Periti Digital

BACKGROUND

Please describe your company and position.

I am the Head of Marketing of Climate Bonds Initiative

Describe what your company does in a single sentence.

Sustainable finance charity

OPPORTUNITY / CHALLENGE

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

• Help onboard HubSpot to organisation
• Help clean and upload marketing data to new platform
• Help train team

SOLUTION

How did you find Periti Digital?

Online Search

Why did you select Periti Digital over others?

Close to my geographic location

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

1 Employee

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

Anaylsis of current marketing data, duplication of content and setting up of new tagging in HubSpot.  Support with HubSpot integration in the new cms and new website, and the setting up of new forms on the website.  Training was also given to the team.

RESULTS & FEEDBACK

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

Data integration worked with new website.
Data accuracy and location for usage in HubSpot.
Sufficient learning from team via training.

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

On the whole yes.  Clearly very busy!

What was your primary form of communication with Periti Digital?

• Virtual Meeting
• Email or Messaging App

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

They were very personable.

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

Often worked quite quickly when the reason we outsourced was due to resource and skill, and often we struggled to keep up with their pace.