CCR - zo agency

zö agency

2022-23

Table of Contents About zö agency

Key Team Bios and References

zö agency

5.1

Sonja 29

1.2 Who We Are

5

5.2

Dan 30

1.3 Organizational Structure

6

5.3

Justin 31

1.4 Description of Services

7

5.4

Dawn 32

5.5

Rachel 33

5.6

Shawn 34

5.7

Alejandro 35

About 2.1 About you 9 10

5.8

Alberto 36

2.3 Our promise to you

11

5.9

Erick 37

2.4 How we walk with you

12

Deliverables

2.2 About zö

Process

4

About

1.1 Company Info

Budgets & Timelines Process

6.1 Budgets 39

3.2 Stakeholder voice plan

15

3.3 Media & outreach plan

16

3.4 Materials & production plan

17

6.2 Timelines 40

Budgets & Timelines

14

Team Members

3.1 Communications plan

Deliverables 4.1 Communications plan execution

19

4.2 Stakeholder voice plan execution

20

4.3 Proposed timeline and fee schedule

21

4.4 Materials & production examples

24

4.5 Experience and background

25

4.6 Early messaging

26

4.7 References 27

zö agency | CCR | 2022-23

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About zö agency

zö agency | CCR | 2022-23

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1.1 Company Info

Legal Name: Z’Onion Creative Group LLC DBA zö agency 70 SW Century Drive #1100, Bend, OR 97702 connect@zo.agency (541) 350-2778 zo.agency Federal LLC ID: 47-4333943 Date: 8/21/13 OR Business ID: 1661040-0 Company Type: S-Corp/LLC Sonja Anderson: Director, CEO Phone: (541) 678-4048

zö agency Ownership Structure zö agency is an emerging small business based in Bend, Oregon, and is a 100% woman owned LLC and S-Corporation. Sonja Anderson is the sole owner and director of zö, a full-service marketing agency that has an incredibly diverse portfolio of clients for whom we provide an array of marketing services.

COBID No. 10895 We are certified by the Certification Office for Business Inclusion and Diversity (COBID) as an Emerging Small Business (ESB). We can compete for and perform work on any state, county, city, and special jurisdiction (e.g., universities, hospitals, etc.) funded projects throughout Oregon, and receiving Emerging Small Business (ESB) credit in the following areas: NAICS 541810: ADVERTISING AGENCIES NAICS 541810: ADVERTISING AGENCY CONSULTING SERVICES NAICS 541820: PUBLIC RELATIONS AGENCIES NAICS 541820: PUBLIC RELATIONS CONSULTING SERVICES NAICS 541850: BUS CARD ADVERTISING SERVICES NAICS 541850: DISPLAY ADVERTISING SERVICES NAICS 541870: ADVERTISING MATERIAL (E.G., COUPONS, FLYERS, SAMPLES) DIRECT DISTRIBUTION SERVICES NAICS 541870: ADVERTISING MATERIAL DISTRIBUTION SERVICES NIGP 91501: ADVERTISING AGENCY SERVICES NIGP 91503: ADVERTISING/PUBLIC RELATIONS (INCL, SKYWRITING)

WBE No. 10895 We are certified by the Certification Office for Business Inclusion and Diversity (COBID) as a Women Business Enterprise (WBE). We can compete for and perform work on any state, county, city, and special jurisdiction (e.g., universities, hospitals, etc.) funded projects throughout Oregon, and received Women Business Enterprise (WBE) credit in the following areas: NAICS 541810: ADVERTISING AGENCIES NAICS 541810: ADVERTISING AGENCY CONSULTING SERVICES NIGP 91807: ADVERTISING CONSULTING NIGP 91883: ORGANIZATIONAL DEVELOPMENT CONSULTING

zö agency | CCR | 2022-23

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About zö agency

zö agency Business Information

1.2 Who We Are

We are more than your agency, we are your strongest advocate.

zö agency | CCR | 2022-23

to ambassador and/or develop your brand’s complete identity so that we can help you grow through collaboration and understanding, not by wasting your time or offering you something you don’t need. We collaborate with you, to pinpoint your goals and needs, both short and long term and then map out strategic pathways to get us there.

We firmly believe that...

We are more than your agency, we are your strongest advocate and every tactic we employ is inspired by the larger brand and message strategy we’ve worked together to define. We scale success against key objectives and the constant and growing progression we make against them. We have proven to be an ongoing asset for our clients by making every marketing project seamless and successful. On time, on or under budget, beautifully executed and enthusiastically received. Our commitment to you doesn’t stop when a job is “done”. For us, it’s an ongoing endeavor to advocate on your behalf by constantly seeking to improve our service to you.

That means increasing visitor traffic, producing top-notch collateral and tailoring your brand to perfection. And it’s also even more than that.

It’s an abiding sense that we’ve got your back; that it’s not just an agency client relationship, and that nothing less than excellence will ever be expected or delivered. We work with you, for you, and we are your tribe. We have experience working alongside organizations like yours, that are tapped directly into the local and regional communities. We have added references and samples from many of these projects so that you can have a thorough understanding of the work we have done in a variety of fields.

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About zö agency

zö agency is a full-service marketing agency that offers leadership and proven experience in design, communications, digital marketing, web development, research, and strategy to Children’s Hospital of Chicago, Center of Childhood Resilience. zö’s team functions as a highly competent and experienced marketing department for our clients, and we work hard

1.3 Organizational Structure About zö agency

Sonja Anderson CEO / Founder Media Strategist

Erick Parra Executive Assistant

Dan Olson Campaign Strategist

Justin Bronson Brand Strategist

Jon Dunnington Creative Director

Mitja Kadow SVP Business Development

Ron Comer VP Business Development

Rachel Rice Project Director

Sam Foley IT/Technician

Shawn DiCriscio Senior Web Developer

Alejandro Pérez Senior Graphic Designer

Alfie Sean Alfred Graphic Designer

Vinicio Camposeco Graphic Designer

Pritesh Javeri SEO Strategist

Ga janan Sapate SMM & PPC Strategist

Rohan Jadhav SEO Manager

Yatin Garg SMM & PPC Manager

Milan Singh SEO Assistant Manager

Sunny Ba ja j SMM & PPC Assistant Manager

Grace Avilez Copy Editor / Copywriter

Todd Anderson Technical Copywriter

Cristina Madariaga Translator

Benjamin Edwards Senior Videographer / Photographer

Jonathan Horiel Videographer / Photographer

Lindsay Manchester Videographer / Photographer

Dave Luke Business Coach

Dean Newlund Leadership Coach

Kelly Vlach Accounting

Beverly Millard CPA

Murilo Mendes Production Tech

Alberto Bolanos Digital Manager

zö agency | CCR | 2022-23

Shubham Sonar SMM & PPC Assistant Manager

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1.4 Description of Services

through many lenses to navigate the best path forward out of the many options ahead. zö creates the path, collaboratively, with our clients. zö is equipped to align with your team and work with your oversight, or independently, to deliver on the objectives.

We’re a full service agency! That doesn’t mean we’re diluted - we have staff for each vertical who specialize in their specific field and are brought together through account management and project direction for a single-point-of-contact experience wherever possible! Our leadership team understands and executes on all verticals in each area of expertise. Our newest member of our tribe has been with us 13 months, while senior team members have been with the company for years.

We’re a tight nit tribe of professionals! You’re getting the very best in the following areas (and more):

Campaign Strategy

Logo Development

Media Buying

Podcasts

PR

Brand Strategy

Slogan and Name Curation

Traditional Media Negotiations

Labels/Packaging

Influencer Marketing

Digital Strategy

Graphic Design

TV Production

Swag

Outreach Campaings

Project Management

Collateral Design & Print

Radio Production

Vehicle Wraps

Research & Development

Creative/Campaign/ Brand Workshops

SEO Full Service

OOH Digital and Static

Building Signage

Brand Guide

PPC Full Service

Newspaper

Copywriting

Cultural and Campaign Guide

Social Media All Platforms

Magazine, Weeklies

eNewsletters

Style Guide

Programmatic/ Display

Direct Mail/EDDM

Drip Campaigns

Web Development

Geofencing

Event Materials

Blogs

UI/UX

Retargeting

Trade Show Materials Event Management

zö is a full service agency that aligns with its clients as a full marketing department on call, so we are fully committed to delivering everything any organization needs to deploy in its marketing and sales initiatives. zö agency | CCR | 2022-23

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About zö agency

zö agency is more than an oversized member of your team! While always having your back, we look

About

zö agency | CCR | 2022-23

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2.1 About You

About

Taken directly from your RFP, we acknowledge that Lurie Children’s Center for Childhood Resilience (CCR) develops, evaluates, and disseminates mental health best practices to promote systems change, increase access, and reduce mental health disparities where kids live, learn and play. CCR partners with schools and youth-serving organizations to deliver innovative, sustainable, and evidencebased strategies, promote mental health and wellness, and foster resilience in the face of adversity to nurture children’s socio-emotional well-being. We work statewide with a focus on communities with racial disparities, high child-poverty index, and disconnection from infrastructure. We focus on elevating youth voice and incorporating the educator experience to ensure solutions are appropriate and sustainable. CCR has a 17-year history of leadership in building awareness of the impact of exposure to trauma and violence in Illinois and partnering to implement sustainable solutions for healing our communities. CCR has extensive partnerships with Chicago Public Schools and over 30 other districts across the state of Illinois. Annually, CCR trains and provides consultation to over 1,500 schooland community-based clinicians, educators, and youth development staff to build capacity and improve their systems, strategies, and interventions to support youth mental health and resilience. CCR staff are certified trainers in nationally recognized, evidence-based school interventions for students exposed to trauma, including Bounce Back, Cognitive Behavioral Intervention for Trauma in Schools, and Structured Psychotherapy for Adolescents Responding to Chronic Stress.

“CEO and founder of zö agency, Sonja Anderson, has an ACES score of 9, was herself a runaway before building community and trust and deeply understands this work after 30 years in the field. It is a passion project for zö to walk alongside you.

We understand this project from both sides.” zö agency | CCR | 2022-23

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2.2 About zö agency zö agency

About

zö agency is a full service advertising agency that serves as the marketing department for small to midsize businesses and non-profits nationwide. As a full service agency, zö agency fulfills any needs any organization may have, as if the marketing department existed in house. This begins with strategy. zö agency either develops or works with existing brand guides to deepen the experience of the business’s potential clients as they interact with the business. zö agency works with all sizes of clients and their budgets. Armed with a brand guide, vision, mission and strategy, zö agency is able to bring measurable ROI to its partners, year over year. While we gladly work project by project, zö agency is best utilized as a complete partner in strategy, such that we are the guiding force behind the efforts made to attain agreed upon goals and objectives.

The following 2022-23 proposal plan and strategy was developed for CCR by the zö agency team. In the following pages we outline the best practices for identifying your clients, where they are in their buying cycle, the types of advertising that will engage them in their journey and the implementation outline for these. We take into consideration the main stakeholders CCR serves.

We will advise on the communications plan, stakeholder positioning, types of mediums and marketing for each audience and develop materials for these for CCR, for your 2022-23 campaign. We’ll deliver on our objective of enlisting 750+ schools to the REACH program. We know how.

zö agency | CCR | 2022-23

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2.3 Our Promise To You

About

“As your tribe and with our full commitment to adhere to our mutually agreed upon timelines, milestones, deliverables and measurement of efficacy according to the proposed outline below, we can assure you that we will meet or beat deadlines, come in at or below budget and deliver unparalleled communication strategies and engagement with your desired audience coupled with measurable response.”

Phew, try saying that all in one breath.

zö agency | CCR | 2022-23

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2.4 How We Walk Alongside You

We’re called ‘tribe’ for a reason. We’re on your side of the table. We’re wearing your shoes, toasting with your wine, dancing at your events and up before dawn planning the next hoorah while you rest easy. We know you inside and out (soon enough!) and we speak your language.

About

We collaborate with our clients day to day, week to week and so on it goes.

We agree on milestones and due dates and we all pull our weight to meet those together. We are available by email, phone, video, in person, text and pigeon (but haven’t nailed that last one down quite yet).

We listen. We advise. We counsel and we encourage. Most importantly, we ambassador. We may have conflicting ideas once in a while but a good brand guide becomes the cornerstone of creation and we all agree to abide by it once developed (together).

Each and every project we offer is completely transparent. We show our timelines and budget and we stick to both reverently. No surprises, period.

Everyone on your team is a part of ours, and vice versa. You will have all of the pertinent contact information for anyone on our team to share with anyone on yours. We don’t charge for calls, meetings, beer time or late night venting. We are not attorneys when it comes to billing! But we do count on you to follow your agreed upon deadlines as much as you count on us to meet ours.

zö agency | CCR | 2022-23

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Process

zö agency | CCR | 2022-23

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3.1 Our Communications Planning

Our team at zö develops campaigns for countless clients throughout the country. We start with your why, get to know your organization inside and out and find the through-line that is your promise to your stakeholders. We craft messaging that ignites and is deeply rooted in that why.

Every campaign works to capture the right audience through precisely the right mediums, with the best ROI, for the greatest and highest good, impacting just the people we aim to affect. Our strategists build your campaigns on solid foundations so that our media buyers can effect the greatest outcomes using every and any medium in the vast media toolkit.

Process

Before we build your campaign, we become intimately familiar with your audiences and what they are looking for in your offerings. When we are finished crafting your master campaign, you will know exactly who we are talking to, through what mediums, why and how, along with measurable KPIs. We’ll collaborate with you to develop the roadmap and then we will deliver a 15 month plan that takes into account the variety of audiences, mediums, stages (from brand awareness to outreach) and meets people where they are, so we can not only hope for great response rates - we can count on them.

zö agency | CCR | 2022-23

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3.2 Stakeholder Planning

Great communication does not start with great words and design, it starts with great understanding. In order to have the most powerful and long lasting impact with our desired audiences, we have to understand not only their view of the world and what matters, but our own why and how so we can affect meaningful change through robust communication that sticks.

The most intimate way to do this is through our brand workshop that elicits all of these conversations and deeply defines who we’re talking to and why it matters to them. In this way, we strengthen our communication to specifically ignite, address and respond to each audience segment for maximum impact.

Process

Our brand strategist will work with the REACH team to identify, cull and sharpen our focus so our messaging embeds with just the right stakeholder.

zö agency | CCR | 2022-23

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3.3 Media Planning

Our experienced media buyers have worked for over 25 years in national, regional and local media placement using both traditional and digital media, as well as intensive outreach and PR. As a full service agency, our team can deploy every tactic necessary to deliver our carefully crafted message to just the right audience through the most effective mediums, with measurable ROI’s which we develop together through meaningful KPI’s.

Process

zö agency | CCR | 2022-23

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3.4 Materials & Production

We’re driven to craft timeless yet cutting edge material in our messaging. We believe our story often belongs in this very moment, and was founded in the many moments before and will live on for many, after. Authenticity is timeless.

While our brand and campaign work will be the foundation of our messaging, we know that how we present this is key. We are a full service agency and can take our vision absolutely anywhere - from collateral to event booths, view books to powerpoints, TV ads to street activism, tiktok to podcasts. With the foundation of our brand and campaign work, we can deploy our message to every audience we aim to reach.

Process

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Deliverables

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4.1 How We Execute a Communication Plan

Every excellent communications plan begins with a commitment to understanding; a thirst for unpacking blind spots just as much as harnessing the obvious opportunities. Our team delivers an initial step by step process in collaboration with your team to do the work that Discovers, Defines, Develops and Delivers. This results in the type of campaign that stretches our thinking, abandons our comfort zones and gets curious. So we can step inside every mindset and uncover every messaging opportunity. Naturally we want that to be rooted in a deep understanding of our audience, which is where your stakeholder plan comes into play.

Deliverables

zö agency | CCR | 2022-23

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4.2 How We Execute a Stakeholder Plan

The tender art of communication depends on who we believe we are (and can articulate), who we are talking to (and can identify) and the mediums used to express. Our brand strategists are skilled at taking you from what you know to be true about you, straight to the audience that needs to know and hear about it. We’ll work together to identify the various voices under the overarching brand, and craft the precise messaging for each audience type (whether it be end recipient or funding organization) - each has its own space and we honor every one of those. Through our intimately tailored collaboration we can get on the right foot immediately. The output of our work is a carefully laid plan that includes our umbrella brand promise and how it is broached to each audience respectfully.

Deliverables

zö agency | CCR | 2022-23

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4.3 Proposed Timelines and Customary Fees

We can accommodate the initial onboarding, campaign collaboration and brand strategy within the first 30 days of agreement. Simultaneously our media team can develop and present the best use of traditional, digital and outreach/PR to accomplish our objectives.

Unlike most agencies, we are project based and do not require retainers and do not have any hidden fees, or ongoing management fees unrelated to actual work at hand. We believe in complete transparency and provide KPIs and budgets, benchmarks and goals up front.

There is no initiation fee to work with us. We succeed when you succeed.

Naturally, that is why we have clients we have worked with for years or decades. We’re completely committed to you when we become your partner.

Your goals become our goals and we act on them accordingly.

Deliverables

In short, upon entering into an ‘agency of record’ agreement, we provide you with the budgets for the duration of the campaign (in this case 15 months) broken down into mini campaigns (in this case, likely 4-5) and each medium and audience, for your full approval.

We also don’t believe in contracts that you can’t get out of. You hire us; you can leave any time with 30 days notice. We’re that confident in our ability to deliver. We do believe in collaboration and our relationship will depend on your contribution in terms of time, approvals, meetings and completely honest feedback.

When we become a team, what we like to call tribe, we come on your side of the table and work shoulder to shoulder with you for the absolute best outcomes we can all be proud of.

And for an initiative like this, it is profoundly important to our entire team to make an impact. We’re in it with you and with our hearts and talents too.

zö agency | CCR | 2022-23

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4.3 Proposed Timelines and Customary Fees Sample Budgets

Campaign & Brand Strategy

one time, with Collaboration + Travel if necessary

of Media Budget (i.e. $100,000 media budget minus $10k leaves $90k for actual media spend)

Media Planning/ Negotiating Deliverables

of Media Budget

Media Buying

(i.e. media invoices you 85% and we invoice 15%. We notoriously negotiate far higher media buys/added value than the typical spend so while you might pay $1, you’d realize $1.50 in actual value as an example)

We will provide design and collateral quotes after campaign plans are developed.

We’re typically the most affordable collateral and design firm precisely because we do such volume and for so many non-profits.

Design

All given by custom quote.

Production

We produce and deliver video, radio, TV, print, collateral, direct mail, social media and more all on a project by project basis.

We charge a percentage of your buy.

If using digital, programmatic, geofencing etc, and this fee slides with the size of the ad campaign. You pay the mediums direct (i.e. Google) and you pay us a campaign management percentage.

zö agency | CCR | 2022-23

Digital 22

4.3 Proposed Timelines and Customary Fees

Given we’re targeting 750-800 new enrollments, we would establish a CPA (Cost per acquisition) with you first and reverse engineer our approach based on this. We’re also very comfortable with telling you if the objective is a unicorn or a really manageable feat.

We’re a no-nonsense grass roots agency, after all.

Upon establishing an approved campaign calendar, zö agency is staffed to execute immediately - we work on time and on budget, with measurable KPIs and ongoing weekly and monthly meetings to ensure we’re on the same page.

Deliverables

zö agency | CCR | 2022-23

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4.4 Sample Work

zö agency has been around for some time working with all manner of clients from startups to non-profits. In the Illinois area we have developed strategies for Benedictine University, The Museum of Science and Industry and alike.

We’ve chosen to provide you with some meaningful material we feel is relevant to your vision.

Emergency Houselessness Task Force https://www.houselessindeschutes.org/

We were tasked with research, interviews, in field, photography, biography, copy writing and developing the presentations for the city and county of one of the most purple regions in Oregon, with the goal to effect change in the services and efforts around our houseless communities. The link (we designed, wrote and created) is the resource presented and utlized by all to bring about needed action.

Deliverables

University of Idaho https://zo.agency/university-of-idaho-case-study/

Testimonial Deschutes Public Library https://zo.agency/deschutes-library-case-study/ Testimonial: “The crew at zo are wonderful partners. They are experienced media buyers, producers and designers who work with our budgets to produce meaningful material for the community.”

-Chantal Strobel - Deschutes County Library

High Desert Museum https://issuu.com/zonnimedia/docs/hdm_view_book_digital_aug19

zö agency | CCR | 2022-23

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4.5 Experience & Background

While zö agency enjoys all the triumphs of a successful full service agency with years of experience in many fields, we believe we have more than expertise in advertising and marketing to offer CCR. If we’re to be partners, you will also soon know that we are a nimble, agile tribe made up of extraordinary people and backgrounds who have come together (based in Bend, Oregon) as if compelled to do so by our unique but complimentary traits; bravery, agility, trust, loyalty, diversity, honor, truth, curiosity, child-like joy, resilience and wide-eyed vision.

Oh, and epic talent in our respective fields.

That being said, CEO and founder Sonja Anderson was once an immigrant escaping the horrors of a ‘frighteningly complex’ home life in Scotland…

Deliverables

Brand Strategist Justin Bronson was once a pastor in the thick of it in Trenton, New Jersey. Now married with two adopted children.

Dan Olson, Campaign strategist, emancipated himself from his family at age 16.

We’ve actually lived these lives and walked these roads and we’re compelled to be a part of the change, from the inside out.

We’re not perfect, we’re bold. We’ve been through the school of hard knocks and done our work. We’re not your typical marble counters and hardwood floors agency, we’re real and grassroots and we work hard for our clients.

Because what you do matters, and we know it.

zö agency | CCR | 2022-23

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4.6 Early Messaging

Early messaging will be cultivated in our discovery meeting the week of April 18th. We love to draw from our experience and pull meaningful off the cuff ideas from our brainstorming sessions!

For example, before starting work with Benedictine University, affectionately named BenU for short, we developed an initial campaign concept: “We’ve been you. We’re BenU.” We understand that intensive strategy can stall any campaign shooting for a quick launch and we’re terrific at producing interim playbooks, messaging and executing on those while we build out the greater goals.

Deliverables

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4.7 References

Dr. Matthew Smitely, DAT, LAT, ATC, SFMA, ‘19 Clinical Assistant Professor Program Director – Master of Science in Athletic Training National Athletic Trainers’ Association Career Advancement Committee Representative (D10) Northwest Athletic Trainers’ Association Career Advancement Committee Chair msmitley@uidaho.edu (208) 885-0349 ::

Deliverables

Chantal Strobel Communications & Development Manager Deschutes Public Library chantals@dpls.lib.or.us (541) 312-1031 :: Mickie Derting Strategic Initiatives Manager City Manager’s Office mderting@bendoregon.gov (541) 316-9935

In the region, we also have provided strategy for organizations like Benedictine University and the Museum of Science and Industry.

zö agency | CCR | 2022-23

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Key Team Bios and References

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5.1 Sonja Anderson Creative Director Sonja is the passionate “grassroots-style” director and CEO of zö agency. With over 25 years in the field of marketing and public relations, she has become deeply involved with hundreds of client’s dreams, visions and bottom lines.

Skill Set

Years

Marketing

26

Communications

26

Community Based / Non-Profit Marketing

24

Project Management

14

Graphic Design

14

Web Design

14

Brand Management

14

Digital Marketing

10

Social Media Marketing

10

SEO Management

10

Because of Sonja’s hands-on approach, she and zö are one and the same. And the proof is in every exceptional product and service that zö agency provides. She is committed to substance, integrity, and developing growth with every client. Under her direction, zö agency works harder and smarter, dreams bigger, promotes creativity without restraint and constantly seeks to contribute more than we take from the community. This is why zö agency has blossomed into one of the premiere agencies that represents nonprofit groups.

Sonja believes strongly that everything we choose to do matters, and that creating deep, resonating relationships with clients and community members is paramount to her success. This idea is also summed up within the company slogan: Connecting Matters.

Team Members

Education Arizona State University Bachelor of Arts - in progress Associates Degree - Grays Harbor

Relevant Experience Zonni Media Owner operator | 2008 - 2012 Owner and operator of a fast paced media buying company which evolved into what zö agency is today - a full service agency!

Horizon Broadcasting Group Bend, OR | 2004 - 2008 Top sales and top new sales in a small market radio group focusing on not only radio assets but promotional and outreach sales agendas.

Brix Coeur d’Alene, ID | 2002-2004 Operations Manager for this fine dining establishment that runs 24 hours a day (bakery arriving at 3 am, blues club closing at 2 am and offering breakfast, lunch and dinner). Full marketing department duties, payroll, management, operations, hiring & firing, for this multi-million dollar organization.

Citadel Communications Spokane, WA | 1998 - 2002 Top sales and top new sales in a high paced national radio group managing clients from Eastern Washington and throughout Northern Idaho. Multi-year award winning executive. zö agency | CCR | 2022-23

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5.2 Dan Olson Campaign Strategist

Skill Set

Years

Marketing

20

Strategy

18

Copywriting

18

Brand Management

19

Workshop Facilitation

15

Design

10

Planning

15

Research

18

A problem well put is a problem half solved. Dan believes good design can change the world and that clear intention is the key. He’s been working in communications since he was 15 when he started a highschool radio station and took over his highschool newspaper in the same year. He has been stringing stories and thoughts together ever since. His love for communication has since broadened into all forms of media, but his thirst for the truth and clarity remains.

Dan’s favorite part of his job is helping his clients see their own special magic. He believes that once we recognize ‘who we really are’ and ‘what we really want’ we can do anything. As the saying goes: “Knowing your why will carry you through any how”. As our campaign strategist, Dan is here to help you get to the “big idea” and bring it to life.

Education B.S. Psychology, University of Oregon, 2011

Relevant Experience Brand + Communications Consultant | 2006 - 2022 AKQA - Brand Strategist (PALMS Casino) | 2019 SuperMoreBetter - Brand Strategist (Samsung) | 2018 Manifest Agency - Sr. Strategist (Cisco, Intel, NIke, Amazon) | 2016-2017 WPP - Strategist (Nike, Oakley, RedBull, BMW) | 2015-2016

zö agency | CCR | 2022-23

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Team Members

Dan uses his interviewing and dynamic presentation skills to elicit sharp insights from and for his clients. His gift for clearly synthesizing complex information and creatively organizing insights into strategies make him a valuable asset to any marketing team. In his 20 years of marketing experience, he’s had the opportunity to work with some of the world’s biggest brands and learn from some of the most brilliant minds in the industry. Dan is passionate about helping good brands win and he leverages the tools and methodologies he’s learned from helping big brands along the way.

5.3 Justin Bronson Brand Strategist Justin has extensive experience working in customerfacing environments, specifically in media, marketing, and agency environments where the primary aim is leading clients in establishing strong brand identity, outlining long term market strategy, and building raving loyal brand followers and customers.

Skill Set

Years

Marketing

8

Brand Strategy

7

Account Leadership

7

Traditional Media

7

Digital Marketing

5

Social Media

5

Project Management

4

Brand Identity & Architecture

4

Content Messaging & Messaging Frameworks

4

Justin thrives in assisting his clients in identifying and solving complex problems by not only crafting specific goal-oriented marketing plans, but by disrupting brand assumptions and re-energizing brand identity to have ongoing market engagement and impact.

Education Team Members

BS in Business & Marketing - Eastern Oregon University AA in Business Administration - Central Oregon Community College

Relevant Experience zö agency Account Manager & Brand Strategist | 2017-Present Responsible for the development, planning, and execution of branding, marketing and advertising scopes for a variety of clients across the country. Specializing in the provision of high-level, long-term strategy to our clients and their brands.

Pneuma33 Creative Senior Account Executive | 2016-2017 Responsible for the development, planning, and execution of branding, marketing and advertising scopes for a variety of clients across the country. Provided expertise in all areas of client relationship management, budget oversight, and the strategic planning and expression of tactical work (logo design, content strategy, web development, etc.)

Specialized in the provision of high-level, long-term strategy to our clients and their brands.

Zolo Media Account Executive | 2015-2016 Responsible for the development, planning, and execution of custom tailored marketing plans for a variety of local direct and agency clients throughout Central Oregon and in regions beyond. Specialized in mixed-media advertising campaigns: most notably, zö agency | CCR | 2022-23

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5.4 Dawn Boone Graphic Designer / Copywriter / Communications & Marketing Consultant

Skill Set

Years

Graphic Design

26

Copy Editing/Writing

25

Communications

22

Marketing

15

Web Design

9

Dawn has more than 20 years of marketing, copywriting, editing and graphic design experience. As both a visual artist, writer and “idea” person, she applies her unique skill set to pitch and execute compelling advertising campaigns, write and design newsletters and websites, and create (or overhaul) an organization’s branding.

Dawn ensures printed collateral, websites, and communications are tightly knit together with a cohesive look and voice. Dawn has helped scores of companies and nonprofits with special marketing campaigns, website development, identity suites, signage, catalogs, and numerous other design and writing projects.

Team Members

Education Master of Fine Arts, Peoria University Bachelor of Arts in Creative Writing and Fine Art, Willamette University

Relevant Experience Kids Center | 2021 to present Marketing Director serving communities and children through evaluations and therapeutic services in a kid friendly environment. Healing. Hearing. Helping.

Owner of Boone Creative | 2004-Present Contracted as a graphic designer, marketing and communications consultant, editor and web designer for numerous companies and non-profits. A primary designer for zö agency for 3+ years.

Executive Director, Bend Art Center | 2014-17 Created print collateral, signage, catalogs and print advertising for a non-profit art center.

Oversaw an organizational rebrand, and managed donor and public communications including email campaigns, quarterly newsletters, social media, and interpretive signage.

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5.5 Rachel Rice Project Director

Skill Set

Years

Marketing

19

Project Management

9

Graphic Design

9

Web Design

3

Brand Management

9

Digital Marketing

19

Social Media Marketing

14

Rachel gets to do a little bit of everything at zö agency.

Her strengths lie in adapting to the wide range of projects that constitute branding and communications work. As zö’s Project Director, she is tasked with organizing and implementing research & development and content collection and creation . As part of this process, her secondary title as Concierge for our clients of zö agency, allows her to be an advocate for the client, assisting them in defining what they need for the success of their projects. With the full support of your Account Manager and the organizational skills of Rachel, your Concierge, your projects will exceed your expectations.

Team Members

Relevant Experience zö agency Bend, OR | 2018 - Current | Project Director Total Property Resources Bend, OR | 2011 - 2018 | VP of Marketing Salem/Portland, OR | 2016 - Current | Managing Broker Timeshare Resales Worldwide | 2001-2014 | Real Estate Agent

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5.6 Shawn DiCriscio Senior Graphic Designer / Web Developer

Skill Set Graphic Design

Years 16

Web Design

16

Photography

14

Video Editing/ Animation

12

Web Development

10

Shawn DiCriscio has spent years working with highachieving organizations, thought leaders, consultants, real estate agents, and professionals, helping them reach greater success through strategic design. His swiss army knife of skills include: branding, web design, graphic design, video editing, animation, illustration, and many more creative sub sets.

Shawn is always looking for the next big creative tool he can add to his design process to improve his ability to bring higher quality work at a quicker pace.

Team Members

Education Bachelor of Fine Arts, University of Delaware

Relevant Experience zö agency Senior Graphic/Web Designer | 2018-Present Shawn DiCriscio Design Graphic/Web Designer/Video Editor/ Animator | 2016-2018 Red Jacket West Senior Graphic/Web Designer | 2013-2016 Responsible for creation of graphic assets and design for online courses, website design and development for clients spanning from famous speakers to non for profits.

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5.7 Alejandro Pérez Senior Graphic Designer / Illustrator Alejandro is a digital creator, graphic designer and illustrator. His skillset is an ideal mix of tools that allow the creation of unique concepts for emerging brands, corporate visual identity, and graphic design.

Skill Set

Years

Graphic Design

6

Illustration

10

Motion Graphics / Animation

6

Video Editing

2

After his start as an Architectural Designer, he worked as a freelance contractor creating architectural renderings and plans for several organizations. He then followed his strengths in the arts, exploring digital illustration and branding. He is now an esteemed senior graphic designer with zö.

Education Team Members

Instituto de Diseño de Valencia, IDV Diseñador Arquitectónico, 2016

Relevant Experience Creative Director, Estudio Colorama | 2019-Present Supervised and managed branding projects, corporate illustration, and graphic animations.

Senior Graphic Designer, zö Agency | 2019-Present A primary designer for zö agency for 3+ years. Created logos, flyers, illustrations, company swag, and much more.

Senior Graphic Designer, Norther | 2018-2022 Main designer for Norther for 3+ years. Designed their entire brand visual identity, webpage, themed illustrations and more.

Freelance Designer | 2016-2020 Freelance graphic designer for numerous clients and projects.

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5.8 Alberto Bolaños Digital Coordinator Alberto graduated as an architect but then joined zö as an executive assistant and during his time in that role, became passionate about how SEO, PPC, and especially Social Media work and how they can impact small to medium-sized businesses.

Skill Set

Years

Social Media

4

SEO & PPC

2

Project Management

2

His experience managing our Digital Projects makes him a great asset to any company and campaign strategy, and to the development of digital projects.

Alberto is on point and on task overseeing the entire management of our digital team production, reports and communications.

Team Members

Education Universidad de Buenos Aires - Architecture - 2018 Universidad Autónoma de Centro América - International Affairs - 2009

Relevant Experience Digital Manager, zö Agency 2021 - Present Manage SEO, PPC, SMM Projects.

Executive Assistant, zö Agency 2019-2021 Assist the CEO with different tasks.

Subject Matter Expert - IBM 2006-2010 Co-direction of documentation projects / Migration of processes from one country to another.

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5.9 Erick Parra Executive Assistant Erick focuses his energy on creating the best experiences for the client, trying to solve any inquiries and needs as soon as possible.

Skill Set Executive Assistant

Years 7

His extraordinary attention to detail, kind spirit and personal touch bring out the best in every team member and client need for a seamless approach to tribe.

Execution and delivering on time with a brilliant eye for detail, is Erick’s superpower.

Executive Assistant to Account Manager/CEO, zö Agency | 2021-present Assisting with special projects; designing and producing documents, and reports. Creating agendas with information for meetings with clients or the staff. Daily administrative tasks such as managing appointments, research. Scheduling meetings.

Customer Service Representative, The Hitting Vault | 2019-present Interacting with customers, solving issues, help them with complaints and answering questions about the programs, fees, services, and any other inquiries they might have to make the experience at the company better.

Data Entry, Oclinicals service | 2015-2017 Enter patients’ information of a Gastroenterology Clinic on Google Spreadsheet and create recalls and set up appointments according to patients’ diagnostic.

Freelance Translator | 2015-2018

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Team Members

Relevant Experience

Budgets & Timelines

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6.1 Budgets

We’ll take the bold move of providing initial CPA’s without yet having a full discovery in hand. We suggest you should anticipate a $300 CPA per enrollee as a reasonable estimate. In other words, approximately $240,000 on the higher end, to include campaign and brand workshops, outreach, digital management, event materials, design, presentation resources and all of our team at your side working to bring 750-800 new enrollees on board over the next 15-24 months.

We anticipate that your CPA will decrease as we dial in our marketing efforts.

Without further discovery meetings we cannot narrow down our target budgets just yet but we will, together!

Budgets & Timelines

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6.2 Timelines Phase 1 Planning

1a

1b

Phase 2 Early Execution

1c

2a

Phase 3 Conversion

2b

3d.1 3d.2

2c

3a

3b

2022

3c 3d.3

3d.4

2023 Budgets & Timelines

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6.2 Timelines Phase 1 - Planning [1a] Upon agreement 30 days to produce campaign direction, strategy, brand, audience, voice, target and necessary brand, campaign and style guides. We’ll walk this road with you to prepare for the next 14-15 months using clear guidelines.

[1b] Media planning From day 21-45 concurring with the outcome of strategy. We’ll use the right mediums for the highest and best possible outcomes. They may include traditional, digital, PR, outreach, events and more. We’re exceptional media buyers.

[1c] Initial Production From day 30-60 concurring with strategy and media - developing initial materials, web development, collateral and outreach directed to various stakeholders.

Phase 2 - Early execution [2a] Early Messaging Days 15-30 - An interim bridge to the larger unfolding messaging, creative and media plan underway.

[2b] Stakeholder blueprint Days 30-45 Segmentation of audiences and identification on communication styles, necessary materials and campaigns to meet objective.

[2c] Build campaigns and supporting materials Days 60-90 - Robust materials underway to deliver on campaign objectives for the duration, including print, event, digital, social, PR, TV, radio, OOH or any mediums deemed appropriate during strategy phase.

Phase 3 - Conversion & Cohort planning Budgets & Timelines

[3a] Implementation of mediums Day 60 onwards - Full implementation of all assets, via all mediums, for each audience.

[3b] Tracking and data procurement Day 75 onwards - Live dashboards and tracking mechanisms to learn about and advance best practices.

Split testing of digital ads, refining campaigns.

Evaluating and fine tuning outreach, traditional media and response rates.

[3c] Ongoing active marketing Day 90 onwards - Ongoing adjustments, updating of ads as needed, refining to get the best ROI. Reporting weekly

[3d] Cohort planning Day 30 - First cohort planning Day 30 - summer offerings to schools Day 120 - Cohort 2 marketing Day 210 - Cohort 3 marketing

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Our heartfelt thanks for your consideration The Team at zö agency and your personal Brand Ambassador,

Sonja Anderson zo.agency (541) 350-2778 sonja@zo.agency 70 SW Century Drive #1100, Bend, OR 97702

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