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A Peer-Led Guide To Success

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Page 1: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

A Peer-Led Guide To Success

Page 2: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

Promotional Products Work! Week is all about building–and preserving–your business.

Peer-Led Panel

Paul Bellantone, CAE, PPAI President & CEO

Jessica Hiner – The Magnet Group

Murray Siegel, CAS – Towel Specialties, Inc.

Teri Ray, MAS – AdPrint International, Inc.

Dan McIlroy, MAS – ProAdSpec, Inc.

Janie Gaunce – Grapevine Designs LLC

David Hawes, MAS – Geiger

Anne Lardner-Stone – PPAI Public Affairs

Wendy Franklin, MAS – Geiger

Page 3: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

Jessica HinerRegional Sales MgrThe Magnet Group

DAY ONE: Kick-Off The Week!

Page 4: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

DAY ONE:Kick-Off

Events

Factory/Office Tours

Showcases your capabilities Allows customer(s) to meet the staff Discussion of future opportunities Highlight behind the scenes details Cultivate personal relationships

Page 5: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

Pre-Event

Plan ahead for proper travel arrangements for attendee(s)

Place any food/beverage orders for the day Discuss interest points with customers Discuss visit with appropriate staff members

Page 6: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

Day Of Event

Welcome entry way signage Gather attendee(s) to highlight the day’s visit Guide attendee(s) through appropriate factory areas and discuss specifics that apply to each of the attendees Allow for Q&A Wrap up refreshments/meal Parting gift

Page 7: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

Post Event

Send personalized Thank You notes Follow up with individual phone calls Recap with staff members Move forward on immediate action items Prepare details on any future opportunities

Page 8: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

Meet & Greet: Luncheons/Mini Tradeshow Highlight various products available Smaller group size for presentation Individual attention On-The-Spot order opportunities

DAY ONE:Kick-Off

Events

Page 9: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

Pre-Event

Secure venue and plan food/beverage details Confirm presentation details (who/what) Send invitations at least 1 month in advance Invite qualified buyers Prepare giveaways and handout items

Page 10: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

Day Of Event

Highlight best sellers, new products, unique items Discuss specific products or projects with attendee(s) Provide appropriate literature and/or samples Focus on ‘What To Remember’ points Make It Fun!

Page 11: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

Post Event

Send personalized Thank You notes Follow up to sample/product requests Discuss ways to improve for next time with staff Prepare future opportunity details FOLLOW UP FOLLOW UP FOLLOW UP

Page 12: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

Murray Siegel, CAS

Towel Specialties

Page 13: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

Distributor & Supplier Events

Distributor Open House Plan out your program in advance.

Ideas for event activities: introduce customers to staff, share case histories, brainstorm,

provide self promo samples, talk about WHY promotional products work, involved local supplier reps.

Page 14: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

Distributor & Supplier Events

Distributor Open House Send out invites to your top customers and

even prospects. Have plenty of staff there to engage your

customers. Check with factories for spec sample policies

and use this as an opportunity. Remember to BTE – Be The Expert.

Page 15: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

Distributor & Supplier Events

Factory Tours Geared toward suppliers or distributors that

do light in-house manufacturing. Distributors: ask suppliers if you can bring

your clients. Suppliers: ask distributors to bring their clients and appropriately present to both.

Page 16: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

Distributor & Supplier Events

Factory Tours Traditional content: Inform attendees about

production, case histories, how promotional products work.

If possible, arrange for production of your self promo piece.

Page 17: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

Distributor & Supplier Events

Distributor Meet & Greet Host a breakfast or lunch for clients at a local

restaurant. Have sale force and other staff on hand. Give out a self promo piece that includes the

Promotional Products Work pamphlet and be prepared to discuss this topic with clients.

Page 18: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

Distributor & Supplier Events

Distributor Meet & Greet Informal “microphone time’ to thank people

for attending, introduce sales staff and their areas of expertise, and one brief, successful case history.

Page 19: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

Teri Ray, MASOwner, AdPrint International,

Inc.HPPA Board President

DAY TWO:ADvocate for the Industry!

Page 20: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

Celebrate... promotional products professionals and the vital role you play in all aspects of advertising, marketing, and in business.

Demonstrate... the importance of promotional products as an effective advertising medium and marketing tool.

Represent...  the entire promotional products industry.

DAY TWO:ADvocate for the Industry!

Page 21: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

Pre-Event

Education and University Outreach

Contact schools and focus on marketing classes Contact teachers/professors to determine topics of interest to

maximize engagement Customize the industry ADvocate Presentation Prepare case studies and success stories Make copies of research-based handouts Provide professor speaker introduction Order samples and self-promotion products Prepare personal success stories showing ROI using promotional products

Page 22: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

Day Of Event

Arrive early for room & A/V setup Display product samples & pass them around Always have presentation on USB drive Customize presentation based on professor/ classroom areas of interest Preso Tips: Color, Logo Dos & Don’ts, Branding Professor gift

Page 23: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

Post Event

Send a hand written thank you note after each presentation Follow-up with a phone call to schedule future presentations Help students with job and internships resources Thank you emails to students Christmas cards & gifts to professors and other contacts Invite professors, university contacts and students to end user

shows Request meetings or lunch with the professor and campus

decision makers Find ways to parlay presentations into additional meetings or

presentations

Page 24: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

Dan McIlroy, MASOwner, ProAdSpec, Inc.

DAY TWO:ADvocate for the Industry!

Page 25: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

Business & Community Group Outreach

DAY TWO:ADvocate for the Industry!

Page 26: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

Pre-Event

Review business, association and community networks and contacts Contact associates or get referrals Identify the needs of the organization Determine presentation environment: handouts or PowerPoint Customize ADvocate presentation for each group to maximize engagement Prepare case studies and success stories Make copies of research-based handouts Provide speaker introduction in advance Order samples and self-promotion products Prepare personal success stories showing ROI using promotional products

Page 27: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

Day Of Event

Arrive early for room & A/V setup or handout distribution Display product samples & pass them around Always have presentation on USB drive Customize presentation based on organization’s area of

interest Preso Tips: discuss advertising and branding as it relates

to business performance, effectiveness and efficiency andthe bottom line ROI

Engagement activities: Q&A, ‘pick your pocket’ game, business card drawing

Page 28: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

Post Event

Invite attendees to upcoming end user shows and hospitality events Request meetings or lunch with the group leader(s) Find ways to parlay presentations into additional meetings

or presentations with individuals, companies or related groups

Offer to conduct one-on-one consultations Send a thank you note(s) after each presentation Follow-up with a phone call to schedule future

presentations

Page 29: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

Janie GaunceOwner, Grapevine

DesignsPPAI Board Member

DAY THREE:Reach Out For A Good Cause

Page 30: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

DAY THREE:Reach Out For A Good Cause

Dream Big! What will you feel good about? What is the message you want to bring about your

organization into the community? What makes sense for you and what makes sense for

the cause? What is coming up in your city that you could tie into? Don’t let expenses hold you back, instead think of

strategic partners that can help you with funding in exchange for sponsorship exposure

Page 31: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

Pre-Event

Considerations: How will we judge the success of the event? In or out of office? Donations? How big/ how small? Will you give away promotional products? Who could join your team, to defray expenses and help run the event, i.e., a strategic partner? How can you maximize exposure/ gain publicity? What kind of social media presence will you have?

Page 32: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

Day Of Event

Assign Responsibilities: The devil is in the details – think through to the end

and work backwards Timing of event: Schedule anticipated start to finish

in advance Wear branded T-shirts Take pictures! Invite the right people and press Give away fun promotional products with appropriate

messaging

Page 33: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

Post Event

Measure Success!

Determine success of event Send out press releases with pictures Thank all strategic partners, team members Update social media with results, pictures Create a special picture of the final presentation of proceeds to charity director

Page 34: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

David Hawes, MAS+

Geiger Brand Architect

Anne Lardner-Stone

PPAI Public Affairs DAY FOUR:Get On Your Soapbox!

Page 35: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

Our MISSION

Celebrate & CommunicateTell your members of Congress about promotional products and the vital role they play

Page 36: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

Our PURPOSE

Demonstrate & Ask Make sure members of Congress understand that promotional products are an effective advertising medium and marketing tool

Remind them that promotional products are often the best way to contact hard-to-reach groups

Ask your representatives to keep the unique needs of this industry in mind when considering legislation

Page 37: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

432,642 As One

If we all put our voices together, we can make ourselves heard

You are the ONE

Our VOICE

Page 38: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

One Story of Success

One Story Out Of 432,542

Washington, D.C., December 2009…

Page 39: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

One Story of Success

Erik Paulsen

Erik Paulsen is the U.S. Representative for Minnesota's 3rd congressional district, serving since 2009. He is a member of the Republican Party. He previously served in the Minnesota House of Representatives.

Page 40: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

Pre-Event

This Is Your Opportunity To Do The Same In Your State

Start with easy Move to more difficult

Learn

Go to www.PPAILaw.orgReview the Little Black BookReview the issue papers

Page 41: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

Day Of Event

Get Started (easy)

Go to PPAILaw.org Follow the online prompts to send emails to your Senators and Representative 2 minutes

Page 42: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

Day Of Event

Reach Out (intermediate)

Go to PPAILaw.org Follow the online prompts to send emails to your

Senators and Representative Pick up the phone and call them using a script prepared by PPAI 17 minutes

Page 43: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

Cultivate Relationships (intermediate)

Go to PPAILaw.org Send emails Make 3 calls Schedule a meeting with your members of

Congress in their local offices or schedule a factory visit

Half a day

Day Of Event

Page 44: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

Build Relationships (advanced)

Go to PPAILaw.org Send emails Make 3 calls Schedule a meeting with your members of

Congress in their local offices or schedule a factory visit

Make a commitment to truly build a relationship with your member of Congress

On-going

Day Of Event

Page 45: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

Act Now

Resources

We have all the tools to make this as easy as possible

Go to www.PPAILaw.org

Page 46: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

Wendy Franklin, MAS

Geiger

DAY FIVE:Thank Your Customers!

Page 47: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

DAY 5: Thank Your Customers

Customer Appreciation

This is the culmination of the weeks’ efforts and brings us back to the very core of what we do!

Page 48: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

Pre-Event

GET READY

Do we practice what we preach?

Are we thanking our customers?

Think of ways to show your appreciation. Develop an integrated ‘before, during and after’ strategy for the day.

Analyze your client list to determine if you’d like to do something for all, or a select group.

Set a budget.

Consider the time-frame and plan ahead for production, shipping.

Examples:

Create an integrated campaign: choose products that tie together the event invitation with the ‘day of’ activities and the follow up ‘thank you’ note.

Do a bulk mailing. Pick items that get attention, are fun or themed and co-brand them with your company logo and the PPW! Week logo.

Have a wine & cheese tasting and order related products for your clients. Wine glass, charm, bottle opener, printed napkins

Have a chocolate hospitality bar or tasting with only chocolates from our suppliers and make sure they have samples to take with them. Candy jar,

Customize the event based on your area of expertise.

Page 49: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

Day Of Event

An Attitude of Gratitude!

Go overboard to let your customer’s know they are appreciated!

Use the products you’ve ordered for the event to show the many sides of promotional products!

Page 50: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

Post Event

Thank You, Thank You!

Nothing takes the place of a personal ‘Thank You’ note or card.

Take the time to do this!

Page 51: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

Janie GaunceOwner, Grapevine

DesignsPPAI Board Member

DAY FIVE:Thank Your Customers!

Page 52: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

Who are your customers demographically and geographically?

What is the message you want to convey beyondthank you?

DAY 5: Thank Your Customers

Page 53: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

Pre-Event

Thanking your customers with Promotional Products Event or Non Event Mail vs. Hand delivered Could there be a social media application? How do you want your company to be perceived? What is your brand? Do you want to elicit a response? Is it a promotional product by itself, or will you attach a

marketing message? What is the message? (Factoids about effectiveness of

promotional products)

Page 54: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

Day Of Event

Lunch, Dinner, Cocktails, Breakfast – FOOD!! Print or Event, do you entertain, teach, present? On site/ Off site (movie theater, restaurant, sports bar, wine tasting) Drive by personally to say Thank You? Party Bus or Limo? Present a Promotional Product that represents your brand with

messaging that supports the campaign Sponsors to offset costs? Utilize factoids about effectiveness of promotional products

somewhere in your thank you messaging. Capture testimonials…to be used in post-event social media and

future presentations. Take pictures if you are out meeting with clients.

Page 55: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

Post Event

Facts about effectiveness of promotional products: 83% of respondents like receiving a promotional product

with an advertising message More than half (58%) of respondents keep a promotional

product anywhere from 1 year to more than 4 years. 89% of consumers surveyed could recall the name of the

advertiser on a promotional product they received in the past 24 months.

Adding a promotional product to the media mix increases the effectiveness of other media by up to 44%.

Source: PPAI research. All rights reserved.

Page 56: A Peer-Led Guide To Success. Promotional Products Work! Week is all about building–and preserving– your business. Peer-Led Panel Paul Bellantone, CAE,

Promotional Products Work! Week is all about building–and preserving–your business.

BE BOLD! THINK BIG!

VISIT: www.promotionalproductswork.org/week

For more information email: (in order of presentation)

Jessica Hiner [email protected]

Murray Siegel, CAS [email protected]

Teri Ray, MAS [email protected]

Dan McIlroy, MAS [email protected]

Janie Gaunce [email protected]

David Hawes, MAS [email protected]

Anne Lardner-Stone [email protected]

Wendy Franklin, MAS [email protected]

TO GET STARTED!