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THECARISSA
EXPERIENTIAL
MARKETINGPLAN
Experiential Marketing Strategies 2020
MEETTHE
TEAM
HAILEYBAUER
LINDSEYRUTHERFORD
AGENDA
01
TARGETAUDIENCE
CAMPAIGNOUTLINE SOCIALMEDIAPLAN
CAMPAIGNOBJECTIVES&
EVALUATIONS 02
03
04
BUDGET05
EXPERIENTIALSCORECARD06
THECARISSA
“the carrisa is more than
a restaurant - it’s a
distinct experience
combining fresh upscale
street food with coastal
vibes in a relaxed
environment.”
YOUR
LOGO
WHYTHECARISSA?
The Carissa is known for their
yummy cocktails that are
always Instagram worthy
DRINK
They offer a vast variety of
tasty food that makes it easy
for everyone to find
something they love
FOOD
The Carissa has such an
amazing atmosphere,
making it a perfect place
to relax & socialize with
friends
VIBE
CAMPAIGNOUTLINE
End of Summer Happy Hours
Cal Poly Fall Quarter Loyalty Program
ENDOFSUMMER
HAPPYHOURS
➢ People miss people!
➢ Perfect for SLO locals
➢ Entire month of July every
Wednesday & Saturday night
➢ Socialize with friends
➢ Enjoy 20% off all cocktails &
spirits
➢ Live music from local bands
CALPOLYSTUDENT
LOYALTYPROGRAM
➢ Increase Cal Poly student loyalty
with The Carissa
➢ Virtual loyalty stamp card
➢ Free drink (21+ with valid ID)
and appetizer for every 10th
scan
➢ Promotion available for Cal Poly
Fall Quarter (Sept. 10-Dec. 12)
QR Code & Guidelines
➢ Must show valid Cal Poly ID
➢ QR code takes students to the virtual
stamp card
➢ Then prompted to input personal
information
➢ Save in Wallet App for easy access
The Carissa is a perfect
place to implement
these activations due
to its:
❖ amazing vibe
❖ beautiful aesthetic
❖ ability to social
distance if needed
CREATE AND MAINTAIN A
STRONG CUSTOMER BASE
WITH CAL POLY
STUDENTS BY OCTOBER 1,
2020
CAMPAIGNOBJECTIVES
DRIVE SALES
WITH THE SAN LUIS
OBISPO COMMUNITY BY
OCTOBER 1, 2020
CAL POLYSTUDENT
LOYALTY
FOOTTRAFFIC
DRIVE FOOT TRAFFIC
WITHIN THE CARISSA
AMONGST SLO
COMMUNITY BY AUGUST
1, 2020
SIZEOF
CUSTOMERBASE
EVALUATIONS
ANALYZE
PROFITS
EVALUATE THE INCREASE
IN SALES FOR THE
CARISSA FROM AUG-OCT
2019 TO AUG-OCT 2020
UTILIZE PIPELINE
CONVERSION TACTICS
TO INCREASE THE
LOYALTY OF CAL POLY
STUDENTS
FOOTTRAFFIC
LOOK AT BEHAVIORAL
CURRENCY FROM WHEN
ACTIVATIONS START TO
SEE HOW MANY PEOPLE
COME TO THE CARISSA
O
S W
T
SWOTANALYSIS
WEAKNESSES
Not a huge restaurant so
we will have to manage
the number of people that
are in the building
OPPORTUNITIES
Everyone is looking
forward to interacting and
socializing again since it
has been so long and what
better way to do that than
in a fun outdoor/indoor
environment
STRENGTHS
People are looking for a
place to go and socialize
with close friends & locals
love to support local
THREATS
Some people may feel like
it is too soon to go and
socialize at a restaurant
and be around 50 people
CAL POLY LOYALTY PROGRAM
END OF SUMMER HAPPY HOUR NIGHTS
TARGETAUDIENCEFOR
BOTHACTIVATIONS
BUYERPERSONACAL
POLYLOYALTY
PROFILE
Age: 21 years
Gender: Male
Location: San Luis Obispo, California
Job: EIM Student
WHATTHEY’RELOOKINGFOR
Instagrammabl
e
Free WIFI
Vegan option Cheaper options
MOSTUSEDSOCIALMEDIA
PURCHASINGBEHAVIOR
“Looking for a fun place to meet
up with close friends and enjoy a
fun night downtown. I am on a
tight budget and love a good
discount.”
$12
$7
$8
BUYERPERSONA
HAPPYHOURS
PROFILE
Age: 38 years
Gender: Female
Location: San Luis Obispo, California
Job: Interior Designer
WHATTHEY’RELOOKINGFOR
Instagrammabl
e
Free WIFI
Live music Tasty cocktails
MOSTUSEDSOCIALMEDIA
PURCHASINGBEHAVIOR
“I need a fun night out with my
girls away from my husband and
kids for a night. I have waited
patiently to socialize during the
quarantine and feel like it is safe
to leave my home and see my
friends.”
$34
$15
$12
BUYER
JOURNEY
AWARENESS
Sees social media post
about activation
DECISION
Decides to go to The
Carissa to engage in the
experience
CONSIDERATION
Talks to friends who plan
on attending the events
AIDAMODEL
INTEREST
DECISION
ACTION
AWARENESS
SOCIALMEDIAPLAN
INSTAGRAMANDFACEBOOK
● Student Loyalty Program
○ Promote and explain via posts and stories
○ Free drink and appetizer every 10th stamp
● “End of Summer Happy Hours”
○ Instagram live at 4pm streaming the live
music
■ Followers will be notified
○ Weekly posts on Tuesday and Friday
● Giveaways for free appetizer
○ Must follow The Carissa on Instagram and
like the post to enter
@THECARRISSA Come join us at our End of
Summer Happy hours every Wednesday and
Saturday for 20% off all drinks accompanied by
live entertainment!
MARKETINGBUDGET
SOCIALMEDIA
5%
MARKETING INFRASTRUCTURE
LIVEMUSIC SOFTWARE
60%
10%20% 5%
EXPERIENTIALSCORECARD
MEASUREMENTMECHANISM+
CORRESPONDINGOBJECTIVE
ESTIMATE
Drive sales and the fiscal pattern for the
quarter that the activation is taking place
100,000
To create and maintain a strong
customer base
40%
Drive foot traffic in The Carissa and
attract new customers
60%
THANKS
Does anyone have any questions?
info@thecarissa.com
736 Higuera Street
(805) 543-1843
https://thecarrisa.com
◂ Presentation template by Slidesgo
◂ Icons by Flaticon
◂ Infographics by Freepik
◂ Images created by Freepik - Freepik
◂ Author introduction slide photo created by Freepik
◂ Text & Image slide photo created by Freepik.com
CREDITS

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Experiential Marketing Plan

Editor's Notes

  1. Thank you in advance for taking the time to look at our presentation. We worked very hard and really enjoyed this project!
  2. Hailey Bauer & Lindsey Rutherford are both 3rd year EIM students concentrating in Event Planning and Management.
  3. This is the agenda for our presentation to keep it organized and to keep our ideas in order and easy to follow.
  4. We chose to work with The Carissa because we both love the restaurant and brand. The Carissa is a great place to socialize with friends and their unique seating, as shown in the photo above, gives it a chill vibe and atmosphere. We know this restaurant has been affected by COVID-19 and we feel the activations we’re presenting will be a great opportunity for The Carissa to bounce back from the business lost in the past few months.
  5. Not only does The Carissa have an amazing vibe and atmosphere, but their food & beverages are great as well. The menu has a ton of different options, making it a good place for groups who all have different taste. They have many gluten free and vegan options on their menu, which is a great plus for the target audiences our activations will reach. The cocktails and spirits are so yummy at The Carissa, not to mention their beautiful aesthetic that makes everyone want to share a photo of them on their social media accounts for all of their followers to see.
  6. Here is the broad campaign outline for our activations at The Carissa. One of our activations is an “End of Summer Happy Hour Nights,” and the other being the Cal Poly fall quarter loyalty program we are hoping to implement at The Carissa.
  7. The “End of Summer Happy Hour Nights” are aimed to get people together in a safe and fun environment. At the end of quarantine, people are going to miss seeing other people, and these Happy Hour nights will be a perfect place for San Luis Obispo locals to enjoy themselves and each other. These events will happen the entire month of July every Wednesday and Saturday night. On these nights, all alcoholic beverages will be 20% off, and to top it all off, there will be local bands playing live music to add to the ambiance.
  8. The Cal Poly student loyalty program is aimed to create loyal customers to The Carissa and what better target audience than college students in the area. This program will hopefully create advocates for The Carissa and persuade people to want to have a relationship with the brand. The virtual stamp card will give students a free appetizer on their 10th scan, and a free cocktail for 21+ students who must show a valid ID and a soft drink or mocktail for those students who are under the age of 21. The virtual loyalty card will be available for use the entire fall quarter, starting from September 10th and going until December 12th.
  9. Here is the QR code for the Cal Poly student loyalty program. This code currently works and will take you to The Carissa website once scanned. To use the code, one must show a valid Cal Poly ID and then will be prompted to input some of their personal information, including email and phone number. After signing up for the loyalty program, the students will be able to add the card to the Wallet app on their iPhone so they know they will always have it on them and have easy access to it if they’re feeling a spontaneous trip to The Carissa when they find themselves downtown.
  10. No one can deny how beautiful The Carissa is, which is precisely why it is the perfect place to implement these activations. The restaurant has such an amazing vibe, beautiful aesthetic, and enough space where customers could social distance if needed, as you can see in the photo above displaying their outdoor patio area.
  11. Objectives: To drive sales for The Carissa with the San Luis Obispo community in downtown SLO by October 1, 2020. To create and maintain a strong customer base for The Carissa with Cal Poly students in San Luis Obispo by December 12, 2020. To drive foot traffic within The Carissa amongst the San Luis Obispo community in downtown SLO by August 1, 2020.
  12. Evaluations: To evaluate the increase in sales for The Carissa by analyzing profits from the fiscal quarter of August-October of 2019 to the future quarter of August-October of 2020. To analyze the size of The Carissa’s customer base, we will utilize pipeline conversion tactics to increase the loyalty of Cal Poly students. We will be implementing a virtual loyalty stamp card program to entice students to return to The Carissa. By scanning the QR code, students will be prompted to input their email and phone number which will provide us with leads. Once the students enter their information they will receive a virtual stamp card To evaluate the in which adds to their Apple Wallet. The students will receive a free drink and appetizer every 10th stamp via their scan. This promotion will be available during the dates of September 10 to December 12, to follow Cal Poly’s Fall Quarter. We will utilize the data from the QR scans to analyze the amount of students signed up for the virtual loyalty program. Our use of pipeline conversion will help us to track how many students continue returning to the Carissa within these four months. To track foot traffic amongst the San Luis Obispo community at The Carissa, we must look at behavioral currency. During the month of July there will be “End of Summer Happy Hours” at The Carissa where SLO locals can come every Wednesday and Saturday nights with friends and enjoy 20% off all drinks while being entertained by live music from local bands. We will evaluate how many customers these discount nights attract and monitor the behavioral currency to see if foot traffic dramatically increases at The Carissa from July to August 2020.
  13. To add another aspect to our project, we decided to include a SWOT analysis in our presentation. The SWOT analysis displays what we believe would be the strengths, weaknesses, opportunities, and threats to our experiential marketing campaigns.
  14. The target audience for both of our activations are each going to be different. Obviously for the Cal Poly loyalty program, we are targeting social Cal Poly students who also love to socialize with friends and go out for food and drinks on the weekend. The End of Summer Happy Hour nights are targeting SLO locals who are excited to get out of the house and reconnect with their community and support local business like The Carissa.
  15. Here is the buyer persona for the Cal Poly loyalty program. We are searching for students who love to use social media so they can promote The Carissa to reach more people in the area. We are hoping these students post on their Instagram and become advocates for The Carissa brand. These students are on a tight budget and will appreciate a discount card to help them out with saving money while they can still have great experiences with friends.
  16. For the “End of Summer Happy Hour nights” we are hoping to target San Luis Obispo community members who are feeling safe enough to get together with friends and catch up as well as support local business. We are anticipating that this target group spends more money on an average night out on food and drinks. However, the 20% off will give them a reason to get a sitter and enjoy a night out downtown.
  17. We included the buyer journey in our presentation to show the path that the target audience will follow. The first part is awareness where they will learn about the events happening at The Carissa. The next is consideration where they will consider to attend the event themselves, maybe because they are inspired by other friends who are planning on attending. The last is the decision which is where the customer decides to take action and attend the activation at The Carissa.
  18. We included this graphic of the AIDA model marketing funnel. This funnel describes the journey of the customer and highlights the four aspects of the model: Awareness, Interest, Decision, Action.
  19. Here is the social media plan to get the attention of the target audiences so they can become aware about the promotions. There is an example Instagram post above, and we would also post giveaways for a free appetizer that others could share on their stories to reach as many people as possible. These post will also explain the details of the activations like date, times, and which local band will be present.
  20. We have created a simple marketing budget for The Carissa. They will have 20% going towards the social media posts and advertisements, which will also cover the free appetizers given away in the Instagram giveaways. The live music will account for 10% of the budget. The software for the QR code and loyalty cards will make up 5% of the budget and another 5% for the infrastructure of the events which will include the boothing to sign up for the loyalty program and the signage outside of The Carissa that promotes the discounts. Lastly, we have saved 60% for the rest of the marketing efforts, since that is the most important part to create advocates for The Carissa brand.
  21. Here is our experiential scorecard that displays our three measurement mechanisms and their corresponding objectives as well as the estimate numbers for each of these.
  22. We hope you liked our presentation! Thank you for such an amazing class and quarter. We have both learned so much from this course and we hope to keep in touch for the rest of our time here at Cal Poly :)
  23. Slidesgo is the best!