Clover Collective

Introduce your business and what you do there.

I’m an executive coach at Intelligent Leadership Executive Coaching.

What challenge were you trying to address with Clover Collective?

I was new in the coaching industry, and I needed help getting my face and brand known in the market. 

What was the scope of their involvement?

First, we’ve discussed what we needed to do, and we’ve touched on opportunities that can help get my brand out there. Clover Collective has then put together a proposal, and they’re currently executing it.

Clover Collective is conducting SEO implementation, ad campaigns on Google and LinkedIn, and content marketing. Their team has chosen the keywords for our efforts. They’ve also created my YouTube channel and helped me upload videos. 

What is the team composition?

I’ve worked with five people. 

How did you come to work with Clover Collective?

I knew one of Clover Collective’s co-founders. 

How much have you invested with them?

I’ve spent about $18,000.

What is the status of this engagement?

We’ve been working together since November 2021, and our relationship is ongoing. 

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

Thanks to Clover Collective, I’ve seen increased engagements on my LinkedIn, Instagram, and Facebook. There has also been a growth in organic visits on my pages. 

How did Clover Collective perform from a project management standpoint?

Clover Collective’s project management has been perfect. They’ve been communicative and timely — I can’t ask for a better team to work with. We mainly correspond through emails. 

What did you find most impressive about them?

Clover Collective’s team is very friendly to work with, and they’ve done everything I’ve asked them to do. It has been a pleasant experience collaborating with them. 

Are there any areas they could improve?

I can’t think of anything. 

Do you have any advice for potential customers?

Be prepared to spend some money before you achieve results. 

Introduce your business and what you do there.

I am the Chief Growth Officer for overseas sales and marketing for Curation Health, a clinical decision support platform for value-based care. We support provider groups, payers, health systems, and in-home primary care vendors that are shifting to value-based care.

What challenge were you trying to address with Clover Collective?

We had explosive growth over the last two years and wanted to reimagine our brand.

What was the scope of their involvement?

We are in a 100% remote, multi-phase marketing project with Clover Collective. Clover Collective has assisted us with branding work, including outlining our mission, values, target market personas, and anything related to our market-facing opportunities. They guided us through a two-day virtual branding exercise. 

The next step will be us using these exercises to hone in on a couple of areas we need to work on, including our sales deck, social media, digital marketing initiatives, and a revamp of our website. Eventually, we’ll work together to curate lead generation opportunities. 

They’re going to complete the website revamp and do some additional white paper and market-facing initiatives over the next 12 months of our partnership. On this project, nothing can happen until we have a comprehensive marketing plan. 

What is the team composition?

I connected with three core teammates, Monica (Director, Client Success), Tina (Co-Founder), and Brionne (Co-Founder). 

How did you come to work with Clover Collective?

Our CEO had a previous work relationship with Tina from an earlier venture. When we realized we needed branding help, we went directly to them, and they listened and learned about us, then we moved into a partnership. 

There wasn’t an extensive, competitive analysis of other companies — we knew that Clover Collective’s work was tried and true and they understood our market and leadership expectations. 

How much have you invested with them?

We’ve invested under $100,000 with Clover Collective.

What is the status of this engagement?

We began working together in August 2021 and the project is ongoing. 

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

Since we’ve only completed a branding session, there aren’t any actual metrics. However, we have a comprehensive branding roadmap with an overview of strategy, a plan, and all the deliverables we’re working on now. 

The feedback has been overwhelmingly positive, and it’s enough for us to proceed right into the next phase of work — we’ll continue to march down the path they laid for us.  

How did Clover Collective perform from a project management standpoint?

I’d give their project management a 10 out of 10. We are a growing organization, so it is critical that they are organized, and they are. They give me biweekly or weekly updates on where we stand, where they stand, and what we owe each other.

They had no issues hitting the first deliverable or timeline — they haven’t missed a deadline yet. Even when I’m running around like a mad man, they keep me on task. 

What did you find most impressive about them?

We see Clover Collective as trusted advisors — they’re knowledgeable about the marketing landscape. Their knowledge of digital marketing, particularly during the global pandemic, is excellent. The Clover Collective team knows the importance of engaging buyers and potential leads in different digital tactics. 

They are very professional and will push back on some of our ideas and concepts — we can get stuck using the same creative ideas repeatedly. They are good at using their experience and successes from outside of the healthcare industry to help creatively. 

Are there any areas they could improve?

I have no coaching points for them. 

Do you have any advice for potential customers?

Customers need to be clear in their scope of work — they need to know what problems they are trying to solve and the sequence of what they’re trying to work towards. 

It may be easy to think of all the components that a customer needs, but the timing of all of them needs to be laid out. Tina and Brionne know the steps that need to be taken to build a strong foundation. If the customer is clear about what they want, Clover Collective can manage the scope and executive deliverables. 

Please describe your company and your position there.

I was the Chief Medical Officer for TransformativeMed, a software company that builds inside of the electronic health record (EHR) to enhance usability by creating specialty and disease-specific views of information.

For what projects/services did your company hire Clover Collective, and what were your goals?

Despite being a formal company since 2011 and having over 130 hospitals using our products around the world we were largely unknown in the industry. Additionally, without a dedicated marketing team many of our efforts seemed amateurish and outdated. We turned to Clover to seek recommendations on "finding our voice", modernizing our brand and increasing market awareness.

How did you select this vendor?

I knew Tina from prior work together at Clinovations. I'd always been impressed by her ability to convert complex ideas into simple and pleasing graphics and messaging.

Describe the scope of their work in detail, including any steps and the final deliverables.

They began with interviews and a review of our website along with a review of our printed and video collateral. We also had remote group sessions to encourage our teams to think together. Finally, they delivered final recommendations to us.

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

I don't recall all of the people but I'd say at least 5 different people from Clover Collective were "client facing" at some point or another.

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

Clover Collective provided final recommendations just before I left the company to go to my current organization.

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

Weekly meetings b/n their project manager and one assigned on our end along w/ ad hoc emails and phone calls with our CEO and with me. They were very organized.

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

Their knowledge of the healthcare space and willingness to look at what our primary competitors are doing in order to help us differentiate ourselves.

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

I wish we'd had the budget to engage them in execution of their proposed ideas, too!