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marketing pitch
Zach Lu Derek Zhang Sherry Xu
Molly Wu Anji Liu
Market Size
Estimation
StrategiesGoal Tactics
Agenda
Conclusion
Q&A
Risk Analysis
Conclusion Q&ARisk AnalysisTacticsStrategiesMarket Size
EstimationGoal
2016 20182015 2017
Goal
Conclusion Q&ARisk AnalysisTacticsStrategiesGoal
Market Size
Estimation
Total Revenue
$92 Billion $82 Billion $155 Billion
$329 Billion
Level 1 & 2
contractor in the market
300,000+
90.37%
9.63%
Household Expenditure
Household
Expenditure
Others 47.337
Plumbing, HVAC &
Electrical 5.042
Total Household
Expenditure 52.379
Market Size Estimation
Conclusion Q&ARisk AnalysisTacticsMarket Size
EstimationGoal
• Industry Networking
• Cooperate
• Community Work
• Brand Awareness
• Churn Rate
• New Product
• Demo Close Rate
Strategies
Strategies
Conclusion Q&ARisk AnalysisTacticsMarket Size
EstimationGoal
Future Vision
C2B
Strategies
Strategies
Conclusion Q&ARisk AnalysisStrategiesMarket Size
EstimationGoal
Opportunities
PHCC
1
EC&M
2
HVCR
3
 3,500+ Contractors; 70,000+ Technicians
 PHCC Board of Directors Meeting; Quality Service Contractors;
Union-Affiliated Contractors
 80,000+ contractors; 130,000+ Technicians / Professionals
 Ads on EC&M magazine; Providing answers that professional submit
 61 Exhibiting Companies will Attend the Conference
 Conference Sponsor; Schedule Sign; Coffee Break; Welcome Sign
$ 6,690 Expense
100 New Customers
$ 3,250 Expense
30 New Customers
$ 5,000 Expense
50 New Customers
Result
Tactics
Industry NetworkingNew Customer
Conclusion Q&AStrategiesMarket Size
EstimationGoal
Cooperate
Risk AnalysisTactics
Influence
Exposure
Distribute advertisement in
contractors’ Suppliersto
gain a better Exposureto
the right audience
Reputation
Provide analysis report for
Suppliers to establish a
Win-win condition and to earn
Goodwill
Future
Start training processes in
School to get exposure to
the Next generation of
contractors
Cooperate with contractor
to do periodically Free
examination in
Community
New Customer
Conclusion Q&AStrategiesMarket Size
EstimationGoal
Community Work
Risk AnalysisTactics
Donation Sponsorship Volunteering
Involvement
New Customer
Conclusion Q&ARisk AnalysisStrategiesMarket Size
EstimationGoal
Social Media
Marketing
Search Cost
Social media presence is a significant factor in ranking calculation.
Higher Inbound Traffic & Conversion
Increase exposure and leads
Feedback Tunnel
Stay alert to bad press also good feedbacks
Brand Awareness
Tactics
New Customer
Conclusion Q&ARisk AnalysisStrategiesMarket Size
EstimationGoal
Content
Marketing
Thought Leader
Be a valued contributor of information
Right Audience
Professional connection to groups and individuals
90.00%
10.00%Do not Use Content
Marketing
Use Content Marketing
Percentage of B2B Marketers Using Content Marketing
Brand Awareness
Tactics
New Customer
Conclusion Q&ARisk AnalysisStrategiesMarket Size
EstimationGoal
Customer Segregation
Customer age
Customer Analysis
Regression model
Feedback Survey
Cancelling subscription
Actions
After they churn &
Before potential churns
QuantitativeQualitative
Churn Rate
Tactics
Retention Rate
Conclusion Q&ARisk AnalysisStrategiesMarket Size
EstimationGoal
Available After Trial Add to Rhino Care Standard
Consulting Service as New Product
BySynthesizing industry databaseand experience wehave, we
grow with our clients
New Product
Tactics
Retention Rate
Conclusion Q&ARisk AnalysisStrategiesMarket Size
EstimationGoal
• Personalized Report
Personalized key performance
indicators, with suggestions toimprove
their position.
Monthly phone delivery
• Email Campaign
Weekly news of industry trend and our
insights
Monthly performance evaluation with
industry average.
Available After Trial Add to Rhino Care Standard
New Product
Tactics
Retention Rate
Conclusion Q&AStrategiesMarket Size
EstimationGoal
Demo Close Rate
Risk AnalysisTactics
Leads
Reaches
Qualifies
Closes
Cold calling conversion funnel metrics Strategies
Sales Rep
Training
LinkedIn
Group
Follow up
Retention Rate
Conclusion Q&ARisk AnalysisMarket Size
EstimationGoal
Roadmap for the first month
Strategies Tactics
Customer Analysis
Professional Connection
Conference Preparation
• More understanding
of clients
• Precise targeting
• Learn from others
Conclusion Q&ARisk AnalysisMarket Size
EstimationGoal
Gantt Chart
Strategies Tactics
Conclusion Q&ARisk AnalysisMarket Size
EstimationGoal
Gantt Chart
Strategies Tactics
Conclusion Q&ARisk AnalysisMarket Size
EstimationGoal
Gantt Chart
Strategies Tactics
Conclusion Q&ARisk AnalysisMarket Size
EstimationGoal
Financial Report 2014-2018
Strategies Tactics
112
232
636
480 480
2014 2015 2016 2017 2018
New Customers
42%
34%
19% 18% 18%
2014 2015 2016 2017 2018
% Churn Rate ( Yearly)
334,018 542,631
1,535,624
2,820,818
3,817,232
2014 2015 2016 2017 2018
Total Revenue
-16%
-1%
19%
29%
22%
2014
2015
2016
2017
2018
Profit Margin
New Customers
Grow 174% in 2016, 636 New Customer for
2016
Churn Rate
Decrease to 19% for 2016 2017 2018
Total revenue
Grow 183% in 2016, 84% in
2017, 35% in 2018
Profit Margin
19% for 2016, 29% for 2017,
22% for 2018
Conclusion Q&ATacticsStrategiesMarket Size
EstimationGoal
Risk Identifies Occurrence Severity Detection Total
Leaky Cyber Security 2 3 2 12
Increased Competitor Power 2 2 2 8
Delayed After-Sale Support 1 2 2 4
Poor Contractor Service 1 1 3 3
Comprehensive Risk Assessment Method
Risk Analysis
Risk Mitigation
Risk
Leaky Cyber Security Raised Competition Delayed Support
Hacker
Attack
System
Leakage
Service
Awareness
Replicating
Strategy
Inability
Reps.
Company
Size
Antivirus &
Firewall
Sufficient
Testing
Influencer
Initiative &
Creative
Standardized
Processes
Improve
Organization
Structure
Value
Marketing
Recruiting
Uncontrollable
Segmentation
Classify
Poor Contractor
Service
Quality
Provider
Buffer
Installing
time
Community
Friendly
Long term
Positioning
Plan Earlier
Training
Regular
Update
Tracking
Poor
Performance
Alert
Conclusion Q&ATacticsStrategiesMarket Size
EstimationGoal Risk Analysis
TacticsStrategiesMarket Size
EstimationGoal Risk Analysis Conclusion Q&A
TacticsStrategiesMarket Size
EstimationGoal Risk Analysis Conclusion Q&A
Survive
Grow
Influence
Appendix 16: Industry Networking Details
Plumbing – Heating – Cooling
Contractors Association
Electrical Construction &
Maintenance
National HVACR Educators and
Trainers Conference
Website http://www.phccweb.org/ http://ecmweb.com/ http://www.hvacexcellence.
Members / Audience
3,500+ Contractors; 70,000+
Technicians
80,000+ contractors; 130,000+
Technicians / Professionals
61 Exhibiting Companies
Sponsorship Opportunities
PHCC Board of Directors
Meeting
Quality Service Contractors
Union-Affiliated Contractors
Political Action Committee
Ads on EC&M magazine
Providing answers that
professional submit
Conference Sponsor
Schedule Sign
Coffee Break
Welcome Sign
Estimate Audiences 4,050+ 80,000+ 500+
Estimate Exp.
$5,500 for 2016
$10,500 for 2017
$10,500 for 2018
$6,690 for 2016
$9,060 for 2017
$12,925 for 2018
$3,250 for 2016
Estimate Rev.
50 New Customers for 2016
100 New Customers for 2017
150 New Customers for 2018
100 New Customers for 2016
150 New Customers for 2017
200 New Customers for 2018
30 New Customers for 2016
Descriptions
The oldest national association
in the construction industry and
the premiere organization for
the PHC professional
The number one online resource
for the electrical operations and
maintenance industry
March 21-23, 2016 in Las Vegas,
Nevada for the 2016 National
HVACR Educators and Trainers
Conference
Why: Building Trust and Pre-awareness: Social media users are far more likely to purchase a product or service if they have some pre-awareness. Few
things are more crucial in B2B social media marketing than building up trust in your burgeoning brand.
Content Marketing:
Right Audience
Connect with professional groups and
other business owners to precisely target
the potential customers. Besides Linkedin,
small B2B companies (10-99 employees)
say SlideShare as second most effective.
Thought Leader
Be a valued contributor of information.
Write or share in-depth contents on topics
such as industry trends, profile of
individual decision maker and company
characteristics.
Social Media Marketing:
Better Search Engine Rankings
Social media presence is a significant factor
Google and other search engines uses in ranking
calculation.
Higher Inbound Traffic & Conversion
Without social media, your inbound traffic is limited to
people already familiar with your brand and individuals
searching for keywords you currently rank for.
Feedback Tunnel
Using Twitter search Not only is this important for
staying aware of bad press (and giving you a way to
respond to it), but also for finding good feedback
Appendix 17: Brand Awareness
Dig deep into real reasons and take actions. Don’t let constant flow of customers out the back door hurt the business.
Churn
Reason
Regression Analysis
Approach quantitative method in
customer analysis beyond routine
qualitative methods. Collect sufficient
metrics and develop regression
model to find significant relevant
variables.
Survey on Subscription Cancel
When customers decide to
unsubscribe, ask the to fill out a
survey of why they churn.
Actions before Churning
Take actions not only after they churn, but also before potential churns. By analyzing history data we build we can
predict and prevent churning. For example, make phone calls remind the customers why they signed up in the first
place and what is at stake if they leave.
Customer Segregation
Separate customers to young and old by subscription time length(so called customer age) can help develop more
target solutions, because the two or more groups have huge different reasons in churning
*hybrid approach is suggested for calculating LTV too, because there is huge difference.
Appendix 18: Churn Ratio
Free Performance Report
By Synthesizing industry database and experience we have, we grow with our clients
Operations reviews
Available after trial Add to Rhino
Care Standard
Email Campaign:
Send weekly news of
industry trend and our
insights .
Release monthly analysis
and charts for clients’ to
evaluate themselves’ overall
performance with industry
average.
Personalized Report:
To assure clients are trending
positively and adhering to a
commonly recognized set of key
performance indicators, with
suggestions to improve their
position.
The service could be delivered
over the telephone or report
monthly.
Increase brand
awareness
Increase user
stickiness
Adding values
to our service
Create extra
revenue
Appendix 19: Consulting Service as New Product
Appendix 20: Facts About Contractors - 1
Plumbing, HVAC
Electrical
Appendix 20: Facts About Contractors - 2
Appendix 20: Facts About Contractors - 3
Plumbing,
HVAC Electrical
Top executives 24,440 19,110
Total firms 362,442 273,018
Small&Middle size firms
max 591,910
mix 338,002
Appendix 21: Expenditure of Home Improvements (in millions)
Expenditure (in
millions)
Rate
Plumbing, HVAC,
Electrical
2005
280,000
2006
303,000
8%
2007
328,000
8%
2008
306,000
-7%
2009
288,000
-6%
3,786.00
2010
279,000
-3%
3,667.69
2011
276,000
-1%
3,628.25
2012
284,000
3%
3,733.42
Kitchen Bathroom Other Flooring Bedroom Windows Roof HVAC Plumbing Appliance Siding
Other
interior Insulation
Electrical
system
Subtotal of Plumbing,
HVAC, Electrical
7,605 5,016 5,840 4,742 3,341 2,5901,894 1,298 1,799 1,168 1,308 1,236 800 689 3,786
Increase Rate Potential Residential Market
2% 4.42
3% 4.55
4% 4.69
Appendix 22: Estimated Residential
Market Size in 2016
Name:
Address:
Problem:
Contractor 1
Price……
Time….
Contractor 2
Price……
Time….
Offer 1
Offer 2
Contractor 3
Price……
Time…. Offer 3
DealFeedback
Appendix 22: C2B Business Model
Conclusion Q&ARisk AnalysisMarket Size
EstimationGoal Strategies Tactics

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PROFIT RIHNO-Dandelion Consluting - Print

  • 1. marketing pitch Zach Lu Derek Zhang Sherry Xu Molly Wu Anji Liu
  • 3. Conclusion Q&ARisk AnalysisTacticsStrategiesMarket Size EstimationGoal 2016 20182015 2017 Goal
  • 4. Conclusion Q&ARisk AnalysisTacticsStrategiesGoal Market Size Estimation Total Revenue $92 Billion $82 Billion $155 Billion $329 Billion Level 1 & 2 contractor in the market 300,000+ 90.37% 9.63% Household Expenditure Household Expenditure Others 47.337 Plumbing, HVAC & Electrical 5.042 Total Household Expenditure 52.379 Market Size Estimation
  • 5. Conclusion Q&ARisk AnalysisTacticsMarket Size EstimationGoal • Industry Networking • Cooperate • Community Work • Brand Awareness • Churn Rate • New Product • Demo Close Rate Strategies Strategies
  • 6. Conclusion Q&ARisk AnalysisTacticsMarket Size EstimationGoal Future Vision C2B Strategies Strategies
  • 7. Conclusion Q&ARisk AnalysisStrategiesMarket Size EstimationGoal Opportunities PHCC 1 EC&M 2 HVCR 3  3,500+ Contractors; 70,000+ Technicians  PHCC Board of Directors Meeting; Quality Service Contractors; Union-Affiliated Contractors  80,000+ contractors; 130,000+ Technicians / Professionals  Ads on EC&M magazine; Providing answers that professional submit  61 Exhibiting Companies will Attend the Conference  Conference Sponsor; Schedule Sign; Coffee Break; Welcome Sign $ 6,690 Expense 100 New Customers $ 3,250 Expense 30 New Customers $ 5,000 Expense 50 New Customers Result Tactics Industry NetworkingNew Customer
  • 8. Conclusion Q&AStrategiesMarket Size EstimationGoal Cooperate Risk AnalysisTactics Influence Exposure Distribute advertisement in contractors’ Suppliersto gain a better Exposureto the right audience Reputation Provide analysis report for Suppliers to establish a Win-win condition and to earn Goodwill Future Start training processes in School to get exposure to the Next generation of contractors Cooperate with contractor to do periodically Free examination in Community New Customer
  • 9. Conclusion Q&AStrategiesMarket Size EstimationGoal Community Work Risk AnalysisTactics Donation Sponsorship Volunteering Involvement New Customer
  • 10. Conclusion Q&ARisk AnalysisStrategiesMarket Size EstimationGoal Social Media Marketing Search Cost Social media presence is a significant factor in ranking calculation. Higher Inbound Traffic & Conversion Increase exposure and leads Feedback Tunnel Stay alert to bad press also good feedbacks Brand Awareness Tactics New Customer
  • 11. Conclusion Q&ARisk AnalysisStrategiesMarket Size EstimationGoal Content Marketing Thought Leader Be a valued contributor of information Right Audience Professional connection to groups and individuals 90.00% 10.00%Do not Use Content Marketing Use Content Marketing Percentage of B2B Marketers Using Content Marketing Brand Awareness Tactics New Customer
  • 12. Conclusion Q&ARisk AnalysisStrategiesMarket Size EstimationGoal Customer Segregation Customer age Customer Analysis Regression model Feedback Survey Cancelling subscription Actions After they churn & Before potential churns QuantitativeQualitative Churn Rate Tactics Retention Rate
  • 13. Conclusion Q&ARisk AnalysisStrategiesMarket Size EstimationGoal Available After Trial Add to Rhino Care Standard Consulting Service as New Product BySynthesizing industry databaseand experience wehave, we grow with our clients New Product Tactics Retention Rate
  • 14. Conclusion Q&ARisk AnalysisStrategiesMarket Size EstimationGoal • Personalized Report Personalized key performance indicators, with suggestions toimprove their position. Monthly phone delivery • Email Campaign Weekly news of industry trend and our insights Monthly performance evaluation with industry average. Available After Trial Add to Rhino Care Standard New Product Tactics Retention Rate
  • 15. Conclusion Q&AStrategiesMarket Size EstimationGoal Demo Close Rate Risk AnalysisTactics Leads Reaches Qualifies Closes Cold calling conversion funnel metrics Strategies Sales Rep Training LinkedIn Group Follow up Retention Rate
  • 16. Conclusion Q&ARisk AnalysisMarket Size EstimationGoal Roadmap for the first month Strategies Tactics Customer Analysis Professional Connection Conference Preparation • More understanding of clients • Precise targeting • Learn from others
  • 17. Conclusion Q&ARisk AnalysisMarket Size EstimationGoal Gantt Chart Strategies Tactics
  • 18. Conclusion Q&ARisk AnalysisMarket Size EstimationGoal Gantt Chart Strategies Tactics
  • 19. Conclusion Q&ARisk AnalysisMarket Size EstimationGoal Gantt Chart Strategies Tactics
  • 20. Conclusion Q&ARisk AnalysisMarket Size EstimationGoal Financial Report 2014-2018 Strategies Tactics 112 232 636 480 480 2014 2015 2016 2017 2018 New Customers 42% 34% 19% 18% 18% 2014 2015 2016 2017 2018 % Churn Rate ( Yearly) 334,018 542,631 1,535,624 2,820,818 3,817,232 2014 2015 2016 2017 2018 Total Revenue -16% -1% 19% 29% 22% 2014 2015 2016 2017 2018 Profit Margin New Customers Grow 174% in 2016, 636 New Customer for 2016 Churn Rate Decrease to 19% for 2016 2017 2018 Total revenue Grow 183% in 2016, 84% in 2017, 35% in 2018 Profit Margin 19% for 2016, 29% for 2017, 22% for 2018
  • 21. Conclusion Q&ATacticsStrategiesMarket Size EstimationGoal Risk Identifies Occurrence Severity Detection Total Leaky Cyber Security 2 3 2 12 Increased Competitor Power 2 2 2 8 Delayed After-Sale Support 1 2 2 4 Poor Contractor Service 1 1 3 3 Comprehensive Risk Assessment Method Risk Analysis
  • 22. Risk Mitigation Risk Leaky Cyber Security Raised Competition Delayed Support Hacker Attack System Leakage Service Awareness Replicating Strategy Inability Reps. Company Size Antivirus & Firewall Sufficient Testing Influencer Initiative & Creative Standardized Processes Improve Organization Structure Value Marketing Recruiting Uncontrollable Segmentation Classify Poor Contractor Service Quality Provider Buffer Installing time Community Friendly Long term Positioning Plan Earlier Training Regular Update Tracking Poor Performance Alert Conclusion Q&ATacticsStrategiesMarket Size EstimationGoal Risk Analysis
  • 24. TacticsStrategiesMarket Size EstimationGoal Risk Analysis Conclusion Q&A Survive Grow Influence
  • 25. Appendix 16: Industry Networking Details Plumbing – Heating – Cooling Contractors Association Electrical Construction & Maintenance National HVACR Educators and Trainers Conference Website http://www.phccweb.org/ http://ecmweb.com/ http://www.hvacexcellence. Members / Audience 3,500+ Contractors; 70,000+ Technicians 80,000+ contractors; 130,000+ Technicians / Professionals 61 Exhibiting Companies Sponsorship Opportunities PHCC Board of Directors Meeting Quality Service Contractors Union-Affiliated Contractors Political Action Committee Ads on EC&M magazine Providing answers that professional submit Conference Sponsor Schedule Sign Coffee Break Welcome Sign Estimate Audiences 4,050+ 80,000+ 500+ Estimate Exp. $5,500 for 2016 $10,500 for 2017 $10,500 for 2018 $6,690 for 2016 $9,060 for 2017 $12,925 for 2018 $3,250 for 2016 Estimate Rev. 50 New Customers for 2016 100 New Customers for 2017 150 New Customers for 2018 100 New Customers for 2016 150 New Customers for 2017 200 New Customers for 2018 30 New Customers for 2016 Descriptions The oldest national association in the construction industry and the premiere organization for the PHC professional The number one online resource for the electrical operations and maintenance industry March 21-23, 2016 in Las Vegas, Nevada for the 2016 National HVACR Educators and Trainers Conference
  • 26. Why: Building Trust and Pre-awareness: Social media users are far more likely to purchase a product or service if they have some pre-awareness. Few things are more crucial in B2B social media marketing than building up trust in your burgeoning brand. Content Marketing: Right Audience Connect with professional groups and other business owners to precisely target the potential customers. Besides Linkedin, small B2B companies (10-99 employees) say SlideShare as second most effective. Thought Leader Be a valued contributor of information. Write or share in-depth contents on topics such as industry trends, profile of individual decision maker and company characteristics. Social Media Marketing: Better Search Engine Rankings Social media presence is a significant factor Google and other search engines uses in ranking calculation. Higher Inbound Traffic & Conversion Without social media, your inbound traffic is limited to people already familiar with your brand and individuals searching for keywords you currently rank for. Feedback Tunnel Using Twitter search Not only is this important for staying aware of bad press (and giving you a way to respond to it), but also for finding good feedback Appendix 17: Brand Awareness
  • 27. Dig deep into real reasons and take actions. Don’t let constant flow of customers out the back door hurt the business. Churn Reason Regression Analysis Approach quantitative method in customer analysis beyond routine qualitative methods. Collect sufficient metrics and develop regression model to find significant relevant variables. Survey on Subscription Cancel When customers decide to unsubscribe, ask the to fill out a survey of why they churn. Actions before Churning Take actions not only after they churn, but also before potential churns. By analyzing history data we build we can predict and prevent churning. For example, make phone calls remind the customers why they signed up in the first place and what is at stake if they leave. Customer Segregation Separate customers to young and old by subscription time length(so called customer age) can help develop more target solutions, because the two or more groups have huge different reasons in churning *hybrid approach is suggested for calculating LTV too, because there is huge difference. Appendix 18: Churn Ratio
  • 28. Free Performance Report By Synthesizing industry database and experience we have, we grow with our clients Operations reviews Available after trial Add to Rhino Care Standard Email Campaign: Send weekly news of industry trend and our insights . Release monthly analysis and charts for clients’ to evaluate themselves’ overall performance with industry average. Personalized Report: To assure clients are trending positively and adhering to a commonly recognized set of key performance indicators, with suggestions to improve their position. The service could be delivered over the telephone or report monthly. Increase brand awareness Increase user stickiness Adding values to our service Create extra revenue Appendix 19: Consulting Service as New Product
  • 29. Appendix 20: Facts About Contractors - 1 Plumbing, HVAC Electrical
  • 30. Appendix 20: Facts About Contractors - 2
  • 31. Appendix 20: Facts About Contractors - 3 Plumbing, HVAC Electrical Top executives 24,440 19,110 Total firms 362,442 273,018 Small&Middle size firms max 591,910 mix 338,002
  • 32. Appendix 21: Expenditure of Home Improvements (in millions) Expenditure (in millions) Rate Plumbing, HVAC, Electrical 2005 280,000 2006 303,000 8% 2007 328,000 8% 2008 306,000 -7% 2009 288,000 -6% 3,786.00 2010 279,000 -3% 3,667.69 2011 276,000 -1% 3,628.25 2012 284,000 3% 3,733.42 Kitchen Bathroom Other Flooring Bedroom Windows Roof HVAC Plumbing Appliance Siding Other interior Insulation Electrical system Subtotal of Plumbing, HVAC, Electrical 7,605 5,016 5,840 4,742 3,341 2,5901,894 1,298 1,799 1,168 1,308 1,236 800 689 3,786 Increase Rate Potential Residential Market 2% 4.42 3% 4.55 4% 4.69 Appendix 22: Estimated Residential Market Size in 2016
  • 33. Name: Address: Problem: Contractor 1 Price…… Time…. Contractor 2 Price…… Time…. Offer 1 Offer 2 Contractor 3 Price…… Time…. Offer 3 DealFeedback Appendix 22: C2B Business Model Conclusion Q&ARisk AnalysisMarket Size EstimationGoal Strategies Tactics