obo.

BACKGROUND

Please describe your company and position.

I am the President of REEA Global

Describe what your company does in a single sentence.

Custom software development informed by user experience research and analytics.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire obo. to accomplish?

• Professionalize the business development pipeline
• Generate more qualified leads within our target personas
• Efficiently manage and nurture and engage our prospects and clients

SOLUTION

How did you find obo.?

Referral

Why did you select obo. over others?

• High ratings
• Great culture fit
• Company values aligned

What was the size of obo.’s team?

2-5 Employees

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

We hired obo to assist us with strategy and execution around professionalizing our pipeline. The scope included the development of the workflows, identifying the triggers, and selecting the platforms necessary to pull it all off.

RESULTS & FEEDBACK

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

We were able to compress about 6 months of planning an execution into less than 90 days by engaging obo. Their ideas and suggestions where based in reality and customized to our needs, not from a generic template. The team was highly accessible and responsive and strategic.

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

The project management was outstanding with response times always within the same period of the same day. The skill and efficiency of the team was also exceptional making it possible to move fast and get lots done in short periods of time.

What was your primary form of communication with obo.?

• Virtual Meeting
• Email or Messaging App

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

obo did not try to force a template on our needs. They offered practical and specific solutions even when that meant down-selling their own services. We found the culture and flow to be a perfect fit for our team and goals so things progressed as good, if not better, than expected.

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

None I can think of.

BACKGROUND

Please describe your company and your position there.

Even though Hallpax is called a Destination Management Company, we go far beyond that. We help our clients select the perfect destination to suit their event. We have direct contact with every venue we work with to answer any questions you may have, and can help you find the right location and experience for your specific event. We handle group travel logistics including: visa process, accommodations, flights, travel insurance, on ground transportation, and more. We provide printing, branding, A/V services, interpretation, translation, and many other services to help you perfect your event. I am the Founder of Hallpax.

OPPORTUNITY / CHALLENGE

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

I was initially trying to get a good website up and running. Eventually, they helped us with SEO, Ads, implementing Hubspot and multiple other projects. They have helped us reshape our goals in digital marketing.

SOLUTION

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

I was looking for a company that I could trust, help me select the right systems to grow my business and provide strategy - I felt super comfortable with OBO’s approach and team.

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

We started off with OBO helping to support my company’s marketing needs including Google ads, social media ads, collateral design, blogs, email marketing, and even sprucing up our website. Over the years, our partnership evolved into OBO supporting us as we became ready for our first CRM system. They first took the time to interview me and really flesh out what my needs were. Then, they helped us to evaluate all of the options and supported us in deciding what was truly best for our unique needs. Once we chose Hubspot, they were also very knowledgeable and able to help support me in knowing which Hubs and tiers I needed based on what I wanted to accomplish in the system.

They created a thorough project implementation plan and were very flexible with my schedule and budget and they handled the Hubspot implementation for both Marketing and Sales Hubs. Throughout the project, we met weekly at first, then at my request bi-weekly for status updates and decisions I needed to make to keep the project moving forward. Finally, they helped me and my team transition from the spreadsheets we were using into being onboarded and trained to be fully functional in Hubspot.

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

I’ve worked with a number of OBO employees over my many years and initiatives working with them. For each project/initiative, I was always working with a Project Manager, as well as 3-4 implementation team members. All of my communication was through the Project Manager, who would then pull in additional team members as needed based on their areas of expertise.

RESULTS & FEEDBACK

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

Regarding Hubspot, my team and I are now running sales and marketing processes in Hubspot, which also gives us access to invaluable metrics and reports that enable me to make real data-driven decisions. Regarding the digital marketing work, we’ve seen an increase in new lead volume.

How effective was the workflow between your team and theirs?

Very effective; OBO was helpful in keeping me organized and reminding me when they needed information or approvals from me. They were always open to hearing my thoughts and ideas and adjusting designs or strategies based on my feedback. We worked very well together. It was also helpful to be able to communicate on a regularly scheduled call, but also via email in between calls.

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

Their wide range of skill sets and areas of expertise - they were able to support me in so many different areas, it was very helpful to know that my Project Manager had a team of experts they could call upon for whatever I needed. I was impressed by how friendly everyone was to work with.

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

OBO has shifted away from doing full website development work, which I wish they still did so I could still have a one-stop shop for everything.

BACKGROUND

Please describe your company and your position there.

I’m the Senior Director of Project and Portfolio Management for the International Rescue Committee (IRC). The IRC (rescue.org) is a large global humanitarian aid, relief, and development nongovernmental organization that responds to the world’s worst humanitarian crises.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire obo. ?

Over time the organization has accumulated several Project Management Tools to manage a wide variety of projects. Within the IT PMO we needed one consolidated tool to be the system of record for project and portfolio management. The tool needed to support a wide variety of project methodologies and working styles.

We wanted to work with OBO to formalize a waterfall, agile and hybrid way of working underpinned by a tool configured to support these processes. This tool would support the entire project and product management lifecycle from inception to the transition to operations.

SOLUTION

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

We interviewed the principle consultants and reviewed a detailed proposal.

Describe the project in detail and walk through the stages of the project.

OBO conducted interviews with various members of our team to gather a full list of our requirements, then worked hand-in-hand with us to design and build monday boards, processes, and automations that met our needs for project and portfolio management.

We had a series of workshop calls on which OBO live edited and tweaked the templates and reporting dashboards, while also consulting with us on best practices and how they fit into our internal processes. Then OBO trained our portfolio and project managers.

They met with nearly everyone within the IT management team to go over the basics of Monday.com, discuss the robust boards and dashboards built during our engagement, and answer questions about improved business processes.

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

We worked with Michelle (Lead PM) as well as Abi and Tara on their project implementation team. Michelle has overseen every stage of the project, and she, Abi, and Tara have delivered to our vision for a functional PM system.

We also talked to Julia (Client Engagement) frequently in the first phase of the project, as she was conducting the user requirements interviews.

RESULTS & FEEDBACK

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

We’re comfortable using Monday.com, where in the past, our teams were struggling to use multiple tools. Evidence of impact is the ability to log into one system and see our entire project portfolio.

We can now report on project progress, issue resolution, risk mitigation, pipeline demand management, etc. When OBO began work, they came to us with basic drafts for project management boards and we collaborated on how to tailor them to the IRC’s needs and processes.

Our staff was thrilled with the results and is enjoying the robust reporting capabilities we now have. I believe this will help our team function more efficiently and have access to better reporting for continued post-project reflection and learning.

How effective was the workflow between your team and theirs?

They were very thorough and communicative regarding project management, and my team really appreciated that. They followed a very well defined and clear project plan. It was very clear what they were working on each week, and they were very communicative with us about questions or potential issues that they foresaw.

Julia, Michelle, and Abi asked a lot of questions, and were flexible with our developing needs and schedules. We’ve had weekly touch base calls with them, and that has been extremely effective. One thing my team has really appreciated is OBO’s efficiency.

They were candid about their progress on the project and were forthcoming when they ran into sticking points that required action on our part. Calls always had an agenda, and we knew that even if our discussion ran longer than intended, the items would still get addressed.We were very impressed by how they managed the project.

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

They’ve been incredibly flexible. We requested a two-week testing period among the project rollout team, and OBO was more than willing to accommodate. They supplied us with a thorough QA/UAT checklist, as well as an automated way to submit issues to their team, all within monday.com.

We liked this UAT process so much that we want to replicate it for our own projects! They provided more than adequate feedback tools, were receptive to our critiques, and wasted no time in addressing our concerns. OBO wanted us to be completely happy with the products they delivered to us and I’m certain that this test period was well worth it!

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

Some of the projects have lasted longer than we initially anticipated, but delays were a mutual decision to ensure we rolled out the best solution. I think adding a buffer period at the end of the project schedule could have been helpful to account for unforeseen delays.

BACKGROUND

Please describe your company and your position there.

I am the Creative Marketing Manager for AeroVironement, Inc, a defense contractor specializing in unmanned robotics and leading supplier of small unmanned aircraft. My small team works in a fast-paced environment and produces high-quality, high-impact media to support our growing business.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire obo. ?

Our growing team needed a better way to manage the influx of project requests. We chose to use Monday.com but realized that while it was somewhat intuitive, we really needed help to unlock the deeper, more sophisticated features to really unlock efficiencies. OBO Agency met with us to improve our processes, determine our requirements, and then built an evolving infrastructure within the program with templates and automated workflows.

SOLUTION

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

We actually approached Monday.com directly who then recommended OBO Agency to us. After meeting with the team, we were not only convinced they could help us, but that there was actually more assistance they could provide in helping us to improve our workflow processes before even attempting to setup the application.

Describe the project in detail and walk through the stages of the project.

There were several project stages:

• Stage 1: interviews, listening to needs and how we work, determining requirements, preparing recommendations to improve processes.
• Stage 2: develop a plan around requirements, proposed improved workflow processes and organization of infrastructure.
• Stage 3: Hands-on, iterative process to implement the plan into our Monday.com account application.

As we put test phases into practice, they would make improvements based on our feedback.

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

There were several teams that supported us and individuals behind the scenes that we did not meet. But for each stage, there were usually two people that we interacted directly with, and there was a seamless transition between each hand-off. We worked with: 

• Stage 1: The CEO and Founder worked with us directly and help set us up, as well as an account manager.
• Stage 2: A Workflow Process and Project Management Expert
• Stage 3: Business Applications gurus

RESULTS & FEEDBACK

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

The long-term success of our project management adoption will improve as we become more accustomed to the new workflow, but we are already seeing marked improvements. We originally were concerned that we would require an additional person to manage the Monday.com traffic, but the system is in itself quite manageable by the teams and helps to offload a lot of the administration through the automations that were created. We are already using the templates and high-level views in meetings to review project statuses and are convincing director level decision makers to also make use of templates for strategy reviews. While project tracking was successful from the start, we also plan to collect data over the next several months for quarterly report analysis. The most important aspect of this application is improving communications across our cross-functional teams, keeping conversations located with projects, with easy navigation, and helping to ensure accountability for all parties.

How effective was the workflow between your team and theirs?

The OBO Agency team was really easy to work with, friendly, positive, always made themselves available to meet, and usually very accessible. In fact, the only reason the project took as long as it did was because our team was always busy and found it difficult to make time to focus on evaluating the progress they provided. They kept up to a solid schedule and their constant progress and updates ensured that we kept moving forward. For the last phase, it was critical for us to verify that the structure, templates, and automation was serving our needs, and the OBO team was very flexible in ensuring that we did not commit to anything that was not serving us. Even though a lot of time might have been spent setting up a particular function, they quickly adjusted or took time to research whether a better method proved to be available. The Monday.com application and capabilities evolved during our tenure, so they were able to keep up to date and enlist any new features that applied.

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

They are a very personal and agile group. Even though their teams are managing several customer projects at once, they still manage to provide a lot of face time, so you feel that they are always focused on your needs first. They were very patient and professional with us, even though we might be slow to respond, need to postpone meetings, or introduce some unanticipated changes.

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

The only thing they could have done differently in my particular experience is to be less forgiving. They were more than patient with me, and I feel that while I was definitely very busy, I allowed this project to become less of a priority because it was easy to push back compared to the many other requests coming my way. In no way are they responsible for me extending the length of the project, but I only say this if it is at all useful knowledge for them. I appreciate the difficulties of navigating many differing client personalities. But I just wanted to give honest feedback of my specific case, now having had some time to look back. An open conversation about keeping to a more stringent timeline would be in the best interest for everyone, and that is the only thing that could have been improved in hindsight.

BACKGROUND

Please describe your company and your position there.

We are a medical device distributor and I am SVP, Marketing & Customer Experience

OPPORTUNITY / CHALLENGE

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

Stand up a marketing cloud platform to enable customer and prospect data management and digital marketing activation.

SOLUTION

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

I was seeking a vendor with deep HubSpot expertise and an understanding of data management and integration.

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

We went through a design process to define our requirements and user stories. Then we began the implementation process with structured weekly calls and a step by step implementation focusing first on the HubSpot configuration, then the data management, and lastly the integrations. Finally we did thorough testing and quality control before going live.

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

Two primary resources and Project and Technical Lead

RESULTS & FEEDBACK

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

The project was completed on time and we are successfully capturing valuable insights about our prospects and customers that are used for both marketing and by the sales team to facilitate our customer journeys.

How effective was the workflow between your team and theirs?

We had a scheduled weekly status call and separate calls for items needing a deep dive and input from others.

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

OBO's team possesses deep expertise across these platforms, they are problem solvers and highly professional. They were always going above and beyond to ensure success.

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

No

BACKGROUND

Introduce your business and what you do there.

I’m a transformational business leader who worked as a business transformation consultant for Patriot Environmental Services. They do hazardous and environmental cleanups for businesses, dispatching people, equipment, and certain materials to do their job.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with obo.?

I was hired by Patriot to help them improve their quote-to-cash process using a CRM tool. They had a series of accounts with which they wished to create business opportunities. Whenever those companies had a new cleaning project, Patriot initiated a quoting process, which involved consulting and matching a series of standard rates, depending on the labor required, the type of person needed, and the equipment necessary to do the job. After formalizing the quote, they would send it to the client to get their digital signature if approved.

The problem was that Patriot’s current process was heavily manual, and nothing was standardized. For example, they had people taking phone calls, answering emails, collecting information from the customers, and creating Excel documents to send.

At the time, Patriot used HubSpot for marketing purposes, but we saw a path to enhance it and use it for our purpose. When I scoped the requirements for this project, I brought obo. in as our software development team to help us develop the automated process that Patriot required within HubSpot.

SOLUTION

What was the scope of their involvement?

obo. helped us develop the improved quote-to-cash process in HubSpot, integrating PandaDoc into it for functionality. This system allows Patriot to easily produce a rate table based on the job requirements, include standardized terms and conditions, send the document to the client to get a digital signature, and record when the client has signed.

Initially, we met with their engagement team, who gathered our requirements, defined our needs, and prioritized the tasks. That process allowed them to write a proposal and statement of work that met those requirements.

After reaching an agreement on the scope of work, I was introduced to obo.’s development team, who was in charge of the actual development work on HubSpot. They showed us the system working in a sandbox environment to ensure that it met our specifications before moving to production.

What is the team composition?

We worked with 2–3 people from the engagement team and another 2–3 people from the development team. Additionally, both owners were engaged multiple times, checking in and seeing how the project was moving.

How did you come to work with obo.?

Once the board of directors approved the work with Patriot, we started looking for software developers. We met with HubSpot, asking for recommendations for consulting or development teams familiar with their platform, and they gave us a few options to choose from. obo. was one of the few that we vetted and asked to submit a project proposal. Ultimately, we hired them because they delivered the best and most thoughtful proposal.

How much have you invested with them?

Patriot spent around $50,000–$100,000 on the project.

What is the status of this engagement?

We started working together in June 2021. Although I’m no longer working with Patriot, they’re still working with obo. They’ve already launched the solution, and I believe that they now offer ongoing support.

RESULTS & FEEDBACK

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

obo. was able to demonstrate, over many milestones, a working functionality in a system that met our specifications.

How did obo. perform from a project management standpoint?

obo.’s project management was very professional and clear. They were always available, on time, and on budget throughout development, and they constantly demonstrated that the product met our specifications. 

We communicated via email, and we had a standing Zoom meeting twice a week with the development team to go through updates and manage the execution of our requirements. We also had a living Google sheet to track requirements so that both sides could edit it as the project progressed. Additionally, they used Monday.com to keep track of the main deliverables, which allowed us to understand the priority and timelines of our requirements.

What did you find most impressive about them?

obo. did a really good job showing the customer how to use the tools they had in combination with other tools to meet their needs. Whereas other vendors proposed many custom solutions that could become expensive and hard to maintain, obo. found a solution using already existing tools to minimize the burden; it was really clever.

Additionally, they were very good thought partners, proposing innovative solutions to our challenges. From the moment I got their proposal, I got the sense that obo. knew how to get the job done. They demonstrated to be very competent, and overall, they were very good to work with.

Are there any areas they could improve?

Nothing comes to my mind; they did everything very well.

Do you have any advice for potential customers?

To get the most out of obo., assign a dedicated person to work with them who can represent your company as a subject matter expert. That was my role on this project, and my active engagement in providing them with specific requirements eased the success of the project.

BACKGROUND

Please describe your company and your position there.

We are a specialty distributor. I am the digital marketing manager.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire obo. Agency, and what were your goals?

The project was for SEO enhancements. The project was challenging due to the customizations of our website and OBO was able to determine major issues and work with me to correct the items needed to improve our websites overall rating.

As a small team this additional help was vital to the success our company has had starting in 2021. Looking forward to the next project and continued partnership with OBO.

SOLUTION

How did you select obo. Agency and what were the deciding factors?

The versatility of the team was amazing. We needed someone who can help code, design, write copy, and help with PPC. OBO was able to do it all and then some with help connecting some workflows in our ESP tool and general guidance to set us up for success.

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

The scope of work was to do a comprehensive SEO audit of our company's site. Once the discovery items were done then the list of deliverables started with web structure items such as tags, links, internal stuction, site map, and lots of better and more relevant copy.

The goal was to create a better expereince for our cusotmers online and to gain rankings for important keywords.

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

There were several. However, I spend most of my time on this project with a group of 7 individuals.

RESULTS & FEEDBACK

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

The only items I can share are that we were able to jump in rankings on strategic keywords from page 3-4 to the top or bottom of page 1 in just 3 months time. Incremental improvements were good and we saw great benefits.

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

Great communication and extremely flexible and professional. Our company has gone through a lot of changes due to COVID and OBO was able to keep up and support us where needed on a moments notice.

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

The most unique item is their ability to solve out your unique needs. I didn't feel that we were given a vanilla package but the team really worked to understand our business.

This was especially challenging do to the complexity of our industry, but they picked it up right away whereas prior with freelancers I was never able to get that great attention to detail and research.

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

Nothing I can think of for improvement at this time outside of cost. The cost is on the higher end.

BACKGROUND

Introduce your business and what you do there.

I’m the VP of marketing and communications for Free the Facts. We’re a nonpartisan nonprofit that aims to teach young Americans, ages 14–35, about some key public policy issues regarding entitlement programs that affect them.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with obo. Agency?

We had a HubSpot subscription, but no one within our organization took the time to set it up effectively. As a result, everything was a mess. We didn't have any organized list or really even my contacts set up correctly. We recognized that HubSpot could be a very powerful took for us, but needed a partner to help clean it up and train our staff.

SOLUTION

What was the scope of their involvement?

We ended up doing three different projects with them in order to achieve all of our goals. The first one was looking at our account and cleaning it up. They spent about three weeks, salvaging what they could, but mostly deleting workflows that we weren’t using or weren’t effective. It laid the groundwork for us to move forward.

Then they trained our staff. They met with nearly everyone in our organization to collect user stories and identify areas where we could use HubSpot more effectively or should be using it. Then they developed a training regimen and training videos for future reference.

Now we’re working on developing more strategic marketing efforts within HubSpot. We work with dozens of students across the country, so we need a way to track the people in our programs and those who come to our events. We’ve now migrated all of their contact information and our social platforms onto HubSpot as well.

What is the team composition?

We worked with Gabe (Lead Consultant) on their marketing team. He has overseen all of the projects we’ve worked on. We also talked to Taryn (Associate Director, Client Engagement) frequently in the first phase of the project.

How did you come to work with obo. Agency?

One of their sales representatives reached out to me on LinkedIn shortly after we had discussed HubSpot internally. It was the beginning of quarantine, and since we were working from home, I thought it was worth a shot. I was impressed by their sales pitch.

How much have you invested with them?

The first two projects cost between $20,000–$25,000.

What is the status of this engagement?

The project started in May 2020 and it’s ongoing.

RESULTS & FEEDBACK

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

We’re now comfortable using HubSpot, where in the past, we didn’t know how to use it and it took several hours to figure out what to do. When they went in, they deleted a ton of unnecessary information and workflows. We had about 5,000 contacts that were just duplicates, so we appreciated that they were able to clean that up.

How did obo. Agency perform from a project management standpoint?

They were the best at project management, and my team really appreciated that. It was very clear what they were working on and what their goals were from week to week. They were extremely communicative about what they needed from us and asked us a lot of questions. We’ve had weekly calls with them, and that has been extremely effective.

One thing I really appreciate is they’re very efficient and if a call is scheduled to only last 30 minutes, they’re completely prepared and can get everything done in that time frame. It’s great to be able to get on the call, address their needs, answer questions, and then they’re ready to move forward. Overall, I was very impressed by how they managed the project.

What did you find most impressive about them?

They’ve been a resource for us even in areas that don’t necessarily fall under the scope of our engagement. For example, we do an event series for college students, and this year we needed to move the event to a virtual platform. Even though that wasn’t a part of their work, they helped us select a platform to host that event. They vetted software and helped us determine how it would work with HubSpot.

Are there any areas they could improve?

Some of the projects have lasted longer than we initially anticipated, but my team is as much to blame for that as they are. I think adding a buffer period at the end of the project schedule could have been helpful.

Do you have any advice for potential customers?

Be very upfront and honest when meeting with them about user stories. We were very transparent about the frustrations that we had with previous contractors and the platform itself. They were able to address all of those concerns. Even if we were on the call and they couldn’t answer right away, they met with their team and got us a solution by the end of the week.

BACKGROUND

Please describe your company and your position there.

I am a Senior Manager and Marketing Demand Generator at Stardog. Stardog, the leading Enterprise Knowledge Graph platform, turns data into knowledge to power more effective digital transformations. Industry leaders including Bayer, Bosch, National Bank of Canada, and NASA use Stardog to create a flexible data layer that can support countless applications.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire obo. Agency, and what were your goals?

Our company would like to be able to clearly track and understand all important marketing insights that are taking place on our website and create successful Google ad campaigns to target our ideal customers and build brand awareness for our services. We wanted to have custom dashboards created to display specific data about our marketing. We also wanted to create and launch Google ad campaigns and become familiar with the platform so that our team could create and monitor campaigns internally.

SOLUTION

How did you select obo. Agency and what were the deciding factors?

We reached out to obo given a prior relationship at another company. We felt that obo Agency really took the time to understand our needs and presented us with a plan to move forward with the project.

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

Obo helped us to identify specific events and other behaviors made by visitors that would be beneficial for us to track. Once these criteria was solidified, obo built out custom dashboards that allowed us to view our vital statistics all from one place.

Obo also provided clear documentation that helped us to read each dashboard and clearly display what each data point meant and how it related to us. Finally, obo’s paid media team helped us develop a Google ads strategy, create the necessary copy, and set up the campaigns in our account.

Proper training was also included to make sure I understood both platforms (Google Analytics and Google Ads) and could feel confident enough to operate in either of them at the end of our engagement.

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

Initially, we were assigned a sales rep who helped identify our needs and what our goals were for the project. Once the initial assessment was completed, we were transferred to an account manager who helped foresee the rest of the project from that point on.

RESULTS & FEEDBACK

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

Obo was able to provide clean, professional dashboards and accompanying documentation that helped us to completely understand the data we wanted access to. They were also able to enlighten us about using the Google Ads platform and strategies that we could use in the future to help direct more traffic to our website.

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

The effectiveness of working with obo Agency was flawless. Their team members were always available for any questions that I had and during our weekly meetings were able to address any concerns or changes that may have occurred throughout the marketing project.

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

I was blown away by the knowledge that obo Agency has regarding Google ads and digital marketing in general. We learned so much about Google Analytics and we appreciated that they were patient with us as we got caught up to speed.

We would certainly engage with this company again if we had any need for additional marketing services and consulting.

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

I love working with obo! I can say that we're thrilled with the work that obo Agency did for our company and look forward to working with them on new projects!

BACKGROUND

Please describe your company and your position there.

I'm a nail salon administrator. We are located in Porter Ranch, CA. Our company has 15 employees

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire obo. Agency?

We have a small beauty salon and we wanted to try e-mail marketing for our company. We notify our customers about new promotions and discounts. We also included promotions for friends of our clients so that they could forward the letter and bring a friend. After visiting the salon customers receive automatic letters asking them to rate the visit.

What were your goals for this project?

We wanted to increase the flow of clients through promotions and forwarding our letters to friends.

SOLUTION

How did you select obo. Agency?

We have been searching for a suitable price and quality offer for a long time. We cut off about 10 companies and chose not the cheapest offer, but we are glad that we stopped at obo. Agency

Describe the scope of their work in detail.

After we chose obo. Agency we held several online meetings and developed a strategy. Then they have developed the software, as well as the design of letters and helped with promotions.

What was the team composition?

I worked with only one person, as I was just looking for companies.

RESULTS & FEEDBACK

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

We increased the flow of clients by 40%, and these people not only came once at a discount, but became our regular clients.

How effective was the workflow between your team and theirs?

I was very pleased to communicate with them. Very easy and understanding guys.

What did you find most impressive about this company?

We felt that they were experts in everything we asked them to do. We were pleasantly surprised how attentive they are to their clients, even with a small check.

Are there any areas for improvement?

No. They’re real professionals, and I can’t speak highly enough of them.