Marketri

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