Client Clouds

Introduce your business and what you do there.

I’m the owner of a credit counseling company.

What challenge were you trying to address with Client Clouds?

They designed our website.

What was the scope of their involvement?

Client Clouds designed the website and developed our content. I answered their questionnaire about what I wanted to include on the site, and they sent back a preliminary draft. After addressing my concerns and the changes I wanted made, they developed the final layout and the content.

What is the team composition?

I primarily worked with one person — a designer.

How did you come to work with Client Clouds

I was referred to them by an industry colleague. They were my choice because I liked their quick, individual response, and I always spoke with the same person. Their designer was specifically assigned to me.

How much have you invested with them?

The cost has been about $1,000. 

What is the status of this engagement?

We worked with them from April–May 2022.

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

They exceeded my expectations.

How did Client Clouds perform from a project management standpoint?

They were excellent in this regard, giving me approximate timelines and communicating updates on progress over text and email.

What did you find most impressive about them?

Their affordable customer service stands out, as well as their process of dedicating specific designers to their clients.

Are there any areas they could improve?

No, not that I can think of.

Do you have any advice for potential customers?

Be patient and trust their process.

Introduce your business and what you do there.

I’m the owner of a credit repair company. We specialize in servicing clients for their credit repair needs pertaining to removing negative items from their credit reports. Additionally, we provide counseling on how to improve their credit score.

What challenge were you trying to address with Client Clouds?

I needed help creating a CRM interface for my company.

What was the scope of their involvement?

Client Clouds has built and implemented a cloud-based CRM interface for us. When they finished it, they walked me through it to show me how it worked, and the transition to using it was very easy.

This CRM system helps us with our customer service and daily operations, and among its functionalities are client management and text messaging marketing management. Additionally, Client Clouds helps us design marketing campaigns to keep people interested in our services in the loop, helping us convert more leads into clients.

What is the team composition?

I’ve worked with two people from Client Clouds: Web (COO & Founder), who helped onboard me, and Luis (Web Designer), who is involved in the technical side of things and teaches me how to use the different CRM functionalities.

How did you come to work with Client Clouds?

I met Web through Instagram, where we kept in contact. When he found out that I was getting into the space, he advised me on how his company would help me take my business off the ground. He showed me what Client Clouds did, and it looked very sophisticated.

How much have you invested with them?

I paid around $400 for the CRM system, and I now pay a $250 monthly fee.

What is the status of this engagement?

We started working around May 2021, and our engagement is ongoing.

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

Our CRM system has made our day-to-day experiences excel tremendously, and I’ve seen money and time savings since we started using it. It has streamlined our different processes and improved our attention to detail, helping us become a successful company. Our customer experience has also improved drastically because the system helps us have easier and constant communication with clients. Overall, I’m more than satisfied with Client Clouds’ work, and they’ve exceeded my expectations tremendously.

How did Client Clouds perform from a project management standpoint?

Client Clouds’ project management has been absolutely exceptional. Both people I work with are very close friends of mine, and I can text them whenever I want. However, I usually email them to keep our engagement professional.

What did you find most impressive about them?

Client Clouds is exceptional at nurturing relationships. Other providers deliver the product and stop supporting their clients, but Client Clouds prioritizes consistent communication with their clients to ensure that they’re satisfied with the product. Additionally, they solve any questions we have, so our experience with the product only keeps getting better.

Are there any areas they could improve?

I can’t think of anything that Client Clouds could improve on; they’ve provided us with a great system.

Do you have any advice for potential customers?

You might need multiple bank accounts because, once you work with Client Clouds, the incoming money you’ll see will be difficult to keep track of.

Introduce your business and what you do there.

I’m the CEO of Amplify Financials, and we help people achieve financial literacy. We also provide assistance with establishing a budget and the importance of credit.

What challenge were you trying to address with Client Clouds?

I needed someone to build my website.

What was the scope of their involvement?

I hired Client Clouds to develop and design my website. Their primary focus is to ensure my growth and expansion, as well as provide my customers with content updates in a family-friendly manner.

They built everything from scratch through WordPress and they’ve been making adjustments and updates since launch to make sure the site runs smoothly.

What is the team composition?

I’m mainly in contact with a project manager.

How did you come to work with Client Clouds?

I came across Client Clouds’ work through a mutual contact’s website, so she then referred me to their company. I decided to hire them because I didn’t want to do the website myself, and it was important for me to have a really good-looking website.

How much have you invested with them?

We’ve invested about $600.

What is the status of this engagement?

Our ongoing partnership started in November 2011.

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

Before I launched the site, I received great feedback from friends and customers. Client Clouds delivered a well-organized platform and as a result, it makes it easier for my customers to gain new information and it saves me a lot of time explaining everything in detail.

How did Client Clouds perform from a project management standpoint?

Client Clouds perform well from a project management standpoint, as they deliver their tasks in a timely manner.

We typically communicate through Facebook, email, and phone.

What did you find most impressive about them?

We’re impressed with their knowledge and experience in my industry. They definitely save me a lot of time because there are aspects of the project I don’t have to do myself.

Are there any areas they could improve?

We have a good working relationship so we’re just planning on maintaining that.

Do you have any advice for potential customers?

I highly recommend you to utilize Client Clouds for their workshop, because they do a really good job of maximizing interactions and responding in a timely manner.

Introduce your business and what you do there.

I'm the owner and operator of DLBLF Financial Counseling. We help people prepare and purchase residential properties to create generational wealth. We're based out of Los Angeles, California.

What challenge were you trying to address with Client Clouds?

We hired Client Clouds for a web development project.

What was the scope of their involvement?

We had been using a funky website template prior to this project, so Client Clouds developed a new WordPress website from scratch. We went through several meetings to discuss what I didn’t like about our past website, what we wanted the new one to have, and what integrations we would like to see. I then provided them with our logo, color scheme, photos, and vision, and they created a design according to that. 

Client Clouds looked into what our company does and what kinds of clients we were serving as well. Their development team incorporated a site widget that displays how many current customers we have at any given time. They integrated a cloud-based CRM system that automatically sends messages to our existing clients and allows anyone to book appointments on my calendar.

They haven’t done any marketing for us, but we’re planning to have them provide those services this year. They’ve just finished maintaining our website and have moved our hosting from GoDaddy to their own servers. 

What is the team composition?

I worked closely with Luis (CEO).

How did you come to work with Client Clouds?

The owner of Client Clouds and I are good friends; we used to be in the same credit repair space. When he established his web development company, I saw his talent and decided to be their first client.

How much have you invested with them?

I have spent about $3,000 to date. We pay $200 monthly for the CRM, while the website development cost about $800.

What is the status of this engagement?

We started talking around October of 2020. The website was developed in December 2020 and completed by January 2021. We have an ongoing partnership as they are still hosting and maintaining our site. 

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

I had previously been spending $1,200 a month just to disrupt our industry. With Client Clouds’ CRM system integration, I’ve been able to save about 70% and take that expenditure down to only $400 a month. Our transition to the CRM system has been very easy as well. Their team has guided us with video tutorials and live support. 

The CRM system has helped us keep track of our customers and their payments and automate messages so that we don’t have to reach out to every single one of them. Just yesterday, for example, I was able to remind about 130 clients to keep their credit in line for the new year. That task would’ve taken hours in the past, but with the CRM system in place, it only took a few seconds.

I’m also very happy with the outcome of the design. Client Clouds has customized our website such that all of the photos we’ve sent them are incorporated in the pages. 

How did Client Clouds perform from a project management standpoint?

I am 300% satisfied with their work. They exceeded our expectations and were open, supportive, and forthcoming. They even helped me save on costs; my original budget for the website was $1,500, but I only ended up spending $800 with them. I only have good things to say about Client Clouds.

We communicated via phone calls, emails, and Zoom during the development. 

What did you find most impressive about them?

Their honesty and creativity really stood out to me. 

Are there any areas they could improve?

No, I don't think there is anything for them to improve on. They’re ahead of a lot of other agencies out there. 

Do you have any advice for potential customers?

Take advantage of the opportunity to work with Client Clouds because their company has grown. I've been with them since their inception, so I would say, just pull the trigger. Us business owners and entrepreneurs are hesitant to make investments most of the time, but with Client Clouds, my only regret is that I didn't work with them sooner.

Please describe your company and your position there.

I am the Owner and CEO of a financial Consulting Firm. WE educate people on finances, credit, and other financial matters as well.

For what projects/services did your company hire Client Clouds?

I wanted a very attractive, well designed and up-gradable website that fit into the Financial Services niche to positively showcase our services and expertise in the financial space. We also needed room to grow our website and services offered with minimal issues in the near future.

How did you select this vendor and what were the deciding factors?

I looked for designers in this space on the web and in some niche groups. One group in particular had very high, positive comments about Client Clouds. After speaking to some other designers, I contacted Client Clouds and the communication was very clear, my thoughts and ideas were well received. What work was to be done was communicated clearly and concisely, and I found the price reasonable for the work to be done.

Describe the project in detail and walk through the stages of the project.

We had 2-3 meetings to discuss what I wanted and how I'd like it set up for future ease of expansion and end user friendliness. We discussed logos design, brand board choices, and the overall feel of the project. We had quick meetings during the design phase to tweak the project. We also had a couple of quick meetings during the project review process and any changes were made immediately to the site.

How many resources from the vendor's team worked with you, and what were their positions?

4 I believe. 1 that managed the emails back and forth. And 2 designers. And the owner of client clouds as well.

Can you share any outcomes from the project that demonstrate progress or success?

We love the way the site is set up and is user friendly for us on our side of the site as well as very clear and easy to use for the end user. The site integrates with our CRM and other software's just as we wanted it to do. The site just went live May 2, 2022 at approximately 9PM CST so, I cannot report traffic yet. However, I am hopeful that traffic will be coming soon.

How effective was the workflow between your team and theirs?

The project manager was just a text away and very communicative. Most texts were answered within minutes and none more than an hour or so.

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

This has been a very positive experience for me. I have worked with other website designers in the past with not very positive results. Client Clouds has been efficient as well as knowledgeable in aspects of my business that helped in the design process.

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

I don't think so. I am very happy with their work to this point.

Please describe your company and your position there.

I’m the owner of a credit consulting company founded in 2021

For what projects/services did your company hire Client Clouds, and what were your goals?

Our website designer was founded in on online Facebook group. Polanco was recommended by several different people and ultimately took on the task to create my website, design logo and provide domain for my company.

How did you select this vendor and what were the deciding factors?

It was ultimately the recommendations of the people that were in the group on social media that highly suggest Polanco’s work. I’m glad I made that decision he’s been a pleasure to work with.

Describe the scope of work in detail, including the project steps, key deliverables, and technologies used.

We scheduled a phone call to discuss my vision in what I wanted/needed the website the look like. There was a form sent to include everything that the website needed to include from verbiage, pricing, FAQ etc. We worked hand in hand to design my vision of how I wanted my logo to look. He wanted to make sure it was perfect and was satisfied.

How many people from the vendor's team worked with you, and what were their positions?

My only communication with was Polanco. He was the person behind everything that I needed to handle to get things done.

Can you share any measurable outcomes of the project or general feedback about the deliverables?

Since launching I’ve been given feedback that the website is very user friendly. Very professional, easy to navigate, I’ve gain some clients and you can access it on your mobile device.

Describe their project management style, including communication tools and timeliness.

Any time day or night I had an issue, concern or problem I had no issue waiting to have my issue address. Very prompt always professional.

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

I don’t have anything negative to say about Client Clouds. I’ve been super impressed since day one. They were really a blessing and godsend. I’ve referred a few people I know in need to use them.

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

I can’t name 1 thing that I would change.

Please describe your company and your position there.

Business Consulting CEO

For what projects/services did your company hire Client Clouds, and what were your goals?

Web site design and development.

How did you select this vendor and what were the deciding factors?

This vendor was referred by another business owner and they provided a consultation and ensured that they could meet my needs

Describe the scope of work in detail, including the project steps, key deliverables, and technologies used.

Website design, linking domain to email, inserting automations etc

How many people from the vendor's team worked with you, and what were their positions?

1

Can you share any measurable outcomes of the project or general feedback about the deliverables?

I was able to grow and scale my business and have a website to track client intake and profits earned

Describe their project management style, including communication tools and timeliness.

Provides a clear and concise timeline and providing daily updates. Often checked in to verify designs etc.

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

They were professional, courteous, and helpful. Luis was nice and provided insight and guidance.

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

They were perfect. No complaints.