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A CAPABILITIES OVERVIEW

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Who We Are

Excel in Marketing is a collaborative team of seasoned marketing professionals with the depth and expertise to

• assess your needs quickly, • propose proven and effective tactics, and • deliver measurable results.

We operate seamlessly as an extension of your existing organization and/or key marketing partners. We help you reach financial success by fulfilling business-critical needs in a timely and cost-effective manner.

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Why We Are Effective

We are a virtual organization comprised of:

• Project Managers • Creative (writers, designers) • Operations, IT • Strategy & production • Public relations/Public affairs consultantsLow Infrastructure Costs

Specialists work remotely to control costs

Telecommute as necessary

Senior Level Management

Staff assigned to your account are supervised by senior members on the team

Senior level marketing expertise

In-Person Meetings

Strategy meetings to discuss objectives, deliverables, schedules, budgets and success metrics

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Our Vision For Our Team

By recruiting experienced marketers

By providing challenging projects that are both financially and professionally rewarding

By demanding accountability and initiative

By fostering and encouraging increased levels of responsibility

By providing a working environment with a healthy work/life balance

By promoting collaboration, teamwork, and fun

Our Vision: To provide exceptional sales and marketing support and strategic marketing expertise that meet our clients’ immediate and long-term needs, at a reasonable cost.

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CLIENT VALUE

Flexible Fee StructuresBased on Your Needs,Budget, and Goals

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Hourly Rate – Non Profit

Managed a team of six producers:Our team was required to:

• Write, edit pieces• Route to stakeholders ( from 4-40)• Merge stakeholder input into one

master• Route through legal and compliance• Manage deployment and• Manage inventory levels nationwide

This contract was billed hourly for eight months.

Blue Shield of California

Blue Shield of California required a management team to develop and deploy over 300 pieces of collateral every six months. Member and prospective marketing pieces were produced in English and Spanish and deployed in print and multiple websites.

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An Example of a Retainer Commitment- Non Profit

Residential and Educational Services (RES)

  January February March April May June July Aug Sept Oct Nov Dec

Branding X X                    

Grant Development X X X X                

Database Development         X X            

Brochure             X X        

Website                 X X    

Media                     X  

Community Relations                       X

Strategy and Implementation

RES SUCCESS has had the need for marketing strategy and on-going support. Excel in Marketing has completed research of the marketplace, made comprehensive recommendations in a marketing plan, and mapped the tactical execution to a calendar based on man hours by month. This convenient solution enabled RES SUCCESS to plan annual milestones and budget to meet their needs.

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Project-Based Work- Non Profits

Young Company

•Website Design•Copy writing•Photography•Content Management

System

Project Based Billing

Cycla LLC is a professional recycling brokerage firm that helps connect large Thrift Store chains with buyers of recyclable materials throughout the world.

Project Based Billing

Springstone Schools provide middle and high school students with Asperger's Syndrome, Non-verbal Learning Disability and other executive function challenges a nurturing and challenging environment in which they can thrive.Young

Business•Branding•Identity package•Marketing

materials

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Strategic Energy With Definitive Results

How we can help RSNC

Research Infrastructure MarketingThe competitive landscape•Alike non profits•Alike business models•Demographic / feasibility studies

Building & Capturing Donors•Contact Management Database•Branded communication tools•Leveraging website to build relationships

Strategic Planning Tied to Revenue Goals•Building community awareness •Building community support•Building diversified donor base

Interviewing clients and community•Personal interviews with clients/family•Staff interviews •Public polling •Where are gaps and opportunities

Professional Communication Tools•Professional materials•Site sheets•Brochure•Press kit•Grant kit•Updated website

Public Relations•Identifying targets•Writing compelling articles•Pitching to local press and officials•Engaging the community•Capitalizing on strategic partnerships

Revenue Models•Reviewing financials•Building a financial acquisition strategy•Mapping to a marketing plan

Internal Tools•Motivational posters•Newsletters (print/electronic)•Newspaper articles on staff/client human interest stories

Event Planning•Showcasing sites and programs•Spreading excitement•Increasing awareness through viral marketing

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CASE HISTORIES

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Collateral & Packaging

Branding & Packaging• Redesigned and produced 10k

CDrom pieces for large conferences, seminars, and educational meetings nationwide

• Created and executed large direct mail programs and promotions to drive attendance to partner programs

• Worked with product development, software engineers to produce versioned software every 3-6 months

• Created marketing brochure, talking points

Insmark Inc.Insmark is a small, family run business that provides sales and marketing materials for life insurance professionals located in Northern California. InsMark is focused on helping both consumers and financial service professionals identify, understand, and capitalize on planning opportunities that exist or arise due to market conditions or tax law. By producing branded, highly-functional software for life insurance professionals, Insmark is the leader in their space.

Efforts resulted in increased sales and seminar attendance of 75-125 persons per event.

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Identity Package

Branding & Packaging

• Logo development• Tag line• Positioning• Differentiation

SkyHouse Solutions SkyHouse Solutions is a start up company providing professional energy savings services to residential and business customers throughout Northern California. EIM developed the strategic roadmap addressing incorporation, research, branding, website design and development, writing and design for collateral, business cards, letterhead, envelopes and presentations.

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Public & Community Relations

Reaching The Unreachable• Outreach through organized

communications with “news” and “community” value

• Acquiring celebrities, sports figures, political, and local community business leaders to get involved

• Trained media staff to help you drive interest (schedule article placements, editorials, interviews etc)

• High value offers which generate the “wow” factor and extremely high rate of response and opt-ins

Excel in Marketing provides:

• Macro and micro research

• Competitive Analysis

• Press relations through important community groups

• Calendar of events

• Speaking opportunities

• Ribbon Cutting

• Political and community leadership outreach

Public Relations

We have provided these services for companies large and small- some of these include: Pearson’s Learning Network, FHP, National Directory Information Services, Supervisor/Mayoral campaigns, PG & E, PowerSports, Retrospectacles, Science Tools, The Orinda Arts Council to name a few.

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Program Experience

• Program Experience– Research (Marketplace, competitive,

customer)– Brand Awareness (pre, post surveys)– Messaging/Positioning (branding and

message control for consistent, professional customer touch points)

– Lead Generation (well-written DM, TM, Online lead generation with tracking and analysis)

– Up-Sell / Cross-Sell– Marketing Automation and Lead

Distribution Tools– Customer Retention (annual plans that

change a customer into an advocate)– Sales Support

• Collateral • Incentive Programs

– Channel Analysis– Web Design– Event Management– Media Relations– Database build, modeling, segmentation– List acquisition– Packaging

Research

Define Objectives

Recommend Tools & Tactics

ProductionCode & Track

Execute

Assess &

Adjust

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Typical Research• Competitive Overview• Customer interviews• Sales Materials Review and Gap

Analysis• Past Marketing Successes & Failures• Focus groups (qualitative &

quantitative)• Economic Trends• Demographics• Customer Modeling • Segmentation• Pricing and Value Analysis• Usability Analysis (all marketing touch points)• Differentiators/Messaging• Positioning

Investigating Your Needs

Initial Phase: • Interviews with key staff• Identifying “as is” situation• Identifying “to be” goals• Understanding financial goals (units & revenue)• Barriers or challenges• Budget restrictions & timing• Resource restrictions• Conducting research

• Summary of findings in Marketing Audit (Flat Fee)• Recommendations moving forward in the form of a marketing plan (Flat Fee)• Discussion & approval from client• Map to a project plan, calendar, and budget

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Marketing Plan

Marketing Plan• Overview

– Internal Research– External Research– Platform for our

recommendations moving forward

• Recommended Overall Strategy– Defined success metrics– Aligned with business

goals and objectives– Budget for approval

• Detailed Plan of Action– Proven integrated

marketing techniques– Tools– Tactics– Timing

Client Control

You can review the recommendations and

determine what is within your budget.

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Experienced staff with a combined experience of a half century

The staff at Excel in Marketing has held Client positions in Executive Management

The team brings a wealth of knowledge across many industries

We are flexible and accommodating to businesses large and small

We are responsive and possess an incredible work ethic

We are focused on results!

Undeniable Value

Flexible & Accommodating

Flexible & Accommodating

Wealth of Knowledge

Wealth of Knowledge

Successful Marketers

Successful Marketers

Executive Management

Executive Management

Results Focused!

Results Focused!

Short-Term or Long-Term

Short-Term or Long-Term

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Experience

Serenity by the Sea

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“I needed a marketing partner to help me with a comprehensive marketing strategy to take my business to the next level, and Excel in Marketing has exceeded my expectations at every step.”

Ian Bremner, Founder | Residential and Educational Services

“Excel in Marketing provided experienced staff to manage our department, and provided a project manager to work on key projects that significantly impacted our bottom line.”

Eva Chang, Marketing Director | Blue Shield of California

“Our client needed to understand the best marketing automation tools on the market to meet their customer relationship management needs. Excel in Marketing responded quickly to provide us with a thorough analysis, RFP assistance, and a solid recommendation on an accelerated schedule. The outcome was tremendously successful- a multi million dollar contract.”

Greg Sullivan, Vice President Business Development | Protocol Marketing Services Inc.

“I had the pleasure of working with Excel in Marketing in strategic planning and identity work for my new business launch.  They were innovative, thorough, and affordable.  I look forward to a long and profitable business relationship.”

Mark Westwick, Owner | CareFree Power Sports

Proven Effectiveness

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Sound Research

Comprehensive Strategy

Proven, Integrated Tools & Tactics

MeasuredEffectiveness

Greater Yield From Your Customers

Measurable Results

“We will help you to architect a powerful, long-lasting marketing effort that will catapult your business to the next level”

• Integrated Programs

• Coded & Tracked

• Analyzed

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Return on Investment Calculator