing effectiveness. • The algorithm uses a proprietary blend of over 50 different variables, including search engine data, website structure, approximate traffic, site performance, and others. • CompanyX has 183 pages indexed or stored on search engines (to support web optimization) in comparison to rivals like Hagen with their 23,000 and Hartz with over 5,300. Aside from the outliers in this category, the average index ranking was 231.5. Slide 26 26
  • 27. Competitive Benchmarking Market Research Tools • Word Cloud Tool: – www.tagxedo.com • Website Assessment Tools – SEO Scores | www.seoscores.com – Pear Analytics | www.pearanalytics.com – Website Grader | www.websitegrader.com Action: Use these tools on your site and your competitors’ sites Slide 27
  • 28. Product Portfolio Analysis A simple chart can assist any size corporation in deciding how to allocate cash among their strategic business units. The Boston Matrix categorizes an organization's strategic business units as "Stars", "Cash Cows", "Question Marks", and "Dogs“. Doing so helps in the allocation of cash, moving money from "cash cows" toward "stars" and "question marks" that had higher market growth rates, and hence higher upside potential. Slide 28
  • 29. Boston Consulting- Growth Matrix Grow Business Growth Rate (Market Growth Rate ) Invest If Needed Grow To Create Cash Flow $ Relative Position (Market Share) High Low Slide 29
  • 30. Boston Consulting- Growth Matrix Action Item: Define Where Your Strategic Business Units Fit on the matrix Grow Business Growth Rate (Market Growth Rate ) Invest If Needed Grow To Create Cash Flow Relative Position (Market Share) High Low Slide 30
  • 31. Barriers to Entry – Low Supplier (Third-Party Partner) Power – Low Substitutes – High - Services are knowledge-based and require - Low cost of switching expertise, but most professional service - Growing number of third-party - Non-consumption companies strive to be more than one-trick- suppliers - High buyer flexibility/low perceived ponies, as such full-service consulting is an - Various sizes/structures of difference among consulting groups area that offers mass appeal. suppliers - High degree of service alternatives - Relative ease switching partners - Brand identity builds confidence; this limits the - Limited distinction across third- real-world growth potential for a one person party groups shop, but the downsizing of many former execs has placed many new owner/operators out in the field. - Minimal investments in technology and infrastructure are required; a website, shared office space, and little more are all most players need to be in business. Randomly Selected Rivals: 1. RPA Inc. 2895 South Reach Road Williamsport, PA 17701 http://www.rpainc.org/ 2. ESA Marketing, Inc. 416 Pine Street #201 Williamsport, PA 17701-6228 No website/employees 1-10 Competitive Landscape Revenue – $96K 3. Kolb Net Works (Web-based marketing) 334 East 4th Street Williamsport, PA 17701 http://www.kolbnetworks.com 4. Manufacturer & Business Association (Headquarters in Erie, PA) Buyers – High Competitive Rivalry – High 2401 Reach Road, Suite 102 Williamsport, PA 17701 - Low cost of switching - High number of competitors http://www.mbausa.org/ - Very price sensitive - Limited differentiation - Low perceived difference among service - Risk margins for project volume 5. North Central Pennsylvania SCORE providers - Varying levels of service sophistication Williamsport, PA 17701 - High degree of service alternatives - Varying levels of key account http://www.lycoming.org/score/ “connectivity” and service migration
  • 32. Helpful Harmful Strengths: Weaknesses: Internal are characteristics of the are characteristics that business, or project team place the team at a that give it an advantage disadvantage relative to over others. others. Opportunities: Threats: are external chances to are external elements in External improve performance the environment that (e.g. make greater could cause trouble for profits) the business. Action Item: Define Your Strengths, Weaknesses, Opportunities and Threats Slide 32
  • 33. Mind Mapping Can Help Create Structure Action: Download FreeMind and Get Started with your mind mapping http://freemind.sourceforge.net/wiki/index.php/Main_Page Slide 33
  • 34. We Believe in Holistic Approach towards Growth… sustained This includes: • The foundation for a sales and marketing strategy • Primary & secondary market research • A clear and distinct value proposition • Scouting relevant market opportunities that match competencies • A call-screened, custom database development recording category- specific decision makers • Continuous marketing to decision makers (letters, post cards, emails and the web in general*) • Internal sales support ( we average 20 hours per month) Slide 34
  • 35. Why It Works… Products Profile Target Opportunities Markets Decision Sellers Build Databases Makers Unique Selling Market Create Messaging Points Needs / Pains Structured Communicate to Target Markets Qualified Outreach Leads Get Sales Appointments Slide 35
  • 36. One Page Overview Get Social, Grow Sales Build a Springboard Initiate Plan Launch Connect with buyers via events from Finalize Boston Matrix Establish clearly defined initial target webinars to networking groups opportunities SEO: eventually own the category Define available support assets Communicate with category-specific Start link building across key channels Establish communication channels decision makers Allocate resources Exploit PR web tools Develop one-on-one category Engage in brand-building manager campaigns Integrate email communications tools; trade clients & end users Commence active outreach Fortify web presence Dominate social media with relevance Create sell sheets, bios, emails & mailing pieces Provide support back to trade partners Continually drive brand position Create buzz; spark demand pull Drive volume Slide 36 12-Month Sales and Marketing Efforts
  • 37. Snapshot of Suggested Marketing Activities Timeline: 0 to 12 months Objectives: Enhance Online Presence, Expand Sales Function Online Recommendations:  Sharpen online brand identity across key service areas  Benchmark key competitors; update web site in order to enhance online branding, improve SEO results  Maintain regular updates (based on recommendations elsewhere in this report) to stay in front of shifting market trends  Develop online sales and support systems to foster user interface Offer value-added features like a regular, informative eNewsletter developed to improve buyer loyalty and reinforce brand image Marketing/Communication Recommendations:  Utilize sales agents to expand relationships with key sales outlets and distribution channels, e.g. big-box and discounters  Leverage PR, social media, and print/online marketing to announce news  Use ongoing eNewsletter campaign to promote quality and unique attributes of new product(s); stress alignment with customer trends and opportunities that IMC can offer to its clients  Benchmark marketing/sales approaches used by consulting groups to help expand market penetration  Look at developing online promotions and unique landing pages to create market pull (i.e. free lean assessment)  Develop and deploy web-centric promotional efforts to gain traction with new prospects. Overview: These suggestions are designed to ramp up market interest over a relatively short period of time. They minimize initial cash outlays required to grow, and for the most part utilize IMC’s existing sales and marketing infrastructure to maximize effectiveness. As IMC commits itself to this process, Leadership should review the previous pages related to objectives and go on to set realistic sales goals for this period of 12 months and proceed with a broader market expansion when initial goals are met. Slide 37
  • 39. We Structure Slide 39
  • 40. What’s Your Value Proposition? You can not have an effective business strategy if you are not able to successfully answer this question. Slide 40
  • 41. Did your answer start with any of the following? We Have Good People We Have Good Quality We Are Always Near or On-time With Delivery We are Not the Cheapest-But Not the Most Expensive That’s What He Said Slide 41
  • 42. Insider Tip: BEING BOARING CATCHES UP TO YOU! Slide 42
  • 44. 1. Get Personal- Amazon 2. Sell Happiness- Coca-Cola 3. Live Up To Your Promise- FedEx 4. Keep it Cool & Fun- Apple 5. Design an Experience- Target 6. Stay Consistent- Ford 7. Can-Do Attitude- Nike 8. Forge Connections- Starbucks 9. Serve Up the Quirky- Southwest Airlines 10. Focus44on the Customer- Nordstrom Slide
  • 45. Nothing catches customer attention more than telling what YOU will do for THEM! And, It’s not boasting when you deliver…. . Slide 45
  • 46. Playing Up Your Strengths Will Enable You to Outperform your Resources & Outpace Your Threats! Slide 46
  • 47. What do you give customers in exchange for their time, money and effort? “AutoZoners pledge to always put customers first! We know our parts and products. Our stores look great! vs. We've got the best merchandise at the right price. " Today’s customers demand a good reason to spend their cash. Slide 47
  • 48. Its not just about the resources you have; it is how you sell them. “AutoZoners always put Your Promise to Customers Requires an External Focus. customers first! Positions “Zoners” as Experts and conveys to the customer We know our parts and products. what they will receive in exchange for their time, money Our stores look great! and trouble. We've got the best merchandise at Closes with a focus on quality and value. the right price. " This Customer Promise is also a useful tool in communicating corporate expectations across an employee base that spans thousands of people. It is simple and it is selfless. Slide 48
  • 50. Faster than a speeding bullet. More powerful than a locomotive. Able to leap tall buildings in a single bound. Look! Up in the sky! It's a bird. It's a plane. It's Superman! NOW THAT’S A VALUE PROPOSITION Slide 50
  • 51. So What's Your Super Power? These 3 Steps Can Help You Figure Things Out. Slide 51
  • 52. Survey Your Customers. Develop a series of questions to learn about why your market prefers you to all of the other potential solutions. Interview Your Best, Middle of the Road and Former Customers. Define the Good, The Bad and The Ugly so that your value proposition can be foraged from facts. Slide 52
  • 53. Talk With Your Teams. Develop a series of similar questions to learn about why your people and your supply chain partners think that the market prefers you to all of the other potential solutions. Capture their perspectives the Good, The Bad and The Ugly so that your value proposition can be foraged from facts. Compare internal and external perspectives and build the parallels into Your value equation. Slide 53
  • 54. Use a word cloud as your looking glass If you are not seeing fundamentals of your Value Proposition on your Website or in your presentations….You should probably get to work. Slide 54