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Discussion Points Introduction & Discovery Proforma’s Competitive Advantage Needs Assessment Program Development & Support Marketing Implementation & Integration Opportunities for Partnering

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INTRODUCTION & DISCOVERY

Introduction Proforma is:

A $400 million dollar leader in the industry A marketing agency without the agency fees An addition to your team, but not an addition to your

payroll A business process outsource resource

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PROFORMA’S COMPETITIVE ADVANTAGE

Proforma’s Competitive Advantage: One Source Choose Proforma as your One Source for integrated

business solutions Save Time Reduce Costs Streamline Resources Manage Your Brand Enhance Your Communications Simplify Your Business

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Our Clients choose to work with us as their single-source marketing communications provider because we combine modern technology with infinite resources to develop their brand.

Employee Recognition, Motivation & Safety

Programs

Online Company Store Development

& Management

Direct Marketing & Promotional Campaigns

Inventory Management,

Fulfillment & Kitting

Distribution & Warehousing

Graphic Design Services

Meeting, Events & Tradeshow Planning

and Materials

Website Development, Mobile, Social and

Multi-Media Solutions

Customer Incentive &

Award Programs

Brand Management, Print Services, Promotional Products, Business Documents, Apparel & Uniforms

Proforma’s Competitive Advantage: Infinite Resources

Proforma’s Competitive Advantage: Full Service Marketing Resource Experts in marketing program development,

implementation, integration and support. Enhance and simplify your print, promotional, direct

mail, apparel and other valuable programs. Provide you with creative marketing ideas and solutions

to achieve your company goals and objectives. Streamline purchasing, fulfillment, reporting and

inventory management with an easy to use, permission based eCommerce solution.

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Proforma’s Competitive Advantage: Integrated Business SolutionsWe help you: Save time

Partnering with Proforma saves you time. Total Project Management Streamline Outsourcing

Example: Johns Hopkins Bloomberg School of Public Health’s Center for Communication Programs had a large project to benefit young girls in Africa and reduce the number of girls infected by HIV.

The project included a variety of products and services including: CDs, duplications, jackets, manuals, folders, technical briefs, custom bags, multi-lingual translations, kitting and shipping to Africa.

Proforma sourced, produced and fulfilled the entire project, allowing Johns Hopkins to focus on the program’s purpose and continue their work. Insert Client Logo Here

Proforma’s Competitive Advantage: Integrated Business SolutionsWe help you: Reduce Costs

Partner with a large global organization with the responsiveness of a local business. Our network includes over 400 Preferred Supplier Partners with preferential pricing options to help reduce costs.

Preferred Pricing and Service $400M Buying Power CPSIA Standards Integrated Program Solutions

Example: Our vast supplier network, helped a large health system benefit from reduced costs and increased service quality.

Proforma out-seated the incumbent by reducing print costs by at least 20% on average and 10% on the average promotional product. The increased level of responsiveness and service has been reported as immeasurable. Insert Client Logo Here

Proforma’s Competitive Advantage: Integrated Business SolutionsWe help you: Streamline Resources

Streamline your processes and run more efficient programs. Streamline processes with no geographical boundaries Coordinate communications throughout your organization Minimize logistical challenges

Example: A national medical insurance company needed to announce training events across the entire state of Pennsylvania by sending out direct mail packages.

Proforma was able to takeover the project after the previous supplier had failed and produce, fulfill and ship all 2,500 packages in just two days. Insert Client Logo Here

Proforma’s Competitive Advantage: Integrated Business SolutionsWe help you: Manage Your Brand

Maintain your brand marketing campaigns, production and fulfillment through integrated business solutions.

Seamless, consistent and cohesive Brand Management Integrated business solutions

Example: An international manufacturing company was looking for assistance developing and maintaining their brand across all of their divisions (marine, industrial and construction).

Proforma developed a brand initiative consisting of 4 postcards, 4 flyers and 4 advertisements for each of the divisions, totaling 36 designs, and ensured brand consistency, cohesiveness of message and timely delivery. Insert Client Logo Here

Proforma’s Competitive Advantage: Integrated Business SolutionsWe help you: Enhance Your Communications

Through integrated business solutions, we provide the communication tools that enhance your communications and create a more cohesive approach to business.

Multi-channel marketing and communications programs Multi-level/platform resources for response tracking and reporting Enhanced deliverability Seamless, consistent and cohesive communications

Example: A regional bank and trust was focused on increasing top-of-mind awareness with their customers.

Proforma recommended and then created a marketing campaign that included a see-through, custom die-cut postcard and a promotional product giveaway. The combination of these items is known to increase response and retention rates by 30%. The statistics held true as the financial institution experienced a significant spike in new customers and accounts.

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Proforma’s Competitive Advantage: Integrated Business SolutionsWe help you: Simplify Fulfillment

Reduce the complexity of your fulfillment services by partnering with a North American leader and more than 400 preferred suppliers to assist with multi-location deliverability and inventory management.

Multi-location fulfillment and distribution eCommerce integration with online solutions, tracking, reporting and cost center management Single invoice solutions for program simplification

Example: A specialty cardiac medical facility had been ordering shirts and promotional products locally to offer to their patients and families to support their practice and success rates. While the response was higher than imagined, it was quickly realized that the productivity of the staff was declining in order to handle the patient requests for these items.

Proforma recommended and then developed an eCommerce store for the facility, allowing all staff to easily, and quickly, order AND ship the products with the click of a mouse. Insert Client Logo Here

NEEDS ASSESSMENT

Needs Assessment By combining our advanced product knowledge with

our experience and proven customer satisfaction, Proforma works to find the solution that best fits your needs.

Needs Assessment We’ll work together to identify and address your:

Challenges Priorities Strategic Opportunities Business Process Needs Partnership Opportunities

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PROGRAM DEVELOPMENT & SUPPORT

Program Development & Support Drive new revenue Simplify your marketing strategy Maximize your resources Reduce indirect costs

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Program Development & Support:Drive New Revenue Support from a full service marketing resource to help you:

Create impactful marketing programs and campaigns that get you noticed and increase conversions

Enhance communications with your prospects, customers and employees to increase awareness of your brand

Introduce new ideas and strategies to the market with the industry’s most innovative products and promotions

Simplify the way you interact with your internal and external customers through a state-of-the-art eCommerce Solution

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Program Development & Support: Simplify Your Marketing Strategy Add powerful messaging and product offerings to

your communications and marketing programs: Develop creative copy, product themes, packaging and

program coordination through a full service marketing resource

Certify and manage direct mail programs for both simple and complex marketing campaigns

Partner with one company for the maximum breadth and depth of products and services.

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Program Development & Support: Maximize Your Resources Benefit from the comprehensive support and product

offering of a single source contact: Source, procure, manage and monitor all of your print,

promotional items, business forms, apparel, and more through one point of contact

Coverage throughout North America and across the globe for production, fulfillment and distribution

Reduce the amount of time it takes to order, process and track inventory through an integrated eCommerce Solution

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Program Development & Support: Reduce Indirect Costs Simplify the conversion of prospects to customers and minimize

internal processes: Implement a powerful eCommerce solution that offers streamlined processes

for One point of contact for order entry and processing Contact management and order tracking Inventory management via on-demand programs Cost center accountability and budgeting One resource for fulfillment and distribution

One resource with preferred pricing and support of more than 400 of the industry’s top vendors.

Conduct Quarterly Business Reviews (QBR) and Process Improvement Checks (PIC) to ensure efficiency and identify new opportunities for reduction in costs

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MARKETING IMPLEMENTATION& INTEGRATION STRATEGY

Marketing Implementation & Integration Strategy Dedicated Account Management Team Client Marketing Support Online Systems Integration and Management

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Marketing Implementation & Integration Strategy Dedicated Account Management Team

You will receive an account manager to help facilitate your program and ensure you are maximizing the benefits of partnering with Proforma.

Your account manager will help create efficiencies within your organization by implementing new processes to free up your time and resources.

We will assist you with the development of communications to introduce and market your new programs/systems

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Marketing Implementation & Integration Strategy Client Marketing Support

Our Creative Services team and internal marketing resources help develop and launch communications to increase employee and customer awareness and education on the available programs/systems.

We will continue to bring new, innovative product ideas and program recommendations to the forefront of your projects.

Design services, logo development, brand management, online marketing, website support and more are available as needed on a per project basis.

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Marketing Implementation & Integration Strategy Online Systems Integration and Management

Experience the benefits of a state-of-the-art, integrated eCommerce Solution that allows you to easily:

Custom brand your online solution Add products and content Manage orders and inventory Implement an on-demand fulfillment system Track orders, create reports and bill customers Process payments and assign cost centers

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Opportunities for Partnering

Opportunities for Partnering Partner with Proforma as your One Source for

integrated business solutions to help you: Save Time Reduce Costs Streamline Resources Manage Your Brand Enhance Your Communications Simplify Your Business

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Partners in Success

Manufacturing Financial Services

Hospitality Healthcare & Pharmaceutical

Other Recognized Names

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Opportunities for PartneringGeorge JonesProforma JEL Marketing Solutions(205) 780-0655George.Jones@Proforma.com

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Promotional Products Apparel & Uniforms Awards Bags / Backpacks Binders Corporate Gifts Desk Accessories Drinkware Food Gifts Giveaways Golf Accessories

Hats & Accessories Lanyards & Badges Lifestyle Items Luggage Mousepads Planners / Journals Technology Items Tradeshow Incentives Writing Instruments … And More

Printing Services Books / Magazines Business Stationery Calendars Catalogs Print-on-Demand Direct Mail Pieces Event Programs Flyers Folders Greeting Cards & Invitations

Kitting & Fulfillment Mailing Services Memo Pads & Journals Newsletters Packaging Point of Purchase Displays Signage & Banners Tickets & Passes Variable Data Printing … And More

Business Forms & Documents Business Stationery Cards & Mailers Certificates Checks Financial Documents Inventory Forms Invoices Mailers Order / Business Forms

Pressure Seal Items Receipts & Coupons Scratch-Offs Security Features Shipping Forms Statement Processing Tags & Labels Warehousing …And More

eCommere Solutions Brand Management Collateral Management Cost Center Controls Custom Online Stores Electronic Newsletters Inventory Management Marketing Tool

Development

On-Demand Inventory Online Forms Online Stationery Order Tracking Sales

Force Enablement Virtual Samples Web-to-Print Items … And More

Multi/New Media Offering 3D Animation App Development Blog Development Copywriting Live Event Production Mobile Websites QR Codes & Text Messaging Script Writing

Social Media Support Training Videos Video Production Virtual Publications Website Development Whiteboard Video

Development … And More

Contact Me TodayGeorge JonesProforma JEL Marketing Solutions(205) 780-0655George.Jones@Proforma.com

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