This document provides information on how brands can scale up local cause activation programs. It discusses how focusing on local causes allows brands to develop emotional connections with consumers and influence loyalty. Going local requires partnering with local organizations and empowering employees and consumers to support causes in their own neighborhoods. Doing so at scale across thousands of locations can provide strategic benefits like increased brand loyalty and ROI, but typically requires specialized technology and services to coordinate activities efficiently without a large staff. The document provides case studies, best practices, and resources on how brands can successfully activate causes locally at a large scale.

2. www.INPExNY.com
Scale Up & Go Local
 Why focus on local activation? ….........................
 How do you go local? ..........................................
 What’s in it for me? …..........................................
 Local Activation @ Scale? …................................
How Am I Doing?
About Tech-Touch …...............................................
About INPEx …………………...........................................
TABLE OF CONTENTS
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 Self-Assessment Tool: Key questions that will
help you examine the success of your current cause
programs and uncover gaps and opportunities for
improvement in how you are activating them locally
 Best Practices: Ten expert tips that teach you
how to vastly improve your cause program return on
investment (ROI) though local activation at

3. Why focus on local?
3www.INPExNY.com
LOCAL CAUSE ACTIVATION @ SCALE
The power of cause
marketing has been
long proven. People want
companies to help them
support causes they care
about – doing so
influences purchasing
decisions, loyalty
& more.
1. Source: Havas Worldwide Prosumer Report – Project Superbrand: 10 Truths Reshaping the Corporate World
The Answer? Going local
pays big dividends1
Q:
A:
The question for
marketers now is
How can I be more
effectivegenerating ROI
with cause strategies on limited
budgets.

4. How do you go local?
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LOCAL CAUSE ACTIVATION @ SCALE
She has developed a personal, emotional connection
with the brand because of the authentic, local,
cause-related action it facilitated. This connection
influences her loyalty and purchasing decisions – and
she may even become a brand evangelist!
“I love, love, love Toaster
Co! They really care and
are actually making a huge
difference for an awesome
local cause!
#loyalforlife #realdeal

5. What’s in it for me?
5www.INPExNY.com
LOCAL CAUSE ACTIVATION @ SCALE
SCALED UP TO
THOUSANDS OF EVENTS
Nestle
Activated 500+ unaffiliated
nonprofits to host year-round
events at Nestle Purina
retailers. Tech~Touch®
enabled scale-up from 40 to
4,000+ events without
needing a team of event
planners & administrators.
www.INPExNY.com
DISCOUNT SALES
PROGRAM AT SCALE
Zoetis
Discount pharma sales
program generates
$Millions in product sales
to an untapped marketing
channel, saving 2,000+
independent animal
shelters $Thousands to
help more animals.
SCALED PROGRAM TO
NATIONAL LEVEL
Jockey
In 2 months, scaled up
Jockey’s backpack
program from 60 to 400+
adoption agencies -in all
50 states- enabling JBF to
provide child backpacks
and parent resources to
thousands of families.
People Fall In Love With Your Brand
Results
CASE STUDIES
CAUSE INVESTMENT
ROI & SOCIAL IMPACTStrategic Benefits

6. Local Activation @ Scale
6www.INPExNY.com

7. Self-Assessment
7www.INPExNY.com
ACTIVITY: Run through these questions with your team as an
activity to help you benchmark and evaluate how well you are doing
with local activation of your cause programs. The gaps you uncover
represent a pathway to measurable increases in the return on
investment in your cause programs.
 Do you have a cause or cause program that you can really “own” from a
strategic standpoint – where your competition is not active?
 Why is this cause right for your business or brand? - Because your
customers care? Because your employees care? - How do you know?
 Are you working toward achieving tangible social impact outcomes and
measurable strategic business goals? What are they?
 Who are your key national cause partners and how do you activate them
in local markets? List programs
 How many local chapters in your national partner’s network are actively
participating?
• What % is that of the total network?
• How many chapters actually execute promotional activities that reach the
public? Or, do you do it all?
 How many local, independently operated nonprofit organizations are
you working with that support your cause niche? How many exist?
 How many of your employees are engaged with your cause? List how
 Are you receiving significant return on your cause-related investments?
 How exactly is success measured? List criteria and results
 How do you collect performance data from the local market level? –Is
your process capturing relevant, accurate, complete data efficiently?
 How do your program results measure up against strategic goals?
 How many people manage your cause partnerships? Do you see this as
a challenge?
 What are you not accomplishing, that you wish you could accomplish
with your cause partners and through your cause partnership activities?
HOW AM I DOING?

8. Best Practices
8www.INPExNY.com
1. Identify and “own” an unmet societal need that appeals to your
customers and employees. Set tangible social impact goals that are
easy to communicate.
2. Enable your customers and employees to support your cause through
actions they take in and for their local neighborhood - creating
powerful emotional connection to your brand.
3. Be strategic when building your local cause activation programs.
Create custom programs that support your strategic business goals.
4. Incorporate elements from your marketing mix to maximize cause
marketing value.
5. Activate your program in thousands of locations without hiring
additional staff. How? Harness the proven combination of cloud-based
technology, trained relationship managers and expert strategy to
create efficiencies, consistency, affordability, scale, and much greater
return on investment (ROI):
Tech-Touch® by INPEx creates triple-digit growth for our clients.
6. Take your cause program from a few local markets to thousands of
local markets by learning how to work well with local organizations.
7. Measurement against goals should be easy, efficient, accurate and
real-time so ongoing refinements can be made to support success.
8. Collecting and sharing compelling storytelling content and participant
feedback should be user-friendly and real-time.
9. Conduct pilot testing to refine the program and develop best practices.
10. Support employee engagement goals by creating a volunteering
culture. Engage your employees in authentic ways, based on their
preferences. Use technology to support compelling storytelling, year-
round opportunities, and to create a sense of community.
HOW DO I GO LOCAL AT SCALE?

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10. 10
HAVAS WORLDWIDE
2015 STUDY
PROJECT SUPERBRAND:
10 TRUTHS RESHAPING THE CORPORATE WORLD
POWER OF LOCAL
INPEx eNEWSLETTER
Expert tips for connecting your brand to people’s
hearts in local communities through cause
partnerships and employee engagement activities
that produce ROI & social impact
POWER OF LOCAL
INPEx BLOG
Expert insights to guide you to successful local
activation and increased ROI on your cause
programs
RESOURCES
CONTACT US
www.INPExNY.com (914) 737-1954

11. CONSUMERS EMPLOYEES MILLENNIALS
Consumers want
brands to play a
bigger role in their
local communities1
.
Employees who
participate in corporate
community engagement
activities add
$2,400
of value to the
company2
69%
of Millennials
worldwide want
businesses to
make it easier for
them to do their
part in the
community3
72%of Prosumers
(influencers who are
6-18 months ahead of
mainstream)
55%of mainstream
consumers
THIS IS LOCAL ACTIVATION @ SCALE
When your brand supports her
cause in her neighborhood,
it’s a powerful thing.
That’s local cause activation
To make a greater impact, engage...
Like This...
SCALE UP&
GO LOCAL
RESULTS
FOR POWERFUL CAUSE MARKETING
SUPPORT
A
The brand enables her to
take action for a local
cause she cares
about, making impact
in her home town
She has developed a personal,
emotional connection with your
brand because of the authentic, local,
cause-related action you facilitated.
This connection influences her loyalty
and purchasing decisions – and she
may even become a brand
evangelist!
LOCAL
EVENTS
PARTNER
PROGRAMS
EMPLOYEE
ENGAGEMENT
“I love, love, love Toaster
Co! They really care and
are actually making a
huge difference for this
awesome cause!
#loyalforlife #realdeal
SUPPORT
A
D O I N G O U R P A R T F O RT O A S T E R C o .
Why? Strategic Benefits
BRAND
LOYALTY
EMPLOYEE
ENGAGEMENT
ATTRACT
MILLENNIALS
STORY
TELLING
CONTENT
PARTNERSHIP
ROI
REVENUE
STREAMS
SOCIAL
IMPACT
With the right strategies,
specialized support,
& custom tech
Our unique combination of cloud-based
technology and workflow automation
(“tech”) plus friendly relationship managers
trained in the nuances of your program
(“touch”) enables our clients to scale up
their cause programs affordably & reliably.
Web Portal
Relationship
Managers
Interactive
Communications
Easy-to-Track
Training & Support
Measure ROI using
Real-Time
Dashboards
Local Relationship Building
Customized & Integrated
Automated, Time
Triggered Workflows
Mobile Friendly
INPEx has mastered the strategies and technology needed
to connect your brand to people's hearts, in thousands of
neighborhoods, consistently - without breaking the bank.
We call it Tech-Touch® and local activation at scale. Our clients
call it measurable ROI, triple-digit growth, and social impact.
FREE RESOURCES
TO SUPPORT YOUR SUCCESS
www.inpexny.com 914.737.1954
DOWNLOAD HERE
www.INPExNY.com/resources
TOOLKIT
Learn what it takes to improve
your return on investment (ROI)
See how well you are realizing the
potential of your cause programs
Self-Assessment
Expert Guidance
SCALE UP&
GO LOCAL
RESULTS
FOR POWERFUL CAUSE MARKETING
1. Havas Worldwide Prosumer Report – Project Superbrand: 10 Truths Reshaping the Corporate World
2. The Corporate Executive Board (CEB) – Research involving millions of employees across several industries
3. MSL Group – The 2014 Future of Business Citizenship
Activate
Consumers
& Employees
In Their Own
Neighborhoods
For ROI & Social Impact
At Previously Unattainable Scale