Our Exec Team + I painted a vivid picture of what eROI will look like and the goals we are going to accomplish by the year 2020. Providing a clear path forward for our employees, partners, and clients, this presentation charts eROI’s evolution from June 2014 to Dec 2020. We, as an Exec Team, spent two full-day quarterly strategic planning off-sites and a half-dozen weekly follow-up meetings to get alignment and clarity on which goals were important to us, which services to focus on, how to grow smart without sacrificing culture, and how we could get there. Three weeks ago, we presented this to our whole agency staff. We wanted the company to get in the mindset of the future, so along with your customized burrito, our employees got to go back to the future w/ futurized (yes, that’s a word) ice cream called Dippin’ Dots in a mystical fog of dry ice. After the presentation and surprise Dippin’ Dots, we got a round of applause from the staff which is a first time I’ve ever witnessed for a business presentation. Good sign. We started the presentation with the importance of our values which guide us in all of the decisions we make, now, and in the future: We are one, making our partner’s passions our own, with boundless curiosity, seeking to inspire and be inspired. In order to serve our partners better, we will continue to grow without sacrificing our commitment to culture all the while deepening our service offerings, driving innovation across email, web, and social. This Vision presentation puts a stake in the ground with our Big Hairy Audacious Goal (BHAG) of being chosen by Ad Age as top Small Agency of the Year by 2020. To accomplish this, we are going to execute on some big initiatives: 10,000 Why Moments We starting collecting marketers and entrepreneurs transformative why moments in 2013, creating a special edition book. We are going to add focus to this effort, by creating a long-term study and explore the American Dream in 2015. eROI will evaluate + choose 1 “venture partner” Collaborating with a small consumer brand with big potential but small marketing resources we will put our money where our mouth is, only getting paid if we drive revenue + increase brand equity. Drive innovation, starting with email marketing Beginning with our 8 email marketing touches over 3 months for the 6 eROI events that we are hosting for Design Week Portland, we are going to re-define how brands and consumers interact with email. There hasn’t been true creative innovation in the email medium for a long time. There is opportunity to drive truly immersive experiences in email and eROI will lead this effort. Taking a thought leadership role in evangelizing the value of the Fluid Web. The Fluid Web is a tech-agnostic approach to the web that removes barriers and enables human communication. Please take a look at our Vision for 2020 and share your thoughts on where digital marketing campaigns are headed over

1. eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART
2020 eROI VISION
(Concise Version)
AUGUST 14, 2014

2. eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART
WHO WE ARE
2020 PAINTED PICTURE
The painted picture is an aspirational
planning document to chart eROI’s
evolution from 2014 to 2020, created
by the executive team and reported
annually.
02

3. eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 03
WHO WE ARE
2020 PAINTED PICTURE
eROI crafts compelling digital
experiences for web, email, and
social; driving revenue + exceeding
goals.

4. eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 04
WHO WE ARE
eROI VALUES 2020 PAINTED PICTURE
We are one making our partner’s
passions our own with boundless
curiosity, seeking to inspire and be
inspired.

5. eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 05
WHO WE ARE
COLLABORATIVE CULTURE 2020 PAINTED PICTURE
We’re wholly collaborative
because we know we’re better
together than apart in our victories
and our stumbles.

6. eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 06
R&D Events+Speaking Lunch+Learn Beers+Peers Shadow Program Content
Thought
Leadership +
Partner Outreach
Local/National PR Brain food Industry
Networking
Culture+ Workflow Lead Generation +
Organic traffic
eROI hires people who are
driven by curiosity and the
opportunity for growth.

7. eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 07
We’re in it for the long-haul,
to build deep + lasting
partnerships that smash records
and destroy the ordinary.

8. eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 08
WHO WE ARE
PRICING TRANSPARENCY 2020 PAINTED PICTURE
Partnership starts with
trust + transparency.
PROJECT VENTUREPARTNER

9. eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 09
WHO WE ARE
BUSINESS DEVELOPMENT 2020 PAINTED PICTURE
Our commitment drives our
business development goals.
Win 2 new partners per year
(valued at least $500K/year)

10. eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 10
A Venture Creative/ROI
partnership model, will show
our dedication to partners
over clients.

11. eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 11
WHO WE ARE
BUSINESS DEVELOPMENT 2020 PAINTED PICTURE
eROI will grow at-pace, and
possibly open new offices + hire
new staff, to better serve those
new partnerships.
Without outgrowing the capacity of our culture.

12. eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 12
eROI uses the Fluid Web
to lead web technology,
applying the philosophy to
every aspect of our agency.

13. eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART
YOU AUDIENCE
Responsive
Adaptive
Mobile
iPad
Android
iOS
Browser
Explorer
Chrome
FirefoxFixed-width
Email
Fluid Web
00
WHO WE ARE
OUR PHILOSOPHY FOR THE WEB 2020 PAINTED PICTURE
The Fluid Web is a tech-agnostic
approach to the web that removes
barriers and enables human
communication.
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 13

14. eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART
WHO WE ARE
OUR PHILOSOPHY FOR THE WEB 2020 PAINTED PICTURE
The audience is our muse.
We design for their journey, not
the points they use a previously
planned-for device.
14

15. eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 15
WHY moves us
toward what we
need rather than
what we want.

16. eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 16
WHO WE ARE
ASK WHY 2020 PAINTED PICTURE
Why’ is our way of doing things.
It is actionable. It drives the best
results for our partnerships, driving
us to think harder, and create
better work.
‘

17. eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 17
WHO WE ARE
THE WHY PROJECT 2020 PAINTED PICTURE
The Why Project will continue to
celebrate the moment someone’s
future changed because they
questioned the status quo.

18. eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 18
eROI will get 10,000
Why Moment Submissions.
What will it take to do this in 26 quarters?
MINI BHAG
BIG HAIRY AUDACIOUS GOAL - THE WHY PROJECT 2020 PAINTED PICTURE

19. eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 19
The Why Project will focus on
long-term study and explore
the American Dream in 2015.
This celebrates our focus on users, insights data,
and discovery.

20. eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART
VISION
2020 PAINTED PICTURE
True innovation comes from
focus + perspective, the
objectivity to know what rules
to break and which to respect.
20

21. eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 21
VISION
EMAIL INNOVATION 2020 PAINTED PICTURE
Email is personal and invited,
it can be rich and experiential if it
has visionaries who believe in its
power.

22. eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 22
VISION
EMAIL INNOVATION 2020 PAINTED PICTURE
Email isn’t the next frontier,
it’s the channel with the most
opportunity for true innovation.
And we should be leading our
future.

23. eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 23
VISION
EMAIL INNOVATION 2020 PAINTED PICTURE
eROI will dedicate the time and
talent needed to revolutionize
email truly, to alter ours and
the public’s perception of email.

24. eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 24
In 2020 eROI is awarded AdAge
Small Agency of the Year.
What will it take to do this in 26 quarters?

25. eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 25
To win eROI will have to lead
innovation in all aspects of our
industry and be able to prove it.
AGENCY OF THE YEAR
BIG HAIRY AUDACIOUS GOAL 2020 PAINTED PICTURE

26. eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 26
SERVICE OFFERING
PILLARS OF THE AGENCY 2020 PAINTED PICTURE
We will continue to evolve + refine
our services across email, web,
social, and software as the pillars of
our agency.

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Partners Services is comprised
of business people who create
markets for ideas; catalysts for
new thinking and ideas.

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Strategy simplifies
the complex, creating the
roadmap for our partner’s
success.

29. eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 29
The items we create matter.
We have a responsibility to create
substance over style, something that
lasts and performs, and shifts what we
previously thought possible.

30. eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 30
Creativity is an energy. It’s a
byproduct of our culture and
grit. We just need to harness it
for good because it is contagious
and it’s in our bones.

31. eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 31
Performance is about zeroing
in on what matters and
humanizing the results.

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HUMANIZING
PERFORMANCE SERVICES 2020 PAINTED PICTURE
75% of our name is ROI
and we improve our Partners’.
Our commitment to humanize the math sets us apart from other
agencies who love numbers and can speak Excel just as well as we do.
Our reports are actionable as well as being understandable.
We throw in with Google Analytics, as a Certified Partner, but we are
platform agnostic and create results no matter the platform.

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We hope to bring others along
for the ride of their lives as we
lead the way.