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Projects Completed Year to Date 2016
Projects Completed 2016 YTD Please view last page to see clients who have given unsolicited feedback
Created Interactive newsletter
• Created Campaign for newsletter based on the journey concept • Readership is dramatically increased • Sections include:
o Destination with a healthy lifestyle o Short video related to region and activities o Activity tips o Activity Trivia o Healthy Recipe o Coaches corner (health tips) o Monthly Awareness o Wellness and Business (ROI) o CHC Products ( We have seen inquiries from participants from this section)
• Sales have been using it as a marketing piece o Feedback has been extremely positive
Social Media Marketing initiatives
• Went from 1,000 impressions to 20,000 impressions per month on Linkedin • We have been using targeted communication and looked at trends to base our posts on • Have changed look and feel of both our Facebook and marketing page
o Analytics show that the majority of people that have commented or shared our post have been Executive Levels and we have had a few international executive reposts and comments
Long Strong Life
• Created a “TED talk” event • Created email communication • Hired and managed film crew • Organized audio, video, and staging • Created a story board for post-production • Managed the editing process • Create standing banners (these banners have been used for several other event and have
received numerous compliments)
Aggregate Report Redesign
• Created new look and feel along with outside input
Emails
Created new properly coded emails; HTML based and ADA compliant
• All emails link back to the website • All emails are coded and have little chance of being dumped into spam • There’s no attachment with the emails, they are not pinged for viruses • We have email templates for the following
o Customer survey o Newsletter o Monthly Awareness o Awareness o Internal updates o Flu
WELCOA
• Enough said; first 4 page of the WELCOA Buyer’s Guide and feature spot. All in all we were visible in 3 different spots in the buyer (Marketing Success)
• Two web banner ads
Advertisements
• Total of three ads for Toledo based magazine • Products and services
Participant Guide Redesign
• Sample participant guide has received numerus compliments from brokers and clients o Notable; Aon reached out to one of our sales people and said out of the 6 clients
presenting to them, our marketing materials were hands down the best
Sales Presentation
• Redesign and content created along with management and owner • Switched platform to Prezi to make it more dynamic • However we will be switching to Sway which is Microsoft-based platform. It will be easier to
edit, send, and present. • Marketing has created two sales decks
Flu and Screening Animation
• Created a 1 min 30 sec commercial to be shown in elevators advertising our services • Commercial also included music • We are now able to create our own animations • Created original content for the commercial
Flu
• Created four email templates specific for flu • Created flu template for flu and wellness • Flu stickers
Screening
• Created materials for screening event • Screening Guide onsite • Screening Guide offsite • Incentive Guide • Screen Guide email • Screen Guide stickers
Health coaching event for City of Oak Park
• Created a 12 page booklet • Slideshow back drop for the event • Wrote all original content for the event • Wrote script for the presentation • Created an email for the event • Created flyers for the event • Coach practiced on what to say, what props to use, and over all body language
o City of Oak Park and broker said they loved the event and would like to do more
Information Area (wiki page)
Created a place where employees could get information on CHC products, procedures, sales questions, marketing question, and general information.
• Marketing has uploaded information about their department • Two emails have been sent out asking other departments to start sending us information, FAQ
etc. But we have yet to get a response from any other department • We have asked the new sales reps to give us questions that they need answered and we are in
the process of getting answers to put in our wiki
Calendar
• Created a calendar to be sent to clients for the 2017 webinar and monthly awareness • Created corresponding email
Activity Tracker / Nutrition Tracker
• Created sell sheets for the new and improved activity tracker • Created emails
First round portal update
• Created Interim dashboard design page • Created Interim market place design page • Created design and icon Interim nutrition page
Tagline
• Set up tagline conception meeting • Offered management team 7 different options • Landed on Challenging the Status Quo of Rising Healthcare Costs – Together
Photos and icons
• Created library of over 300 photos to be used legally and at will with CHC marketing material • Created custom icons and info graphics for CHC marketing materials
Branding guideline
• Created Style Guide outline colors, font, logos and logo placement for marketing materials
Website Redesign
• Created modern and original content for current website • Created a wireframe for new website • Did competitive analysis • Studied current market trends • Created preliminary designs for the site
o Suggested a one page scrolling site
Portal Redesign
• Studied user experience trends of portals • Looked at competition design • Created new look and feel for the CHC participating portal and demo site • Feedback from sales people and AMs was positive
Sale Packet
• New Brochure created in prototype • Two folders created in prototype • Product and services one page, logo with new tagline added
Email signature
• New email signature design created
Letterhead
• New corporate letterhead created
Business Card
• Prototype for new business cards created
Customs emails
• 12 custom emails for various clients o Majority of work was content
Co-Brand
• Co-branded with 8 various clients • Logo production work on clients logo to fit within layout and to make crisp if taken from online
CHC Blog
• Design style decided on with marketing • We have met on the matter, have a platform picked out and ready to go. Spoke with IT and it is
low on their priority list o It would serve us better to concentrate on our social media properties than a blog. That
is marketing suggestion Meeting: Project procedures (10/25/16)
• Created procedures and processes for routing projects • Projects are now routed to all stakeholders to review and sign off • We keep each version of the project to show its progression
o The physical process coincides with our ticking system where any revisions or comments are digitally achieved
• This process serves as a checks and balances system which holds all stakeholders accountable • It also gives each project a job number to be easily located in the future to reference or reuse
Client Satisfaction (Unsolicited Feedback)
A few comments from clients based on out AM and Sales team, these are just a few.
• Indiana Oxygen – new deal that is coming back to CHC – they love the new look and it’s a big reason they are coming back
• Shepherd Insurance – we are now a part of their marketing campaign to their prospects • Vista National - we are now a part of their marketing campaign to their prospects and their clients
love the marketing • Hub International- Animation video specifically • Custom Concrete – New client that loves our marketing • American Health & Wellness – new broker that will screen with us and has already brought in 2
clients – love our new vibe and clean marketing look • Aon – responded and said that out of the six proposals that they received, our marketing materials
were hands down the best
Other notable clients with positive feedback (Unsolicited)
• Mesirow Financial • HUB International • Gallagher • Assurance • Horton Group • Elmhurst School District • YMCA Chicago • Centro Manufacturing (1st year client)