Bold Entity

BACKGROUND

Please describe your company and position.

I am the President and Chief Executive Officer of Our Serviceworks

Describe what your company does in a single sentence.

We provide outsourced fulfillment and customer care services to premium brands.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Bold Entity to accomplish?
Website creation and a digital marketing campaign to generate high-quality online leads. Enhance brand awareness to boost sales conversion rates. Create differentiation by positioning OSW as the top fulfillment company for women-owned and premium brands.

SOLUTION

How did you find Bold Entity?

Prior partner vendor

Why did you select Bold Entity over others?

• Great culture fit
• Company values aligned
• Creativity

How many teammates from Bold Entity were assigned to this project?

2-5 Employees

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

Rebrand our website to provide a better feel to prospects identifying OSW as a people-facing company.  Highlight our uniquenesses and strengths of being women-led, focus on sustainability, prestine, fully climate-controlled facilities, attention to detail, and customer-centric approach.  Include tons of actual photos and videos of our team and facility. 

RESULTS & FEEDBACK

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

Increase in site visits and comments from prospects

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

BE kept a project calendar with dates and deliverables.  They were consistently spot on with meeting deadlines and only went off course when waiting on our team to respond.  They respond to our questions and suggestions quickly and in detail.

What was your primary form of communication with Bold Entity?

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

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

They dug deep to understand our industry and  how we differed from our competition.  They also started with a branding excercise that at the conclusion identifying our path for the new site - we were initially skeptical but it produced the perfect outline and an A++ site structure.

Are there any areas for improvement or something Bold Entity could have done differently?

Not that I can think of

BACKGROUND

Introduce your business and what you do there.

I’m the owner and CEO of a government-funded organization that serves people with intellectual and developmental disabilities in their homes and in the community.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Bold Entity?

We needed to redesign our website with the goal of informing our community about our organization's services. 

SOLUTION

What was the scope of their involvement?

The process started with Bold Entity interviewing our company's staff, trying to understand who we were and what we were about to tell our story appropriately. The team showcased our organization's values and what we stood for. Bold Entity also redesigned our logo, which was 15 years old, and integrated functionalities in the website for prospects to contact us and request a call from our team. 

Our website served as a marketing channel for our organization, and Bold Entity also worked on our SEO. Overall, Bold Entity helped us update our brand and image since it was outdated. The team also conducted and managed a recruiting Facebook campaign where users could fill out their resumes and contact us. 

What is the team composition?

I worked with Valerie and another teammate from Bold Entity's team. We also worked with a photographer who was contracted for this project. Ana. 

How did you come to work with Bold Entity?

I met Valerie through a business organization we're both part of.
How much have you invested with them?
We spent around $10,000-$50,000 on this project.

What is the status of this engagement?

Bold Entity redesigned our site from July–September 2021. We still consult the team when I have questions regarding my website or Google positioning, but we don't have an active engagement.

RESULTS & FEEDBACK

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

We had consistent site traffic, and potential clients could contact us and reach out to us efficiently through our new website. The site helped us with recruiting, and Bold Entity's work quality was excellent. Our design was one of the nicest websites I had seen in our industry; it was very professional, clean, and upbeat. 

Bold Entity delivered a site that presented a positive image for our folks with disabilities since those images can be pushed to the side. The site also celebrated our staff and employees, having a positive impact on our company's morale. The project generated excitement and made our employees feel proud about working for our company. Our team loved the results, and the site was easy to maintain and update. 

How did Bold Entity perform from a project management standpoint?

Bold Entity met deadlines and stayed within budget, leaving very little work on my part, which was nice. I really enjoyed working with the team, and we mostly communicated through email and phone calls.

What did you find most impressive about them?

I was impressed with the excitement Bold Entity had for our project. The team was very excited, and Valerie saw our organization's potential when I couldn't. Bold Entity helped us showcase our people and the community we worked with since my business is all about people and our community. 

Valerie keyed on that and contracted a very good photographer with a good track record. The photographer had a portfolio of capturing people in their natural environment and telling a story through his photographs, being outstanding and instrumental in capturing the images for our company.

Are there any areas they could improve?

I can't think of anything Bold Entity can improve on.

BACKGROUND

Introduce your business and what you do there.

I am the owner of Mama Moore's Gourmet Popcorn.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Bold Entity?

I wanted to overhaul my website.

SOLUTION

What was the scope of their involvement?

Bold Entity added e-commerce capabilities to our website through WooCommerce and revamped the site’s design. They organized a photo shoot and added photos to our website. They added color to the site to make it more modern and professional. They conducted keyword research to improve our site’s SEO. They also provided social media marketing on Instagram and Facebook.

At the start of the project, we had a consultation so they could understand what I wanted from the project. By the next meeting, they had conducted research and prepared a presentation.

How much have you invested with them?

We spent $40,000.

What is the status of this engagement?

Our partnership lasted from September 2022–January 2023.

How did you come to work with Bold Entity?

They were referred to me, and their pitch presentation was detailed and thoroughly researched.

RESULTS & FEEDBACK

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

We received a lot of positive feedback from customers. Bold Entity created a beautiful and modern website that is inviting, easy to follow, and highly functional. I believe I’ve gotten additional business from the site already, though it’s too early to measure metrics. 

Their team was wonderful.

How did Bold Entity perform from a project management standpoint?

They were always prepared at meetings and were very responsive via phone calls, emails, and other communication channels.

We occasionally ran into some issues through no fault of their own, and they didn’t give up until the issues were resolved.

What did you find most impressive about them?

They were very thorough and responsive in addressing any issues that arose.

Are there any areas they could improve?

Their anticipated timeline probably should’ve been a bit longer; they underestimated how long the project would take for a retail business like mine.

Do you have any advice for future clients of theirs?

No, I think they’ll impress any client they work with.

BACKGROUND

Introduce your business and what you do there.

I’m the owner and CEO of Geomet Recycling, a scrap metal recycling facility.

OPPORTUNITY / CHALLENGE

What challenges were you trying to address with Bold Entity?

We wanted to market our business and create brand awareness within our industry and community.

SOLUTION

What was the scope of their involvement?

Bold Entity has been providing web development, SEO, and branding services. They started the partnership by designing a new site from scratch to revamp our previous one; they’ve integrated content that could help our SEO and social media presence. Overall, the new site does a better job of telling a story of who we are as a company, which they’ve achieved by interviewing our team on different levels to understand our staff and culture.

In addition, they helped us promote ourselves as a business in social media posts, including LinkedIn, Facebook, and Instagram — the main task is to promote who we are through our values, mission, and vision. Moreover, they’ve helped us with community involvement, including charity work for schools and other organizations with children in difficult living situations.

Regarding SEO, we’ve worked on keyword research, backlinking, and content development — they’ve asked many questions to get the necessary information to implement their knowledge into the goal we want to accomplish.

For the branding portion of the engagement, they try to turn our unglamorous business into something classy and sexy! Their team focuses on helping us get the word out that we started as a business.

What was the team composition? 

We’ve worked with around five members of their team, including Valerie (Owner), Leslie (Account Executive), and Randy (Digital Strategist).

How did you come to work with Bold Entity?

I’m in a professional coaching group with Valerie, and I was interested in her work, so we decided to try them out. Moreover, a friend told me that Bold Entity did a great job, I was impressed with Valerie’s pitch and approach, and we thought they were worth a shot.

What is the status of this engagement?

We started working together in December 2021, and the engagement is ongoing.

RESULTS & FEEDBACK

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

We’ve seen an increase in site traffic, click-through rates, and brand awareness. Moreover, we’ve had growth in our comments and likes on social media.

How did Bold Entity perform from a project management standpoint?

They’ve delivered everything on time and have exceeded our expectations in their proactiveness to ensure that we have everything we need. Regarding tools and communication, we use email, phone calls, and in-person meetings.

What did you find most impressive about them?

They’re a team that commits to the quality and performance of their content. In addition, they’ve been punctual throughout the process.

Are there any areas they could improve?

I don’t think there’s anything they can improve on.

Do you have any advice for potential customers?

Allow them to take the time to know you and your business so they can know how to market and promote your company.

BACKGROUND

Introduce your business and what you do there.

I’m the principal of a real estate company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Bold Entity?

We wanted to revamp our Wix website and do publicity and branding for our company.

SOLUTION

What was the scope of their involvement?

Bold Entity enhanced our website, which was fully developed from scratch. 

In addition, they’ve helped us with digital marketing focused on social media ranking, like LinkedIn, Facebook, and Instagram — they’ve also provided information about our accomplishments to the DCEO magazine. These efforts also include photography and other content creation for the site.

They’re currently doing hosting and maintenance to the site.

What is the team composition?

We’ve been working with Valerie (CEO), Jessica (Media Relations), and Ana (Marketing Coordinator).

How did you come to work with Bold Entity?

We met them through a networking group we were both a part of.

How much money have you invested in this partnership?

We’ve spent around $25,000 with them so far.

What is the status of this engagement?

We started working together in February 2022, and the engagement is ongoing.

RESULTS & FEEDBACK

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

They delivered a short video showing us our website traffic increase; we’ve doubled our traction since we started working with them!

How did Bold Entity perform from a project management standpoint?

Project management is spot on; they’ve stayed within budget and deadlines. Regarding communication, we use email, phone calls, and text messages.

What did you find most impressive about them?

They pay attention to the industry we’re in, so they provide a personalized approach by focusing their attention on what we need, which makes this a successful relationship for both ends. Overall, we appreciate their dedication to detail and researching our business before starting the project with us.

Are there any areas they could improve?

They could hire more people with different expertise in different industries so they can help with every company depending on their business.

Do you have any advice for potential customers?

You need to be interested in getting a hands-on partner who listens to your needs — that’s the key to a successful relationship.

BACKGROUND

Introduce your business and what you do there.

I am the owner of A La Carte Catering & Cakes.  We are a full-service catering company serving the DFW Metroplex since 1994.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Bold Entity?

We were looking for a company to assist us with Rebranding as well as Optimizing our website.  We wanted a cleaner look and SEO services so that people could find us more easily on the internet.

SOLUTION

What was the scope of their involvement?

Bold Entity analyzed our website which showed us how many people were finding us through keyword searches. During a discovery meeting, they asked key questions regarding our business to assist them with developing the content for the new website.  They also created several options for us to choose from for refreshing our logo and our brand.  

It was a joy working with a company that created the content of the website based on them getting to know who we are as a business.  They were able to design the website to match the message of who we are.  They also provided rebranding of business essentials such as letterhead and business cards.

What is the team composition?

We worked directly with two people from their team, Ana (Lead Developer) and Valerie (CEO & Founder). More people were involved behind the scenes, but we didn't work directly with them.

How did you come to work with Bold Entity?

I met Valerie, the owner at an event several years ago through an organization that we were both members of.  At that time I did not have a need for her services.  When we decided to upgrade our website, I reached back out to Valerie asking her to provide a quote, examples of her work and references.  I was impressed by the websites she had previously done.  I also contacted the references she provided and received rave reviews regarding Bold Entity's work.  

We received several quotes from other vendors but chose Bold Entity because of detailed services and personal touch they provided.

How much have you invested with them?

We invested a little over $20,000 on this project.

What is the status of this engagement?

We started working with Bold Entity in July 2021 and the engagement continues today.

RESULTS & FEEDBACK

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

About 2 months after the redesigned website launched, our search traffic increased significantly. Valerie just recently sent us an email letting us know that for certain keyword searches we had already moved up to the first page on Google!

How did Bold Entity perform from a project management standpoint?

Bold Entity is timely and efficient. A lot of times, they’re waiting on us rather than us waiting on them. Valerie is truly professional and easy to work with. 

Ana is a joy to work with.  She is excellent about providing updates and will get back with us in a very timely manner.

What did you find most impressive about them?

We selected Bold Entity because of their professionalism and proven track record.  The proposal Valerie provided was very detailed and very informative.  We received quotes from other vendors but Valerie's proposal and her heart for helping small businesses stood out the most.

Are there any areas they could improve?

None that I can think of.  They’ve done everything we’ve asked them to do and more.

Do you have any advice for potential customers?

Engaging Bold Entity is well worth the investment!

BACKGROUND

Introduce your business and what you do there.

I’m the founder and executive director of the Aspen Surrogacy Group. We are a boutique surrogacy agency that works with high-net-worth families and individuals.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Bold Entity?

We hired Bold Entity to expand our marketing efforts within the Dallas community.

SOLUTION

What was the scope of their involvement?

Valerie (CEO & Founder) developed and executed a marketing plan for us. The strategy entailed utilizing the best third-party channels to reach our target market, so they created a system for us reach out to fertility clinics, attorney’s offices, nanny agencies, and other places that also serve our clientele or intended parents. 

They created a list of all of the places that we could approach, put together a PowerPoint presentation and marketing collaterals for us, and scheduled our meetings with those different businesses. All of our prospects and their contact information were organized in an Excel spreadsheet. 

Their team also updated our website and picked up on some elements that our website designer hadn’t known about. For instance, they made some adjustments with certain colors so that Google could pick up on the contrast. They did some marketing research as well and got us in touch with similar companies so that we could see what language we could use for our messaging. 

What is the team composition?

There were typically three people working with us. Valerie was our primary contact.

How did you come to work with Bold Entity?

I met them through a local Facebook group. A few people reached out to us when I was looking for a marketing agency, but I decided to work with Bold Entity because they did a phenomenal job even before our first meeting. They gathered information about our industry and came up with a potential marketing plan. No one else had done that amount of diligence, and I was impressed with their ability to see what I needed and proactively make a plan around it.

How much have you invested with them?

We invested around $30,000.

What is the status of this engagement?

Our contract lasted from March–June 2021. They still followed up with me shortly after that to make sure that I had everything I needed. 

RESULTS & FEEDBACK

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

We have yet to see any tangible outcomes since I am still about to follow up with all of the companies that I’ve talked to. At the moment, we don’t have any increase in clients, but I’m confident that it will come from Bold Entity’s efforts. 

How did Bold Entity perform from a project management standpoint?

I was very impressed with their project management. They did such an incredible job of organizing everything and keeping me up to date. We communicated via email and met via Zoom every week for the duration of the engagement. 

What did you find most impressive about them?

One thing that truly stood out about Bold Entity was their excellent communication. They were incredibly proactive and were always one step ahead of me. 

Are there any areas they could improve?

No, they did a great job. 

Do you have any advice for potential customers?

It’s important to really listen to Valerie because she is highly experienced in the field of marketing.

BACKGROUND

Introduce your business and what you do there.

I’m the president of a woman-owned construction company called Curtis Mechanical Contractors. We operate in the plumbing industry and we’ve been in business for 33 years.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Bold Entity?

We wanted to update our online presence, so we hired Bold Entity to revamp our website.

SOLUTION

What was the scope of their involvement?

The project was done in three phases, starting with Bold Entity giving us a calendar and synopsis of the development. The team talked us through how they planned to create the design and who would be involved in that. They also came in to take pictures and gather more information about our company. We reviewed their brief and approved it before moving into the actual website development.

Bold Entity created different pages for our website: an about page, a portfolio of services, a company leadership page, a phase of safety section, and a contacts page. 

What is the team composition?

We worked with three people from Bold Entity, which included Valerie (CEO & Founder), a photographer, and one other member. 

How did you come to work with Bold Entity?

We reviewed the websites of some of our general contractors. We liked one in particular because it was really easy to navigate and looked very up-to-date. I reached out to the company to find out who developed the website for them, and that’s how we came across Bold Entity. 

How much have you invested with them?

We spent about $15,000.

What is the status of this engagement?

Our partnership lasted from March–July 2021.

RESULTS & FEEDBACK

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

We’ve not yet gathered any feedback from potential and existing customers because business, and the industry in general, is a bit slow. We are, however, very happy with the website. We think it turned out really well.

How did Bold Entity perform from a project management standpoint?

Bold Entity was very good at sticking to the timelines. We communicated through email and phone calls. 

What did you find most impressive about them?

We were impressed by how they were able to provide us with a complete timeline of the development. Everything went smoothly and according to schedule, and we encountered minimal hang-ups.

Are there any areas they could improve?

No, I don’t have any qualms about Bold Entity’s work.

BACKGROUND

Introduce your business and what you do there.

I’m the VP of sales and marketing at NTD Mechanical. We’re a commercial HVAC and plumbing contractor specializing in public-sector work.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Bold Entity?

Our legal name is North Texas Ductworks. Although we’ve always been a turnkey mechanical contractor, the name Ductworks made it seem as though we were solely a fabricator, which led to a lot of confusion. We needed help with rebranding.

SOLUTION

What was the scope of their involvement?

We hired Bold Entity for a rebranding and to update our website. They helped us with all of our marketing materials. As part of the branding, they created business cards, letterheads, email signatures, and other marketing materials like trifolds that talk about the company. They helped us with content for our social media presence on Facebook, LinkedIn, and Instagram. I believe our site was built using WordPress, but I’m not sure.

The team also helped us with four corporate videos, including a culture video, a mission video, and one for the president. They also helped us with holiday videos, which we sent to our customers. We shot a Thanksgiving holiday video, which took 1–2 hours to film. We hired their videography and photography crews to go out to job sites and our office. Bold Entity would initiate the storylines, and we’d improve on those.

We also rolled out our service department division in 2019, and Bold Entity helped us with some additional information for them. They helped us create a landing page specifically for the service department, along with additional mailers specific to them.

What is the team composition?

I’ve worked with Valerie (Founder & CEO). We also have an account manager.

How did you come to work with Bold Entity?

Our owner was a part of a large financial institution a while ago, and she met Valerie there. We saw what Valerie had to offer, and we talked to references. We ended up being a good fit for their vision, versus what we thought we wanted and in comparison to some of the other marketing companies we vetted.

How much have you invested with them?

The overall cost was more than $50,000.

What is the status of this engagement?

We started this project in early 2017, and we finished by the end of that year.

We’re getting ready to hire them for a new site refresh. They did a great job the first time, so it just makes sense. It’ll be a smaller project than the previous one.

RESULTS & FEEDBACK

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

Putting the videos on the website was a huge hit. They helped us with employee recruitment as well as putting a stamp on our industry. I get daily feedback about how great our videos are and how good our website looks.

We don’t have black-and-white metrics, but Bold Entity’s website and social media work has definitely made a big difference in our recruitment efforts, both in the office and in the field. That speaks volumes. People saw our culture through our videos and social media content, and it triggered them to work for us. The people we hired are still here.

How did Bold Entity perform from a project management standpoint?

They’ve been great to work with. They set realistic timelines and met them, including on the small projects we’ve had in between videos, photoshoots, and social media content. They had a bit of turnover, but things have been great since our account manager got there.

They have a whole process. We had several meetings with our management team regarding the story of our company. Each one of us had a different background, and we were coming together as one. Bold Entity helped us finetune and get to the core of who we are and where we’re going. They collected information from those meetings in order to give us a well-updated website.

A lot of communication is via email and phone calls. We set up meetings anytime we need to go over a certain piece of a project. Lately, it’s been via Zoom, and it was in-person in the past. The initial meetings were directly with the CEO.

 What did you find most impressive about them?

Bold Entity really knows marketing. Out of just a few companies, they can develop exactly what the client needs. We had a vision, but we weren’t exactly professionals when it came to marketing, and they are. They know how to get to a customer once they understand who the audience is.

Are there any areas they could improve?

As I mentioned, there was some turnover on the project management side about a year and a half ago. Bold Entity could’ve done a better job of making the transition.

Do you have any advice for future clients of theirs?

We’ve actually recommended Bold Entity in the past, and they were hired and did a fantastic job. I’ll definitely continue to refer them to companies that need these kinds of services.

BACKGROUND

Introduce your business and what you do there.

I’m the owner of a landscaping company based in Dallas, Texas.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Bold Entity?

We were looking to improve our performance on SEO.

SOLUTION

What was the scope of their involvement?

Their team started by going out and doing research and interviews with our clients before coming back and giving their recommendations on how to position the company. After that, they got started with our marketing team developing and deploying Facebook ads for recruiting as well as for potential clients. On top of that, they helped to adjust on-page SEO and target keywords as well.

What is the team composition?

I work directly with Valerie (CEO & Founder), and I know there are two other individuals working on our account.

How did you come to work with Bold Entity?

They were referred to us by a recruiter, and our initial conversations went well so we decided to move forward with them from there.

How much have you invested with them?

In total, the project has cost us about $20,000–$40,000.

What is the status of this engagement?

We started working together around September 2019 and the partnership is ongoing.

RESULTS & FEEDBACK

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

We didn’t have any employment ads that we were running before our partnership with them, so we’ve been able to gain a lot of ground in terms of traction in that particular arena. Our engagement on social media platforms has increased as well, and we have more calls coming into our office and more high-quality leads as a result of those in general.

How did Bold Entity perform from a project management standpoint?

They’ve done a great job of managing the project as well. Their team communicates frequently and always answers our questions and requests, so I don’t have any negative comments. They make use of both Google Analytics for our reporting as well as Zoom for regular meetings to make sure that everyone is on the same page.

What did you find most impressive about them?

I haven’t worked with anyone else in the SEO world, but not knowing what to expect coming into the project I can say that I’ve been very pleasantly surprised by their responsiveness and how helpful everyone on the team is.

Are there any areas they could improve?

There honestly isn’t anything I think they should be doing differently.

Do you have any advice for potential customers?

As with any relationship, you have to have good communication in order to succeed, but as long as you are communicating well, I’m sure you’re going to have a good experience.