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Results-Driven Marketing



             OVERVIEW
                   Marketri was founded in 2004 to be the “go-to” marketing resource for
                   privately-held companies without the in-house resources necessary to reach
                   their business goals. Our team of strategic marketers, business development
                   specialists, graphic designers, Web developers, search engine optimizers
                   and copywriters, serves as a one-stop, outsourced marketing department to
                   many companies throughout the Mid-Atlantic region. Through partnering with
                   Marketri, our clients benefit from cost-effective, results-driven marketing
                   programs without having to train and manage in-house professionals and/or
                   oversee multiple sub-contractors.

                   Most Marketri clients are established businesses looking for increased growth
                   and struggling with one or more of the following scenarios:

                       • We have been in the community for decades but we still
                         don’t have the brand recognition.

                       • We spent a significant amount of money in advertising and
                         we didn’t get anything for it.

                       • We feel there are untapped markets just waiting for our
                         products and services.

                       • There is a lot of competition and we have trouble standing
                         out from the crowd.

                       • If we asked ten different employees to answer the question
                        “tell us about your firm,” they would give ten different answers.




Debra Andrews
Marketri LLC
62 W. State Street, Suite 1
Doylestown, PA 18901
Tel.: 215.489.5563
e-mail: dandrews@marketri.com
www.marketri.com

                                                                         Marketri is located in the heart of Doylestown Borough.
WHY OUTSOURCE MARKETING?

While outsourced marketing is a relatively new concept, many companies, especially in the small to
middle market, are realizing its many benefits, including:


   • Having access to leading marketing professionals who keep abreast of industry best practices
   • Tapping into a true integrated marketing department that is as good or better than the in-house
     marketing departments of their larger competitors
   • Being able to access as much or as little marketing resources needed given their objectives,
     size and budget
   • Enabling companies to focus on their core business and not get bogged down with performing
     or managing the marketing function


There are many specialty areas of marketing including: strategic marketing planning; public relations;
graphic design; and Internet marketing. Many privately-held companies hire a mid-level marketing
manager with the expectation that she/he can perform many of these tasks. In reality, marketing
professionals are experts in one or two areas, leaving the remaining endeavors to be handled by
subcontractors. These companies have the burden of a fixed salary and benefits as well as the oversight
of multiple subcontractors who may not be working together to produce an optimal result.


Through using Marketri as their outsourced marketing department, our clients are able to build superior,
cost-effective marketing programs, campaigns and collateral. The example below shows a realistic
cost/benefit analysis of in-house vs. outsourced marketing.



IN-HOUSE VS. OUTSOURCED MARKETING



                           In-House                                    Outsourced

             Strategic Marketing Plan:     $10,000
             Marketing Manager:            $85,000
             (Salary & Benefits)                                50 hours per month from Marketri*
             Graphic Design:               $5,000
             Web Development:              $15,000
             Public Relations:             $7,500
             Search Engine Optimization    $2,500

             Total Annual Investment:      $125,000            Total Annual Investment: $75,000




           *This is based on achieving the same or better marketing results as the in-house program.
MARKETING SERVICES                                       HOW WE WORK

With one point of contact, Marketri’s                    Step One: Getting a Plan
clients have access to the following
broad range of services:                                 When working with new clients, our priority is understanding their
                                                         business and the broader industry in which they participate if we
                                                         are already not familiar. We typically accomplish this through the
• Strategic marketing consulting
                                                         development of a strategic marketing plan. This document specifies
• Marketing planning                                     how our clients will differentiate themselves; who they will target;
• Brand development                                      and how they will communicate key messages. Through utilizing a
• Public relations                                       strategic marketing plan, our clients’ resources are focused on the
• Internet marketing                                     marketing initiatives and campaigns that will generate the highest
    • Web development & maintenance                      return on investment.
    • Search engine optimization
• Graphic design                                         Step Two: Taking Action
• Copy writing
• Professional proofreading                              With the strategic marketing plans in place, our clients are then
                                                         ready for us to begin implementation. Our marketing specialists
                                                         work as a team to drive the tactics stated in the plan forward in
B2B SECTOR SPECIALISTS                                   the most cost-effective manner. We take action proactively,
                                                         meaning that our clients never have to worry what the next step in
Marketri primarily works with businesses                 the program is. Marketri takes on this responsibility so that our
that sell products and services to other                 clients can focus on what they do best, knowing that we are helping
businesses (B2B). Within the B2B                         to raise their visibility and facilitate growth.
marketplace, we have a particular
expertise in the following sectors:                      OUR FEE STRUCTURE

                                                         Our goal is to have long-term working relationships with clients.
• Professional Services Firms                            Our fees are structured accordingly. We typically charge a blended
   • Accounting                                          hourly rate for the development of the strategic marketing plan.
   • Law                                                 Once the document is developed, we are paid a fixed monthly fee
   • Engineering                                         based on the number of marketing tasks and related hours
   • Investment banking                                  necessary to complete the plan. This fee structure allows us to
• Construction                                           plan and have dedicated resources available to meet our clients’
   • General contractors                                 marketing needs.
   • Subcontractors




OUR LEADERSHIP

                                   Debbie Andrews founded Marketri to satisfy the critical need for marketing and
                                   business development expertise in the small to middle market B2B sector. She is
                                   directly responsible for the strategy, planning, marketing and new business
                                   development efforts at Marketri. Her specialty lies in creating and managing B2B
                                   strategic marketing and business development programs.

                                   Debbie has an extensive background in marketing, new business development and
                                   consulting in the professional services sector. She worked for seven years with
                                   several Big Four Accounting firms, including Ernst & Young, PricewaterhouseCoopers
                                   and KPMG Corporate Finance, the middle-market Investment Banking subsidiary of
                                   KPMG LLP. At KPMG Corporate Finance, Debbie transformed the Mid-Atlantic Practice
                                   from a geographic-based to a sector-based marketing approach.

                                  She also served as a Principal for a private-equity firm run by the former CEO of WR
                                 Grace. In this position, Debbie directed the company’s marketing efforts as well as
                              the marketing programs of its various portfolio companies. She was also instrumental in
    executing the company’s growth strategy by identifying attractive industry segments and potential acquisition candi-
    dates. Debbie earned an MBA in Marketing and a Bachelor of Science in Finance from the University of Maryland,
    College Park.
REPRESENTATIVE CLIENTS

Antheil Maslow & MacMinn, LLP
A multi-practice law firm located in the county seat of Bucks County, PA, offering an integrated approach to the delivery of expert,
cost-effective legal counsel.
www.ammlaw.com
Bedard, Kurowicki & Co.
A mid-sized certified public accounting firm specializing in small to mid-sized privately-held companies.
www.bkc-cpa.com
Bond Beebe
A certified public accounting firm with over 80 employees in two offices in Bethesda, MD and Alexandria, VA.
www.bbcpa.com
Bugajewski Facility Services
A national, full-service facility service provider to large national retail chains, healthcare facilities and large corporate offices.
www.bugajewski.com
Costello Construction
A large commercial construction firm with operations in the Baltimore / Washington, DC area.
www.costelloconstruction.com
The Curchin Group
A mid-sized certified public accounting firm that has been in business for over 50 years.
www.curchin.com
DJS Associates, Inc.
A full-service forensic engineering and scientific consulting firm headquartered in Abington, PA, which has specialized in providing
investigations, expert testimony, research and consultation for over 45 years.
www.forensicdjs.com
Gable Peritz Mishkin
A mid-sized public accounting firm with offices in Springhouse, PA and Marlton, NJ.
www.gpmllp.net
The Harman Group (formerly Cagley Harman & Associates)
A mid-sized, structural engineering firm that focuses on the gaming, healthcare, lodging and commercial office industries. The firm
specializes in large, complex, multi-story structures.
www.harmangroup.com
Haverford Healthcare Advisors
A mid-sized investment banking and financial advisory firm that specializes in the healthcare industry.
www.haverfordhealthcare.com
Margolis & Company
A certified public accounting and business consulting firm in the Philadelphia area, serving middle-market, entrepreneurial, closely-
held and publicly-owned businesses in a wide array of industries.
www.marg.com
Richards Layton & Finger, PA
Delaware’s largest law firm, providing legal counsel worldwide relating to sophisticated financial transactions involving Delaware
businesses.
www.rlf.com
The Trade Risk Group
A specialist insurance broker providing customized solutions to trade risk and credit insurance needs.
www.traderiskgroup.com
Worth & Company
The tri-state region’s leading mechanical contracting company.
www.worthandcompany.com



REPRESENTATIVE CLIENT TESTIMONIALS
   “Within a few short months, Marketri had a thorough understanding of the A/E/C marketplace, created a
    positioning and market strategy, and developed our tactical plan. The Harman Group is now well prepared
    to reach its aggressive growth plans.”
                                                                                                           D. Kirk Harman, P.E., S.E., FACI
                                                                                                          President and Managing Principal
                                                                                                                        The Harman Group

   “After many years of internal struggle, we decided to outsource our marketing efforts to Marketri. They redid
    and refreshed our Web site, our branding and brought us up-to-date with our marketing literature. Our marketing
    is on a more consistent schedule with measured results.”
                                                                                                                           Peter Pfister, CPA
                                                                                                                                      Partner
                                                                                                                          The Curchin Group

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Marketri\'s Outsourced Marketing

  • 1. Results-Driven Marketing OVERVIEW Marketri was founded in 2004 to be the “go-to” marketing resource for privately-held companies without the in-house resources necessary to reach their business goals. Our team of strategic marketers, business development specialists, graphic designers, Web developers, search engine optimizers and copywriters, serves as a one-stop, outsourced marketing department to many companies throughout the Mid-Atlantic region. Through partnering with Marketri, our clients benefit from cost-effective, results-driven marketing programs without having to train and manage in-house professionals and/or oversee multiple sub-contractors. Most Marketri clients are established businesses looking for increased growth and struggling with one or more of the following scenarios: • We have been in the community for decades but we still don’t have the brand recognition. • We spent a significant amount of money in advertising and we didn’t get anything for it. • We feel there are untapped markets just waiting for our products and services. • There is a lot of competition and we have trouble standing out from the crowd. • If we asked ten different employees to answer the question “tell us about your firm,” they would give ten different answers. Debra Andrews Marketri LLC 62 W. State Street, Suite 1 Doylestown, PA 18901 Tel.: 215.489.5563 e-mail: dandrews@marketri.com www.marketri.com Marketri is located in the heart of Doylestown Borough.
  • 2. WHY OUTSOURCE MARKETING? While outsourced marketing is a relatively new concept, many companies, especially in the small to middle market, are realizing its many benefits, including: • Having access to leading marketing professionals who keep abreast of industry best practices • Tapping into a true integrated marketing department that is as good or better than the in-house marketing departments of their larger competitors • Being able to access as much or as little marketing resources needed given their objectives, size and budget • Enabling companies to focus on their core business and not get bogged down with performing or managing the marketing function There are many specialty areas of marketing including: strategic marketing planning; public relations; graphic design; and Internet marketing. Many privately-held companies hire a mid-level marketing manager with the expectation that she/he can perform many of these tasks. In reality, marketing professionals are experts in one or two areas, leaving the remaining endeavors to be handled by subcontractors. These companies have the burden of a fixed salary and benefits as well as the oversight of multiple subcontractors who may not be working together to produce an optimal result. Through using Marketri as their outsourced marketing department, our clients are able to build superior, cost-effective marketing programs, campaigns and collateral. The example below shows a realistic cost/benefit analysis of in-house vs. outsourced marketing. IN-HOUSE VS. OUTSOURCED MARKETING In-House Outsourced Strategic Marketing Plan: $10,000 Marketing Manager: $85,000 (Salary & Benefits) 50 hours per month from Marketri* Graphic Design: $5,000 Web Development: $15,000 Public Relations: $7,500 Search Engine Optimization $2,500 Total Annual Investment: $125,000 Total Annual Investment: $75,000 *This is based on achieving the same or better marketing results as the in-house program.
  • 3. MARKETING SERVICES HOW WE WORK With one point of contact, Marketri’s Step One: Getting a Plan clients have access to the following broad range of services: When working with new clients, our priority is understanding their business and the broader industry in which they participate if we are already not familiar. We typically accomplish this through the • Strategic marketing consulting development of a strategic marketing plan. This document specifies • Marketing planning how our clients will differentiate themselves; who they will target; • Brand development and how they will communicate key messages. Through utilizing a • Public relations strategic marketing plan, our clients’ resources are focused on the • Internet marketing marketing initiatives and campaigns that will generate the highest • Web development & maintenance return on investment. • Search engine optimization • Graphic design Step Two: Taking Action • Copy writing • Professional proofreading With the strategic marketing plans in place, our clients are then ready for us to begin implementation. Our marketing specialists work as a team to drive the tactics stated in the plan forward in B2B SECTOR SPECIALISTS the most cost-effective manner. We take action proactively, meaning that our clients never have to worry what the next step in Marketri primarily works with businesses the program is. Marketri takes on this responsibility so that our that sell products and services to other clients can focus on what they do best, knowing that we are helping businesses (B2B). Within the B2B to raise their visibility and facilitate growth. marketplace, we have a particular expertise in the following sectors: OUR FEE STRUCTURE Our goal is to have long-term working relationships with clients. • Professional Services Firms Our fees are structured accordingly. We typically charge a blended • Accounting hourly rate for the development of the strategic marketing plan. • Law Once the document is developed, we are paid a fixed monthly fee • Engineering based on the number of marketing tasks and related hours • Investment banking necessary to complete the plan. This fee structure allows us to • Construction plan and have dedicated resources available to meet our clients’ • General contractors marketing needs. • Subcontractors OUR LEADERSHIP Debbie Andrews founded Marketri to satisfy the critical need for marketing and business development expertise in the small to middle market B2B sector. She is directly responsible for the strategy, planning, marketing and new business development efforts at Marketri. Her specialty lies in creating and managing B2B strategic marketing and business development programs. Debbie has an extensive background in marketing, new business development and consulting in the professional services sector. She worked for seven years with several Big Four Accounting firms, including Ernst & Young, PricewaterhouseCoopers and KPMG Corporate Finance, the middle-market Investment Banking subsidiary of KPMG LLP. At KPMG Corporate Finance, Debbie transformed the Mid-Atlantic Practice from a geographic-based to a sector-based marketing approach. She also served as a Principal for a private-equity firm run by the former CEO of WR Grace. In this position, Debbie directed the company’s marketing efforts as well as the marketing programs of its various portfolio companies. She was also instrumental in executing the company’s growth strategy by identifying attractive industry segments and potential acquisition candi- dates. Debbie earned an MBA in Marketing and a Bachelor of Science in Finance from the University of Maryland, College Park.
  • 4. REPRESENTATIVE CLIENTS Antheil Maslow & MacMinn, LLP A multi-practice law firm located in the county seat of Bucks County, PA, offering an integrated approach to the delivery of expert, cost-effective legal counsel. www.ammlaw.com Bedard, Kurowicki & Co. A mid-sized certified public accounting firm specializing in small to mid-sized privately-held companies. www.bkc-cpa.com Bond Beebe A certified public accounting firm with over 80 employees in two offices in Bethesda, MD and Alexandria, VA. www.bbcpa.com Bugajewski Facility Services A national, full-service facility service provider to large national retail chains, healthcare facilities and large corporate offices. www.bugajewski.com Costello Construction A large commercial construction firm with operations in the Baltimore / Washington, DC area. www.costelloconstruction.com The Curchin Group A mid-sized certified public accounting firm that has been in business for over 50 years. www.curchin.com DJS Associates, Inc. A full-service forensic engineering and scientific consulting firm headquartered in Abington, PA, which has specialized in providing investigations, expert testimony, research and consultation for over 45 years. www.forensicdjs.com Gable Peritz Mishkin A mid-sized public accounting firm with offices in Springhouse, PA and Marlton, NJ. www.gpmllp.net The Harman Group (formerly Cagley Harman & Associates) A mid-sized, structural engineering firm that focuses on the gaming, healthcare, lodging and commercial office industries. The firm specializes in large, complex, multi-story structures. www.harmangroup.com Haverford Healthcare Advisors A mid-sized investment banking and financial advisory firm that specializes in the healthcare industry. www.haverfordhealthcare.com Margolis & Company A certified public accounting and business consulting firm in the Philadelphia area, serving middle-market, entrepreneurial, closely- held and publicly-owned businesses in a wide array of industries. www.marg.com Richards Layton & Finger, PA Delaware’s largest law firm, providing legal counsel worldwide relating to sophisticated financial transactions involving Delaware businesses. www.rlf.com The Trade Risk Group A specialist insurance broker providing customized solutions to trade risk and credit insurance needs. www.traderiskgroup.com Worth & Company The tri-state region’s leading mechanical contracting company. www.worthandcompany.com REPRESENTATIVE CLIENT TESTIMONIALS “Within a few short months, Marketri had a thorough understanding of the A/E/C marketplace, created a positioning and market strategy, and developed our tactical plan. The Harman Group is now well prepared to reach its aggressive growth plans.” D. Kirk Harman, P.E., S.E., FACI President and Managing Principal The Harman Group “After many years of internal struggle, we decided to outsource our marketing efforts to Marketri. They redid and refreshed our Web site, our branding and brought us up-to-date with our marketing literature. Our marketing is on a more consistent schedule with measured results.” Peter Pfister, CPA Partner The Curchin Group