Fidelity Presentation 10.24.22 by taylorbrand

Tax Season Engagement Gifts

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JoannaCooper Fidelity Team KellySilva Creative Agency Project Management VictoriaHarper Customer Service JosephWhitman Taylor Support INTRODUCTIONS Your Taylor-Fidelity Team AmyLoeffler JonLysik VictoriaReed BrianMascarenhas AmySawyer LorenMowen KerrySchutte RebeccaKosowicz MichaelPickens Tech Support Key Account Manager Product Brand Manager Sr. Account Executive Creative Merchandiser Marketing Specialist Director, Creative Agency Project Manager - Pop-Ups Pop-UpTeam Project Manager Sourcing Specialist Manager, Implementation Customer Service Team Customer Service Team ShellyMacFadden Customer Service Team EmilyScearce Director, Sales Support Director, Promotional Marketing MichaelGiachetti President, Promotional Marketing XAT S E A SONENGAGEME N T 3202

Introduction Gift Ideas Technology Project Roadmap Customer Service Project Wrap-Up Q&A 01 02 03 04 05 07 08 AGENDA

Kelly

Reed

Mascarenhas

Creative Merchandiser

Silva Marketing Specialist Victoria

Director, Creative Agency Brian

GIFT IDEAS XAT S E A SONENGAGEME N T 3202

THE GIFT OF CHOICE

Throughout this presentation we offer a variety of curated gift sets, some are built around targeted themes. The final options could be showcased on a virtual pop-up shop where the recipients can register their choices and input the necessary information for processing.

Just an example, not a final design

XAT S E A SONENGAGEME N T 3202

CRUNCH SNACKS, THEN NUMBERS S N A C K S !XAT S E A SONENGAGEME N T 3202

Financial

SNACKS

VEGAN AND DAIRY FREE

Fuel Get prepared for Tax Season with these math-watering snacks! $45 Recipients will have a choice between the original snack menu or a gluten free menu, and kitted in a custom-designed box with insert card

GLUTEN,

Sensible Portions (TM) Garden Veggie Straws (1 Oz), Good Health Avocado Kettle Chips (1 oz.), Skinny Pop® Popcorn (.65 oz.), Hippeas® White Cheddar Puffs (1 oz ), Mike And Ike (5 oz.), Sour Patch Kids (2 oz.), Swedish Fish® (2 oz.), Skittles® (2.17 oz.), Kars® Almonds (1 oz.), Kars® Original Trail Mix (2 oz.) Skittles® (2 17 oz), Planters Spicy Nuts and Cajun sticks (2 oz), Twizzlers (2 5 oz), Chex Mix™ (1.75 oz), Snyder’s® Mini Pretzels (.92 oz), HERSHEY’S® Milk Chocolate bar (1 55 oz), M&M’s® (1 69 oz), Linden's® Chocolate Chip Cookies (2 oz), Popcorners® Kettle Corn Chips (1 oz), Skinny Pop® Popcorn (.65 oz.), Kit Kat® Bar (1.5 oz).

SNACKS

AVAILABLE

Treat Yourself Get prepared for Tax Season with these math-watering snacks! $35 Recipients will have a choice between the original snack menu or a gluten free menu, and kitted in a custom-designed box with insert card

GLUTEN FREE OPTIONS

Snyder’s® Mini Salted Pretzels (1 5 oz), Skinny Pop® Popcorn ( 65 oz ), Ruffles® Baked Cheddar & Sour Cream Chips (.8 oz), Kars® Original Trail Mix (2 oz), Kars® Gluten Free Roasted & Salted Almonds (1 oz), Nature’s Valley® Oats ‘n Honey Granola Bar (1 49 oz), Kellogg’s® Special K® Red Berries Snack Bar (.88 oz), Welch’s® Fruit Snacks (1.55 oz).

XAT S E A SONENGAGEME N T 3202 A lighter selection of snacks, served in reusable containers for a sustainable option. Bite-Sized Muchables Lunch box made from bamboo fiber and bamboo material 1 KIND Dark Chocolate Bar 1 KARS Sweet n Saltya 1 - Nature Valley Granola Bar 1 Nature Valley Mini Granola Bar 1 KIND Mini Dark Chocolate Health Bar *GF Options Available Bamboo Bento Box Snack Pack $35

XAT S E A SONENGAGEME N T 3202 EXCEL EVERYDAY, YOU GOT THIS! M O T I V A T I O N A L G I F T S

The

this

you need to

season!

SET INCLUDES:

Vacuum Insulated Food Storage Jar

Recycled Wood Desktop Calendar

Bamboo Phone Holder

16 oz Stainless Steel Bottle with Bamboo Lid

Ulla Smart Hydration Tracker

Packaged in a Custom Mailer Box with insert card

Ulla works with bottles of any shape, size, & material

a blink, take a sip If you forget to drink, smart detection sensors remind you to hydrate at least once a per hour

XAT S E A SONENGAGEME N T 3202 Everything

crush

tax

$65

Essential Kit

GIFT

Get

Made from Recyled Wood Every purchase plants a tree

BambooWellnessSpeaker+SoundMachine GlimmerSetIncludes12ozhandpouredcandle featuringstunningcopperandconcretedetailsand safetymatches. GiftSetisPackagedinaCustomMailerBoxwithinsert card GIFTSETINCLUDES: XAT S E A SONENGAGEME N T 3202 Financial Balance Tax Season can be grueling, find your balance with these calming gifts. $40 Sounds Include: Bird Sounds / Rain / Fireside / White Noise / Ocean Waves / Wind Scent Options: Lemon Verbena , Sugar Cookie, Berry Spice

XAT S 3202 Bring a peaceful aura to any workspace. $55 Inscentive Portable USB Ultrasonic Aroma Diffuser 100% Natural Essential Oil Gift Set Packaged in a Kraft Gift Box with 1 color print on the outside cover and insert card included GIFT SET INCLUDES: Refresh Lemon, Lime, Lemongrass, Rosemary, Linaloe Wood Comfort Blood Orange, Orange, Palmarosa, Benzoin Resinoid Relax Mandarin Green, Lavender.

Crush It From Anywhere

Whether lounging on the couch or sipping on a latte at your favorite coffee shop, carry your desk with you. $85

The smooth bamboo work surface (sized to hold a 15" laptop) Includes two built in docks ideal for holding a tablet or phone(tablet dock dimensions: 11.81L x .62H, phone dock dimensions: 4.72L x .62H)

Soft cushion bottom

Integrated slash pocket on the cushion bottom provides storage

Top grab handle for easy portability

Packaged in a custom gift mailer box with insert card

XAT S E A SONENGAGEME N T 3202

Math-Leisure

During a grueling tax season, sometimes we all just need a hug. Wrap yourself in a sherpa-lined embrace with this oversized wearable blanket and sip your favorite beverage with this camp-style mug. $65

SET INCLUDES:

Oversized Wearable Blanket 14 oz Ceramic Cork Bottom Mug (must be ordered in qtys of 36) Packaged in a Custom Mailer Box with insert card

XAT S E A SONENGAGEME N T 3202

GIFT

Cozy

Calculations

Snuggle through the struggle with this comfy fleece blanket/canvas bag duo. $80

GIFT SET INCLUDES:

Sherpa Fleece Blanket with custom decorated patch

Blanket Size: 50″ W x 60″ L x 51/64″ H

Vintage canvas bag with button closure and full color imprint

Blanket is packed within the canvas bag as finished gift set with insert card, no custom printed box

XAT S E A SONENGAGEME N T 3202

Fiscal

Therapy Being a mathlete is taxing on the joints. Work out the stress with this portable massage gun. $50 XAT S E A SONENGAGEME N T 3202 Comes with four interchangeable attachments to help reduce muscle soreness, loosen up a tough back tissue, simulate a deep tissue massage. Packaged in a custom mailer box with insert card MASSAGE GUN WITH ZIP CASE PACKAGING

XAT S E A SONENGAGEME N T 3202 When files pile up, it takes a team effort to reach the finish line, Team 1040 crushes it! $99 with hoodie, $85 with cape. Sherpa Lined Fuzzy Slippers 1 of the hoodie options: Blanket Cape or Oversized Hoodie Packaged in a Team 1040 Box with insert card GIFT SET INCLUDES: Apparel and shoes are made with sustainable/recycled material

You Are

XAT S E A SONENGAGEME N T 3202 Cheers!

AweSUM! C E L E B R A T I O N G I F T S

Renewal Kit

Tote, Towel and Dopp Kit are all made from recycled plastic water bottles

After the close of Tax Season, it's a time to take measure of the refunds, find a retreat and renew for the next cycle.

$95

GIFT SET INCLUDES:

Slowtide® Quick Dry Fitness Towel

25 oz. Bali Bamboo Glass Bottle

Recycled Zippered Fitness Tote

Renew rPET Toiletry Bag Made from recycled water bottles

Products are packaged inside the Recycled Zippered Tote with insert card, no custom mailer box

XAT S E A SONENGAGEME N T 3202

L E T ' S G E T F I S C A L

RPET Recycled Plastic 18-Can Backpack Cooler 30" x 60" Sublimated Quick Dry Sand Proof Beach Towel no GIFT SET INCLUDES: Calc-U-Later! Make your escape from the office with this backpack cooler and sand proof towel combo. $70 XAT S E A SONENGAGEME N T 3202 Cooler Backpack is made from recycled plastic water bottles

Numerical Nomad

Hit the road in style with this vintage-inspired travel gift set. $80

GIFT SET INCLUDES:

Waxed Canvas Style Tote/Backpack convertible bag w/ vegan leather trim. 16 oz Stainless Steel Tumbler Packaged together in a custom designed "trunk style" mailer box with insert card

Tote is made with vegan leather trim, and tumbler has a sustainable cork base

XAT S E A SONENGAGEME N T 3202

Tax

SET INCLUDES:

Golf Sling Cooler/Accessory Holder

Waterproof Speaker

TimeXAT S E A SONENGAGEME N T 3202 In the mood for some Fidelity green fairways? Check out this sleek cooler/speaker combo. $70 Tee

The speaker is packaged into the cooler sling with an insert card, no custom mailer box GIFT

Carry as a sling or attach to a golf bag Integrated grab handle offers a secondary carry option Dual-sided vertical zippers Includes divot / bottle opener Side mesh golf ball pockets Holds 6 cans Speaker floats and has a 5000mAh battery.

That'saWrap!

SET INCLUDES:

Champagne Gummie Drops

Sno Globe Speaker with LED Beat Matching Pulses

Recycled Wooden desk planter with photo frame slot

Refresh Glass Upcycled glass set, made from upcycled wine bottles.

Custom Wrap Party mailer box with

card

Pop some champagne gummies and put a bow on Tax Season with THE OFFICIAL Wrap Party Swag Bag! $110

insert

GIFT

Made from Recyled Wood Every purchase plants a tree Made from Upcycled Wine Bottles XAT S E A SONENGAGEME N T 3202 Lights up with the beat of the song

I V E A R C H I V E S

Behindthe Creative Curtain

At Taylor, we are brand storytellers and our idea sessions have many twist and turns along the way. We would like to give you a quick snapshot of one idea thread that originated with an ambitious calculator just trying to make it through tax season.

C R E A T

B R A I N S T O R M I N G N O T E S

XAT S E A SONENGAGEME N T 3202

R E A T I V E A R C H I V E S

The Journey of Cal the Calculator

The concept of "Cal the Calculator" was to bring a little childhood fun in a series of linked branding between the three gifting drops. Each scene shows Cal interacting with the gifts: enjoying snacks, relaxing after a hard day of work and finally, enjoying a much earned vacation!