Blue Meta

BACKGROUND

Introduce your business and what you do there.

I run a financial planning practice. We’re also self-employed contractors, so we get a lot of leeway on how we actually want to run our own business when it comes to marketing.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with blue/meta?

They were working with me for lead generation and connections on LinkedIn. During COVID-19, we couldn’t do any in-person networking or seminars, so they’ve helped me get in touch with the right people online. It was more brand awareness targeted towards our audience.

SOLUTION

What was the scope of their involvement?

We sent direct messages to people on LinkedIn. We worked together to come up with the messaging. They’ve done stuff like this before, so they know what works, but we wanted to make sure it sounded like something I’d say.

What is the team composition?

Nick oversees the general business stuff, Ricky is the tech lead, and Kianna does the day to day stuff. They’re only a phone call away on Google Hangouts, so I’ve been really happy with their responsiveness.

How did you come to work with blue/meta?

I knew Nick (CEO) and Ricky (CMO) from University. We stayed in each other’s networks, so when the time came, we were able to work together.

How much have you invested with them?

I’ve spent about $5,000.

What is the status of this engagement?

We started working together in May 2020, and the work is ongoing.

RESULTS & FEEDBACK

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

Anecdotally, this project has put me in touch with the right people. Connecting with people on LinkedIn has been helpful during the pandemic. The business I am has a long sales cycle, so it’s difficult to measure the ROI right now. I have some meetings set up, calls, and a handful of lunches as a direct response to this initiative. It’s trending in the right direction. I have more connections and responses; we’re just waiting for it to convert to business.

How did blue/meta perform from a project management standpoint?

We trust them and they are very solid. It was a new area for me and they were helpful every step of the way. The schedule meetings, have check-ins, scorecards, and track metrics as well.

What did you find most impressive about them?

It’s hard to pick a highlight right now, but I’m pleased with some of the leads. We’ve met a few ideal clients in Vancouver.

Are there any areas they could improve?

I don’t have any constructive feedback. We found a price that was comfortably in my budget and I’ve seen positive responses,

Do you have any advice for potential customers?

Sit back and let the experts do what they do best.