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HomeMy WebLinkAboutRESPONSE - RFP - 8141 MARKETING SERVICES - FORT COLLINS MUSEUM OF DISCOVERYRESPONSE TO REQUEST FOR PROPOSAL 8141 8141 MARKETING SERVICES FORT COLLINS MUSEUM OF DISCOVERY TABLE OF CONTENTS TOC Executive Summary 1 1. Methods and Approach 2-4 2. Qualifications and Experience 5 3. List of Project Personnel 6-7 4. Organizational Chart / Proposed Project Team 8 5. Availability 9 6. Schedule of Rates 10 7. Vendor Statement 11 Appendix Items: 12 + • Samples of Work • Case Studies • Why A-Train? • Terms and Conditions TABLE OF CONTENTS Table of Contents A-Train Marketing Communications Inc. 125 South Howes, Suite 502 Fort Collins, CO 80521 ph: 970.419.3218 fx: 970.482.3442 EXECUTIVE SUMMARY In the marketing industry, it is common for companies to compete and position themselves with the quality of their creative work and big ideas. We believe that creative ideas are certainly a critical aspect of the overarching marketing campaign process, but they represent only one component of a diverse marketing skills mix. Where A-Train Marketing stands out from our competitors is in our proven results relating to the development and implementation of strategic marketing plans and creative campaigns that are derived from research, insight and planning needed to effectively target audiences, create awareness, inspire action, drive loyalty, and ultimately result in financial gain and social impact. At our core, we are a cause-driven agency dedicated to “driving the greater good” through community action and engagement, which we feel aligns very well with the overarching Museum of Discovery mission of creating meaningful opportunities for people of all ages to learn, reflect, and have fun through hands-on and collections-based explorations in science and culture. We are most successful working with companies and organizations that have a mission-critical message to deliver and information that must reach the public for the overall benefit of the community. Our competitors, although adept in their respective offerings, do not offer the years of experience in this type of specialized marketing and creative promotion. We have assembled a team of people with highly advanced and specific skill sets in order to meet our clients’ expectations and evolving needs. Additionally, we have extensive experience working with thought leaders, municipalities, stakeholders and key constituent groups to inspire action and work productively toward a common goal. Additionally, our level of service is outstanding. We are a high-touch, agile agency, meaning we can respond in person, quickly, to project and client needs. We deliver direct feedback and communication regarding project progress, evaluation and timelines to move projects along and adjust as necessary. Our team is entirely comprised of full time, permanent personnel, and when our internal capabilities and skill sets need to be supplemented, we collaborate with only the best local service providers. We believe in collaboration and in being committed to our people. They, in return, are committed to our company and the work we do. Overall, we believe that we are enjoyable people to work with and our clients’ testimonials to our style and our work ethic is proof that we truly understand how to meet the needs of the people for whom we work. We’re known for responsiveness and application of bright minds to complex projects; our strategic planning skills paired with our creativity equal unparalleled success in project delivery and overall effectiveness. A-Train is very excited about the opportunity to work with the Museum of Discovery to build a strong marketing presence for Pterosaurs. Our goal is to exceed your expectations with an exceptional marketing plan that supports your ability to host a successful 20-week exhibition run and gain new audiences and exposure for the Museum as a whole. It is our sincere intention to earn your trust and business as your long-term provider of marketing guidance and outreach support. Page 1 A-Train Marketing Communications Inc. 125 South Howes, Suite 502 Fort Collins, CO 80521 ph: 970.419.3218 fx: 970.482.3442 1. METHODS AND APPROACH Page 2 A-Train Marketing Communications Inc. 125 South Howes, Suite 502 Fort Collins, CO 80521 ph: 970.419.3218 fx: 970.482.3442 ADDRESSING EXPECTATIONS DEFINED IN REQUEST FOR PROPOSAL Strategic Marketing and Communications Planning and Consultation: To clearly promote the Museum of Discovery’s efforts for creating a marketing and promotions strategy for Pterosaurs, A-Train Marketing will provide dedicated planning and consultation services that will build off of the current Museum of Discovery strategic marketing efforts and focus on ways to effectively reach targeted audiences and encourage local / regional community support, participation and advocacy. Our strategic planning services are designed to maximize your budget and available resources to ensure that the activities presented are implementable and grounded in what is truly feasible for the Museum and its operational structure. We understand that market planning is a critical process that will inform the overarching promotions and outreach strategy for Pterosaurs, and therefore we work as an extension of our clients by thoroughly understanding the organization from an internal and external perspective and providing a platform for continuous communication. We have an excellent project management team that works collectively to build momentum and keep activities on track, ensuring full utilization of the key initiatives of the plan and maximizing return on investment. We will begin by reviewing all planning and background materials available and provided by the Museum and we will then work collaboratively with the Museum of Discovery’s to address the planning elements as defined in the RFP: Attendance and Ticketing: Creating, analyzing and forecasting attendance and analyzing regional factors along with Museum needs to help determine ticket price. By observing key metrics, we can easily understand what approaches are working and what approaches need modification. We believe in consistent communication with our clients and we share monthly reports with clients to provide an honest appraisal of our efforts. We are also flexible and accommodating of the needs and requirements of the organization. Measurement: A-Train is committed to working with the Museum to design tracking systems and metrics to provide continual performance evaluation. There are a number of ways that data can be tracked, and we would want to understand the current systems used by the museum, and subsequently suggest a series of digital and promotional tracking tools that can be used in tandem to effectively evaluate success. The Museum may have a set of measurement tools that we can work with, and if not, A-Train will work with the Museum to establish a measurement framework. Exhibit Promotion: A-Train has a great deal of experience working with the Fort Collins community to promote ticketed events from large non-profit fundraisers to theatre performances. Spanning both paid and volunteer efforts, A-Train has been fortunate to support the community event promotion of non-profit arts and education entities including OpenStage Theatre; SpokesBUZZ Fort Collins, Beet Street, and the Fort Collins Museum of Art. 1. METHODS AND APPROACH Page 3 A-Train Marketing Communications Inc. 125 South Howes, Suite 502 Fort Collins, CO 80521 ph: 970.419.3218 fx: 970.482.3442 A-Train is confident that we will be an excellent museum partner for providing the key Project Deliverable of a comprehensive marketing plan as defined in the RFP to include: Summary of Consultant qualifications, including relevant staff – This will be provided upon project commencement should the project be awarded to A-Train. For quick reference, please review the list of Project Personnel section of this RFP response document, which is included on pages 6 and 7. Analysis of potential markets and audience, including personas – Audience segmentation and identification is a critical aspect of A-Train marketing’s planning process, and the first place we plan to begin. We employ a collaborative approach to all projects, large and small. This begins with collective discussions about your goals; assessment of current limitations; thorough review of available planning and background research materials; an understanding of the strategies that you find most effective, and the view you have of your audience. The bottom line is for us to gain enough brand and audience intelligence at the forefront to market you as though we work with the organization. In combination with understanding the audience mindset, we like act as an extension of our clients, so we can design strategies that speak your language while also effectively engaging those you wish to reach. Financial projections – A-Train would work collaboratively with the Museum in conjunction with the American Museum of Natural History to obtain data to support our ability to project financial performance and predict financial success. Calendar for implementation of plan – An implementation calendar of the planning process and all deliverables will be a key component of the marketing and promotion strategy and we would recommend the implementation calendar be consistently reviewed and amended through the planning process to account for new and changing information and circumstances. We can design a calendar that meets the Museum’s expectations and operational structure to ensure that the calendar becomes a functional planning tool that the Museum can use for future exhibits and events. Communications / Media Outreach Plan – A-Train Marketing is known for development of strategic communications that build instant intrigue and community rapport. Understanding the level of knowledge that the community has about the Museum of Discovery is a very important aspect of designing a successful engagement campaign. As Pterosaurs will be an inaugural traveling exhibit, we will want to leverage the fact that the Museum of Discovery has been selected as the third Museum to display the exhibit. We believe an in-depth understanding of the perceptions and misconceptions of your audience will help us understand how much work is to be done with target audience and tertiary groups in relation to messaging, awareness building and generating enthusiasm for the Pterosaurs exhibit. We will work with the Museum of Discovery and the American Museum of Natural History to design communications opportunities that appeal to those fully engaged in natural history, as well as those channels that are completely unfamiliar with what Pterosaurs are and what they represent. Through this assessment, we will design a comprehensive communications plan to increase exposure and participation form traditional media, new media and the community at large. Promotions Strategy and Multi-Channel Marketing Considerations - A-Train is fully confident that we can provide a strategy to help the Museum of Discovery carefully consider the potential activities that may support your regional marketing efforts. Our marketing campaign plan may include implementation recommendations for the following channels: - Print and Display Advertising - Social Media / Content Marketing - Infographic Design - Email Marketing - SEO/SEM - Web page review, design and enhancement - Video Production - Creative Promotions / Events - Radio and Broadcast Advertising - Strategic Partner Promotions 1. METHODS AND APPROACH Page 4 A-Train Marketing Communications Inc. 125 South Howes, Suite 502 Fort Collins, CO 80521 ph: 970.419.3218 fx: 970.482.3442 Partnership plan for securing non-monetary promotional relationships – A-Train is absolutely dedicated to working with the Museum’s marketing A-Train has extensive experience developing creative approaches, strategies and materials to augment cooperative partnerships and we will help to identify opportunities and provide the tools and strategies necessary to bring partnerships to fruition. We have a very strong reputation and a wealth of connections that make it easy for us to support the development of strategic partners. Conversion strategy – Conversion and its associated measurement can take many forms, and determining what the conversion strategy is before understanding the planning process can be difficult. Our marketing and measurement strategy will be a product of the planning process. Evaluation plan – A-Train understands the importance of reporting on progress and designing measurement tools to assess the effectiveness of the planning and campaign work being done. We will work with you to design a meeting and project management calendar to enable prioritization of strategies and ensure efficacy of the marketing approach. We will also design written and verbal reporting tools to review project status, budget status and milestones throughout the duration of the project. A-Train is also fully equipped to support Additional Opportunities as needed which may include, but are not limited to: Graphic Design – A-Train’s award winning design team will work collaboratively with The Museum of Discovery to produce dynamic, compelling, high-quality materials, consistent with The Museum of Discovery’s brand management guidelines. Our team of designers is passionate about bringing causes to life through practical, yet innovative design solutions. We have been the proud recipient of multiple awards for graphic design and creative campaign development and A-Train employs five full-time graphic design professionals including the two agency principals (detailed in Qualifications section). Media Relations – A-Train is one of only a few full-service marketing agencies in Colorado with a specialized division of the company dedicated solely to PR, Social Media, and Media Relations. Beyond media relations, content development, media pitching, and placement, we will work hard to create opportunities on behalf of the Museum of Discovery, with special focus on creative activities deemed as possible inroads for furthering publicity opportunities and 3rd party advocacy. Ad Buying/Contract Negotiation – A-Train employs a full-time media buyer and planner and can provide the museum with the value of robust buying power and our ability to negotiate exceptional rates and broker media on the Museum’s behalf. Sponsor Identification – Because A-Train has worked so extensively with regional and statewide non-profit organizations, sponsor identification comes naturally to us. We would happily support the Museum is designing a list of target sponsors - both individual and corporate to support the financial success and community awareness for Pterosaurs. 1. METHODS AND APPROACH // SUSTAINABILITY Page 5 A-Train Marketing Communications Inc. 125 South Howes, Suite 502 Fort Collins, CO 80521 ph: 970.419.3218 fx: 970.482.3442 A-Train Marketing Communications has always been considerate of environmental sustainability. In fact, one of the guiding values of the company states that “We are committed to companies, solutions and activities that have a positive impact on our planet.” The company is a highly committed organization in the area of environmental and local economic development and was an early adopter of membership to both ClimateWise and BeLocal. As a team, we proudly rode the MAX Bus Rapid Transit on the first official day of operation and we promote MAX bus use to clients and employees on a consistent basis. Our company is dedicated to recycling and reuse of materials and we are conscientious about ensuring that our business practices maintain a low carbon footprint. A-Train Marketing was one of the original collaborators involved in the design of the FortZED (Fort Collins Zero Energy District) and helped to kick off a public information and education initiative to generate excitement for the concept. A-Train is now re-engaged with FortZED to help generate public support because awareness and enthusiasm for the initiative had begun to wane due to transitions in leadership and changes to the programmatic focus. A-Train Marketing Communications, Inc. is the agency that has developed the name, branding, and marketing campaign for the City of Fort Collins Lose-A-Watt campaign. The energy efficiency competition, which will run for two years, is designed to educate Fort Collins residents and create enough wide-scale community awareness and engagement for Fort Collins to take home a $5 million prize. Additionally, A-Train has managed many initiatives and awareness campaigns that center on strategies and communications that positively impact our planet, including successful messaging, branding, and media relations campaigns for the City of Fort Collins Utilities, The Atmosphere Conservancy, and the Loveland, Fort Collins and Cheyenne Housing Authorities. A-Train has just been recognized by the City Of Fort Collins as the community’s WorkWise Challenge winner for the company’s collective efforts pertaining to home energy conservation. Beyond participation in the city’s ClimateWise program, representatives from the company are previous Technology Taskforce initiators and participants of the Rocky Mountain Innovation Initiative (RMi2) program, Sustainable Living Association, and several other initiatives that promote environmental quality in our region. When it comes to production of materials we always seek materials that are environmentally friendly such as recycled papers, soy-based inks, etc. We have been members of Environment Colorado for nearly fifteen years and we recently supported the Colorado Carbon Fund’s Drive Less Challenge as a donor and volunteer to gain regional and national media attention. Our company promotes carpooling and bicycling to work, and we are proud to say that 80% of our team uses means other than car transport on a weekly basis to travel to and from the workplace. Additionally, Gretchen Gaede and Ryan Keiffer directly support or have supported several sustainability- based non-profit organizations including: • Lose-A-Watt – A-Train is currently working with the City of Fort Collins to roll-out a fun, interactive campaign designed to encourage residents to save energy over the next two years to compete and win the Georgetown University Energy Prize • FortZED Community Energy Challenge – Gretchen Gaede worked with FortZED to design tools for capturing audience information and promoting the energy challenge though the house party model • FortZED Community Taskforce (Ryan Keiffer supported the launch of FortZED through his involvement with Univercity Connections) 2. QUALIFICATIONS // EXPERIENCE Page 6 A-Train Marketing Communications Inc. 125 South Howes, Suite 502 Fort Collins, CO 80521 ph: 970.419.3218 fx: 970.482.3442 NUMBER OF YEARS IN THE BUSINESS: 17 years in business, established in 1998 SERVICES OFFERED: • Branding • Messaging • Audience Identification / Analysis • Strategic Planning • Research • Graphic Design • Content Marketing • Public Relations • Web Design • Social and Digital Media • Advertising • Video Production REFERENCES FOR SIMILAR PROJECTS Lose-A-Watt (a program of FortZED) Service provided: campaign branding, design, messaging, publicity, website, advertising, strategic planning and community outreach strategies (visit: www.lose-a-watt.com) FortZED Services provided: strategic planning, video development, social/digital media campaign set-up, website, branding, advertising and community outreach campaign design and execution (visit http://fortzed.com/) Video sample: https://vimeo.com/119274553 Date of service: 2013 to present Katy Bigner, Environmental Planner and Project Coordinator City of FC Utilities and Sustainability Services and Fort Collins Utilities (970) 221-6317 Email: kbigner@fcgov.com OpenStage Theatre Service provided: strategic market planning; support wide scale community fundraising; ticketed event marketing; campaign branding, design, messaging, publicity, advertising, and community outreach strategies Date of service: 2010 to present Denise Freestone, Executive Director (970) 219-0142 Email: denise@openstagetheatre.org Platte River Power Authority Services provided: brand consulting and enhancement; materials design; publicity consulting; advertising, signage; annual report development, community engagement strategies (visit: http://atrainmarketing.com/projects/prpa/) Date of service: 2013 to present Jon Little, Marketing Manager (970) 226-4000 Email: jlittle@prpa.org 3. LIST OF PROJECT PERSONNEL Page 7 A-Train Marketing Communications Inc. 125 South Howes, Suite 502 Fort Collins, CO 80521 ph: 970.419.3218 fx: 970.482.3442 Gretchen Gaede – President // Co-owner • Visionary team leader • Lead communication strategist • Messaging, campaign development • Creative director • Director of business development • Director of account services • Graphic design • Non-profit communications/cause-based marketing PRINCIPALS David Burbidge - Production Manager • Project management • Marketing strategy and strategic planning • Production Management • Creative Direction • Quality control of materials • Team Leadership Wade Corliss – Content Specialist • Social media strategy • Content creation and management • Blog content creation • Website content creation • Social media training • Proofing and editing Simone Cordery-Cotter – Account Manager • Project management • Marketing strategy • Content creation • Proofing and editing • Quality control of materials Brandon Scott – Office Manager • Office management / administration • Content creation • Proofing, editing and quality control of materials Adam Nowak – Digital / Web Programmer • Web interface programming • Web design, coding and database programming • Digital materials development SUPPORT STAFF - please note that all A-Train staff members are full-time permanent employees Ryan Keiffer – CEO // Co-owner • Strategic leadership • High level A-Train Marketing company forecasting view • High level finance/accounting, HR strategy, operations strategy • Business development • Account management • Research and strategy design Charlie Mueller – Lead Graphic Designer • Graphic design: advertising, branding, print, digital, web • Print and digital materials development • Custom illustration • Art direction • Photography 4. ORGANIZATIONAL CHART Page 8 A-Train Marketing Communications Inc. 125 South Howes, Suite 502 Fort Collins, CO 80521 ph: 970.419.3218 fx: 970.482.3442 OUR TEAM IN ACTION // COMPANY ACCOLADES: • Top 10 finalist for Mercury 100, honoring Colorado’s fastest growing companies, for 10 consecutive years, since 2004 • Communicator Award Winner 2010, 2014 and 2015, national award recognizing bold and innovative marketing campaigns • Davey Award winner, honoring exemplary web, design, video, advertising and mobile, 2007, 2009, 2013, 2014 • A-Train President, Gretchen Gaede, nominated as Executive Business Roundtable leader by Colorado State University’s College of Business • Winner of Governor’s Service Award, recognizing Most Outstanding Colorado business in 2010 • Finalist for Northern Colorado Business Report Bravo Entrepreneur of the Year as well as Small Business of the Year by the Fort Collins Coloradoan in 2007 and 2008 • Winner of Administrative Innovation award from the Colorado Chapter of the National Association of Housing and Redevelopment Officials (NAHRO) for its outreach plan and implementation to promote the Fort Collins Housing Authority’s Villages low income housing program • A-Train’s co-founders have each been awarded the Fort Collins Coloradoan’s Rising Business Star award; Gaede in 2005 and Keiffer in 2007 • Gaede and Keiffer were also winners of the United Way Volunteer Group award, recognizing commitment to philanthropy and community support • A-Train Marketing is a founding member of the United Way of Larimer County’s Business Cares program • A-Train Marketing is a highly committed organization in the area of environmental and local economic development and is a member of ClimateWise and BeLocal, programs founded in Larimer County which perpetuate eco-consciousness in commercial development and operation, as well as support for the local economy and business community. 5. AVAILABILITY Page 9 A-Train Marketing Communications Inc. 125 South Howes, Suite 502 Fort Collins, CO 80521 ph: 970.419.3218 fx: 970.482.3442 A-Train Marketing has been recognized as one of the top 100 fastest growing businesses in northern Colorado for the last 10 years. Our consistent growth has afforded us the ability to increase capacity and support new projects without hesitation. With a dedicated staff of 12, full-time permanent personnel, A-Train marketing is well-suited to manage the project scope and provide additional services as necessary. The agency does not have commitments that would keep the project personnel from completing this project. In fact, the entire A-Train Marketing team is eager to accelerate community engagement for the Museum of Discovery’s Pterosaurs exhibit. Date for on-site oral interview, should we be invited: Availability of A-Train Marketing between the dates of August 14th and 21st: A-Train will happily accommodate any scheduling requirements during this week We believe in promoting discovery, education and innovation as a key component of being a Smart City. As a company, we have advocated for the Museum of Discovery’s services for over 15 years. By working with A-Train Marketing, you will be well suited to continue to expand the minds and engage the worlds of the Fort Collins community and beyond. 6. SCHEDULE OF RATES Page 10 A-Train Marketing Communications Inc. 125 South Howes, Suite 502 Fort Collins, CO 80521 ph: 970.419.3218 fx: 970.482.3442 Please note: All rates are estimates based on our non-profit hourly rate of $95 per hour. Estimated Fees The fees estimated below are to support the duration of the project and are based on assumptions regarding the general information that has been provided in the RFP document. Should A-Train Marketing partner with the Museum of Discovery on this project, a concrete budget for services will be provided, not to exceed a budget amount as defined by the Museum of Discovery. Project Deliverables (based on a estimated seven month engagement): Background Research / Review of Existing Data: $1900 Audience / Market Analysis: $2375 Implementation Calendar: $950 Promotions Strategy: $2850 Digital Strategy: $1425 Communications Plan: $3325 Partnership Plan: $1900 Financial Projections, Conversion Strategy and Evaluation: $2850 Meetings and Reporting: $2660 Contingency $2,000 TOTAL: $22,235 Fees for additional services as noted in the “Additional Opportunities” section Graphic Design & Production: billed hourly as needed at $95 /hour Media Relations: billed hourly as needed at $95 /hour Ad Buying / Contract Negotiations: Time spent on media planning, negotiating rates, developing and managing your budget and insertions, and reconciling invoices is not billed to the client. Rather, as your Agency of Record, A-Train Marketing receives a 15% agency commission on your ad spend from most media, and negotiates rates to reflect this 15% commission for all publications. You are able to receive our expertise and save significant time in both planning and execution while paying the same rates for your advertising that you would without an agency involved. Note, however, that we require a minimum advertising spend of $10,000 per year in order for our time and efforts to be covered by the 15% agency commission. Sponsor Identification: billed hourly as needed at $95 /hour Page 11 A-Train Marketing Communications Inc. 125 South Howes, Suite 502 Fort Collins, CO 80521 ph: 970.419.3218 fx: 970.482.3442 VENDOR STATEMENT FIRM NAME: A-Train Marketing Communications, Inc. ADDRESS: 125 South Howes, Suite 502, Fort Collins, CO 80521 EMAIL ADDRESS: gretchen@atrainmarketing.com PHONE: 970.419.3218 BIDDER’S NAME: Gretchen Gaede SIGNATURE: PRIMARY ISSUES CONTACT: Gretchen Gaede PHONE: 970.419.3218 CELL: 970.567.2962 EMAIL ADDRESS: gretchen@atrainmarketing.com Page 12 A-Train Marketing Communications Inc. 215 W. Oak Street, Suite 800A Fort Collins, CO 80521 ph: 970.419.3218 fx: 970.482.3442 APPENDIX INCLUDED IN THIS APPENDIX: Samples of Work Case Studies Why A-Train Supporting Information Terms and Conditions Page 16 A-Train Marketing Communications Inc. 215 W. Oak Street, Suite 800A Fort Collins, CO 80521 ph: 970.419.3218 fx: 970.482.3442 OUR WORK FORTZED LOSE-A-WATT The Challenge: As a national energy conservation and innovation leader, the City of Fort Collins was chosen as a semi-finalist for the $5 million Georgetown University Energy Prize. The prize, which is given to communities that demonstrate significant reductions in energy usage through community engagement, is designed to increase the City’s energy efficiency awareness within residential, municipal, corporate and public sectors. To win the prize, the City turned to A-Train to support creative branding, messaging, and the implementation of a set of competitively fun ways to engage participation. Thus, the Lose-A-Watt Energy Prize was created, with a goal of doubling community energy savings through the end of 2016. The Solution: • Created engaging name, brand, graphics and interactive content such as video and gaming applications to motivate participation • Created wide-scale, low-cost digital campaign to generate targeted reach and frequency • Created customer journey map to detail the interactions that users would have with the Lose-A-Watt Energy Prize across all of its available channels over time, showing how the campaign could re-engage participants for key calls to action • Developed mini awareness campaigns targeting specific energy- saving tips, incentives, and ideas to boost effectiveness of ads in relation to the overall campaign • Provided comprehensive monthly reports detailing monthly metrics including impressions, click-through-rates, spend, cost per click, conversions, etc. The Results: • The project has successfully generated community awareness, dialogue and conversation both in-person and online through social and public forums • Implemented highly-effective multi-channel ad campaign that has reached an audience of more than 4.7 million people over a span of three months with more than 8,000 clicks to the website, with a frequency of reaching Fort Collins residents between 3 and 8 times with key messages • Delivered an effective cost per thousand impressions of $1.82 for contextual and retargeting ads. • Helped increase the number of new users to the site at the site, with more than 2,400 new people visiting the site over a three- month span Branding, City-Wide Outreach / Education Campaign, and Marketing Communications Client Contact: Katy Bigner (970) 221-6317 Email: kbigner@fcgov.com CASE STUDIES 125 South Howes, Suite 502 Fort Collins, CO 80521 The Challenge: Like many mid-sized university towns, Fort Collins, CO has a vibrant and diverse independent music scene. But what other such communities don’t offer is a Fort Collins’ exceptional blend of musical talent, community, and commerce bolstered by a high-energy bicycling and microbrewery culture. In 2010, Dani Grant—a Fort Collins business owner and philanthropist of the Fort Collins music community partnered with the support of New Belgium Brewery, the City of Fort Collins, and the Beet Street arts and culture initiative to create an organization that would promote Fort Collins’ unique music and lifestyle offerings as both a local and national cultural export. The newly-formed non-profit approached A-Train with only weeks remaining before the group was scheduled to launch publicly as a participant in the 2010 South by Southwest (SXSW) music festival and conference in Austin, TX. The task at hand was to create a memorable, publicly appealing brand that would integrate the full spectrum of interests and values held by the organization. The Solution: • Create a memorable brand including naming of the organization and development of a logo/graphic identity for use in promoting the organization and its ongoing events and activities • Develop a concise messaging framework to articulate the focus of the organization and its private, public and non-profit supporters in creating nationwide visibility for Fort Collins’ unique music and cultural offering • Provide ongoing public relations and promotional support The Results: • Branded the group SpokesBUZZ – a name that integrated the emerging musical talent, bikes & craft beer culture that distinguish Fort Collins • Facilitated organizers in shaping the character and values of the organization, including publicity messaging and support necessary for communicating the purpose of SpokesBUZZ to a local and national media audience • Successfully attracted local and regional media coverage of the participation of SpokesBUZZ bands at South by Southwest music festival and media conference in Austin, TX • Designed SpokesBUZZ.org website integrating core brand message with social media channels, events calendar & hosted multimedia content • Created ongoing visibility for SpokesBUZZ through merchandise design including artwork for a promotional CD and t-shirt given away at SXSW and locally • Helped propel SpokesBUZZ nationwide, resulting in a nationwide brand recognistion Client Reference: Dani Grant, SpokesBUZZ founder 303-884-3738 SPOKESBUZZ FORT COLLINS Naming, Branding, Community Engagement, and Wide-Scale Marketing Campaign CASE STUDIES The Challenge: Like many non-profit organizations that have been impacted by the economic downturn over the last few years, OpenStage Theatre has experienced a drop in financial support from various funding sources including individual donors and corporate sponsorships. For forty years, OpenStage Theatre has delivered transformative experiences through the intimacy of live theatre. Through their passion for the script and the stage, they have created magical moments that touch the spirit in unique and lasting ways. 2013 marks the 40th anniversary of OpenStage Theatre, and looking to applaud the past and the raise a curtain on the future of one of Northern Colorado’s most celebrated art institutions, the nonprofit organization set a fundraising goal for the year of raising $40,000 for general operating funds to celebrate the milestone anniversary. Thus, a fundraising campaign was born – 40 for 40. One of the primary goals of creating a structured fundraising strategy was to identify and articulate the core donor groups and to define prospects by looking for the factors that motivate donors to give to OpenStage Theatre. A-Train’s team of marketing and fundraising experts was called in to help identify “the perfect donor.” The agency was cast with the challenge of creating and implementing a compelling and successful campaign that would help OpenStage to meet and exceed their fundraising goal to create long-term stability for the Fort Collins theatre and arts community. The Solution: • Identified top donor audiences to help articulate to the core donorgroups the need for fundraising and what motivates them to give and be involved with OpenStage Theatre. • Creation of a strategy for direct solicitation for donations – one- on-one asking for dollars directly, often asking for a specific amount with a personalized, high-touch approach. • Develop a strategy for fundraising at performances: door ticket sales, “curtain raiser’s,” and corporate match incentives that can be implemented at various times throughout the year. • Provide strategies for smaller fundraising events and direct solicitation fundraising: campaign kick-off event, after-show events, “Backstage with OpenStage,” and cultivation event follow-up. The Results: • Conceived and designed an integrated set of marketing materials for the 40 for 40 campaign – created a name, logo, updated website and collateral materials that were donor friendly and communicated not only the OpenStage brand but also the fundraising message. • Designed a unique social media plan to engage donors and sponsors and generate interest by growing the follower base and encouraging financial support. • Met and exceeded the fundraising goal of $40,000 in the first 3.5 months of the annual campaign. • Created ongoing visibility for OpenStage Theatre through ongoing PR and social media and increased the number of new donors and those interested in supporting the mission of Open Stage. Client Reference: Denise Freestone, Fozunder. Artistic Director 970-484-5237 OPENSTAGE THEATRE Branding, Grassroots Fundraising, and Public Outreach CASE STUDIES Safety in the marketplace creates safe results. Be bold. If you want to make a statement, don’t whisper, but don’t roar. Nobody wants to hear you scream, but they do want to listen if you are willing to have a conversation. % of 24 to 35 years olds have left a favorite website because of intrusive or irrelevant advertising 9 out of 10 customers of A-Train have come as a result of repeats and referrals % of businesses that acquired a customer through their company blog 57% 84% Creative Solutions // Straightforward Marketing Much more than a creative agency, we provide “marketing with a two-track mind,” one that creative and strategic to help you reach your desired destination We focus on delivering value to our clients, which starts with defining exact client expectations, clarifying the specific deliverables of the project, and distilling clear measurements of success, and ends with delivering what we say we will deliver, when we say we will deliver it We will work co-operatively with your internal marketing staff and capabilities to ensure we are providing valuable cooperative services and insight, while allowing your team to continue to implement activities as desired We are a value-driven organization that is committed to driving the greater good by working with clients and industries who understand we all can make a positive impact on the world and who are dedicated to integrity, dignity, community and sustainability The end result: as our clients will attest, you get top-quality marketing materials and solutions, on time and on budget We Drive Results. Videos/ Movies Portals Email Online Games Social Network/ Blogs 11/mins 11/mins 20/mins 26/mins 63/mins US Internet users spend 3x more minutes on blogs & social networks than on emails Page 4 A-Train Marketing Communications Inc. A-Train will provide all consultation and services to the Client on an hourly rate basis. This constitutes “agency fee service.” A-Train will be reimbursed for all out-of-pocket expenses incurred on behalf of the Client including, but not limited to, travel beyond the limits of metropolitan Fort Collins-Loveland-Cheyenne, international telephone, postage, courier and shipping charges. A-Train will submit invoices for its services and out-of-pocket expenses to the Client on or about the first (1st) of each month, and requests payment within fifteen (15) days. For any invoice that is not paid in full within thirty (30) days, interest will accrue at the rate of 12% per annum on the balance due. If A-Train has requested the payment of an advance deposit, this advance deposit is due upon invoice and no work will be commenced until the advance deposit has been paid. A-Train also will bill the Client for all costs for media and outside services as follows: actual costs plus A-Train’s commissions. While A-Train strives to create materials without incurring significant additional costs, the following services may be necessary to complete the project: • Photography – TBD based on exact needs • Photo scanning for professional printing - $50 per scan • Photo manipulation and/or graphic rendering – billed hourly • Acquisition of stock photography – applicable royalties and licensing fees (c. $6-$400+ per photo – we can generally find good photos with no royalty fees and low licensing fees) • Printing, advertising, and other outside services as ordered and/or contracted by the Client A-Train will bill the Client for these costs as they are incurred. A-Train requires payment for these costs before delivery. Any and all products, expenses, and outsourced services not paid in full by Client before delivery will result in an 18% late-payment fee. A-Train strives to meet the Client’s scheduling requirements without assessing additional charges. However, on some occasions when projects or revisions are needed on a very short timeline, it may be necessary to schedule overtime hours and/or additional personnel to accomplish the Client’s scheduling requirements. Rush fees vary based on turnaround timeline and project scope, and start at $100. The Client and A-Train will agree on all applicable fees and timelines before proceeding. A-Train will invoice the Client for any such agreed-upon fees as part of its monthly invoicing set forth in paragraph 1 above. If A-Train must take formal collection action to recover any unpaid, past-due amount, for its services, out-of-pocket expenses and/or costs for media and outside services, A-Train shall be entitled to recover its attorneys’ fees and costs incurred in such collection efforts. A-Train may provide an initial estimate for a project. Such estimate is made in good faith and as accurately as possible, based on A-Train’s experience and accounting for normal levels of difficulty. Regardless of any initial estimate provided, the Client agrees to pay A-Train for the actual hours worked and costs incurred. A-Train shall at all times be indemnified against claims or lawsuits arising from the use, re-working, or modification of any copyrighted or trademarked materials supplied by the Client. It shall be the sole responsibility of the Client to ensure that materials supplied are free of any such copyright or trademark infringements, whether by obtaining permissions (written or otherwise), or by the provision of original or royalty/copyright/trademark free materials. It is mutually agreed that the Client will indemnify A-Train against any loss they may incur as the result of any claim, suit or proceedings made or brought against A-Train based upon any materials which A-Train prepared for the Client based on information provided by the Client. Copyright of all materials relating to services performed will be automatically assigned to the Client on full and final payment of fees and costs relating to the services and materials. Until all such fees and costs have been fully and finally paid, copyright remains with A-Train. Either party to this Agreement may terminate it with one (1) month written notice. However, the Client remains responsible to pay for all services provided and expenses incurred up to the date of termination. The Client understands that it is also responsible for the payment of all reservations, contracts, materials, expenses, services, etc., which were incurred, performed, received or entered into by A-Train on the Client’s behalf prior to termination. On termination of this Agreement, and payment of in full of any outstanding balance, A-Train will reasonably cooperate in transferring the Client’s account to another agency at the written request of the Client. • Web design Bethany Chambers – Graphic Designer • Graphic design: advertising, branding, digital, web, print • Print and digital materials development • Photography • Pre-and post-production • Web design Heather Haaland – Graphic Designer • Graphic design: advertising, branding, digital, web, print • Print and digital materials development • Photography • Pre-and post-production • Web design Madison Crowley – Account Manager • Project management • Marketing strategy • Content creation • Proofing and editing • Quality control of materials Matt Sattler – Operations and Media Buying • Media buying, planning and management • Quality control of materials • Office administration