Marketing Request

Please attach any pertinent files here for the Marketing Team to complete the request.

Drag and drop files here or

Please provide the client's name. If this is an internal request, please describe the task at a high level here.

When choosing who to notify on this request, please be sure to include all SKG project teams and anyone involved in this project who will need updates. You can choose multiple individuals.

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When do you need the deliverable back or completed by the marketing team? **Please build in enough time for other teams to complete their deliverables if being folded in to marketing's efforts**. Please have everything in to the Marketing team by 2 PM. Please allow for a 24 hour turnaround time on all deliverables. Any request submitted after 2pm will not be addressed until the following business day. After the request is submitted the marketing team will assess the request and commit to a "promised date" by which the team will get the request completed. You will get alerted once they fill in the "promised date".

REQUESTED DELIVERABLE(S)

Please select the item(s) you need completed for a client or single scope.

Please select the item(s) you need completed for a client or single scope.

Level of Urgency*

If you need guidance or would like to meet with the team about your request, please check the box below. The team will reach out to schedule a time to discuss.

Please list any pertinent notes and/or scope. If there is any additional information that does not have a home under the "deliverables" section, put that here.

What is the "why"? What are the client's goals? What are their concerns? What are we solving for? If this is not applicable, put "N/A".

If this is not applicable, put "N/A".

Put N/A if this does not apply

Did You Provide Imagery? If So, Do We Have Rights to Use?*

RFP OR PRESENTATION

Indicate the date the RFP/Bid/Presentation must be turned in to the client. If there are multiple dates, indicate those specifics in the notes/scope section above.

Market Segment*
Is Knoll Involved on the RFP?*

What kind of presentation do you need?

Slide Size/Orientation*

This is especially important if we have to print the bid. Please ask the marketing team for specific examples or guidance if you are unsure what to select.

How Will This Be Delivered to the Client?*

What standard marketing slides do you want included in the presentation?

Select
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Do You Need a Research and Strategy Section?*

Sales must provide all research content.

Which of SKG services need to be in the presentation?

Type in the team members you want to be included in the organizational chart if applicable. *This is a free-type field.

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Please list out any assets or other items the sales team provided (or will provide) for the presentation. Load assets into the Teams channel for the marketing team to incorporate.

Optimize for Print?*
Did you start a Teams for collaboration?*

RFP's and big presentations need a Teams channel for collaboration and management of the presentation. Be sure to invite the designer, sales leadership, Beth, the whole marketing team, coordinator, and anyone else who is working on the RFP/bid/presentation.

SEND POST INSTALLATION SURVEY (NET PROMOTER SCORE)

What was the name of the project we just completed? Use naming that would be familiar to the survey recipient so they can identify to which project we are referring (like Google Randall Level 7)

If you want this to go to multiple recipients separate their names with commas please.

If you want this to go to multiple recipients separate the email addresses with commas please.

SEND PROJECT CLOSE OUT SUCCULENT

By checking this box, you will prompt the Client Relations Specialist to coordinate the order and delivery of a Thank You Succulent to the client.

Please provide an address for your client that can except deliveries. This may or may not be the installation address. Please double check what address may be best with your client.

Please provide the best phone number to reach the client. Your client will only be contacted for questions regarding delivery.

Phone
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