BusySeed

BACKGROUND

Please describe your company and position.

I am the Marketing Project Manager of a financial services company

Describe what your company does in a single sentence.

WealthVest is an independently-owned financial services firm specializing in the distribution of low-risk, high-quality products to banks, and broker-dealers.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire BusySeed to accomplish?

• Establishing a lead generation focused digital marketing strategy
• Build brand awareness on social media platforms
• Increase brand engagement to re-engage the audience and keep the brand top-of-mind

SOLUTION

How did you find BusySeed?

Online Search

Why did you select BusySeed over others?

• High ratings
• Pricing fit our budget
• Company values aligned

What was the size of BusySeed’s team?

2-5 Employees

What was your primary form of communication with BusySeed?

• Virtual Meeting
• Email or Messaging App

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

The BusySeed team helped us establish a lead generation strategy, brand awareness strategy, and brand engagement strategy on LinkedIn, Facebook, Google, and Twitter. They also help us with LinkedIn messaging campaigns which helped us drive attendance to one of our biggest events of the year. 

Deliverables included cleaning lists and executing digital ad campaigns on the platforms listed above using the copy and creative we provided.

RESULTS & FEEDBACK

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

The LinkedIn messaging campaign we started in early 2022 was very successful and helped us drive a lot of registrants and attendees. Our lead generation campaign used for the launch of a new carrier partner at our organization was a learning experience for all of us. 

While we didn't generate many high-quality leads through the campaign, we learned how well certain platforms and strategies worked with our target audience which will drive decisions for future launches.

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

They performed well from a project management standpoint.

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

Unique approach to the digital efforts.

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

One thing BusySeed could do to improve is thorough research on third-party services prior to recommending them to a client. While it was interesting to go through demos alongside our BusySeed Client Success Manager, it would have been in the best interest of our time and money for BusySeed to provide more expertise when making recommendations for new tools/software.

BACKGROUND

Please describe your company and your position there.

Owner emergwncy preparedness products on line store

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire BusySeed, and what were your goals?

complete web site build out, management and marketing

SOLUTION

How did you select BusySeed and what were the deciding factors?

interview and screening

Describe the scope of work in detail, including the project steps, key deliverables, and technologies used.

all aspects of web design and managment

How many people from the BusySeed team worked with you, and what were their positions?

3 people Project manager billing solutions general manager

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

they were realistic in the growth projections and proactive reaching the goals

Describe their project management style, including communication tools and timeliness.

weekly meetings were friendly , personal and profesional

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

They were always accessible in the workflow.

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

I had a great experience.