To show a clear path forward for our employees, partners, and clients, our Exec Team + I painted a vivid picture of what the agency was going to look like and the goals we were going to accomplish in the year 2020. This presentation charts eROI's evolution from June 2014 to Dec 2020, staying true to our values throughout the next 6 years but deepening our service offering by driving innovation across email, web, and social.
Our values guide us in all the decisions we make now and in the future: We are one making our partner’s passions our own with boundless curiosity, seeking to inspire and be inspired. In order to serve our partners better, we will continue to grow without sacrificing our commitment to culture.
This Vision presentation takes a stake in the ground with our Big Hairy Audacious Goal (BHAG) of being chosen by Ad Age as top Small Agency of the Year by 2020. To accomplish this, we are going to execute on some big initiatives:
1. 10,000 Why Moments
--We starting collecting marketers and entrepreneurs transformative why moments in 2013, creating a special edition book. We are going to add focus to this effort, by creating a long-term study and explore the American Dream in 2015.
2. eROI will evaluate + choose 1 "venture partner" - a small consumer brand with big potential but small marketing resources
--We put our money where our mouth is by only getting paid if we drive revenue + increase brand equity
3. Drive innovation starting with email marketing first
--Beginning with our 8 email marketing touches over 3 months for the 6 eROI events that we are hosting for Design Week Portland, we are going to re-define how brands and consumers interact with email. There hasn't been true creative innovation in the email medium for a long time. There is opportunity to drive truly immersive experiences in email and eROI will lead this effort.
4. Taking a thought leadership role in evangelizing the value of the Fluid Web
--The Fluid Web is a tech-agnostic approach to the web that removes barriers and enables human communication.
Please take a look at our Vision for 2020 and share your thoughts on where digital marketing campaigns are headed over the next 6 years.
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(Long Version) 2020 eROI Vision: driving innovation through email, web, + social
1. eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART
2020
PAINTED PICTURE
JUNE 6, 2014
2. eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART
CONTENTS
2020 PAINTED PICTURE
Who We Are 03
Vision 23
Services 32
02
3. eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART
WHO WE ARE
2020 PAINTED PICTURE
The painted picture is an aspirational
planning document to chart eROI’s
evolution from 2014 to 2020, created
by the executive team and reported
annually.
03
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WHO WE ARE
2020 PAINTED PICTURE
eROI crafts compelling digital
experiences for web, email, and
social; driving revenue + exceeding
goals.
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WHO WE ARE
eROI VALUES 2020 PAINTED PICTURE
We are one making our partner’s
passions our own with boundless
curiosity, seeking to inspire and be
inspired.
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WHO WE ARE
COLLABORATIVE CULTURE 2020 PAINTED PICTURE
We’re wholly collaborative
because we know we’re better
together than apart in our victories
and our stumbles.
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AGENCY CULTURE
2020 PAINTED PICTURE
eROI is an environment of
collaborative evolution.
07
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R&D Events+Speaking Lunch+Learn Beers+Peers Shadow Program Content
Thought
Leadership +
Partner Outreach
Local/National PR Brain food Industry
Networking
Culture+ Workflow Lead Generation +
Organic traffic
eROI hires people who are
driven by curiosity and the
opportunity for growth.
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We’re in it for the long-haul;
to build deep + lasting
partnerships that smash records
and destroy the ordinary.
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WHO WE ARE
PRICING TRANSPARENCY 2020 PAINTED PICTURE
Partnership starts with
trust + transparency.
PROJECT VENTUREPARTNER
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WHO WE ARE
BUSINESS DEVELOPMENT 2020 PAINTED PICTURE
Our commitment drives our
business development goals.
Win 2 new partners per year
(valued at least $500K/year)
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A Venture Creative/ROI
partnership model, will show
our dedication to partners
over clients.
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WHO WE ARE
BUSINESS DEVELOPMENT 2020 PAINTED PICTURE
eROI will grow at-pace, and
possibly open new offices + hire
new staff, to better serve those
new partnerships.
Without outgrowing the capacity of our culture.
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eROI uses the Fluid Web
to lead web technology,
applying the philosophy to
every aspect of our agency.
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YOU AUDIENCE
Responsive
Adaptive
Mobile
iPad
Android
iOS
Browser
Explorer
Chrome
FirefoxFixed-width
Email
Fluid Web
00
WHO WE ARE
OUR PHILOSOPHY FOR THE WEB 2020 PAINTED PICTURE
The Fluid Web is a tech-agnostic
approach to the web that removes
barriers and enables human
communication.
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WHO WE ARE
OUR PHILOSOPHY FOR THE WEB 2020 PAINTED PICTURE
The audience is our muse.
We design for their journey, not
the points they use a previously
planned-for device.
16
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WHY moves us
toward what we
need rather than
what we want.
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WHO WE ARE
ASK WHY 2020 PAINTED PICTURE
Why’ is our way of doing things.
It is actionable. It drives the best
results for our partnerships, driving
us to think harder, and create
better work.
‘
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WHO WE ARE
THE WHY PROJECT 2020 PAINTED PICTURE
The Why Project will continue to
celebrate the moment someone’s
future changed because they
questioned the status quo.
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eROI will get 10,000
Why Moment Submissions.
What will it take to do this in 26 quarters?
MINI BHAG
BIG HAIRY AUDACIOUS GOAL - THE WHY PROJECT 2020 PAINTED PICTURE
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The Why Project will focus on
long-term study and explore
the American Dream in 2015.
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Focusing our study on ‘the American
Dream’ celebrates our focus on users,
insights data, and discovery.
WHO WE ARE
THE WHY PROJECT 2020 PAINTED PICTURE
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VISION
2020 PAINTED PICTURE
True innovation comes from
focus + perspective, the
objectivity to know what rules
to break and which to respect.
23
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VISION
EMAIL INNOVATION 2020 PAINTED PICTURE
Email is personal and invited,
it can be rich and experiential if it
has visionaries who believe in its
power.
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VISION
EMAIL INNOVATION 2020 PAINTED PICTURE
Email isn’t the next frontier,
it’s the channel with the most
opportunity for true innovation.
And we should be leading our
future.
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VISION
EMAIL INNOVATION 2020 PAINTED PICTURE
eROI will dedicate the time and
talent needed to revolutionize
email truly, to alter ours and
the public’s perception of email.
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In 2020 eROI is awarded AdAge
Small Agency of the Year.
What will it take to do this in 26 quarters?
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The Small Agency of the Year
award honors the agencies and
ideas that get overlooked by other
awards that are dominated by the
big agencies.
AGENCY OF THE YEAR
BIG HAIRY AUDACIOUS GOAL 2020 PAINTED PICTURE
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To win eROI will have to lead
innovation in all aspects of our
industry and be able to prove it.
AGENCY OF THE YEAR
BIG HAIRY AUDACIOUS GOAL 2020 PAINTED PICTURE
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We’ll need to show three
integrated campaigns in a single
year that show the breadth of our
talent and the metrics for their
success.
AGENCY OF THE YEAR
BIG HAIRY AUDACIOUS GOAL 2020 PAINTED PICTURE
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And finally, we need to prove our
employees love to come to work
and show our commitment to our
neighborhood.
AGENCY OF THE YEAR
BIG HAIRY AUDACIOUS GOAL 2020 PAINTED PICTURE
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SERVICES
2020 PAINTED PICTURE
We have only started to scratch the
surface of our capabilities as an
agency.
32
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SERVICE OFFERING
PILLARS OF THE AGENCY 2020 PAINTED PICTURE
We will continue to evolve + refine
our services across email, web,
social, and software as the pillars of
our agency.
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Partners Services is comprised
of business people who create
markets for ideas; catalysts for
new thinking and ideas.
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Partner Services does not choose
between account and project
management - one skillset over
another.
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DRIVING PARTNERSHIP
PARTNERSHIP SERVICES 2020 PAINTED PICTURE
It goes beyond functionaries
managing pieces of business and
without lines. The agency needs to
redefine the qualities they want in
an account person.
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DRIVING PARTNERSHIP
PARTNERSHIP SERVICES 2020 PAINTED PICTURE
More than one talent - each person
drives innovation in a unique way
with a varied perspective.
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DRIVING PARTNERSHIP
PARTNERSHIP SERVICES 2020 PAINTED PICTURE
Account Manager/
Project Manager
Partner Advocate
Business Ambassador
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ACCOUNT PLANNING
PARTNER SERVICES 2020 PAINTED PICTURE
+ Market Planning
+ Business Planning
+ Operations Planning
+ Brand Planning
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Strategy simplifies
the complex, creating the
roadmap for our partner’s
success.
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IT STARTS WITH RESEARCH
STRATEGY 2020 PAINTED PICTURE
From the smallest
recommendation to the largest
campaign, strategy provides the
research to make educated
decisions.
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WHO + HOW + WHY
STRATEGY 2020 PAINTED PICTURE
Effective campaigns are built by an
understanding:
Who is our audience?
How do they make decisions?
Why do they make those decisions?
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WHO + HOW + WHY
STRATEGY 2020 PAINTED PICTURE
Strategy delivers that
understanding and works side-by-
side with Accounts, Creative and
Performance to bring those
insights to life.
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eROI is a maker’s agency.
Our talent, brains, hands,
experiences + surroundings
are our tools to craft digital
experiences with our partners.
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The items we create matter.
We have a responsibility to create
substance over style, something that
lasts and performs, and shifts what we
previously thought possible.
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CONTENT
CREATIVE SERVICES 2020 PAINTED PICTURE
Content strategy builds familiarity,
likability, and trust. Content binds
our partners and us, our strategies,
development, and design to our
audience.
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CONTENT
CREATIVE SERVICES 2020 PAINTED PICTURE
Our audience does not experience
content separately from design, ux,
and development. We shouldn’t
create it that way either...
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DEVELOPMENT
CREATIVE SERVICES 2020 PAINTED PICTURE
True creative Development is
powerful, an equal partner in the
creative process, with the ability
to sculpt nothing into something.
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DEVELOPMENT
CREATIVE SERVICES 2020 PAINTED PICTURE
Our Developers turn the lights on,
make the process more intuitive
and more memorable in the precise
way we’ve dreamed.
Theirs is an art akin to cooking or painting.
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DESIGN
CREATIVE SERVICES 2020 PAINTED PICTURE
Design is a language used to
communicate our ideas across
people and borders. We trust our
designers to tell that story and
compel a stranger to act.
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DESIGN
CREATIVE SERVICES 2020 PAINTED PICTURE
Our Designers are conceptual
problem solvers, combining art
with strategy to push conventional
thinking and lead our industries.
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Creativity is an energy. It’s a
byproduct of our culture and
grit. We just need to harness it
for good because it is contagious
and it’s in our bones.
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Performance removes the
grey area behind the ‘Why’.
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HOLISTIC
PERFORMANCE SERVICES 2020 PAINTED PICTURE
Performance is holistic.
Extending beyond simply the
measurement of Opens and Clicks,
Conversions and Attribution.
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HOLISTIC
PERFORMANCE SERVICES 2020 PAINTED PICTURE
Optimizing not just what’s onsite,
but creating opportunity and
revenue through experience.
Utilizing technical and operational
efficiencies to our advantage.
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Performance is about zeroing
in on what matters and
humanizing the results.
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HUMANIZING
PERFORMANCE SERVICES 2020 PAINTED PICTURE
75% of our name is ROI
and we improve our Partners’.
Our commitment to humanize the math sets us apart from other
agencies who love numbers and can speak Excel just as well as we do.
Our reports are actionable as well as being understandable.
We throw in with Google Analytics, as a Certified Partner, but we are
platform agnostic and create results no matter the platform.
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SERVICES
PERFORMANCE SERVICES 2020 PAINTED PICTURE
Performance creates +
highlights opportunity
Our integration and participation will grow from reporting and
recommendations to actively optimizing sites from the ground up.
We will be an integral part of partners’ daily dashboards, rather than
simply creating the framework for success and visualizing the results after.
Performance provides a pipeline for eROI to do inspirational and
profitable work that moves us towards our 2020 goal.
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Email is still king kong.
We need to support it at a
higher level than we have.
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SOFTWARE SERVICES
PERFORMANCE SERVICES 2020 PAINTED PICTURE
Our experience guides our software choices
And our partners depend on us to make decisions
that are always in their best interest. As such, we
endorse two products that offer the flexibility to
scale from zero-millions, create dynamic landing
pages on the fly, and fit into any budget. Hands
down we provide the best service and pricing
with the expertise to make any email a reality.
BlueHornet
ExactTarget
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SOFTWARE PERFORMANCE
PERFORMANCE SERVICES 2020 PAINTED PICTURE
We grew up with email, it’s in our blood.
No channel is as ubiquitous and flexible and no other
channel can drive results like email.
We’ve worked in every platform and know not only
what fits our partner, but how to customize it for them.
Open ->Click ->Visitor, our team knows how to create
end-to-end understanding of our customers’ journey to
conversion and our partner’s goals.
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We hope to bring others along
for the ride of their lives as we
lead the way.