Marketri

BACKGROUND

Please describe your company and position.

I am the Chief Technology Officer & Partner of Scrubbed

Describe what your company does in a single sentence.

Scrubbed is a professional services firm offering accounting, bookkeeping, corporate finance, tax, and professional firm support services.

OPPORTUNITY / CHALLENGE

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

• Establish our internal Marketing Team with the right staff and function
• Develop initiatives to increase brand awareness in the right network
• Create a brand that reflects how we are as a company, as an employer, and as a service provider.
• Become the strategic marketing partner for the company

SOLUTION

How did you find Marketri?

Online Search

Why did you select Marketri over others?

• Great culture fit
• Experience

How many teammates from Marketri were assigned to this project?

2-5 Employees

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

Marketri became the strategic marketing partner for Scrubbed, to guide us in forming our internal marketing team, connecting our strategic objectives with our branding, and overall brand and voice of the company. They helped with setting up our CRM, restacked our website, curated content for us, and generally improved the company's visibility in the market.

RESULTS & FEEDBACK

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

Our outcome were apparent - our team has been formalized, new website was launched which performed better than prior site, more contents were published, and action plans were aligning with strategies.

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

Marketri sets up a weekly/biweekly meeting to update us on their projects and tasks. They're very responsive to all tasks and projects that we assign to them.

What was your primary form of communication with Marketri?

Virtual Meeting

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

Marketri truly and genuinely cares about their client's success.

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

The most common improvement I hear from our clients is anticipating their changing needs. While I think this is not always a fair ask, this is something that Marketri can work on improving as well.

BACKGROUND

Please describe your company and position.

I am executive of an other industries company

Describe what your company does in a single sentence.

Provides investigative services to business and legal professionals.

OPPORTUNITY / CHALLENGE

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

• Develop a marketing action plan
• Increase brand awareness and strengthen brand positioning
• Assist in targeting ideal clients and retaining existing clients

SOLUTION

How did you find Marketri?

Online Search

Why did you select Marketri over others?

• Great culture fit
• Skills and Knowledge

How many teammates from Marketri were assigned to this project?

2-5 Employees

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

• Conduct due diligence and develop brand messaging. 
• Create and implement content for gated pieces. 
• Create and implement social media strategy. 
• Onboard to CRM, including email marketing and sales arms. 
• Train sales team members and provide supporting sales documents, including creation of sales process. 
• Create location specific marketing pieces, updated collateral.

RESULTS & FEEDBACK

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

• Increase website traffic
• Increased visibility on social media
• Development of new leads

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

Marketri was always timely and communicative. They delivered items on-time and helped us stay on task with moving the marketing plan.

What was your primary form of communication with Marketri?

Virtual Meeting

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

Most impressed by their knowledge, reliability and strategic abilities. Marketri demonstrated that they understood our brand, vision, and marketing needs and created a strategy that truly fit who we are as a company. They helped bring this strategy to fruition in a way we couldn't have done ourselves.

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

No

BACKGROUND

Introduce your business and what you do there.

I’m the founder and CEO of an HR software company. We provide online leadership training for employees.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Marketri?

We needed to outsource our marketing department.

SOLUTION

What was the scope of their involvement?

Marketri acted as our outsourced marketing team. They developed a new marketing strategic plan and implemented it. This included messaging, lead generation, sales enablement, branding, copywriting, website updates, and social media management. They also helped us with content and thought leadership.

A lot of the work they did was foundational. They set up our strategy, system, and tools like HubSpot and 6sense, which is an account-based marketing platform. They also helped us define our ideal customer profile, create personas, and build our core messaging around our major products. 

Additionally, Marketri helped us with the hiring process of a senior content manager; they conducted interviews for the position. At one point, they also took over management for our sales development representatives focused on outbound sales. 

What is the team composition?

We worked with about six people from Marketri. I worked directly with Debra (Founder & President), who acted as our fractional CFO. We also worked with the director of marketing and a number of technical specialists, including a copywriter, a marketing technology specialist, a project manager, and other folks who came in on specialized projects. 

How did you come to work with Marketri?

We found them through a mutual friend who had worked with Marketri. 

How much have you invested with them?

We spent about $300,000.

What is the status of this engagement?

We worked with them from February 2021–June 2022.

RESULTS & FEEDBACK

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

Marketri helped us set up the foundations of our marketing strategy and our understanding of it so that we could implement it and continue to build on it going forward. For example, we didn’t have HubSpot or 6sense before working with them. The team helped us not only purchase both platforms but also set them up and integrate them into our system.

How did Marketri perform from a project management standpoint?

We had frequent communication through biweekly stand-ups; they participated in our leadership stand-up and organized their own meeting. As a result, we had alignment on our goals. We communicated via Slack in between meetings, and they were integrated into our workspace. Additionally, Debra and I had a weekly one-on-one meeting.

What did you find most impressive about them?

Marketri became an extension of our team. Debra participated in our quarterly strategic planning sessions and had objectives and key results like any other leader in our company. The team really took on our marketing challenges as their own and put in more hours than we paid them for. I never felt like they were just consultants; they were deeply ingrained in our team. 

They were also extremely resourceful, adaptable, and highly experimental. They tried different things to figure out what would work for us. Since we’re a startup, things moved quickly and changed a lot for us, and Marketri was comfortable supporting us through all those twists and turns.

Are there any areas they could improve?

Their only weakness was their lack of experience working closely with sales teams. They were not able to provide as much support as we would have liked on sales emails, sales copywriting, or nurturing leads at the bottom of the funnel. Their strength was more at the top of the funnel than in sales enablement.

BACKGROUND

Introduce your business and what you do there.

I’m the VP of sales and marketing at Fres-co System USA, a privately owned manufacturer of flexible packaging equipment and materials for the food and beverage industry. We also develop non-food, industrial-type applications. 

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Marketri?

Five years ago, we didn’t have a marketing person at the company. We were the leader in our core market but didn’t have much in the way of marketing. As we started to grow into new markets, we clearly needed to boost our brand awareness and capabilities to market our position better. As a result, we hired Marketri. 

SOLUTION

What was the scope of their involvement?

Marketri started with an analysis of our business and created a marketing plan for our food and beverage segment, which was one of the markets where we wanted to grow. They came up with a thorough plan in terms of our goals and the support we needed. It also included a company-wide SWOT analysis. As time went on, we continued working with them in terms of our annual budget and goals. More recently, we moved into lead generation campaigns while tracking market-qualified leads (MQLs) and sales-qualified leads (SQLs). They also tracked inquiries from our website. 

So far, Marketri has been involved in many of our digital campaigns, content creation efforts, and lead-tracking activities. We’ve done Google and LinkedIn ads on top of social media campaigns for Facebook and Instagram. They’ve also helped us create written content with photographs from various events and trade shows. Moreover, they’ve been directly involved with the development of our website. The team has brought in a professional who works with everyone at the company to create content for each of our web pages on top of its layout and architecture. 

What is the team composition?

Our primary contact is Debbie (President & Owner). She’s also brought other people into our account as we’ve progressed in the relationship. We also work with a project manager. 

How did you come to work with Marketri?

I was researching various consultants and marketing companies to better understand what we needed. I came across Debbie, and they sent us white papers that were highly educational. Her company was phenomenal, so we started outsourcing our marketing efforts to Marketri. 

How much have you invested with them?

Fres-co has made significant financial and resource investments with Marketri.

What is the status of this engagement?

We started working with Marketri in November 2015, and we have an ongoing partnership. 

RESULTS & FEEDBACK

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

Looking back over the past 12 months, we’ve had 572 new leads, 83 MQLs, 400 SQLs. During the year prior to that, we had 65 leads, 19 MQLs, and 413 SQLs. Simply put, we’ve seen a significant increase in our leads. The partnership has been exciting as we start seeing ROI in our marketing efforts. 

Moreover, Marketri has helped us educate our executive team and organization overall on the value of marketing and especially how digital marketing is transforming traditional marketing strategies for B2B companies. They’ve also helped us commit to our marketing budget. We’re still trying to build a database to measure any growth in our revenue, but we’re certainly moving in the right direction.

How did Marketri perform from a project management standpoint?

Marketri has done an excellent job in terms of project management. The team keeps a strict timeline for every activity and task, updating them on a weekly basis. In other words, they’re highly proficient in this area. If we ever get off track, it's usually because of our inability to provide what they need in a timely manner. 

To communicate, we have a weekly call where we review all of our projects. They’ve also recently onboarded us in their Tableau dashboard to help us measure and optimize our progress. 

What did you find most impressive about them?

Debbie’s knowledge, leadership, and commitment to us differentiate Marketri from other companies. On top of that, they’ve been highly professional and personable while understanding who we are as a company and what we’re trying to accomplish. Overall, they’ve developed a good relationship with me and the whole company. 

Are there any areas they could improve?

It took them a while to gain a deeper understanding of our industry which can be overwhelming for our external partners who are new to our industry. There’s just so much technology that goes into our market, and it can be overwhelming.

Do you have any advice for potential customers?

Meet with Marketri and do a deep dive into your business and marketing needs. That will give you a sense of confidence that they know what you’re looking for, and you’ll feel comfortable in their ability to help you.

BACKGROUND

Introduce your business and what you do there.

I’m the director of marketing strategy and insights for a management consulting and investment banking company—FMI. We serve the built environment and that encompasses a multitude of different vertical sectors.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Marketri?

Our company hired Marketri to help us with our marketing strategy.

SOLUTION

What was the scope of their involvement?

Marketri initially interviewed different internal and external stakeholders to assess our needs. Based on the interviews, their team established a bigger picture of our brand’s needs. They also assessed our team to understand any gaps in skillsets and then created a comprehensive strategy to address the company and the marketing team moving forward. The strategy identified our priorities and where we should spend our resources.

Their team made recommendations for a rebrand and identified vendors to help with the process. They also made recommendations for redesigning our website and detailed new messaging that we’re tweaking for the website. They came up with a strategic marketing plan that helps us prioritize what areas to focus on and where to spend our resources.

We also use Marketri as an additional resource to help our banking group. One of their team members solely focuses on investment banking marketing activities. When we went through internal transitions last year, they took on multiple marketing functions, including digital marketing.

What is the team composition?

I primarily work with Deb (Founder and President). More recently, I’ve worked with Anne (Marketing Director) who focuses on our investment banking group. We also work with Sylvia (Fractional CMO).

How did you come to work with Marketri?

Our CEO found and selected Marketri because he needed to bring in a team to help reshape and redefine the marketing group at the time.

What is the status of this engagement?

We hired them in January 2020 and now their team works as an extended marketing team.

RESULTS & FEEDBACK

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

Marketri gave us a cleaner approach to how we manage our interactions with the market and how we internally communicate. We have a greater level of engagement with our bankers and consultants. We’re working more closely with them as partners. From a client perspective, they’re seeing quality reports too.

Another measure of success is my colleague’s satisfaction. My colleagues see real changes in the marketing department’s direction, which is much more strategic. Rather than fielding a bunch of requests and putting out fires, we’re focused.

How did Marketri perform from a project management standpoint?

We use Basecamp, and Marketri plugged into our platform. To track all of our digital activities, we use HubSpot.

What did you find most impressive about them?

Marketri understands professional services. In particular, Deb understood our company and its needs. When she came on board, she quickly saw that we spent money in areas where we shouldn’t have spent it. She helped us cut back and save a lot of money with her recommendations. She’s a smart, strategic thinker who also has a great network to bring to the table.

Are there any areas they could improve?

Overall, Marketri is great. When they collected all of the information for the strategic marketing plan, they weren’t always able to boil down the information to a level that was digestible for our leadership team. Their team should’ve synthesized that information in a way that allowed management to understand it.

Do you have any advice for potential customers?

Come into the engagement with an idea of your needs and then their team can help with specific recommendations around them. Their shared resource model is helpful especially if your company's cost-constrained.

BACKGROUND

Introduce your business and what you do there.

I’m the executive director of Delaware Valley Trusts. We’re a group of three entities or what’s called a shared risk pool. Essentially, we pull insurance premiums of local governmental entities and create enough of a financial model to set up a self-insured structure for these entities. We operate as a nonprofit and serve those who serve the community.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Marketri?

We didn’t have a formal marketing plan or branding. Our website wasn’t very useful for members because it didn’t convey the work the trusts were doing. It was a hidden gem that needed to be shined and brought out. We needed to work with a firm that could help us tell our story.

SOLUTION

What was the scope of their involvement?

We started with the fundamentals. Marketri conducted a strategic market assessment by looking at our competitive analysis and member surveys as well as focusing on what our edge and value were to existing and prospective members. They helped us develop that language and our branding.

Their team did an overhaul of our website, branding, and messaging. They didn’t develop the site, but they had a heavy hand in steering it. We were then able to communicate to our respective executive committees, the three boards of directors, and members on why they should stay with or join us.

What is the team composition?

It varies depending on the timeline. In the beginning, we primarily worked with Debra (Founder & President). We also had a project manager that we worked with through most of the assignment. Other staff members came in based on when their expertise was needed.

How did you come to work with Marketri?

I had worked with Marketri at a previous firm. We had great success and the process was a similar strategic analysis. When approaching this engagement, I already knew I wanted to bring Debra in.

What is the status of this engagement?

The project ran from September 2016–May 2017.

RESULTS & FEEDBACK

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

The clarity of the branding was achieved. The challenge was to set up each insurance company as its own entity yet have it relate and be part of the mother brand of the trusts. Our members and prospective members get that right away just from our branding. We didn’t have that before. Our objective was accomplished, and it was no easy feat.

The deliverables were a huge transition from something that was previously unknown and undefined. This was the foundation upon which we built everything. I look around my office and everything that’s branded is a result of the work they’ve done for us. They exceeded our expectations of the vision of our brand.

How did Marketri perform from a project management standpoint?

Project management and communication went really well. We defined the scope and budget upfront. If there were additional services, we discussed it and came to an agreement. That helped us set the stage for a good business relationship before and after the project.

What did you find most impressive about them?

They did a great job of learning our business. Our company is rather unique, yet they came in, learned, and understood who our clients were and how we work. Their team identified why we were better and what our value proposition was in a very narrow niche market. That alone was a huge value.

Are there any areas they could improve?

No, I can’t think of anything. They’ve always over-delivered. When there’s a need, I call and they always come through. I can’t tell you how many times I’ve recommended Marketri. They’re my first call.

Do you have any advice for potential customers?

Have strong communication with them.

BACKGROUND

Introduce your business and what you do there.

We’re a finance- and accounting-focused professional services consulting firm based in LA. We were founded in 2013, have around 100 employees, and I’m the CEO.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Marketri?

We didn’t have the experience or in-house marketing to conduct our own marketing, so we engaged Marketri for assistance.

SOLUTION

What was the scope of their involvement?

The scope of services they’ve provided for us has been extremely comprehensive. We needed to redevelop our website, which had become outdated after 5 years. They made it SEO-friendly by redesigning the layout and revising its messaging.

They got us set up on HubSpot and launched marketing campaigns for us. They spearheaded and managed our list acquisition efforts. In addition to crafting our weekly email newsletters, they helped design service sheets that highlight our firm’s different practice areas. They also identified PR opportunities from us, like sponsorships.

What is the team composition?

I coordinate with 1–4 different people. They also had contracted copywriters and outsourced resources that we were in contact with.

How did you come to work with Marketri?

While I don’t personally know how our COO found Marketri, I do know that they were selected for their strength and experience in our industry. Traditional marketing firms don’t often focus on business services, so they may not understand what we do or how our messaging should look.

How much have you invested with them?

Our budget, at its peak, has been around $25,000 a month. We’ve spent around a couple hundred thousand in total.

What is the status of this engagement?

The partnership began in August of 2017, and it’s an ongoing relationship.

RESULTS & FEEDBACK

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

First of all, we’ve organically secured first-page positions for many of our important keywords. There are even a few categories in which we rank first on Google. We’ve also seen a dramatic surge in site visits since we started working with them.

Our ROI on our email marketing campaigns have been in the hundreds (percentage). They excelled at measuring and reporting on metrics around all of our activities. Their work felt very data-driven and scientific. Since we’re a financial consulting firm, we appreciated that they always provided us with a clear sense of what’s working and what’s not.

I was amazed at their ability to go from concept to design to execution. Their delivery of highly-targeted marketing materials was spot-on, especially during COVID-19.

How did Marketri perform from a project management standpoint?

Their project management was highly effective. We had a weekly status call with their COO, where they would get into a granular, tactical review of the past week’s events. They would list their actionable items for the next reporting period. Their communication was detailed, hands-on, and extremely effective. They were also incredibly responsive.

What did you find most impressive about them?

They understood our aesthetic, brand, and corporate culture, and were able to translate that into designs. We’re a company that likes to move very fast, but we’re also very particular about the appearance and presentation of our marketing materials. They were able to consistently satisfy that difficult combination of requirements.

Are there any areas they could improve?

We’ve could’ve used more proactive support around event sponsorship opportunities and executing those events. It’s not something we explicitly asked for, but that comes to mind as one area that our company could do more effectively.

Do you have any advice for potential customers?

Make sure you’re willing to invest the time to help them understand your short- and long-term goals. You can enable your own success by taking the time to communicate what you’re looking to accomplish.

BACKGROUND

Please describe your company and position.

I am the President of BF Saul Insurance

Describe what your company does in a single sentence.

regional insurance advisory firm

OPPORTUNITY / CHALLENGE

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

• Develop a website
• Branding and advertising campaign
• Content development

SOLUTION

How did you find Marketri?

Referral

Why did you select Marketri over others?

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

How many teammates from Marketri were assigned to this project?

2-5 Employees

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

B. F Saul insurance has worked with Deb, Katie and the Marketri team for the last few years. Their expertise ranges from website/SEO, branding, ad campaigns, and events. I would highly recommend them - smart team with amazing ideas, proactive advice centered around the ROI, great listening skills, accountable, and a willingness to think outside of the box. Consummate professionals.

RESULTS & FEEDBACK

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

New website, new branding, strategic marketing plan

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

Excellent communication, detailed plan. Executed at a high level

What was your primary form of communication with Marketri?

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

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

Their people were outstanding. They had great ideas.

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

Not much. Great team.

BACKGROUND

Please describe your company and your position there.

I was the President of a technical due diligence and project management firm. We had approximately 500 employees and a national presence.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Marketri?

We combined 3 companies into 1 modern brand with a new digital footprint and marketing strategy.

What were your goals for this project?

We wanted to increase sales and convert marketing leads into sales. We wanted to execute our annual marketing plans and increase our social presence.

SOLUTION

How did you select this vendor?

After searching amongst multiple firms we selected Marketri.

Describe the scope of their work in detail.

Branding, web page design and roll out, digital and marketing content, annual market planning, social strategy, marketing collateral

What was the team composition?

We used one primary lead from Marketri with variable resources as needed. We also had 2 internal resources they worked with.

RESULTS & FEEDBACK

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

By optimizing our content and workflows we generated over $5 million of opportunities annually.

How effective was the workflow between your team and theirs?

The Marketri lead and their variable resources were a seemless extension of our team.

What did you find most impressive about this company?

Challenging us to move from the status quo and their ability to execute the work

Are there any areas for improvement?

Sometimes the number of objectives was overly aggressive vs. fewer key priorities