(long version) 2020 eroi vision: driving innovation through email, web, + social
DESCRIPTION
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.TRANSCRIPT
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART
2020PAINTED PICTURE
JUNE 6, 2014
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART
CONTENTS2020 PAINTED PICTURE
Who We Are 03
Vision 23
Services 32
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eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART
WHO WE ARE2020 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.
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eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 04
WHO WE ARE2020 PAINTED PICTURE
eROI crafts compelling digital experiences for web, email, and social; driving revenue + exceeding goals.
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 05
WHO WE AREeROI VALUES 2020 PAINTED PICTURE
We are one making our partner’s passions our own with boundless curiosity, seeking to inspire and be inspired.
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 06
WHO WE ARECOLLABORATIVE CULTURE 2020 PAINTED PICTURE
We’re wholly collaborative because we know we’re better together than apart in our victories and our stumbles.
We’re a wholly collaborative agency across specifications and talents because we believe, we know, we are better together than apart in our victories and our stumbles.
n everything we endeavor because together, we are better than apart in our victories and our stumbles.
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART
AGENCY CULTURE2020 PAINTED PICTURE
eROI is an environment of collaborative evolution.
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eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 08
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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.
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 09
We’re in it for the long-haul; to build deep + lasting partnerships that smash records and destroy the ordinary.
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eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 10
WHO WE AREPRICING TRANSPARENCY 2020 PAINTED PICTURE
Partnership starts with trust + transparency.
PROJECT VENTUREPARTNER
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 11
WHO WE AREBUSINESS DEVELOPMENT 2020 PAINTED PICTURE
Our commitment drives our business development goals.
Win 2 new partners per year(valued at least $500K/year)
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 12
1 0.5A Venture Creative/ROI partnership model, will show our dedication to partners over clients.
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 13
WHO WE AREBUSINESS 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.
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 14
1 0.5eROI uses the Fluid Web to lead web technology, applying the philosophy to every aspect of our agency.
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART
YOU AUDIENCE
Responsive
Adaptive
MobileiPad
AndroidiOS
Browser
ExplorerChrome
FirefoxFixed-width
Fluid Web
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WHO WE AREOUR 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.
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 15
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART
WHO WE AREOUR 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.
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eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 17
1 0.5WHY moves us toward what we need rather than what we want.
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 18
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WHO WE AREASK 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 ARETHE WHY PROJECT 2020 PAINTED PICTURE
The Why Project will continue to celebrate the moment someone’s future changed because they questioned the status quo.
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 20
1 0.5 eROI will get 10,000 Why Moment Submissions.
What will it take to do this in 26 quarters?
MINI BHAGBIG HAIRY AUDACIOUS GOAL - THE WHY PROJECT 2020 PAINTED PICTURE
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 21
The Why Project will focus on long-term study and explore the American Dream in 2015.
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eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 22
1 0.5 Focusing our study on ‘the American Dream’ celebrates our focus on users, insights data, and discovery.
WHO WE ARETHE WHY PROJECT 2020 PAINTED PICTURE
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART
VISION2020 PAINTED PICTURE
True innovation comes from focus + perspective, the objectivity to know what rules to break and which to respect.
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eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 24
VISIONEMAIL INNOVATION 2020 PAINTED PICTURE
Email is personal and invited, it can be rich and experiential if it has visionaries who believe in its power.
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 25
VISIONEMAIL 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.
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 26
VISIONEMAIL 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.
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 27
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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eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 28
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 YEARBIG HAIRY AUDACIOUS GOAL 2020 PAINTED PICTURE
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 29
To win eROI will have to lead innovation in all aspects of our industry and be able to prove it.
AGENCY OF THE YEARBIG HAIRY AUDACIOUS GOAL 2020 PAINTED PICTURE
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 30
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 YEARBIG HAIRY AUDACIOUS GOAL 2020 PAINTED PICTURE
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 31
And finally, we need to prove our employees love to come to work and show our commitment to our neighborhood.
AGENCY OF THE YEARBIG HAIRY AUDACIOUS GOAL 2020 PAINTED PICTURE
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART
SERVICES2020 PAINTED PICTURE
We have only started to scratch the surface of our capabilities as an agency.
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eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 33
SERVICE OFFERINGPILLARS 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.
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 34
1 0.5 Partners Services is comprised of business people who create markets for ideas; catalysts for new thinking and ideas.
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 35
1 0.5 Partner Services does not choose between account and project management - one skillset over another.
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 36
DRIVING PARTNERSHIPPARTNERSHIP 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.
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 37
DRIVING PARTNERSHIPPARTNERSHIP SERVICES 2020 PAINTED PICTURE
More than one talent - each person drives innovation in a unique way with a varied perspective.
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 38
DRIVING PARTNERSHIPPARTNERSHIP SERVICES 2020 PAINTED PICTURE
Account Manager/Project Manager
Partner AdvocateBusiness Ambassador
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 39
ACCOUNT PLANNINGPARTNER SERVICES 2020 PAINTED PICTURE
+ Market Planning
+ Business Planning
+ Operations Planning
+ Brand Planning
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 40
1 0.5 Strategy simplifies the complex, creating the roadmap for our partner’s success.
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 41
IT STARTS WITH RESEARCHSTRATEGY 2020 PAINTED PICTURE
From the smallest recommendation to the largest campaign, strategy provides the research to make educated decisions.
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 42
WHO + HOW + WHYSTRATEGY 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?
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 43
WHO + HOW + WHYSTRATEGY 2020 PAINTED PICTURE
Strategy delivers that understanding and works side-by-side with Accounts, Creative and Performance to bring those insights to life.
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 44
1 0.5 eROI is a maker’s agency. Our talent, brains, hands, experiences + surroundings are our tools to craft digital experiences with our partners.
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 45
1 0.5 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.
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 46
CONTENTCREATIVE 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.
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 47
CONTENTCREATIVE SERVICES 2020 PAINTED PICTURE
Our audience does not experience content separately from design, ux, and development. We shouldn’t create it that way either...
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 48
DEVELOPMENTCREATIVE SERVICES 2020 PAINTED PICTURE
True creative Development is powerful, an equal partner in the creative process, with the ability to sculpt nothing into something.
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 49
DEVELOPMENTCREATIVE 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.
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 50
DESIGNCREATIVE 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.
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 51
DESIGNCREATIVE SERVICES 2020 PAINTED PICTURE
Our Designers are conceptual problem solvers, combining art with strategy to push conventional thinking and lead our industries.
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 52
1 0.5 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.
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 53
1 0.5 Performance removes the grey area behind the ‘Why’.
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 54
HOLISTICPERFORMANCE SERVICES 2020 PAINTED PICTURE
Performance is holistic. Extending beyond simply the measurement of Opens and Clicks, Conversions and Attribution.
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 55
HOLISTICPERFORMANCE 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.
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 56
1 0.5 Performance is about zeroing in on what matters and humanizing the results.
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 57
HUMANIZINGPERFORMANCE 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.
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 58
SERVICESPERFORMANCE SERVICES 2020 PAINTED PICTURE
Performance creates + highlights opportunityOur 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.
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 59
1 0.5 Email is still king kong. We need to support it at a higher level than we have.
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 60
SOFTWARE SERVICESPERFORMANCE SERVICES 2020 PAINTED PICTURE
Our experience guides our software choicesAnd 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
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 61
SOFTWARE PERFORMANCEPERFORMANCE 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.
eROI / 505 NW COUCH, SUITE 300 / PORTLAND, OR 97209 / eROI.COM / PERFORMANCE IS ART 62
1 0.5 We hope to bring others along for the ride of their lives as we lead the way.