Reduce Costs, Gain Control, and Improve Processes Insert Date Insert Client Logo

Objectives Reduce Client’s Transactional Spend by 20% Leveraged Purchasing Gain 20% Improvement in Associated Labor Process and Order Management Improvement Protect and Project Client’s Brand Gain Consistent Control of the Client Brand Client Gains Creative Project Management Local Expertise with Global Sourcing

In-Depth SWOT Analysis (see samples – requires detailed info about the program)

Reduce Transactional Spend 20% savings on promotional marketing spend Identify cost-reduction opportunities Leverage Proforma’s $450,000,000 spend Guarantee EQP or better pricing Customized logistics and shipping solutions Exclusive agreements with preferred suppliers Reduce inventory to increase ROI

Gain 20% Improvement in Associated Labor Improved Process and Order Management User-Based Permissions Brand Management Secure Platform Order Tracking Reporting Capabilities Real-time reporting, 24/7 Approval Levels Payment Options (MC, VISA, Cost Center, etc.) Online proofing

Protect and Project Client Name’s Brand Gain Consistent Control Maintain brand integrity – one vs. many vendors Centralize brand across all locations/departments Color management Single brand representation for promotional products, forms, labels, print on demand and variable print on demand items

Client Gains Creative Project Management Single source project management Creative Design Production of all components Kitting Direct mail Highly personal product recommendations Understanding of your corporate culture Outcome focused – product fit Merchandising surveys

Next Steps Assess and Quantify Opportunities: Cost savings on print and promotional products Order process and management AS-IS vs. TO-BE Key custom product design and marketing initiatives Eco-friendly product alternatives Assess employee recognition programs

Resource Requirements Proforma will: Assess the current program to develop a total value solution Lead a rollout that achieves uninterrupted business flow and maximum savings Client to provide limited resources: Financials – to assess current spend Workflow – SME of current order processes Marketing – provide guidance on key initiatives

Timeline Assess and Quantify the Opportunity On-site data gathering – 1 week Analysis and Quantify Results – 2 weeks Present Results - TBD Build out Implementation Planning – 1 week Configure Solution, Upload Data – 4 weeks Project Launch – Savings Begin in Week 9

Relationship Review 10-year partnership 100% on-time delivery Existing long-term relationships in multiple departments We are uniquely positioned to provide Client an enterprise solution by leveraging our existing relationships.

750+ Proforma account management professionals located across North America A Strategic Partner North American footprint. Local support.

A Strategic Partner Founded years of product expertise combined with exceptional customer service o 98% customer retention 550 preferred manufacturing partners o Creative products o End Quantity Pricing or EQP (and beyond) 25 + strategically located distribution centers o 5 million square feet of managed space $450,000,000 buying power and financial stability

We are your extended Client Name support team specializing in custom promotional products, print and programs. Your Staff Owner Name– Account Manager How to reach us Phone Number Address