Table of Contents
Your Comprehensive Tradeshow Partner
Scope of Work/Your Timeline
Proposed Creative Concepts
Our Team
Proforma Background: An Industry Leader
Case Studies
Value-Driven Benefits
Proforma is Your End-to-End Tradeshow Partner
Proforma is your single-source resource for branding, marketing and promoting your events – with a commitment to increasing your return and taking the planning off your plate. With $500,000,000 in purchasing power and an international footprint, we offer exclusive pricing, preferred product access and dedicated, local account support everywhere required.
By streamlining the following services through our experienced consulting team, CLIENT will enjoy increased innovation, efficiencies and a worry-free event experience:
Tradeshow Planning and Support
· One Source for collateral, signage, product giveaways, apparel, awards, branded merchandise
· Custom mobile app development
· Concept/theme development and support
· Pre-event outreach to members
· Planning and on-site event management assistance
· Post-event follow up with members
· Traditional and digital advertising experience
· Brand positioning and consistent messaging
· Standardization and consolidation of marketing material
· Copywriting
· Graphic design and product consulting
· Public relations
· Custom packaging and mailing services
Custom Promotions and Apparel
· Private label and custom apparel
· Executive gifts and recognition awards
· Innovative product ideas
· Campaign solutions
· Custom manufactured products
Complete Printing Solutions
· Banners and signage
· Marketing collateral and event maps
· Business cards, documents and labels
· Targeted direct mail (1:1 marketing)
· Commercial print
· Environmentally-friendly products
· Special projects
Web Engagement
· Engagement strategy
· Interactive website development
· Search Engine Optimization (SEO)
· Campaigns to drive leads and referrals
· Mobile sites and applications
· Social media outreach and blogging
Multimedia
· Instructional video presentations
· Commercials
· Creative productions
· Event photography and videography
· Full-service multimedia
· Motion graphics and 3-D animation
· Professional photography
· Advertising strategy
eCommerce
· Custom design to reflect the look & feel of your brand
· Streamline purchasing across product lines/business units
· Convenient and user-friendly; 24/7 access
· Login-based permissions
· Real-time inventory and reporting
· Secure artwork library = guaranteed brand compliance
Warehousing and Fulfillment
· Implementation team and ongoing business reviews
· Warehousing, fulfillment, and global distribution
· Inventory management and on-demand programs
Our goal is to help our clients realize better ROI by matching the right products and services with the marketing plan and call to action. We execute on all aspects of event planning and execution as your creative partner.
We understand the value of a marketing consultant you can trust. Our focus is on taking a leadership role to improve innovation and workflows, reduce costs (both administrative and product-based) and free up your resources so you can focus on growing your business. By establishing such partnerships, we continue to grow along with our clients and continually improve existing programs.
Scope of Work/Your Timeline
This is where I would block out the tasks to be completed and when they would be done to meet the requirements of the event…
Proposed Creative Concepts
This section might include design and product ideas
Be careful about sharing too much creativity if the client has not yet made a commitment!
Our Team
Proforma uses a local and corporate account management model to ensure our clients benefit from the structure and support of a large corporation while enjoying personal, attentive service. Our team at Proforma NAME in CITY, STATE work will work directly with CLIENT NAME, providing optimum solutions for your marketing initiatives and programs. Our Cleveland, Ohio Support Center staff provides technology resources, credit management, and product sourcing, administrative and creative marketing assistance. This structure allows us to continually hold our place as a leader in the industry.
OWNER NAME – TITLE
With more than ## years of industry experience, NAME leads the team to provide strategic support to CLIENT. In addition to overseeing the day-to-day management of your program, his/her responsibilities include but are not limited to:
· Ensuring the continued success of your existing marketing initiatives
· Idea generation for innovative products and solutions
· Conducting on-site meetings and business reviews
· Identifying cost savings opportunities
· Overseeing our manufacturing and fulfillment team in achieving 100% accuracy and efficiency
· Monitoring delivery schedules and coordinating sub-contractor relationships
· Fostering a service culture to meet and exceed expectations, and earn your trust as a business partner
In addition, Proforma’s Cleveland, Ohio Support Center provides technology resources, credit management, and product sourcing, administrative and creative marketing assistance. This structure frees up valuable time for your dedicated representatives to focus on the service and consulting aspects of your program.
Proforma Support Center team members who will play key roles in the CLIENT program include:
Tony Zayas – Director of Sales & Marketing
Tony is an award-winning digital marketer and strategist. As Director of eCommerce Solutions & Marketing Manager, Tony leads the development, execution and implementation of Proforma’s digital marketing initiatives, including eCommerce, social media, mobile, blog, web and email marketing. In 2013, Zayas was named as an inaugural winner of Smart Business Magazine’s 2013 SoMe Impact Awards for the Large Companies category. The award recognizes marketing executives that took that leap of faith into the unknown world of social media and in doing so, drove substantial value for their companies.
Deanna Castello – Chief Marketing Officer
Deanna provides strategic guidance on marketing the program and ensuring awareness among your end users. Her creative team develops multi-level marketing programs that are consistently recognized by Advertising Specialties Institute (ASI) and other industry organizations.
Team of Marketing and Creative Specialists: Deanna’s dynamic team includes creative campaign, social media, direct marketing and graphic design specialists.
Patrick Magyar – Creative Director
Patrick’s team is an in-house marketing agency, providing campaign solutions and creative ideas for special events, as well as adding value to your product offering. By understanding the bigger picture, our Creative Services team ensures the success of your events and programs based on a total campaign solution.
Janet Cannata – Creative Services Specialist
Janet is a communications strategist and project manager. She has extensive experience in developing community outreach and marketing campaigns, media and public relations strategies, and collateral materials. Specific strengths include building partnerships and advancing business growth opportunities.
Michele Cardello – Director of Strategic Partner Development
Michele oversees our alliance of program management and manufacturing experts that provide you with One Source for Infinite Resources.
Vendor Development Team: Made up of promotional, print and importing specialists, this team oversees the training and sourcing initiatives for Proforma’s main product categories. This team will strategically align our partners that provide a perfect fit for CLIENT from a capabilities and logistics standpoint.
Proforma is an Industry Leader
Profile
· 39 years of industry experience
· $500,000,000 + in sales
· 750 + offices
· International footprint
· Dedicated, local support
Partnerships
· 15,000 vendor relationships
· 550 strategic agreements
· Exclusive pricing and product access
· Custom manufacturing capabilities
International Capabilities
Proforma has years of direct importing experience and recently opened two offices in the United Kingdom. In addition, our manufacturing partners operate facilities around the globe. Our international footprint allows us to leverage the power of importing and achieve:
· Bigger buys for bigger savings
· Proactive project planning 90 – 120 days advance
· Unlimited product configurations
Proforma’s partnerships bring expertise including:
· Understanding of global markets and opportunities
o Similarities and differences in cultures, i.e. different languages and alphabets
o Retail product trends
o Promotional product trends
· Compliance with local safety and legal standards
o Continuous monitoring of worldwide, continental & local regulations evolution
o Ensure standards of global product safety compliance
o Independent lab (SGS, Bureaus Veritas) verification
o Periodical retest program during product life cycle
o Factory and product audits
· Currency and product pricing/shipping
o Product pricing aligned with local economies
o Taxes/duties (shipping)
o Customs clearance
Value-Driven Benefits
A partnership with Proforma will bring the following benefits to CLIENT:
· Consolidation
o One common order platform used globally: Order, Manage, Track, Report
o Single point of contact for all products and solutions
§ Printed materials
§ Direct mail
§ Promotion
§ Trade show
§ Social media
§ Distribution and fulfillment
§ Combine competitive costs with superior quality
· Competitive Pricing
o $500 million leveraged purchasing power
o Signed agreements with valued preferred manufacturing partners
o Streamlined workflow results in administrative savings
· eCommerce Platform
o Available 24/7
o Intuitive, easy-to-use
o Scalable with advanced features
o Permission-based and highly flexible
· Control
o Brand standards and corporate graphic standards across all products
o Manage spend – configure processes to manage and track your spend
§ Cost center allocation reporting
§ End user reporting
o Supplier management and tracking
o Regional and global distribution
o Program implementation and ongoing management
· Inventory Management and Fulfillment
o Full quality controls from receiving to shipping
· Dedicated, Attentive Account Support
o Dedicated teams and fulfillment
o Personal, attentive service
o Single source access to resources, purchasing power and support of industry-leading company
o One brand. One partner. One store. One voice.
· Implementation strategy
o Proven plan, experienced team, smooth transition
We understand the value of a marketing consultant you can trust. Our focus is on taking a leadership role to improve innovation and workflows, reduce costs (both administrative and product-based) and free up your administrative resources so you can focus on growing your business. By establishing such partnerships, we continue to grow along with our clients and continually improve existing programs.
When you partner with Proforma, you don't have to choose between capabilities and service. We offer the product selection and competitive pricing of a large corporation coupled with the personal, attentive service of a small, locally-owned business. Only Proforma promises the best of both worlds.
We look forward to further discussing your marketing goals.
One Source.Infinite Resources.
Name
Proforma Name
Phone Number
Email Address
Proforma Confidential Page 12