ABOUT ME

CES

Goal: To create a professional yet casual VIP suite experience for the executive and sales team members to host various investor and client meetings. 

Responsibilities: Coordinated contract negotiation & review, payments, and booking. Oversaw all meeting scheduling, travel, meals, & entertainment.  Set sales goals and prepped and shared client communication. Worked with the team and vendors to create and design swag and decor. I oversaw and coordinated shipping, receiving, budget, post event wrap, and survey.

Experience: Clients were greeted by brand ambassadors in the lobby of The Cosmopolitan Hotel and escorted to the 60th floor, accessible by key swipe only. They were then guided to the Undertone suite, overlooking the Bellagio fountains. If clients joined us in the morning, they were treated to a custom protein shake and fresh fruit smoothies before their meeting. Afternoon and evening guests were treated to a spirit of their choice and a front-row seat to the best view in town. The suite was tastefully branded with subtle but smart touch points including branded portable chargers and custom logo stickers on the balcony and tables.

Results: Influenced $1.1M new opportunities. 83 (75 director & above) total clients interacted 1-1 with 9 team members over 3 days. Increased social interactions.

SUMMER DAZE | SUNSET BEACH

Goal: Hosted 85 senior-level decision-making clients in a VIP way for the New York sales team. 

Responsibilities: I led the overall experiential planning and execution including,  location, venue scouting and research.  I organized the site visit, contract and negotiations. I was responsible for scheduling, RSVP tracking and follow-up, weekly communication, rooming lists, budget reconciliation and incidentals tracking.  Additionally, goal setting, tracking, and all communication and coordination with sales team. Gift bag ordering and coordination.  All food and beverage curation. All lodging and travel accommodations and reservations. 

Experience: After securing your spot on our custom-branded RSVP landing page, guests were introduced to Undertone’s Summer Daze experience. When our clients summer Friday arrived, they were whisked from the hustle of NYC by their Undertone rep and arrived at the magical Sunset Beach in Shelter Island to a picture-perfect sunset happy hour followed by a private dinner in the wine garden overlooking the incredible euro-inspired beachside hotel.  Clients were treated to a weekend of gourmet food, rose, yoga,  water sports, and live music. The Undertone brand was infused organically through promo and giveaway touchpoints.

Results: Influenced $3.5M new opportunities. 102 director & above total clients interacted 1-1 with 15 team members over 9 days.

DMEXCO

Goal: Sponsor a booth on the DMEXCO floor for the Germany team to be able to host meetings with brands and agencies over two days in Koln, Germany.  

Responsibilities: Coordinated contract negotiation and review, payments and booking. Scouting and prospecting European production teams. Create, communicate and approve designs, furniture, promo, collateral and digital content. Coordinate curation and delivery of print ad and approval and signing of all waivers and vendor fees.   Meeting scheduling, travel, meals, & entertainment.  Set sales goals and Prep and communicate client communication. Work with the team and vendors to create and design swag and decor. Be on the ground to oversee production, scheduling, tracking, reporting, upkeep and security of the booth. International shipping, receiving, budget, post-event wrap and survey.

Experience: The German sales team of 4 arranged over 50,  1-1 meetings over 2 days on the floor in the kolonmasse. Other team members manned the booth and interacted with foot traffic during the conference. Guests could enjoy our custom English and German sizzle reel or join our team in the semi-private meeting room with a Nespresso machine or fresh seltzer and treats to enjoy before their meeting.. 

Results: Influenced $1M new opportunities. 167 (114 director & above) total clients interacted 1-1 with 7 team members over 3 days. 2 Undertone team members hosted a session on our sparkflow platform on a satellite stage to an audience of 20.

FUTURE PROOF LABS | BUS TOUR

Goal: Position Undertone as a thought leader in innovation. Leverage the work of the Future Proof team and share with brands and agencies the work Undertone has done in the areas of innovation and engineering. Use this as a tool to schedule meetings with brands that have had little or no traction.

Responsibilities: Participated on the team responsible for the purchase and custom outfitting of an RV by West Coast Customs. Worked with the sales team in the central and east regions to schedule on site visits with the bus for curated guided tours of the adtech of the future. Worked with the Innovation team to manage the production and delivery of all tech and custom content for the bus. Research and managing of the road production team and professional drivers.  Handled all RSVP’s and schedule for client visits and regional supporting entertainment. All leads were captured, organized and reported to each region rep.

Experience: The decked out bus was debuted at SXSW and  then headed on the road starting at the 4A’s Innovation conference at the Beverly Hilton and made its way across the country making stops in Dallas, Chicago, Minneapolis, Tampa, Boston, New Haven, Philadelphia and New York. Clients were taken on a 20 minute curated tour of the future. Each region was treated to a special regional treat and of course some futuristic green swag.

VIRTUAL EVENTS

Goal: In 2020, when the Covid-19 pandemic hit, it was important for us to quickly pivot and provide virtual experiences for our teams to engage with our clients. The main goal was to create unique experiences that kept our clients engaged and doing business with us. 

Responsibilities: Researching, organizing, inviting, sourcing and mailing materials, follow up materials and social media promotion. 

Results: Over 70+ virtual events hosted (over 2000 clients). To date, 87 opportunities in the system with a value of about $16M in business have been influenced by these events.

CANNES LIONS CMO ACCELERATOR PROGRAM

Goal: To align Undertone as a creative thought leader in the industry. Work directly with the Cannes Lions Team to create a content-focused program for International CMOs.

Responsibilities: Created a landing page experience for the VIP guest list. Managed the invite and RSVP planning and coordination. Oversaw meeting scheduling, travel, meals, & entertainment.  Set sales goals, prepped and shared client communication (emails, follow-ups). Worked with the team and vendors to create and design swag and decor for the classroom. Participated in content creation and schedule building. Coordinated 2 additional activations on the ground (a yacht event and a day trip for 10). I was responsible for the international shipping, receiving, budget, post-event wrap, and survey.

Experience:  29 C-level clients were personally invited by the Cannes Lions team and Jim Stengel, former CMO of Procter & Gamble, to participate in an exclusive 2-day immersive classroom experience custom curated for the digital CMO of today's top brands, all brought to you by Undertone. Members of the Undertone team participated in the conversation and acted as hosts for the entire program. Additional entertainment and activations were also coordinated for the team and our clients. 

Results: Influenced $2.5M in new opportunities. 29 C-level clients interacted 1-1 with 8 team members over 3 days. Increased social interactions.

SALES KICKOFF | TURN IT UP

Goal: Hosted a 2 day internal sales kickoff, inclusive of the entire company (10 regional and international offices).  Surprise and delight moments. Motivate for the year ahead.

Responsibilities: Overall experiential planning and execution including brainstorming, ideation and creation of theme, mood board and experience for the event. Created content, communicated and coordinated presenters and presentations.  Handled all internal communication, travel, booking and budgets for regional travelers. Set up and executed welcome happy hour, full a/v, floral and event production of the ballroom and additional venue for the gala. Interview and booking of band and entertainment as well as venue, food and bar selections. Decor and design for conference and gala. Check-in process and material distribution. Promotional items and surprise and delight moments. Task delegation and on site lead. Event pack up and budget reconciliation. 

Experience: All regional sales teams were flown to New York and hosted in a midtown hotel where the conference was held. After a full day of content and presentations from department heads and the CEO, team members were invited to Guastavino's on the east side for a black-tie gala with a live band and an awards ceremony recognizing the year’s biggest wins.  Day two concluded with workshop and training-style sessions geared for the sales team to have tangible tools to take into their meetings moving forward. 

Results: Day 1 was live-streamed to be inclusive of the regional offices not in attendance. Company morale was optimistic and empowered for the year ahead.

ADVERTISING WEEK NYC | UNDERTONE GREENHOUSE

Goal: Work directly with the Advertising Week team to curate and customize a sponsorship opportunity for Undertone to not only occupy a high-traffic area but secure at least 2 thought leader speaking spots on stage during Advertising Week.  

Responsibilities: Coordinated contract negotiation & review, payments and booking. Meeting scheduling, travel, meals, & entertainment.  Set sales goals and prep and communicate client communication. Research and interview a production team. Food and beverage, COI’s, and scheduling. 5-day run of show for each event and activity. Ideate and create content for on-stage sessions. Print and digital ad for guidebook. Work with the team and vendors to create and design swag and decor. Shipping, receiving, budget, post-event wrap and survey.

Experience: Undertone took over the lobby of the New York Times Building during Advertising Week NYC.  “The Greenhouse” became the go-to spot for a gourmet coffee, a quick phone charge or an insta post that printed out on the spot and got added to our custom-curated insta mosaic in between sessions. A small VIP area was also created for Undertone team members and on-stage guests had a place to have a conversation when the lounge was busy.  

Results: High traffic and overall positive feedback toward the brand awareness campaign goals. The sales team held over 100 meetings and coffee meetups over the course of the week.

INTERNAL EMPLOYEE EVENTS

Goal: To celebrate the employees at specific moments throughout the year and encourage a community and “work hard, play hard” culture

Responsibilities: Coordinated contract negotiation & review, payments, and booking. Entertainment research and booking.  Work with the team and vendors to create and design swag and decor. Shipping, receiving, budget, post-event wrap, and survey. Responsible for all East Coast and Canada activations. 

Experience:  In the summertime, employees in NY were treated to a private cruise around Lady Liberty, while team members in DC spent a day in the Virginia vineyards. Transportation and activities were provided and all office operations were closed. Employees were treated with surprise and delight moments whether it be a roaming brass band playing Beyonce or the chance to win a smart suitcase in the 50/50 raffle! Over the holiday employees were again treated to an outing where they could enjoy time with colleagues and toast to the wins of the year. 

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In 2020 this became much more challenging to do in person. We took on the responsibility and started new slack groups, hosted learning events as well as sent care packages to our Undertone teams throughout the year to keep the team engaged and connected.