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OUR
PROCESS
Our unique sourcing and audit program streamlines the traditional
RFP (Request for Proposal) process while providing the best
partner solutions. We do the legwork and present you with
strong, viable options. You select from the best of the best.
Engage has pre-screened and audited resource providers in
key areas, so we can quickly identify those best suited to
each client's needs.
1. Strategic discovery. We meet with
you to discuss goals and objectives for your print Yellow
Pages, IYP (internet yellow pages), and interactive (online)
strategies. All areas, from day to day order and artwork
processing, to long term strategic planning needs, to budgeting
and accounting procedures are reviewed. We lead you through
the tough questions and determine what your requirements
are and what you expect from a new agency relationship. This
part of the process is extremely important because if you
know exactly what you want, you’ll know for sure when
you’ve found it.
2. Preliminary agency/partner match. We identify the top
five agency matches for your goals and objectives, then present
to you for approval to engage the RFP process.
3. Top five agencies presented with formal RFP. Each client
RFP is custom written to meet your specific goals and objectives.
Our many years of experience within an agency and within
several national advertisers give us a unique perspective
to understand exactly which questions to ask and how to ask
them. Getting to the core of an agency’s capabilities
and the level of service they are able to deliver is our
specialty.
4. RFP Evaluation. We use advanced evaluation tools, such
as weighted scorecard matrices, to make it easy to compare
agencies based on the criteria that’s most important
to you. This evaluation process results in a short list of
two to three finalists.
5. Finalist Presentation. The finalists come to you to demonstrate
what they have to offer face-to-face. This allows them to
speak to their proposed solutions, demonstrate client-facing
tools, and show what kind of rapport they can build with
you.
6. Decision made — transition begins. We will facilitate
the agency on-boarding process and remain on-call to serve
wherever needed.
7. Successful new partnership begins!
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