Serendipit Consulting

BACKGROUND

Please describe your company and position.

I am the CEO of Aduvo

Describe what your company does in a single sentence.

Aduvo provides mortgage professionals an automated nurturing solution using streamlined messaging tools, tight loan data integrations, and pre-built compliant content which unlocks repeat business by making them unforgettable.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Serendipit Consulting to accomplish?

• Refresh brand messaging

SOLUTION

How did you find Serendipit Consulting?

Referral

Why did you select Serendipit Consulting over others?

• Great culture fit
• Good value for cost
• Referred to me

How many teammates from Serendipit Consulting were assigned to this project?

2-5 Employees

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

We required a refresh of our key messaging and positioning for our new product, Aduvo. We requested Serendipit ideate with us and our customers, and learn what key pain points and value drivers our product solved. Deliverables included a messaging doc all team members could then use as a guide in their daily work as well as a refresh of our website content.

RESULTS & FEEDBACK

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

We were provided our updating brand messaging guide and all copy for our website refresh. Both were excellent and have helped our team better align marketing, sales, development and support efforts.

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

We met weekly with our team lead at Serendipit. Items were delivered on time and on budget.

What was your primary form of communication with Serendipit Consulting?

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

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

Serendipit's creativity with our brand messaging was why we hired them, and they delivered. The unique insights they brought to the forefront helped us better align with our prospects and customers--clearly identifying why someone should buy our product, and who is our ideal customer.

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

Nope, we were completely satified with their work.

BACKGROUND

Introduce your business and what you do there.

I’m a director of marketing for a real estate development company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Serendipit Consulting?

I hired Serendipit Consulting to help with marketing and PR services.

SOLUTION

What was the scope of their involvement?

Serendipit Consulting ran our Facebook and Instagram platforms and our paid social advertising. They also managed our press releases and all things related to PR. Additionally, the team managed events and recorded them.

Serendipit Consulting implemented strategies in social media and PR. Their strategy included campaign design and content creation.

For the rebranding project, Serendipit Consulting independently researched our competitors. For our own internal platform, the team interviewed our internal stakeholders to get their feelings about the current brand, likes, dislikes, and openness to changing it.

What is the team composition?

I had primary contact with four different people. I worked with Andrew and Rachel. I also worked with the owner for strategy and planning. We had a coordinator-level person who loaded the content, planned it, and managed social media.

How did you come to work with Serendipit Consulting?

Serendipit Consulting was a referral. They responded to an RFP.

How much have you invested with them?

They did the rebranding project completely pro bono.

What is the status of this engagement?

We worked together from the third quarter of 2024–May 2025.

RESULTS & FEEDBACK

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

We’re about to unveil the brand. The metrics for us were the buy-in from all key stakeholders to create a new identity that everyone is on board with. They did a phenomenal job with that.

There were a lot of different perspectives and personalities to work through to get to that. They truly listened and provided a range of options for us to pick from. We were able to indicate what we liked and disliked and move forward with a direction that was completely unanimous.

How did Serendipit Consulting perform from a project management standpoint?

They met deadlines. We handled everything directly with them. We typically communicated via email and Zoom meetings.

What did you find most impressive about them?

Serendipit Consulting’s creative skills were impressive.

Are there any areas they could improve?

I wouldn’t change anything about it. The process was completely seamless. 

Do you have any advice for potential customers?

Provide as much information as possible. Ensure that you have all the right decision-makers at the appropriate meetings so you can move forward in a timely manner. You lose time when you have to go back and regroup.