CONFIDENTIAL PROPOSAL FOR CERTAINTEED. ©2014 QUINTLOYALTY 1
PROGRAM UPGRADES2014‐2016
PRESENTED BY QUINTLOYALTYOCTOBER 15, 2014BRIAN LEARST, C.E.O.TIM CONNOLLY, PRINCIPALLARA CARSON, VP MARKETINGLEIA HUBBARD, SR. ACCOUNT MANAGER
CONFIDENTIAL PROPOSAL FOR CERTAINTEED. ©2014 QUINTLOYALTY 2
AGENDA BACKGROUND STRATEGY BENEFITS SCOPE & TIMELINE
CertainTeed’s Business Objectives
Submission Process Simplified & Improved
Communication & Activation
Benefits to Contractors
Benefits to CertainTeed
Project Scope & Timeline
CONFIDENTIAL PROPOSAL FOR CERTAINTEED. ©2014 QUINTLOYALTY 3
AGENDA BACKGROUND STRATEGY BENEFITS SCOPE & TIMELINE
Revenue Growth
Frequency of SubmissionParticipant EngagementNew Participants
Address Participant’s Concerns
Simplify & Improve Submission Process
Proposed Changes to Program RulesCustom App for MobilizationWebsites
Improve Communication and Activation
Websites with Targeted MessagingCustom Apps with Targeted MessagingReferral ProgramSegmented Email Strategy with Auto‐Triggers
CertainTeed’s Business Objectives
CONFIDENTIAL PROPOSAL FOR CERTAINTEED. ©2014 QUINTLOYALTY 4
ROOFINGVENTILATION FENCE, DECKING & RAILINGHVAC/AIR HANDLINGINSULATIONGYPSUM BOARDGLASROCVINYL SIDING, SOFFIT & ACCESSORIESPVC EXTERIOR TRIMWEATHER RESISTANT BARRIERCEILING SUSPENSION SYSTEMSCEILINGSCO
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3 CATEGORIES/PROJECTROOFINGVENTILATION FENCEDECKING & RAILINGINSULATIONGYPSUM BOARDGLASROCVINYL SIDING, SOFFIT & ACCESSORIESPVC EXTERIOR TRIMWEATHER RESISTANT BARRIER
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3 CATEGORIES/PROJECTRESIDENTIAL ROOFINGLOW SLOPE ROOFINGVENTILATION FENCEDECKING & RAILINGINSULATIONGYPSUM VINYL SIDING & POLYMER SHAKESTRIMHOUSEWRAPCEILING & SUSPENSION SYSTEMS
2 CATEGORIES: 75% | 25%
AGENDA BACKGROUND STRATEGY BENEFITS SCOPE & TIMELINE
RES
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Total Program RewardsRemodelers Builders
2009 $349,096.002010 $536,583.842011 $688,297.01 $91,689.122012 $823,710.60 $454,182.942013 $802,490.00 $380,687.83
2014 YTD $753,854.53 $242,407.59TOTAL $3,954,031.98 $1,168,967.48
2014 Total Program Rewards Forecast: Remodelers : $850,000 ▲ over last yearBuilders: $300,000 ▼over last year
• Increase number of new participants• Increase participation of participants
Current Participants – Enabled & Logged InRemodelers: 1,200Builders: 1,265
Revenue Growth
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CONFIDENTIAL PROPOSAL FOR CERTAINTEED. ©2014 QUINTLOYALTY 5
AGENDA BACKGROUND STRATEGY BENEFITS SCOPE & TIMELINE
General Program Awareness
Decrease Amount of Data Needed to Submit
Decrease Amount Of Time It Takes To Submit
Mobile Options
Improve Goal Status Communication
Decrease Processing Time To Get Results
Program Education for Eligible Products
Two‐Way Communication for Approval/Rejection
Address Participant’s Concerns
CONFIDENTIAL PROPOSAL FOR CERTAINTEED. ©2014 QUINTLOYALTY 6
AGENDA BACKGROUND STRATEGY BENEFITS SCOPE & TIMELINE
Submission Process Simplified & ImprovedPROPOSED CHANGES TO RULES & REWARDS
Audits Versus Every Submission (Decrease Workload and Admin Costs)Random Assignment in Queue Once a Threshold has Been Reached (ex: 100 Invoices)Pre‐Determined Dates to Review Submissions from that DaySelect Questionable Submission Based on CertainTeed’s Standard Criteria
CertainTeed Audit Review Completed Within 15 Days (Increase Engagement)
Contractors’ Invoices Due Within 90 Days (Increase Frequency)
Add Product Packaging Stickers To Eligible Products (Increase Program Awareness)
Increased Point Value or Spot Reward for App or Website Usage versus Mailing (Engagement/Retention Strategy for Active Participants)
Award Points for New Referral Program Once New Participant Submits First Invoice
Increase Reward Value Of Submissions Based On Threshold Tiers i.e. Earn an additional $50 for every 100 Approved Submissions (Increase Participation)
CONFIDENTIAL PROPOSAL FOR CERTAINTEED. ©2014 QUINTLOYALTY 7
AGENDA BACKGROUND STRATEGY BENEFITS SCOPE & TIMELINE
Phase 1: Quarter 1, 2015GET MOBILE!Android App• Scan Barcode• Scan Invoice• Submit Invoice• Confirmation Email• Ties into Online Platform
Phase 2: Quarter 3, 2015GET MOBILE!iPhone App
Phase 2: Quarter 3, 2015Both apps (Droid & iPhone) include these new features as well:SALES PUSH• Eligible Products• Google Distributor Map with navigation• Push Notifications (ex: points loaded, new products, badge earned)• Total Rewards to date • Participant’s Live Rewards Balance
Phase 3: Quarter 1, 2016GET SOCIAL: SALES PUSHBoth apps include these new features:• Social Share on Download• Badges for submitting a certain number of invoices/month and
hitting a certain number of projects/quarter – tiered rewards can be tied to this as well
• Videos: how to Redeem, Product Push, etc.
Phase 4: Quarter 2, 2016REPORT• Historical Review of Submissions• Report of Items in Approval Queue with pending dollars• Product Recommendations for Reward Matrix completion
Phase 5: Quarter 3, 2016REDEEM• Product Redemption with virtual card
Submission Process Simplified & ImprovedCUSTOM APPS
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CONFIDENTIAL PROPOSAL FOR CERTAINTEED. ©2014 QUINTLOYALTY 8
AGENDA BACKGROUND STRATEGY BENEFITS SCOPE & TIMELINE
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Submission Process Simplified & ImprovedCUSTOM APPS
Welcome Screen Log In Screen Project Library App Menu
CONFIDENTIAL PROPOSAL FOR CERTAINTEED. ©2014 QUINTLOYALTY 9
AGENDA BACKGROUND STRATEGY BENEFITS SCOPE & TIMELINE
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Submission Process Simplified & ImprovedCUSTOM APPS
Creating A New Project
Project Submission
Product Barcode Scanner
CONFIDENTIAL PROPOSAL FOR CERTAINTEED. ©2014 QUINTLOYALTY 10
AGENDA BACKGROUND STRATEGY BENEFITS SCOPE & TIMELINE
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Submission Process Simplified & ImprovedCUSTOM APPS
Invoice Upload Scanner
CONFIDENTIAL PROPOSAL FOR CERTAINTEED. ©2014 QUINTLOYALTY 11
AGENDA BACKGROUND STRATEGY BENEFITS SCOPE & TIMELINE
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Submission Process Simplified & ImprovedCUSTOM APPS
Invoice Submission: Upload photo of invoice ‐ the app auto detects eligible products and extracts information to submit for rewards
Scanned Invoice Product Search & Submission For ApprovalProject Submission
Library/Approval Status
CONFIDENTIAL PROPOSAL FOR CERTAINTEED. ©2014 QUINTLOYALTY 12
AGENDA BACKGROUND STRATEGY BENEFITS SCOPE & TIMELINE
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Submission Process Simplified & ImprovedCUSTOM APPS
Eligible Product Catalogue Personal Spending Meter Badges
CONFIDENTIAL PROPOSAL FOR CERTAINTEED. ©2014 QUINTLOYALTY 13
AGENDA BACKGROUND STRATEGY BENEFITS SCOPE & TIMELINE
Submission Process Simplified & ImprovedWEBSITES
Previous & Pending Submissions Preview and Reporting for Remodelers
New Home Page FeaturesAd Promo Slider Above the ScrollThreshold CounterCategory Submission Matrix MetricSuggested Eligible Products Based On History And Or Product Push
New Qualifying Product Page With Cart Technology & Sell Sheets
Social Media IntegrationFacebook Feed Badges: For Submitting A Certain Number Of Invoices/Month And Hitting A Certain Number Of Projects/Quarter – Tiered Rewards Can Be Tied To This As Well
Google Map Of CertainTeed Distributors
Product Quizzes/Videos To Increase Website Engagement
CONFIDENTIAL PROPOSAL FOR CERTAINTEED. ©2014 QUINTLOYALTY 14
AGENDA BACKGROUND STRATEGY BENEFITS SCOPE & TIMELINE
NEW! Previous & Pending Submissions for Remodelers
Store Remodelers Online Submissions. Builders already have a similar capability. Reporting features available.
Submission Process Simplified & ImprovedWEBSITES
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Submission Process Simplified & ImprovedWEBSITES
Remodelers
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Submission Process Simplified & ImprovedWEBSITES
CONFIDENTIAL PROPOSAL FOR CERTAINTEED. ©2014 QUINTLOYALTY 17
AGENDA BACKGROUND STRATEGY BENEFITS SCOPE & TIMELINE
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Communication & ActivationWEBSITES
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CONFIDENTIAL PROPOSAL FOR CERTAINTEED. ©2014 QUINTLOYALTY 18
AGENDA BACKGROUND STRATEGY BENEFITS SCOPE & TIMELINE
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Communication & ActivationCUSTOM APPS
Push Notifications Distributors Location Map Videos & Tutorials Redeem Rewards
CONFIDENTIAL PROPOSAL FOR CERTAINTEED. ©2014 QUINTLOYALTY 19
AGENDA BACKGROUND STRATEGY BENEFITS SCOPE & TIMELINE
Communication & ActivationREFERERAL PROGRAM
COMMUNICATION:Existing Participant Auto‐Confirmations:
1.Receives confirmation when referral is under review
2.Receives confirmation of $25 in points awarded for valid referral3.Receives confirmation of $25 in points awarded when referral submits first invoice
4.If Referral was ineligible, existing participant is notified why and asked for new referral
Referral:
1.Receives auto‐notification that participant suggested they enroll for the rewards program with program teaser and CTA to register“Mike at [insert company] invited you to earn rewards in the [CertainTeed program]” SIGN UP NOW and SUBMIT your first invoice within 30 days for BONUS rewards”
2.If registering online, a pop up will appear with a link offering them the chance to refer someone else and earn points. Pop up says you have 30 days to submit your first invoice for bonus rewards.
3.Receives auto‐confirmation of bonus points awarded when referral submits first invoice
4.If Referral is ineligible they are sent an auto e‐confirmation with the reason and suggestion for alternate program enrollment and asked for referral with link to e‐welcome kit to pass on.
5.If referral does NOT enroll within 30 days, CertainTeed Sales rep follows up after 30 day mark to attempt to enroll participant in the program if they have not registered yet and emails and mails them a program marketing kit.
What Pro Do You Know?REWARDS:• Existing participants rewarded $25 in points for every valid referral
• Additional $25 in points when the referral submits their first invoice .
• New participants (referral) must submit first invoice within 30 days for $25 bonus in points.
DATA COLLECTED:• Provided by Existing Participant
• Existing Participant Provides the following for themselves and the referral to tie to rewards: First Name, Last Name, Company Name, Email Address
ON-SITEDISTR IBUTORS
ONLINEREWARDS S I TE
MAILTO PART ICIPANTS
PROMOTING THE PROGRAM
CONFIDENTIAL PROPOSAL FOR CERTAINTEED. ©2014 QUINTLOYALTY 20
AGENDA BACKGROUND STRATEGY BENEFITS SCOPE & TIMELINE
Distributor’s Websites• Advertise the program with links and ads
certainteed.com• List all SM Icons (Pinterest, LinkedIn, Google+)• Put a CTA top of page to sign up for rewards programs• Develop a page on CertainTeed site that lists reward programs with links to
those sites: would be good to prequalify on that page i.e. are you a builder –recommends those related programs.
• Post the How To Videos on CertainTeed’s page, use keyword tags and program tags
Blog: blog.certainteed.comCreate feature articles:• About Program• About SPIFFS/Products in Program• About Ways to Earn Rewards• About Success Stories with Rewards – highest earner• About App/New Features• Referral Program
General Tips:• CTA to get material or “Need Assistance? Contact our Contractors!”• CTA to “Get Rewards”• List popular topics or recently posted articles on the sidebar of the blog so
readers don’t have to keep scrolling for more tips.• Target posts with common questions asked and include
“The CertainTeed Difference.”• Include links to particular pages on the CertainTeed site that are relatable to the
blog articles; it currently only links out to site sources of facts.
Communication & ActivationWEBSITES
CONFIDENTIAL PROPOSAL FOR CERTAINTEED. ©2014 QUINTLOYALTY 21
AGENDA BACKGROUND STRATEGY BENEFITS SCOPE & TIMELINE
LinkedIn1.Quint will recommend groups that fit the criteria for joining the program for your SM team to post blogs, industry related articles and rewards links
2.After registration, invite clients to join the Group and leave a testimonial. Some past clients have done this on their own, but if the company amped up the encouragement with direct links to share their experience, this would happen more often.
General Tips: • Keep posts shorter, teaser CTA link for more info • Content and images cannot be shared together• Share images with a watermark and clear message• Testimonial posts receive tons of ‘likes’ • Best platform to find your target demographic
Google+1.Quint will recommend communities that fit the criteria for joining the program for your SM team to post blogs, industry related articles and rewards links
General Tips: • Create a vanity URL – plus.google.com/+certainteed• Create separate department accounts• Use hashtags to target posts• Post with images for best engagement• Post blog articles to increase SEO• Add Facebook albums to Google+• Create “How to” & “DIY” Google Hangouts
Communication & ActivationSOCIAL MEDIA
Facebook1. Contest Idea: “The Rising Contractor: Show Us Your Skills!”
fb code for more rewards when pics of C’Teed products used
2. Add Rewards Programs and Links to About Section
3. Post Project of the Quarter Photos
4. Program Registration Blitz – signup for instant rewards
5. About SPIFFS/Products in Program
6. About Ways to Earn Rewards
7. About Success Stories with Rewards – highest earner
8. About App/New Features
9. Referral Program
10.Badges fb app: submitting a certain number of invoices/month projects/quarter
11.Post Relevant Industry Articles that link back to program
General Tips:• Use relevant hashtags• Boost post to increase reach & followers• Create geo targeted and industry targeted ads
CONFIDENTIAL PROPOSAL FOR CERTAINTEED. ©2014 QUINTLOYALTY 22
AGENDA BACKGROUND STRATEGY BENEFITS SCOPE & TIMELINE
Pinterest1. Create a board of eligible products for each rewards program
• Tag program name in description • Put a red dot on image to tie in reward branding on product packaging using red dot sticker
2. Tie in the Project of the Quarter Contest with a Board
General Tips: Target the whole home construction process with boards• Design •. Floor plans• Remodeling •. How to •. DIY etc.
Twitter1.Use cover photo and background to promote eligible products and rewards programs• Tag program name in description • Put a red dot on image to tie in reward branding on product packaging using red dot sticker
2. Topics to Tweet:• Project of the Quarter Contest with LIVE Tweeting and Voting• Use Short VINE videos about eligible products & rewards• Program Registration Blitz – signup for instant rewards• About Success Stories with Rewards – highest earners• About App/New Features• Where are you Using your app campaign – tweet a pic for extra points
• Referral Program• Post Relevant Industry Articles that link back to program
General Tips: • Test ads to catered demographics• Include program hashtags (#certainrewards | #rebate)• Post with links• Search for relatable hashtags &topics to promo program & eligible products.
• Always ask questions in posts• Ask for Retweets/Favorites/etc. to increase engagement.
YouTube1. Create Channels for Different Lines of Business
2.Add Videos for:•.Rewards • Eligible Products • .Apps•.Testimonials from High‐earning Rewards members
3. Use “Discussions “ to promote Rewards Program
General Tips: • Use “About Us” to Add in links to rewards site & description• Use keywords in videos to increase SEO and viewership• Use program product keywords to create YouTube ad campaigns
Communication & ActivationSOCIAL MEDIA
CONFIDENTIAL PROPOSAL FOR CERTAINTEED. ©2014 QUINTLOYALTY 23
AGENDA BACKGROUND STRATEGY BENEFITS SCOPE & TIMELINE
Communication & ActivationTARGETED EMAILS
TRIGGER EMAIL
Engaged Participants
1. Missing Category Suggestion Emails –product purchased prior/new products/spiff products in category they are missing for rewards(dependent on queue time for approval)
2. Favorite Finder – Products you used to LOVE (90 days prior) that you no longer submit for – replacement product within category to suggest, find out if they are buying from another competitor, then:
3. Product Comparison – compare the competitor's product and/or new C’Teed comparable and upgraded product
4. App Download/Signup – when a user downloads the app, send an email to that user with social media sharing buttons built into it
5. App Submission – After first submission completed rewards
6. Referral Submits ‐ first invoice and points applied for participant
7. $5K Threshold Achieved email
CONFIDENTIAL PROPOSAL FOR CERTAINTEED. ©2014 QUINTLOYALTY 24
AGENDA BACKGROUND STRATEGY BENEFITS SCOPE & TIMELINE
Communication & ActivationTARGETED EMAILS
TRIGGER EMAIL
Engaged Participants
8. Welcome Message – generated to new participants once they have been uploaded into the system. Invite them to join LinkedIn Group and download App
9. Invoices Received for Submission (from website or app) with list of what they submitted and transaction/invoice number. Includes current balance statement and link to view missing categories
10.Points – (weekly Mondays at 5:00pmCST) earned rewards during the previous week. Includes the total rewards applied and what invoices got them there.
11.Explanation of why an invoice was rejected/points not issued, prompts for how to correct behaviour
12.POQ Updates & Builders Edge (monthly)
13.Rewards Newsletter – ways to earn: Download App, Referral ‐What Pro Do you Know?, submit invoices, training, surveys (on App, Website, Products, Submission Process, Referral Program). Sections on pending/outstanding items, Eligible Products, training for Points, Badges, C’Teed News, Rewards for Program & Participant, dealer link, Social Media sites for news, points earned, POQ Winner (quarterly)
14.Survey Response Activation – based on response selections
CONFIDENTIAL PROPOSAL FOR CERTAINTEED. ©2014 QUINTLOYALTY 25
AGENDA BACKGROUND STRATEGY BENEFITS SCOPE & TIMELINE
Non‐Engaged Participants
1. App Download – (upon release) Earns $25 in rewards for downloading app and doing a submission
2. Favorite Finder – (monthly) rewards balance, products you’ll LOVE has a few in each eligible category and find C’Teed dealers
3. Win Back – (60 days no activity after their 1st submission) balance of $25 signup bonus to redeem and submit –suggested products similar to what was initially submitted.
4. We Miss You/Who Stole You –Haven’t Logged in within 90 days. Points for answering what company they are sourcing eligible product from, answer adds to trigger below:
5. Competitor Comparison – compare competitor's product with C’Teed’scomparable and upgraded product
6. Rewards Newsletter – ways to earn: Referral, submit, training, surveys, links to eligible Product, dealers, Social Media, points earned, total rewards given in program to date (quarterly)
7. Implement SMS Texting Prompt –rewards are waiting log in.
TRIGGER EMAIL
Communication & ActivationTARGETED EMAILS & SMS TEXTING
CONFIDENTIAL PROPOSAL FOR CERTAINTEED. ©2014 QUINTLOYALTY 26
AGENDA BACKGROUND STRATEGY BENEFITS SCOPE & TIMELINE
Communication & Activation
Potential Participants
Emails:
• Referral Given from a Friend to Enroll –instructions on how to register, teaser on eligible products, ways to earn and dealer locations
• Confirm Registration Received –teases about program and to be on the lookout for welcome email
• Registration Denied Email – Our records indicate you will not be able to purchase more than one category to be eligible for this program. Think you still qualify, let us know! List of eligible products. Referral ‐ Recommend a Pro.
Collateral Drops by Sales Reps:Visible at dealer locations:
• 1 Page Program Poster Teaser
• Registration Forms
• Submission Forms
• Referral Forms
Printed Welcome Kits supplied to Sales Reps to Mail to referral (based on company address):
Welcome Kit – includes registration form with $25 in points tied to first submission, list of eligible products, C’Teed Dealers Near Them, App download info with points issued after first submission, referral sheet
Sales Rep/Dealer Education:Emailed to dealers and sales reps:
• Notice of Packaging with Stickers to denote eligible program products
• E‐Welcome Kit – includes registration form with $25 in points tied to first submission, list of eligible products, C’Teed Dealers Near Them, App download info with points issued after first submission, referral sheet (What Pro Do you Know?)
• 1 Page Program Teaser
Quint representative to present rewards programs at upcoming sales meeting of all 5 divisions in November
Admin access for sales reps to enter on contractor’s behalf
CONFIDENTIAL PROPOSAL FOR CERTAINTEED. ©2014 QUINTLOYALTY 27
AGENDA BACKGROUND STRATEGY BENEFITS SCOPE & TIMELINE
Communication & Activation
Additional Research via Focus Group: Questions for Select CertainTeed Participants:
1. How often do you submit?
2. What tools/features should be added to the rewards site?
3. What does the perfect rewards program ask of you? i.e. How do you want to submit (email, fax, mail)
4. How much time would you devote to submitting for rewards per day?
5. Would you use the app? What features are missing?
6. Where can we reach you other than email/ preferred way of communication?
7. What social media websites do you use?
8. Is the referral program enticing to you?
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CONFIDENTIAL PROPOSAL FOR CERTAINTEED. ©2014 QUINTLOYALTY 28
BENEFITSAGENDA BACKGROUND STRATEGY SCOPE & TIMELINE
TITLE TEXT HEREBenefits to Contractors
Time Saving: Submission Process Simplified & Improved
Personalized and Targeted 2‐Way Communication
Submission & Reward Status Alerts & Prompts: App, Email , Websites
New Technology for Mobilization
More Ways to Earn Rewards
Shorter Approval Time for Instant Reward Gratification
More Tools to Find Products
Prestige & Advertisement of Health of Company via Social Media & Badges
CONFIDENTIAL PROPOSAL FOR CERTAINTEED. ©2014 QUINTLOYALTY 29
BENEFITSAGENDA BACKGROUND STRATEGY SCOPE & TIMELINE
TITLE TEXT HEREBenefits to CertainTeed
Increased Sales due to New Distributor Locator Tool & Increased Participation
Increased Participation via New Participants, Frequency and Amount of Submissions
Competitive Advantage via New Technology for Mobilization
Better Visibility of Program Participation and Marketing Effort Success via Targeted Analytics Reporting
Time & Administrative Cost Savings: Reduced Workload via Submission Audits
Multi‐Platform Integration for Increased Participation and Cross‐Selling
Increased Social Media Engagement
Trigger & Automated Communications Ensure Constant Program Engagement and CertainTeed and Rewards program are Top‐of‐Mind
CONFIDENTIAL PROPOSAL FOR CERTAINTEED. ©2014 QUINTLOYALTY 30
AGENDA BACKGROUND STRATEGY BENEFITS SCOPE & TIMELINE
TITLE TEXT HERE
2014/2015 Eligible Product SKUs and Associated Product Numbers & Barcodes
2014/2015 Eligible Product Names & Descriptions
2014/2015 Eligible Product Images
2014/2015 Eligible Product Sell Sheets
2014/2015 Eligible Product Reward Conversions
Addresses for all CertainTeed Distributors (for Location Map only)
Email Addresses for all CertainTeed Reps
Social Media Administrator Contact for Integration & App Build
Project Scope & TimelineITEMS FROM CERTAINTEED TO QUINT
CONFIDENTIAL PROPOSAL FOR CERTAINTEED. ©2014 QUINTLOYALTY 31
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TITLE TEXT HERE
TIME FRAME TYPE DESCRIPTION PARTYOct 2014 Program
Decision Decide what components to move forward with and determine project scope C’Teed
Oct 2014 ProgramDecision Provide Final Cost Breakout for Program Implementation and Benchmark Timeline Quint
Nov 2014 ProgramDecision Final decision on what components to move forward with and determine project scope/phases C’Teed
Nov 2014Education
Communication/Engagement Plan• Sales Rep/Dealer Education: Quint Attends November Division Sales meeting presents
program and new upcoming features so Sales Team is trained before product comes out
C’Teed & Quint
Nov 2014 ProgramDevelopment
Provide Implementation and Benchmark TimelineBegin Mockups for Phase 1 Program Upgrades Quint
Dec 2014 ProgramDecision Provide Quint with necessary assets to complete project scope C’Teed
Dec 2014 ProgramTesting
App in Beta for CertainTeed to TestWebsite mock ups with upgrades sent for review and testing
C’Teed & Quint
Dec 2014 Research Communication/Engagement Plan• Participant Focus Group with Results back to C’Teed Quint
Project Scope & TimelineIMPLEMENTATION TIMELINE: 2014
CONFIDENTIAL PROPOSAL FOR CERTAINTEED. ©2014 QUINTLOYALTY 32
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TITLE TEXT HERE
DESCRIPTIONPhase 1 Website Updates
• Referral Program Roll Out: What Pro Do You Know?• Previous & Pending Submissions Preview and Reporting
for Remodelers
• Ad Promo Slider Above the Scroll• Threshold Counter• Category Submission Matrix Metric
Phase 1 App Development • Android App
• Scan Barcode• Scan Invoice
• Submit Invoice• Confirmation Email• Ties into Online Platform
Phase 1 Communication/Engagement Plan• Active Participants:
• 5K Threshold• Missing Category Suggestion Email• App download/Signup• App Submission• Referral Submissions• Welcome Message Revamp• Invoices Received for Submission• Explanation
• Non‐Engaged Participants• App Download
• Potential Participants• Emails: Referral, Registration Received/Denied• Collateral Drops: 1 Page Program Teaser• Sales Rep/Dealer Education: 1 Page Program Teaser
Phase 1 Social Media Plan• CertainTeed Website Initiatives• LinkedIn Initiatives• Facebook Initiatives (all but badges)
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Project Scope & TimelineIMPLEMENTATION TIMELINE: QUARTER 1, 2015
CONFIDENTIAL PROPOSAL FOR CERTAINTEED. ©2014 QUINTLOYALTY 33
AGENDA BACKGROUND STRATEGY BENEFITS SCOPE & TIMELINE
TITLE TEXT HERE
DESCRIPTIONPhase 2 Website Updates
• Product Quizzes To Increase Website Engagement• Suggested Eligible Products Based On History And Or Product Push
• New Qualifying Product Page With Cart Technology & Sell Sheets• Google Map of CertainTeed Distributors
Phase 2 App Development • iPhone App• Both iPhone and Droid Upgrades
• Eligible Products• Google Distributor Map with Navigation
• Push Notifications (ex: points loaded, new products, badge earned)• Total Rewards to date • Participant’s Live Rewards Balance
Phase 2 Communication/Engagement Plan• Active Participants:
• Favorite Finder• Product Comparison• Rewards Newsletter• Survey Response Activation
• Non‐Engaged Participants• Favorite Finder• Win Back• We Miss You/Who Stole You• Rewards Newsletter
• Potential Participants• Collateral Drops: Registration, Submission & referral Forms• Sales Rep/Dealer Education: E‐Weclome Kit so Sales Team is trained
before product comes out• Sales Rep/Dealer Education: Quint Attends Division Sales meeting
presents program and new upcoming features • Sales Rep/Dealer Education: Admin Access for Sales Reps to Enter
on Contractor’s Behalf• Participant Focus Group with Results back to C’Teed
Phase 2 Social Media Plan• Distributor Website Links & Ads• Blogs Initiatives• CerrtainTeed.com
• LinkedIn• Twitter Initiatives (all bu VINE and videos)
Project Scope & TimelineIMPLEMENTATION TIMELINE: QUARTER 3, 2015
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CONFIDENTIAL PROPOSAL FOR CERTAINTEED. ©2014 QUINTLOYALTY 34
AGENDA BACKGROUND STRATEGY BENEFITS SCOPE & TIMELINE
TITLE TEXT HERE
DESCRIPTIONPhase 3 Website Updates
• Social Media Integration• Eligible Product Video To Increase Website Engagement,
Product Sales
• Facebook Feed Badges: For Submitting A Certain Number Of Invoices/Month And Hitting A Certain Number Of Projects/Quarter – Tiered Rewards Can Be Tied To This As Well
Phase 3 App Development • Both iPhone and Droid Upgrades
• Social Share on Download• Videos: how to Redeem, Product Push, etc.
• Badges for submitting a certain number of invoices/month and hitting a certain number of projects/quarter – tiered rewards can be tied to this as well
Phase 3 Communication/Engagement Plan• Active Participants:
• Rewards Newsletter – now includes badge incorporation
• Non‐Engaged Participants• Competitor Comparison• SMS Texting Prompt
• Potential Participants• Collateral Drops: Welcome Kit (content based on what people are
engaging with most)• Sales Rep/Dealer Education: Packaging to incorporate stickers to
denote eligible products
Phase 3 Social Media Plan• Demo Videos• YouTube Initiatives• Facebook Badges & App
Pinterest• Twitter VINE and video initiatives
Project Scope & TimelineIMPLEMENTATION TIMELINE: QUARTER 1, 2016
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CONFIDENTIAL PROPOSAL FOR CERTAINTEED. ©2014 QUINTLOYALTY 35
AGENDA BACKGROUND STRATEGY BENEFITS SCOPE & TIMELINE
TITLE TEXT HERE
DESCRIPTIONPhase 4 App Development • Both iPhone and Droid Upgrades
• Historical Review of Submissions• Report of Items in Approval Queue with pending dollars• Product Recommendations for Reward Matrix completion
Project Scope & TimelineIMPLEMENTATION TIMELINE: QUARTER 2 & 3, 2016
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DESCRIPTIONPhase 5 App Development • Both iPhone and Droid Upgrades
• Product Redemption With Virtual Card
Phase 5 Communication/Engagement Plan• Participant Focus Group with Results back to C’Teed
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CONFIDENTIAL PROPOSAL FOR CERTAINTEED. ©2014 QUINTLOYALTY 36
AGENDA BACKGROUND STRATEGY BENEFITS SCOPE & TIMELINE
TITLE TEXT HERE
New Mobile App• Remodeler Program
• Builder Program
Mobile App API Calls
Submitting Products That Are Eligible For Rewards With Invoices:• Call to retrieve eligible products
• Call to retrieve existing projects
• Call to create a new project
• Call to submit an invoice
• Call to submit scanned images (receipts)
• Call to review invoices inside project
Participant Standings:• Total Rewards To Date For Entire Program
• Participant’s Live Rewards Balance
• Submission History: Pending/Approved
• Pending Dollar Amount In Queue For Review
• Putting Virtual Credit Card Information In The App To Redeem Online
Project Scope & TimelineESTIMATED COSTS
MOBILE APP ESTIMATED COST
$10,000
$28,500
$2,500
$2,500
CONFIDENTIAL PROPOSAL FOR CERTAINTEED. ©2014 QUINTLOYALTY 37
AGENDA BACKGROUND STRATEGY BENEFITS SCOPE & TIMELINE
TITLE TEXT HERE
For The Remodelers To Use Similar Queues And Submission Review As The Builders
Home Page • Ad Promo Slider Above The Scroll
• Threshold Counter
• Category Submission Matrix Metric
• Suggested Products Based On Previous Orders, New CertainTeed Products Or Product Promotions.
New Qualifying Product Page With Cart Technology
Social Media Facebook Feed & Badges: People Who Have Earned Badges For Submitting A Certain Number Of Invoices/Month And Hitting A Certain Number Of Projects/Quarter – Tiered Rewards Tied To This As Well
Google Map Of CertainTeed Distributors
Project Scope & TimelineESTIMATED COSTS
WEBSITES
$2,500
$250$500$500$500$500
$2,000
$1,000
$900
$52,150TOTAL ESTIMATED COST:
ESTIMATED COST