Techie Techniques

BACKGROUND

Please describe your company and position.

I am the Owner of Compass Estate and Tax Planning

Describe what your company does in a single sentence.

We offer estate planning and tax planning services. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Techie Techniques to accomplish?

• To create and design a website

SOLUTION

How did you find Techie Techniques?

Referral

Why did you select Techie Techniques over others?

• High ratings
• Referred to me

How many teammates from Techie Techniques were assigned to this project?

1 Employee

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

Spencer at Techie Techniques was responsible for the full design and development of my website, compassestateandtax.com. The scope of work included initial consultations to understand my business goals, branding, and target audience. From there, he created a custom, professional website layout tailored to my needs in the estate and tax planning space.

Key deliverables included:

A fully responsive and mobile-friendly website
Custom design aligned with my brand identity
Clear navigation and user-friendly layout
Integration of contact forms 
Testing and quality assurance to ensure everything functioned smoothly

Spencer also provided valuable guidance throughout the process and took extra time to make sure every aspect of the site was working correctly before launch. His communication and attention to detail made the project feel seamless from start to finish.

RESULTS & FEEDBACK

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

The website compassestateandtax.com just launched recently, and while it’s still early, the initial response has been very positive. The site provides a much more polished and professional online presence, which already feels like a step forward in strengthening my brand and building trust with potential clients.

Even in these first few days, I’ve received compliments on the clean design and user-friendly layout. The site is fully functional, mobile-responsive, and clearly communicates the services I offer—everything I was hoping for. I’m confident it will serve as a strong foundation for increased visibility, client engagement, and business growth moving forward.

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

Spencer’s project management was excellent throughout the entire process. He communicated clearly from the start, set realistic timelines, and consistently delivered items on schedule. He kept me updated at every stage of the project, which made the experience feel very organized and stress-free.

What stood out most was his responsiveness—he was always quick to reply to questions, open to feedback, and willing to make adjustments to ensure the final product aligned with my vision. He went above and beyond to address any issues promptly and took extra care to make sure everything was functioning perfectly before launch. His attention to detail and commitment to getting things right really made a difference.

What was your primary form of communication with Techie Techniques?

Email or Messaging App

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

What I found most impressive about Techie Techniques, and Spencer in particular, was his commitment to truly understanding my business and vision. He didn’t just create a website; he took the time to tailor every aspect of the design to fit my specific needs in the estate and tax planning space. Spencer’s dedication to ensuring everything worked perfectly, his patience with my questions, and his willingness to go the extra mile to provide a flawless final product made the whole experience stand out. It’s rare to find someone who combines such technical expertise with exceptional customer care.

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

Nothing.