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WHO WE ARE

A sales and marketing services firm with a focus on:

    • Companies in North America
    • Customer Relationship Management
    • Demand Generation Performance Improvements




           Ultimately enabling companies to bridge
         the gap that allows targets and prospects
                    to become customers
PROFIT HOT 50




       In September, 2005,
        Virtual Causeway
      was Named as One of
   Canada’s 50 Fastest Emerging
      Growth Companies by
        PROFIT Magazine
PROFIT 100



        In June, 2007,
   and again in June 2008,
      Virtual Causeway
 was named to the PROFIT 100

   Ranking Canada’s Fastest-
Growing Companies by five-year
revenue growth, the PROFIT 100
   profiles the country’s most
 successful growth companies.
OUTSOURCING


Definition: When a company transfers responsibility
for a business process to a supplier, usually on a
long term basis

“By outsourcing, you limit distractions – gaining efficiency in the
  parts of your business that really matter” Fortune Magazine
WHY OUTSOURCE?

• Consistency

• Domain Expertise

• Scalability
   • Expansion – instant ‘on’
   • New Market Penetration

• Resources
    • $$$
    • Time
    • People
    • Infrastructure
VIRTUAL CAUSEWAY
           VALUE PROPOSITION



• Focus

• Cost

• Flexibility

• Customer Service

• Knowledge Base in Multiple Industries
   • Employees and Management
VIRTUAL CAUSEWAY
              VALUE PROPOSITION

Virtual Causeway Focus Areas
  • Corporate Clients/Vendors, Publications, Marketing
  Agencies and Event Management Companies
  • Targeting Verticals such as; Financial Services, Healthcare,
  Manufacturing, Pharma, Bio-Tech, Retail, etc.
Employees
  • Post Secondary Education
  • Reps with up to 15 Years Tele-Experience
  • University Relationships
CRM Experience
  • Salesforce.com, Siebel, Goldmine, ACT, etc.
FACILITY LOCATION

• The Virtual Causeway headquarters location and contact center is
located in the City of Waterloo, Ontario, Canada
• Waterloo is the driving force behind Canada's Technology Triangle
(CTT)




     Operation Facility




            • Virtual Causeway also maintains sales offices in:
                  • The Boston Area
                  • The New York City Area
                  • The Washington DC Area
ABOUT VIRTUAL CAUSEWAY

Three Core Businesses Centered Around
  Demand Generation Excellence
  – Marketing Services
    • Creation, Qualification & Ranking of Suspects and Prospects
    • Event Recruitment

  – Business Development Services
    • Development of Prospects through Appointment Setting

  – Market Research Services
    • Data Collection via Telephone or Web-Based Surveys
MARKETING SERVICES
         Solutions & Services


• List Building/Database Cleansing

• Event Recruitment

• Lead Qualification & Ranking

• Inbound Service Hotlines

• “Rapid Response” Prospect Care
BUSINESS DEVELOPMENT
               Solutions & Services


• Lead Generation

• Appointment Setting

• Channel Recruitment

• Customer Profiling

• “Integrated Prospect Care”
MARKET RESEARCH
                 Solutions & Services
• Phone and Web Survey Execution

• Pre-Screen Appointment Setting

• Survey Design and Testing

• Data Reporting (SPSS/Excel)

• Basic Data Analysis

• Panel Recruitment and Maintenance
EVENT RECRUITMENT
               Overview

Virtual Causeway Event Team
  – Manages day-to-day milestones and deliverables
     • Ensures deadlines are met
     • On-going evaluation of program to ensure success
  – Mobilizes appropriate resources within Virtual Causeway
     • Meets telemarketing goals by event date
  – On-going communication with client
     • Timely responses to all questions and requests
     • Regular reports – status, confirmation, reminder
EVENT RECRUITMENT
               Overview

Sample Reporting (and examples)
  – Project and task plan
     • Ensures a complete understanding of the project goals
     • Defines responsibilities
  – Kick off form
     • Simple process to outline each event
     • Outlines logistics and materials needed
  – Status report
     • Shows inbound or outbound call metrics
     • Provides a snapshot regarding each project
SAMPLE PROJECT & TASK PLAN
SAMPLE KICK OFF FORM

Recruitment Kickoff Form For Virtual Causeway and Client

Background
Client and Project Manager Contacts
City and Date
Telemarketing to begin:
Telemarketing to end:
Reminder email to begin: 3 days out
Reminder phone call: 2 days before

Registration Goals: Number of attendees onsite
Additional notes : Lunch, hotel information etc.
Target Audience : # of employees, job function, job title
List Details

Timelines
Invitation sent to prospects
Please provide report by EOD xx
Confirmation letters out every xx EOD
Send out reminder email
Phone call reminder
Reporting Requirements
              1. Type:       Frequency:                Format:
                  Contains:

Standard Demographic Questions
•Job function
•Title
•Size of company
SAMPLE STATUS REPORT
CLIENT LIST (Partial)
 Event Recruitment
CLIENT LIST (Partial)
All Lines of Business
CASE STUDIES


Client                           Project Description
                                 List Build/Lead Generation
                                 Customer profiling
                                 Event Coordination/Recruitment
‘C-Level Roundtables’

                                 List Build/Lead Generation
                                 Event Coordination/Recruitment
                                 Market/Industry Research
‘Global Seminars and Webinars’

                                 List Build/Lead Generation
                                 Customer profiling
                                 Event Coordination/Recruitment
‘C-Level Paid Conferences’
CONTACT INFO



William Clark
VP, Sales/Business Development
bill@v-causeway.com
978-372-5062

Rick Endrulat
COO/President
rick@v-causeway.com
519-886-1600 x222

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Virtual Causeway Event Recruitment Overview - Jan 2009

  • 1.
  • 2. WHO WE ARE A sales and marketing services firm with a focus on: • Companies in North America • Customer Relationship Management • Demand Generation Performance Improvements Ultimately enabling companies to bridge the gap that allows targets and prospects to become customers
  • 3. PROFIT HOT 50 In September, 2005, Virtual Causeway was Named as One of Canada’s 50 Fastest Emerging Growth Companies by PROFIT Magazine
  • 4. PROFIT 100 In June, 2007, and again in June 2008, Virtual Causeway was named to the PROFIT 100 Ranking Canada’s Fastest- Growing Companies by five-year revenue growth, the PROFIT 100 profiles the country’s most successful growth companies.
  • 5. OUTSOURCING Definition: When a company transfers responsibility for a business process to a supplier, usually on a long term basis “By outsourcing, you limit distractions – gaining efficiency in the parts of your business that really matter” Fortune Magazine
  • 6. WHY OUTSOURCE? • Consistency • Domain Expertise • Scalability • Expansion – instant ‘on’ • New Market Penetration • Resources • $$$ • Time • People • Infrastructure
  • 7. VIRTUAL CAUSEWAY VALUE PROPOSITION • Focus • Cost • Flexibility • Customer Service • Knowledge Base in Multiple Industries • Employees and Management
  • 8. VIRTUAL CAUSEWAY VALUE PROPOSITION Virtual Causeway Focus Areas • Corporate Clients/Vendors, Publications, Marketing Agencies and Event Management Companies • Targeting Verticals such as; Financial Services, Healthcare, Manufacturing, Pharma, Bio-Tech, Retail, etc. Employees • Post Secondary Education • Reps with up to 15 Years Tele-Experience • University Relationships CRM Experience • Salesforce.com, Siebel, Goldmine, ACT, etc.
  • 9. FACILITY LOCATION • The Virtual Causeway headquarters location and contact center is located in the City of Waterloo, Ontario, Canada • Waterloo is the driving force behind Canada's Technology Triangle (CTT) Operation Facility • Virtual Causeway also maintains sales offices in: • The Boston Area • The New York City Area • The Washington DC Area
  • 10. ABOUT VIRTUAL CAUSEWAY Three Core Businesses Centered Around Demand Generation Excellence – Marketing Services • Creation, Qualification & Ranking of Suspects and Prospects • Event Recruitment – Business Development Services • Development of Prospects through Appointment Setting – Market Research Services • Data Collection via Telephone or Web-Based Surveys
  • 11. MARKETING SERVICES Solutions & Services • List Building/Database Cleansing • Event Recruitment • Lead Qualification & Ranking • Inbound Service Hotlines • “Rapid Response” Prospect Care
  • 12. BUSINESS DEVELOPMENT Solutions & Services • Lead Generation • Appointment Setting • Channel Recruitment • Customer Profiling • “Integrated Prospect Care”
  • 13. MARKET RESEARCH Solutions & Services • Phone and Web Survey Execution • Pre-Screen Appointment Setting • Survey Design and Testing • Data Reporting (SPSS/Excel) • Basic Data Analysis • Panel Recruitment and Maintenance
  • 14. EVENT RECRUITMENT Overview Virtual Causeway Event Team – Manages day-to-day milestones and deliverables • Ensures deadlines are met • On-going evaluation of program to ensure success – Mobilizes appropriate resources within Virtual Causeway • Meets telemarketing goals by event date – On-going communication with client • Timely responses to all questions and requests • Regular reports – status, confirmation, reminder
  • 15. EVENT RECRUITMENT Overview Sample Reporting (and examples) – Project and task plan • Ensures a complete understanding of the project goals • Defines responsibilities – Kick off form • Simple process to outline each event • Outlines logistics and materials needed – Status report • Shows inbound or outbound call metrics • Provides a snapshot regarding each project
  • 16. SAMPLE PROJECT & TASK PLAN
  • 17. SAMPLE KICK OFF FORM Recruitment Kickoff Form For Virtual Causeway and Client Background Client and Project Manager Contacts City and Date Telemarketing to begin: Telemarketing to end: Reminder email to begin: 3 days out Reminder phone call: 2 days before Registration Goals: Number of attendees onsite Additional notes : Lunch, hotel information etc. Target Audience : # of employees, job function, job title List Details Timelines Invitation sent to prospects Please provide report by EOD xx Confirmation letters out every xx EOD Send out reminder email Phone call reminder Reporting Requirements 1. Type: Frequency: Format: Contains: Standard Demographic Questions •Job function •Title •Size of company
  • 19. CLIENT LIST (Partial) Event Recruitment
  • 20. CLIENT LIST (Partial) All Lines of Business
  • 21. CASE STUDIES Client Project Description List Build/Lead Generation Customer profiling Event Coordination/Recruitment ‘C-Level Roundtables’ List Build/Lead Generation Event Coordination/Recruitment Market/Industry Research ‘Global Seminars and Webinars’ List Build/Lead Generation Customer profiling Event Coordination/Recruitment ‘C-Level Paid Conferences’
  • 22. CONTACT INFO William Clark VP, Sales/Business Development bill@v-causeway.com 978-372-5062 Rick Endrulat COO/President rick@v-causeway.com 519-886-1600 x222