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Shaping     Strategies for keeping advertising and marketing
             disciplines from hogging the new business table
Integrated
  Pitches




                 All rights reserved                       1
The real distinction is between those who adapt
 Shaping      their purposes to reality and those who seek to mold
Perceptions   reality in the light of their purposes.

              ~ Henry Kissinger ~




                   All rights reserved                       2
Getting To The
                 Gary Towning:
     Table       • Senior Partner - Ogilvy
                 • GAD - Mckinney-Silver
                 • Co-Founder - Addressable Media
                 • “White label” support to PR partners




                     All rights reserved                  3
Getting To The
                 Monty Hagler:
     Table       • Corporate and political communications experience
                 • Former managing partner for integrated agency
                 • Track record for growing small agencies




                     All rights reserved                      4
Campaigns focused on
                   reputation, thought
                   leadership, issues, public affairs



Public Relations   Campaigns focused on publicity /
  Campaign         buzz, product public relations
  Categories

                   Our strategies focus on publicity and
                   product public relations.



                       All rights reserved                 5
Primary Options:
               • Expand work with existing clients

               • Win new clients and engagements
Growing Your       -With your core scope of productsservices
  Agency           -With new productsservices

               Our strategies focus primarily on winning business
               from new clients.




                    All rights reserved                         6
Five factors drive new business for agencies:
                  • Relationships
                  • Referrals
Driving New       • Reputation
                  • RFPs
 Business         • Radar Screen




                  All rights reserved                    7
Driving New   All of these factors are influenced by perception of
 Business     who you are individually and what your agency
              does.




                   All rights reserved                         8
“I didn’t know you did that!”
Getting Lumped
    In A Box




                      All rights reserved        9
Two Worlds
Two Examples




               All rights reserved   10
• It is very difficult to persuade existing clients to let
                 us compete for different disciplines outside of how
The Reality of   they have come to define us
 Perception      • Getting lumped into a box is the biggest barrier to
                 being a successful player for an integrated pitch –
                 both for existing clients and new business




                       All rights reserved                            11
• Creative, innovative ideas are the most powerful
                  thing we can offer new business prospects.
Ideas are more
important than    • If you can win at the idea stage, you have a better
                  chance of winning at the tactical stage because you
 the discipline   define the tactical implementation.




                       All rights reserved                       12
• One of the great campaigns, Dove Campaign for Real
              Beauty was driven from the PR seat at the brand table
Own The Big
   Idea       • Edelman’s StrategyOne conducted a global research
              program conducted in ten countries around the world to
              define women’s perception of beauty

              • Results droves Dove’s beauty philosophy and provided
              the foundation all of its brand communications



                   All rights reserved                         13
- NOV




        All rights reserved   14
• Door openers to new business: “Tell them
               something they did not know”

               • No matter how big or small you are or the client is,
Own The Idea   we all want to hear something new about the brand
               and/or their customers

               • A research partner can be a key player in new
               business and open doors with an insight that leads
               to ideas




                      All rights reserved                        15
Own the idea

               • Use social media tracking for in-the-moment ideas
               and issues for brands you plan to pitch

               • Example of recent Kroger Social Media tracking



                     All rights reserved                     16
• Ideas are the currency that allow you to both grow
               your agency and have more control over the work
Own The Idea   you do

               • Strategies for gaining more control




                   All rights reserved                       17
Define Yourself The Way You Want To Be
             Defined.
             • Decide how you want your agency to grow and
Strategy 1   prosper.

             • If you want more revenue from collateral, web,
             social media, direct mail, print advertising, etc –
             create that perception.

             • Ensure potential clients learn about those services
             BEFORE they learn about the services you already
             handle.

                  All rights reserved                         18
Tip 1




        All rights reserved   19
Generate Your Own Leads:
             • Attorneys use the model of “eating what you kill.”
Strategy 2   PR agencies need to adopt the same mentality. The
             person who develops the new business lead owns
             it, shapes it, controls it.

             • If you have a relationship or a referral that can get
             you into a meeting or pitch, use that power to shape
             how the pitch is going to go.



                  All rights reserved                         20
Generate Your Own Leads:
        • Make a target list of people who can help your
Tip 2   agency grow – both people who know you and who
        need to know you.

        • Send them ideas that are not public relations or
        media relations oriented.

        • Send them examples – whether they are your own
        or someone else’s (that you credit) to show them you
        are thinking outside of the box they have put you in.

               All rights reserved                       21
•Buy your staff subscriptions to any magazine
         they want – provided that they find at least one
Tip 2b   example in each issue of something that can be
         sent to a client or prospect.




              All rights reserved                     22
Find Great Partners.
             • The strategy in business as in war is to have the
Strategy 3   won the battle before the battle ever starts.

             • Shaping an integrated pitch is exactly like that –
             find partners and define roles before you ever get
             into a pitch.

             • Find partners that want to work for you and with
             you, not against you.


                   All rights reserved                        23
Find Great Partners.
      • Freelancers
      • White Label Agencies
      • AdvertisingMarketing Agencies of smaller or equal
Tip   size

      Where to Find Them:
      • Online Freelance Marketplaces
        - mediabistro.com, elance.com, guru.com
      • Local AMA, IMA, IAB
      • Linked-in, Blogsphere, Tweetups
       ..if each of us hires people who are bigger than
        we are, we shall become a company of giants.
       David Ogilvy


             All rights reserved                          24
Make the Most of Opportunities (but don’t
             expect anyone else to create them for you).
             • When you have the chance to pitch or define
Strategy 4   yourself – take your best two ideas and Blow Them
             Out.

             • Show the prospect how the idea can work
             online, in advertising, as an event. Play the best
             idea out in tactical channels.

             • Get your partner (freelancer, white label
             agency, agency) to blow it out with you and for you

                   All rights reserved                        25
•Weigh your risk. There is a risk in trying
      to expand your relationships with existing
      clients. If you push too hard, you can
Tip   damage a relationship and, if you screw
      up, you can put all of your work in
      jeopardy.




          All rights reserved                       26
Win Or Lose, Showcase Your Work.
             • It does not matter if you win or lose the pitch. Take
             the idea that has been fleshed out and repurpose it.
Strategy 5
             • Showcase your work – on your website, in a note
             to a potential client, as an idea that can be recycled
             for the competitor of the client who did not hire you.




                  All rights reserved                         27
What we think,
                or what we know,
                or what we believe,
                is, in the end, of little consequence.
In Conclusion   The only consequence is what we do.

                ~ John Ruskin ~




                    All rights reserved                  28

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Shaping Integrated Pitches

  • 1. Shaping Strategies for keeping advertising and marketing disciplines from hogging the new business table Integrated Pitches All rights reserved 1
  • 2. The real distinction is between those who adapt Shaping their purposes to reality and those who seek to mold Perceptions reality in the light of their purposes. ~ Henry Kissinger ~ All rights reserved 2
  • 3. Getting To The Gary Towning: Table • Senior Partner - Ogilvy • GAD - Mckinney-Silver • Co-Founder - Addressable Media • “White label” support to PR partners All rights reserved 3
  • 4. Getting To The Monty Hagler: Table • Corporate and political communications experience • Former managing partner for integrated agency • Track record for growing small agencies All rights reserved 4
  • 5. Campaigns focused on reputation, thought leadership, issues, public affairs Public Relations Campaigns focused on publicity / Campaign buzz, product public relations Categories Our strategies focus on publicity and product public relations. All rights reserved 5
  • 6. Primary Options: • Expand work with existing clients • Win new clients and engagements Growing Your -With your core scope of productsservices Agency -With new productsservices Our strategies focus primarily on winning business from new clients. All rights reserved 6
  • 7. Five factors drive new business for agencies: • Relationships • Referrals Driving New • Reputation • RFPs Business • Radar Screen All rights reserved 7
  • 8. Driving New All of these factors are influenced by perception of Business who you are individually and what your agency does. All rights reserved 8
  • 9. “I didn’t know you did that!” Getting Lumped In A Box All rights reserved 9
  • 10. Two Worlds Two Examples All rights reserved 10
  • 11. • It is very difficult to persuade existing clients to let us compete for different disciplines outside of how The Reality of they have come to define us Perception • Getting lumped into a box is the biggest barrier to being a successful player for an integrated pitch – both for existing clients and new business All rights reserved 11
  • 12. • Creative, innovative ideas are the most powerful thing we can offer new business prospects. Ideas are more important than • If you can win at the idea stage, you have a better chance of winning at the tactical stage because you the discipline define the tactical implementation. All rights reserved 12
  • 13. • One of the great campaigns, Dove Campaign for Real Beauty was driven from the PR seat at the brand table Own The Big Idea • Edelman’s StrategyOne conducted a global research program conducted in ten countries around the world to define women’s perception of beauty • Results droves Dove’s beauty philosophy and provided the foundation all of its brand communications All rights reserved 13
  • 14. - NOV All rights reserved 14
  • 15. • Door openers to new business: “Tell them something they did not know” • No matter how big or small you are or the client is, Own The Idea we all want to hear something new about the brand and/or their customers • A research partner can be a key player in new business and open doors with an insight that leads to ideas All rights reserved 15
  • 16. Own the idea • Use social media tracking for in-the-moment ideas and issues for brands you plan to pitch • Example of recent Kroger Social Media tracking All rights reserved 16
  • 17. • Ideas are the currency that allow you to both grow your agency and have more control over the work Own The Idea you do • Strategies for gaining more control All rights reserved 17
  • 18. Define Yourself The Way You Want To Be Defined. • Decide how you want your agency to grow and Strategy 1 prosper. • If you want more revenue from collateral, web, social media, direct mail, print advertising, etc – create that perception. • Ensure potential clients learn about those services BEFORE they learn about the services you already handle. All rights reserved 18
  • 19. Tip 1 All rights reserved 19
  • 20. Generate Your Own Leads: • Attorneys use the model of “eating what you kill.” Strategy 2 PR agencies need to adopt the same mentality. The person who develops the new business lead owns it, shapes it, controls it. • If you have a relationship or a referral that can get you into a meeting or pitch, use that power to shape how the pitch is going to go. All rights reserved 20
  • 21. Generate Your Own Leads: • Make a target list of people who can help your Tip 2 agency grow – both people who know you and who need to know you. • Send them ideas that are not public relations or media relations oriented. • Send them examples – whether they are your own or someone else’s (that you credit) to show them you are thinking outside of the box they have put you in. All rights reserved 21
  • 22. •Buy your staff subscriptions to any magazine they want – provided that they find at least one Tip 2b example in each issue of something that can be sent to a client or prospect. All rights reserved 22
  • 23. Find Great Partners. • The strategy in business as in war is to have the Strategy 3 won the battle before the battle ever starts. • Shaping an integrated pitch is exactly like that – find partners and define roles before you ever get into a pitch. • Find partners that want to work for you and with you, not against you. All rights reserved 23
  • 24. Find Great Partners. • Freelancers • White Label Agencies • AdvertisingMarketing Agencies of smaller or equal Tip size Where to Find Them: • Online Freelance Marketplaces - mediabistro.com, elance.com, guru.com • Local AMA, IMA, IAB • Linked-in, Blogsphere, Tweetups ..if each of us hires people who are bigger than we are, we shall become a company of giants. David Ogilvy All rights reserved 24
  • 25. Make the Most of Opportunities (but don’t expect anyone else to create them for you). • When you have the chance to pitch or define Strategy 4 yourself – take your best two ideas and Blow Them Out. • Show the prospect how the idea can work online, in advertising, as an event. Play the best idea out in tactical channels. • Get your partner (freelancer, white label agency, agency) to blow it out with you and for you All rights reserved 25
  • 26. •Weigh your risk. There is a risk in trying to expand your relationships with existing clients. If you push too hard, you can Tip damage a relationship and, if you screw up, you can put all of your work in jeopardy. All rights reserved 26
  • 27. Win Or Lose, Showcase Your Work. • It does not matter if you win or lose the pitch. Take the idea that has been fleshed out and repurpose it. Strategy 5 • Showcase your work – on your website, in a note to a potential client, as an idea that can be recycled for the competitor of the client who did not hire you. All rights reserved 27
  • 28. What we think, or what we know, or what we believe, is, in the end, of little consequence. In Conclusion The only consequence is what we do. ~ John Ruskin ~ All rights reserved 28

Editor's Notes

  1. - MH Raise your hand if, in the past six months, you have had a client say they did not know you handled a certain service