What was the scope of their involvement?
Bastion Elevate worked to get my ideas out in the larger business community. Some of those were contained in Capturing Loyalty, but I had a whole series of ideas that I couldn’t put into a book. about firing customers, the importance of the salesforce, the importance of initial training. That’s where Bastion Elevate was really good.
I sat down and talked to them about what I wanted to accomplish. They really did a good job of understanding what I wanted to accomplish. They made some suggestions that I felt led to a better set of goals and objectives, and worked with me to get that done. Within the first two weeks of working with them, we had a pretty good game plan of what it was we wanted to do.
Within a month, I felt I’d known the entire team for four years. Bastion Elevate found homes for my thoughts and ideas in social media, magazines, and periodicals dedicated to healthcare and salesforce management. I ended up with 10–15 pieces by the end of the year, including a review from Forbes. I made copies of these resources and distributed them to clients and business prospects.
We had a mechanism in place for maintaining contact regularly to measure how effective our implementation efforts were and modify the strategy as needed.
What is the team composition?
Shana (CEO, Bastion Elevate) was the relationship manager. My day-to-day contact was Dave (Senior Managing Account Director, Bastion Elevate). He had sources that might be interested in the material, or, if not, he could find them. He worked with me to craft my thoughts and ideas into articles and pieces that these various organizations would be willing to publish.
How did you come to work with Bastion Elevate?
After publishing Capturing Loyalty, I hired two firms: one to generate some interest in PR, and the other to help me get some speaking engagements. Those firms began working for me around September 2017. By December or so, I got the sense that things weren’t clicking. I wasn’t getting the help I thought I would.
I started talking to a few people to find other firms, and one of them mentioned a firm he’d worked with, called LFPR, which I believe eventually merged with Bastion Elevate. He introduced me to Shana, and I believe we had some phone calls in January or February. I ended up terminating my relationships with the two firms I had been working with and started working with Shana and her group.
What is the status of this engagement?
We started working with them in March 2018. We continued working on a monthly basis through December of the same year.