The Envision Advisory

BACKGROUND

Please describe your company and position.

I am the CTO of TERC, Inc.

Describe what your company does in a single sentence.

Research and development in K-12 math and science education.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire The Envision Advisory to accomplish?

• Increase revenue for an app we sell
• Make the app wider known
• Help us learn about more about marketing

SOLUTION

How did you find The Envision Advisory?

Referral

Why did you select The Envision Advisory over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from The Envision Advisory were assigned to this project?

6-10 Employees

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

Scope of work was to increase revenue and awareness of our educational game to a point of profitability, payback of the original investment, enhanced reputation and awareness, and ongoing success. This included market analtysis of target markets, app store optimization, creative content, advertising strategy, and overall management of marketing and advertising.

RESULTS & FEEDBACK

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

We have seen at least an order of magnitude increase in downloads and almost an order of magnitude increase in revenue. We are now branching out into branded merch and group activities for the game. Visibility of the game and our organization have increased significantly in the marketplace.

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

Envision has been very responsive and excellent at analyzing data adapting marketing and advertising appropriately, We have weekly meetings and love our project manager and her disciplined approach. They have been great at allowing for our interests and values in education. Delivery of work has been on time and on point.

What was your primary form of communication with The Envision Advisory?

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

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

Two immediate things are 1) their attention to data and anaylsis in the marketplace and ability to adapt to and 2) their interest in us, our needs, and our goals - we do not feel like "just another customer," they feel like a true and dedicated partner in our efforts.

Are there any areas for improvement or something The Envision Advisory could have done differently?

At times we are perhaps a bit overwhelmed with all the data and various work going on, but that's fine - we have confidence they have everything including the details well in hand.

BACKGROUND

Please describe your company and position.

I am the CEO of The Gut Feeling

Describe what your company does in a single sentence.

We help people with gut issues find sustainable relief through an app

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Envision Digital to accomplish?

• Gain quantitive user behaviour app metrics to inform new features
• Increase retention

SOLUTION

How did you find Envision Digital?

Referral

Why did you select Envision Digital over others?

• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Envision Digital were assigned to this project?

2-5 Employees

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

We started working with Josh at Envision to get a better understanding of how people engaged with our app to iterate existing features, build new ones and increase retention rates. We started working together when we launched our app to help us set up our data strategy and tools. He has given us invaluable help in setting up Mixpanel, AppsFlyer and RevenueCat as well as the bespoke dashboards within Mixpanel and APIs into other products. It's been extremely helpful for us in understanding how people are moving through the app and iterating our app (alongside qualitative feedback).  He's also helped us with facebook and TikTok ad set up - but again challenged us to think of acquisition outside of paid media. 

RESULTS & FEEDBACK

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

We now have a better retention rate than the benchmark for digital health apps, and the data has certainly informed our product pipeline. We're now getting ready to scale what we've got so it's hard to comment from a revenue perspective as that was not our objective when we started working together. Regarding timelines, as a product manager I saw value in the dashboards from week 1. It's also been extremely helpful data to present back in investor and partnership conversations. I can personally recommend Josh for helping us gather the product data we needed as a business. 

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

On time and good availability

What was your primary form of communication with Envision Digital?

Virtual Meeting

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

Always on hand to help and Mixpanel experts

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

No improvements needed.

BACKGROUND

Introduce your business and what you do there.

I’m the founder and CEO of a health and fitness media app.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Envision Digital?

They help us with data analytics, specifically data organization.

SOLUTION

What was the scope of their involvement?

Envision Digital has dived deep into mixed panel implementation. They’ve set up a tracking plan and soundly implemented the whole structure.

What is the team composition?

We only work with the founder.

How did you come to work with Envision Digital?

We found them through a Google search. Then, we reached out and had an internal conversation. It sounded like a good fit.

How much have you invested with them?

We’ve spent about $5,000.

What is the status of this engagement?

We started the project in October 2021. It’s wrapped up for the most part, but our engagement is still ongoing.

RESULTS & FEEDBACK

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

I can tell what they talk about because I’ve got some background, but I also know that they really know what they’re doing.

How did Envision Digital perform from a project management standpoint?

They’re excellent. We communicate through email and Zoom calls.

What did you find most impressive about them?

Their attention to detail, quick turnaround, and breadth of knowledge are very valuable. Also, they’re responsive and willing to go above and beyond to satisfy us.

Are there any areas they could improve?

I can’t think about anything.

Do you have any advice for potential customers?

Think through what you need from them. Maybe you can make an organized list of needs, wants, and questions. Ask that upfront and make sure they can deliver everything.

BACKGROUND

Please describe your company and your position there.

When working with Envision, I was Head of Marketing at a social impact app start up called Cluster.

OPPORTUNITY / CHALLENGE

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

Envision helped in our MarTech strategy, partner selection, set up, and initial management in launching our app. Goal was seamless set up across all there platforms and helping to educate internal stakeholders on capabilities and use cases.

SOLUTION

How did you select this vendor and what were the deciding factors?

We were connected with Envision via another resource who highly recommended their services.

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

We had an initial KOC to discuss larger company goals, strategy, and needs. From this Envision scoped out a very clear timeline, potential partners, pros/cons, and education on how all partners would individually and collectively work together to serve our larger business and marketing KPI's. Envision was always on time in hitting timeline milestones. We used a number of different tech partners (Segment, Iterable, Branch.IO) to make up our complete MarTech stack, all of which Envision helped manage.

How many resources from the vendor's team worked with you, and what were their positions?

One main resource with Josh Lloyd, Managing Director and Founder

RESULTS & FEEDBACK

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

We're still in initial stages for the app, but overall, the service and expertise Josh and Envision providing were great. The process of setting up our MarTech stack was new for our team and Envision made it a seamless and easy process. All the while Josh was great about educating our team throughout.

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

Josh and team were easy to communicate with and provided frequent updates. We had weekly phone calls with all parties, but most of the feedback was through email. Everything was delivered on time and we received ample warning if a deadline wasn’t going to be met.

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

Envision’s experience and understanding of the mobile app space was very deep and comprehensive. They knew everything about all platforms, best practices on implementation, and even provided feedback on UX and execution. Since this was our first app, they were also patient and willing to walk us through their process while we learned.

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

Nothing. The only challenging part was the time difference with Envision located in the UK, Cluster in Los Angeles, and our tech/dev team located in Brazil.

BACKGROUND

Introduce your business and what you do there.

I’m the CEO of a startup in the hair and beauty space.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Envision Digital?

We were looking to grow in the B2B and B2C spaces, so Envision Digital helped with digital marketing.

SOLUTION

What was the scope of their involvement?

Before this project, we were only monitoring engagement on Facebook. Working with Envision Digital, we created social media campaigns and established KPIs for Facebook and Instagram. They also integrated software like Mixpanel.

What is the team composition?

We worked with Josh (Managing Director).

How did you come to work with Envision Digital?

We found them via LinkedIn. When we had our first conversation, we were shopping around for a digital agency. Their prices were reasonable, and when we met them, they were very approachable.

How much have you invested with them?

We’ve spent £12,000 (approximately $16,000 USD).

What is the status of this engagement?

The project started in February 2020 and we paused it in October.

RESULTS & FEEDBACK

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

They were able to raise our figures. They were on the ball and were able to work out what campaigns were doing better than others. They even took on some of the creative work themselves. They tried to tackle some of the problems themselves, even if it wasn’t their area of expertise.

How did Envision Digital perform from a project management standpoint?

Their communication was on point, and they were very flexible. We set some KPIs early on in the year, but we realized during COVID-19 that we wouldn’t meet those goals. So in March, we needed to pivot and change the direction of where we were going. Every Thursday they provided updates on how well we were meeting each of our goals.

What did you find most impressive about them?

Things moved very quickly, and Envision Digital was able to pivot as we needed. Their ability to keep the project moving forward, even during COVID-19, was very impressive.  

Are there any areas they could improve?

It would have been helpful if they had more insight in the space ahead of time; we don’t think Envision Digital has worked in our industry before. As a result, they needed to learn a lot about what we were targeting in the early stages of our engagement.

Do you have any advice for potential customers?

First, ask them if they’ve had experience in your space. Second, ask them for examples of creative work they’ve done in the past. Ask them as many questions as you can beforehand and take the time to figure out what you want.

BACKGROUND

Introduce your business and what you do there.

I’m the founder of My Rent Rewards, which is a cashback app specific to tenants in the UK space.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Envision Digital?

We wanted to work on our metrics. We weren’t recording any of the necessary metrics that we needed to grow our app.

SOLUTION

What was the scope of their involvement?

Envision provided a strategy for our business to move forward and achieve our goals. They put together an acquisition plan that laid out what channels we could use to actually acquire our customers. They used paid marketing tools such as Facebook Ads. Their team also created an activation plan. After we acquire customers, the plan instructs us on how to reach our desired KPIs.

What is the team composition?

I work directly with two people from Envision including Josh (Managing Director).

How did you come to work with Envision Digital?

We chose Envision because they were the only agency that was familiar with Mixpanel, which was an analytical tool that I specifically needed. I spoke with other agencies that focused on growth strategies for the web. I wanted a partner that offered strategies on how to grow within the app market.

How much have you invested with them?

We spent £10,840 pounds (approximately $14,000 USD) on their services.

What is the status of this engagement?

We started working together in April, and we’ll finish the project at the end of October 2020.

RESULTS & FEEDBACK

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

Their service was superb. When I first met with Josh, he outlined a plan with specific steps. The process was methodical in terms of how we made those steps. As I didn’t have an analytical skillset, it was comforting knowing that Envision had that knowledge.

Their team narrowed their strategies to the type of market that we wanted. They looked closely at what would impact our small budget. For example, if our cost per acquisition was too high, Envision tweaked the budget by the next meeting. They managed to yield results that I didn’t think possible from our small budget.

How did Envision Digital perform from a project management standpoint?

We initially met face-to-face and outlined the project plan. We then had a follow-up call to outline what was required. We also communicated via email and Slack and had weekly video calls throughout the project’s duration.

They perfectly managed deadlines. The way forward was planned at the initial meeting. To be honest, I held them back at points. We weren’t able to implement a few components that would’ve allowed us to move faster.

What did you find most impressive about them?

We could actually see the project progress, which was reassuring. When we started, we didn’t have regular users onboarding to the platform. When working with Envision, we saw their strategies. I had a limited budget that Envision stretched to meet excellent outcomes.

Are there any areas they could improve?

I wish I could’ve had them on the project full time. That was likely due to my limited budget. I would’ve liked them to be able to work on our strategies on a day-to-day basis. It was also a shame that we couldn’t meet face-to-face as a result of the COVID-19 pandemic.

Do you have any advice for potential customers?

Don’t be put off by having to pay for customer acquisition or industry jargon. Look at marketing as a business strategy that will give you an ROI. Consider marketing a necessity just like customers.

BACKGROUND

Introduce your business and what you do there.

I’m the CEO and founder of Digiruu, an app development company based in London.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Envision Digital?

We’re specialists in app development, not app marketing, and we needed help with that.

SOLUTION

What was the scope of their involvement?

Envision Digital has helped us with a startup client that didn’t have app marketing. They also helped us with a client who had already invested a lot in marketing and was trying to save their app from failing.

The team worked as a white-label solution for the startup client, while the other we pushed straight to them. For the project we outsourced to them, we were developing the app for the client, and we were late. 

We proposed to help the client with marketing, and we reached out to Envision Digital for that. The app was for the dental industry, and it was in the pre-release stage. We were trying to validate the concept before the app was even ready.

We illustrated the concept to Josh (Managing Director), and he asked us about our target market, what we planned to achieve by targeting that market, what analytics we’d implemented, and so on. 

He helped us get complete clarity on who was being served, helped us install analytics, and determined the KPIs we had to measure in order to see if the app was a success. They sorted out the app for the launch, and the second part was validating it. 

Envision Digital set up all the presale Facebook and Instagram advertising for the client and handled most of the ad creation. The team also helped us with some SEO and blog articles for our company.

What is the team composition?

I’ve only worked with Josh.

How did you come to work with Envision Digital?

Josh happened to be one of my connections on LinkedIn, and I saw a post he made about using data to achieve app growth. I reached out to him and asked whether he’d like to be on our podcast. I learned about his methodology on our podcast and thought it was amazing.

How much have you invested with them?

We’ve invested £15,000 (approximaltey $19,200).

What is the status of this engagement?

We started working with Envision Digital around January 2020, and the dentist app project wrapped up around February 2020. We work with them on an ad-hoc basis. We usually send clients straight over to them, but we’re still working with them on pivoting and strategy for the dentist app.

RESULTS & FEEDBACK

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

Envision Digital achieved growth, clarity, and strategy for our client, and they got people interested in the app before it was even launched. When it did launch, we had KPIs sorted out about what we needed to look out for.

The cost per acquisition on Facebook was cheaper than the industry average, and these were pre-COVID results.

I know that Facebook and Instagram results were skewed massively after COVID, because everyone was at home and a lot of advertisers pulled back their budgets. We did really well considering that dental clinics are really competitive.

How did Envision Digital perform from a project management standpoint?

Josh is willing to sacrifice his own health to make the client happy. He was always available, even at times when he shouldn’t have been. He replied even at 9 pm and on weekends, and he went above and beyond. 

I can’t remember Envision Digital ever missing a deadline. They communicated when it would take Facebook 1–3 days to review an ad, and digital strategy meetings were always well-organized.

What did you find most impressive about them?

Something I’ve learned about Josh is that he’s more of a long-term partner, and I appreciate that a lot. His thinking is that, if we’re successful, we’re going to send him more business. 

He understands the value of a lifetime customer over that of a quick buck, which is rare in this industry. App marketers usually charge upfront retainers, and the price stays the same no matter the results.

Are there any areas they could improve?

It’s difficult to answer because, as a company matures, they’ll do things a lot better. The only thing I could say is that they could automate a few systems and processes, such as sending an email confirmation after booking a meeting. I’m talking from an agency perspective, where I know what it’s like to be overrun with clients.

Do you have any advice for future clients of theirs?

The client should know who they’re targeting with their app and be absolutely clear about their target. They should also be open to change and advice. At the end of the day, Josh is an expert at what he does, and we hire experts to tell us what to do, not the other way around.

BACKGROUND

Please describe your company and position.

I am the Chief of Staff of Mettle

Describe what your company does in a single sentence.

Mettle is a mental fitness app for men

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Envision Advisory to accomplish?

• Business intelligence consultancy
• Advice and support setting up product and UA reporting systems

SOLUTION

How did you find Envision Advisory?

• Online Search
• Referral

Why did you select Envision Advisory over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Envision Advisory were assigned to this project?

1 Employee

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

Consultation and support setting up mmp (adjust) and product data platform (Mixpanel)

RESULTS & FEEDBACK

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

Successful setup of data platforms 
setup data dashboards 
knowledge transfer workshop 

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

Josh was extremely efficient, very quick to respond to queries- project delivered was on time and budget and the quality of service exceeded expectations 

What was your primary form of communication with Envision Advisory?

Virtual Meeting

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

Fast, efficient, extremely knowledgeable and willingness to provide guidance outside the scope of work 

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

No

BACKGROUND

Please describe your company and your position there.

I am the current CEO OF NEPTOON

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Envision Digital?

Digital marketing

What were your goals for this project?

We wanted to increased download of our current app

SOLUTION

How did you select this vendor?

We researched on online spoke to different companies before we got in contact with this vendor

Describe the scope of their work in detail.

We first had an over the phone discussion on what the needs of my company are the guys here are very informative asked specific questions and gave and overall insight on what they can do to help your business achieve success

What was the team composition?

I worked closely with josh after arranging a few sit downs we designed a work plan For my business

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

Download number have increased dramatically since we have stated working together

How effective was the workflow between your team and theirs?

We received constant communication between both parties every step of the way there was constant updates so I was very aware what was taking place at each step

What did you find most impressive about this company?

The ability to understand the company structure and the next steps we plan to take in the future

Are there any areas for improvement?

We have completely satisfied with the work done and time time frame granted