Align & Innovate

BACKGROUND

Please describe your company and position.

I am the Owner of HB Media Solutions

Describe what your company does in a single sentence.

We are a transfer company that preserves family memories.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Align & Innovate to accomplish?

• Visibility awareness
• Social media
• Increase sales

SOLUTION

How did you find Align & Innovate?

Referral

Why did you select Align & Innovate over others?

• High ratings
• Close to my geographic location
• Great culture fit
• Referred to me
• Company values aligned

How many teammates from Align & Innovate were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Consulted on the company's financial performance to identify opportunities for reducing costs and increasing revenue. Optimized the website, developed social media content, and provided strategic guidance for a new sales approach. Continues to provide ongoing business consulting, marketing strategy, and social media management.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Within the first quarter of working with Align & Innovate, monthly sales revenue doubled. Social media visibility increased by an average of 300% each month during the first quarter. The business also achieved annual cost savings of approximately $3,000 and transformed one previously underperforming service into a profitable revenue stream. They helped me double my monthly sales, reduce annual costs, and improve the profitability of my business, making the return on investment outstanding.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Align & Innovate demonstrated outstanding project management throughout the engagement. They consistently delivered work on time, maintained clear communication, and kept me informed at every stage of the process. Whenever I had questions or needed adjustments, they responded quickly and were proactive in providing solutions. Their ability to adapt to my business needs while staying focused on deadlines made the entire experience smooth and productive. I always felt that my success was their priority, and they exceeded my expectations.

What was your primary form of communication with Align & Innovate?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What impressed me most about Align & Innovate was their ability to quickly identify the root causes of the challenges in my business and develop practical, results-driven solutions. They didn't offer generic advice. Instead, they took the time to understand my business, analyzed my financials, improved my marketing strategy, and created a clear plan for growth. Within the first quarter, my monthly sales doubled, social media visibility increased significantly, and they helped reduce costs while making one of my services profitable. Their combination of strategic thinking, hands-on support, and genuine commitment to my success made them stand out from other consultants I've worked with. I would confidently recommend Align & Innovate to any business owner looking to increase revenue, improve operations, and build a stronger business strategy. Their expertise, communication, and hands-on approach helped transform my business. The results speak for themselves, and I highly recommend them.

Are there any areas for improvement or something Align & Innovate could have done differently?

Honestly, I don't have any significant areas for improvement to suggest. Align & Innovate consistently delivered on their commitments, communicated clearly, and exceeded my expectations. If anything, I only wish I had started working with them sooner. Their guidance and ongoing support have had a measurable impact on my business, and I would confidently recommend them to other business owners.

BACKGROUND

Introduce your business and what you do there.

I’m an investment advisor. I serve as a financial advisor and do holistic financial planning.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Align & Innovate?

We needed help with social media KPIs, social media outreach, and clear and concise communication.

SOLUTION

What was the scope of their involvement?

Align & Innovate has designed, created content for, and distributed flyers for speakers, social events, and club projects.

What is the team composition?

We’ve worked with one teammate from Align & Innovate.

How did you come to work with Align & Innovate?

We found them through networking via Rotary. We chose them because our company values aligned.

What is the status of this engagement?

We started working together in March 2026, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Align & Innovate’s work has increased our visibility via likes, shares, and KPIs by over 100%. We’ve seen the most significant growth on Facebook and Instagram.

How did Align & Innovate perform from a project management standpoint?

They deliver on time. The team is very timely and efficient. We communicate via in-person meetings, virtual meetings, and email or messaging apps.

What did you find most impressive about them?

They’re easy to work with and have flexibility and understanding.

Are there any areas they could improve?

No, there aren’t any.