05_Exhibit_1_-_Scope_of_Work.docx
DOCX document 25 KB Posted
- Attached to
- Marketing Strategy
- Solicitation number
- EV00000981
- Issued by
- Oklahoma
About this file
This Scope of Work document outlines services requested by the Oklahoma Department of Commerce (ODOC), with procurement managed by the Office of Management and Enterprise Services (OMES) Central Purchasing division. ODOC seeks a qualified strategic marketing and demand-generation firm to develop a comprehensive marketing and lead-management strategy focused on increasing awareness of Oklahoma as a business investment destination, generating and nurturing high-quality leads, improving inquiry capture and tracking, deploying targeted digital marketing campaigns, and converting marketing engagement into actionable economic development opportunities. The scope of work is strategy-focused only, with execution excluded from this contract. The selected firm will collaborate with ODOC's internal marketing and business development teams to develop a modern, data-driven strategy aligned with the agency's economic development goals while adhering to Oklahoma Branding Guidelines established in 2020.
The required services include six primary deliverables: assessment of current marketing activities (digital marketing, social media, website channels, trade shows, lead capture processes, and competitor benchmarking); lead generation and management strategy review and recommendations; digital marketing strategy guidance (paid search, targeting strategies, geographic targeting, and integration approaches); marketing analytics and measurement framework development with key performance indicators and reporting structures; strategic roadmap creation identifying priorities, recommended approaches, resource requirements at varying investment levels, and phased implementation steps; and program management and communication demonstrating comprehensive evaluation methodology, sophisticated lead management and CRM strategy approaches, collaborative stakeholder discovery frameworks, quality assurance processes, and governance models. The contract may be designated as a statewide contract available for use across Oklahoma state agencies.
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Other files
| File | Type | Posted |
|---|---|---|
| 12_OMESformCP004.pdf | ||
| 11_OMESformCP076.pdf | ||
| 03_Attachment_B_-_General_Terms.docx | DOCX document | |
| 01_Agency_Bid_Instructions.docx | DOCX document | |
| 06_Exhibit_2_-_Executive_Summary_Worksheet.xlsx | XLSX spreadsheet | |
| 08_Exhibit_4_-_Work_Samples.docx | DOCX document | |
| 09_Exhibit_5_-_Reference_Sheet.pdf | ||
| 04_Attachment_C_-_Agency_Terms.docx | DOCX document | |
| 07_Exhibit_3_-_Price.xlsx | XLSX spreadsheet | |
| 10_Exhibit_6_-_Third_Party_Supplier_Info.xlsx | XLSX spreadsheet | |
| 02_Attachment_A_-_Agency_Purpose.docx | DOCX document |
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Text version
Exhibit 01 - Scope of Work
The Oklahoma Department of Commerce (ODOC) leads economic and community development efforts in the state. ODOC’s mission is to create an environment in which businesses can grow and communities can thrive. This includes supporting existing Oklahoma businesses, attracting new businesses and industries to the state, assisting entrepreneurs, strengthening communities, and ensuring a skilled workforce.
ODOC generates significant inbound interest from companies, site selectors, entrepreneurs, community partners, and other stakeholders through a variety of channels including events, referrals, digital inquiries, newsletters, and advertising.
The agency seeks the services of a qualified strategic marketing and demand-generation partner to assist in developing a comprehensive marketing and lead-management strategy that will:
· Increase awareness of Oklahoma as a destination for business investment
· Generate and nurture high-quality leads from target audiences
· Improve the capture, tracking, and qualification of inbound inquiries
· Deploy targeted digital marketing campaigns to reach relevant audiences
· Improve conversion of marketing engagement into actionable economic development opportunities
The selected firm will work collaboratively with ODOC’s internal marketing and business development teams to develop a modern, data-driven marketing strategy aligned with the agency’s economic development goals. Note that execution is not a part of this scope of work.
As a state agency, ODOC uses the Oklahoma Branding Guidelines established in 2020 for most marketing materials and assets. Vendors should be prepared to work within these branding standards while recommending improvements to messaging, positioning, and digital outreach.
Marketing and Lead Generation Strategy Consulting
ODOC is seeking a marketing and strategy firm with demonstrated experience in lead generation, digital marketing, and economic development marketing to assist the agency in developing a comprehensive marketing strategy. Services shall include, but are not limited to, the following:
1. Assessment of Current Marketing Activities
Review and assess ODOC's current marketing and communications activities, including:
· Digital marketing efforts such as search advertising and online outreach
· Social media and newsletter communications
· Website and digital inquiry channels
· Participation in trade shows and industry events
· Lead capture processes and inquiry management
· Use of tools and tactics relative to competitors and best practices
The assessment should identify strengths, gaps, and opportunities to improve effectiveness.
2. Lead Generation and Management Strategy Review and assess ODOC's current marketing and communications activities, including:
· Digital marketing efforts such as search advertising and online outreach
· Social media and newsletter communications
· Website and digital inquiry channels
· Participation in trade shows and industry events
· Lead capture processes and inquiry management
· Use of traditional media (TV, radio, billboards, etc.)
· The assessment should identify strengths, gaps, and opportunities to improve effectiveness.
3. Digital Marketing Strategy Provide recommendations for how ODOC should approach digital marketing and targeted outreach in the future. This may include guidance related to:
· Paid search and other digital advertising approaches
· Targeting strategies for reaching site selectors and business decision makers
· Use of geographic targeting techniques related to industry events or trade shows
· Integration of digital marketing with broader economic development outreach efforts.
4. Marketing Analytics and Measurement Recommend a framework for measuring the effectiveness of marketing and outreach efforts. This may include:
· Key performance indicators for marketing activities
· Approaches to tracking marketing-generated leads and outcomes
· Reporting structures that support data-driven decision making.
5. Strategic Roadmap Develop a clear and actionable roadmap outlining recommended marketing and lead management strategies for ODOC. The roadmap should:
· Identify key strategic priorities
· Outline recommended marketing approaches and tools
· Provide guidance on organizational roles and processes
· Estimate resource requirements, reflecting tradeoffs associated with low, medium, and high levels of investment
· Recommend phased implementation steps
6. Program Management and Communication
· The supplier must demonstrate a comprehensive, clearly defined methodology for evaluating current-state marketing activities and technical infrastructure. The proposal must outline a sophisticated approach to lead management, tracking, qualification, and nurturing, showcasing advanced depth in marketing automation and CRM strategy.
· The supplier must provide a detailed framework for stakeholder discovery, illustrating a highly collaborative workshop or interview structure designed to successfully extract critical insights from internal team members.
· The supplier approach should reflect appropriate creativity and include an approach to gathering all inputs likely to be necessary to deliver a robust final product.
· The supplier must outline a reliable quality assurance process and a structured governance model to ensure consistent performance, accountability, and seamless communication throughout the life of the contract.
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