Company Expert

Please describe your company and your position there.

I am the CEO of a brand development firm focused on driving revenues via effective branding, messaging, and sales collateral.

For what projects/services did your company hire Company Expert?

In the past 3 years we have seen a big push and focus on driving client sales levels, and so, our workflow is far more aligned with sales development and growth than mere brand. in 2020 we have shifted our entire business focus to recalibrate our offerings and launch a new sales growth and development service.

One of the key deliverables is a world-class sales playbook. We hired Company Expert to vet the playbook and to give us expert feedback on enhancements.

What were your goals for this project?

The goal of the project was to identify areas of improvement, add tactical frameworks and models that are better suited at various points of the B2B sales cycle and enhance the overall impact.

How did you select Company Expert?

We interviewed 7 sales specialist consultants but when we spoke with Scott, it became apparent that he has both the strategic mindset, sales frameworks and tactical experience to help us build something powerful and so we made the excellent choice of working with Company Expert.

Describe the project in detail.

Playbook recalibration, recommendations, and enhancement insights.

What was the team composition?

Flat- one on one sessions.

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

Outstanding feedback on our challenge areas and need for full recalibration. Tactical insights on ways to improve the entire deliverable and fostering a new partnership collaboration for ongoing client work.

How effective was the workflow between your team and theirs?

Excellent communication, direct unfiltered feedback. Flexibility and mindfulness on where our organization is at and where we are looking to get to. Felt like a vested partner for our success vs typical consultant 2 dimensional process.

What did you find most impressive about this company?

Their ability to identify the core problems, navigate through our very different structure/workflow/process/methodology and distill areas needing to be redone. The level of superior partnership and collaboration was exemplary and the foundation for a new working partnership moving forward. High integrity and bottom line impact thinking--they talked directly to the issues instead of dancing around them.

Are there any areas for improvement?

No, this initial scope of work was fantastic and more importantly Scott showed me things i didn't know that i didn't know!

Introduce your business and what you do there.

I’m the CEO of Innovu, LLC. We are an organization that identifies fraud and abuse in the healthcare plans of employees. We use data analytics to help employers save money and most importantly, help their employees have better healthcare outcomes.

What challenge were you trying to address with Company Expert?

Fully staffing a marketing team would be incredibly expensive and cost-prohibitive. We needed someone who can do the full breadth and depth of the marketing work — to support our distribution force, and make sure our brand is out in the market.

What was the scope of their involvement?

Company Expert helped redesign our website, messaging, and a lot of our marketing materials. In terms of social media marketing, they help grow our presence on LinkedIn and other social media platforms. They also connect our marketing efforts to our distribution efforts.

Sean operates as our CMO (Chief Marketing Officer) so he’s really embedded in our organization weekly.

What is the team composition?

Sean (Managing Partner) runs the point for the entire project candidly. All the work gets done through a variety of people who we don’t even interact with. I don’t exactly know how the work gets executed—all I know is that it gets done without the heavy lifting of my organization.

How did you come to work with Company Expert?

I met Sean at a Fortune 100 company that I used to work for. At the time, he was working as a consultant for a much bigger team. When I became the CEO of Innovu, he contacted me and told me about his new business model. 

How much have you invested with them?

We’ve invested somewhere between $100,000–$250,000.

What is the status of this engagement?

Our ongoing partnership started in December 2019.

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

We’ve doubled our annual recurring revenue since working with Company Expert. Our partnership has resulted in very specific marketing activities like exposure and hits on our website. They’ve also given us the ability to increase prospects and proposal sales in our distribution fields — the return on investment has just been incredibly positive.

They gave our social media accounts like LinkedIn a much higher profile online. We’ve gained the ability to share the intellectual capital and success stories, as a size-based firm trying to change the industry. Without Company Expert, we couldn’t have made the progress we had in the last year.

Sean brings a lot of flexibility and agility that you can never get from a larger consulting firm. His new business model is extremely affordable and they’ve been really good at working within our budget — they have just been an invaluable partner to our organization.

How did Company Expert perform from a project management standpoint?

I communicate with Sean at least once a week.

What did you find most impressive about them?

They’re incredibly generous, but when they dive into a specific component in marketing, they bring an appropriate level of expertise. I don’t think you can underestimate them—they’re just really good people to work with.

Are there any areas they could improve?

I honestly can’t come up with anything. They have far exceeded my expectations.

Do you have any advice for potential customers?

My advice is to be clear on what you want and what you’re trying to accomplish. Know what your important metrics are and if you’re prepared, they will always deliver.

Please describe your company and your position there.

I am a principal architect for a mid-size architecture firm that specializes in commercial, health, and science projects.

For what projects/services did your company hire Company Expert?

Marketing assessment, rebrand/brand refresh, marketing strategy, development of website requirements, and business development strategies.

What were your goals for this project?

Achieve clarity and alignment among partners to better position our firm to scale our practice over the coming decade.

How did you select Company Expert?

We posted a RFP via an online website, and we selected Company expert based on their methodical approach.

Describe the scope of their work in detail.

The scope of work has included a deep dive into our firm's marketing habits, client personas, internal processes, goals, etc., in order to more clearly articulate our brand and develop a strategy to hone our strengths and shore up our weaknesses.

What was the team composition?

Team composition has included firm principals in collaboration with Company Expert team members.

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

The project is ongoing, but so far the results have been thorough, clear, and achieved quickly. All partners have been receptive to and aligned with results of the efforts made.

How effective was the workflow between your team and theirs?

Workflow has been via online collaboration with regularly scheduled video conferences and emailed correspondence. This has worked pretty smoothly throughout the process, and I don't feel anything significant to be lacking in the approach.

What did you find most impressive about this company?

The thoroughness and commitment to their process have been very helpful to keep the project moving forward while achieving alignment between the firm principals.

Are there any areas for improvement?

Could use a stronger design component to their services.