Rebranding & Web Revamp for Business Retirement Provider
Featured Review- Branding Web Design Web Development
- $50,000 to $199,999
- Dec. 2023 - Apr. 2024
- Quality
- 5.0
- Schedule
- 5.0
- Cost
- 5.0
- Willing to Refer
- 5.0
"The quality of their work speaks for itself in the fact that we want to continue our partnership."
- Other industries
- San Francisco, California
- 51-200 Employees
- Phone Interview
- Verified
Dreamten conducted a major rebrand project for a business retirement provider, which included redesigning their website and migrating it from WordPress to Webflow. The team used Figma for the UI/UX design work.
The client saw a noticeable traffic increase after launch, exceeding Google Analytics' forecast, and received very positive feedback, helping them position themselves as a professional and experienced company. Dreamten kept the project on track and was communicative, helpful, and hardworking.
A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.
BACKGROUND
Introduce your business and what you do there.
I’m the head of marketing for Ubiquity Retirement & Savings, a small business retirement provider offering 401(k) plans for various industries.
OPPORTUNITY / CHALLENGE
What challenge were you trying to address with Dreamten?
We were undergoing a major rebrand, changing our look and feel, as well as the functionality and design of our website.
SOLUTION
What was the scope of their involvement?
We worked with Dreamten on this project and went through various stages. First, we had a strategy and feedback stage, during which we walked through the initial concepts and things that we gravitated toward, including colors and design elements. The process was very collaborative, as Dreamten really wanted to get our firsthand feedback on things. It took us various weeks of work and iterations to finalize key web pages and our new logo.
Throughout this process, the team brought their background knowledge to guide us on how a user would travel through our site and use its different elements. Thus, they made us think not only about the design but also about the site functionality, the backend development, and the flow of our lead funnel. As for the technology stack, Dreamten used Figma to create the new designs. We also switched our website platform from WordPress to Webflow.
What is the team composition?
Every week, Jason (Partner), Philip (Founder), and Abby (Senior Product Designer) joined our weekly calls. Moreover, Aleksandr (Senior Frontend Developer) was the teammate who did all the development work to build our new site, although I didn't talk directly with him.
How did you come to work with Dreamten?
I was referred to them by someone internally who had already vetted Dreamten. I really liked their portfolio, as it was clean, professional, and modern — the kind of work I was looking for. Moreover, they had some industry knowledge.
Jason is a former employee of an investment company, so I knew he already had insight into the retirement space, which would be valuable later on throughout the process. Philip was also a customer of a competitor of ours, so he would also be able to provide insight. Dreamten's industry knowledge, plus their own area expertise, was what helped solidify our partnership.
How much have you invested with them?
We spent around $150,000.
What is the status of this engagement?
We kicked off the project in late December 2023, and we went live in April 2024.
RESULTS & FEEDBACK
What evidence can you share that demonstrates the impact of the engagement?
Before this project took place, we were struggling with our website traffic after a recent update to Google's algorithm. As soon as we launched the new site, our traffic immediately picked back up. We saw several days of anomalies within our Google Analytics traffic as we exceeded the traffic forecast that Google had put out there. We continued to fine-tune some things across our site regarding the messaging, so it was like a 2.0 version of updates.
We've been around for 25 years, but our previous branding didn't really reflect that longevity or put us in a professional light. However, Dreamten's design quality and the thoroughness they put into each element they created for us set us apart. They helped us position ourselves in a better light within our space so that we came across as creditable professionals who had been around for years.
All in all, we had a great engagement and achieved a really positive reception of our brand. We ran a lot of social campaigns and got a lot of direct feedback from our followers, who told us that our brand looked great. They were happy to see that we had invested in that side of our business.
Once we went live with our new designs, one of our competitors was already trying to mimic some of the things we had rolled out within our new site. This situation indicated that we had done something right that people wanted to replicate.
Overall, I would definitely refer Dreamten to others. We're actually thinking of redoing the backend of our product and its UI, so we're already talking with their team about a potential next round of work with them. The quality of their work speaks for itself in the fact that we want to continue our partnership.
How did Dreamten perform from a project management standpoint?
Everything stayed within budget, and Dreamten met all the deadlines. Their team took feedback really well, they came back each week with different iterations based on the things we liked or didn't like. The process took a little more time than expected, although not on their side but ours, as we tried to articulate what we wanted and come to a final conclusion.
We actually had to push the website launch one week because we were struggling to get access to some domain information. Due to the migration from WordPress to Webflow, we were struggling to get some of our DNS information. Therefore, although the launch was delayed, it wasn't Dreamten's fault.
As for communication, we had two meetings every week. One meeting was about 30 minutes, and the other was one hour. The 30-minute call was with a smaller group within the marketing team, and a larger focus group joined the second, longer call.
We also set up a Slack channel with key people from our company and theirs who were part of the project, so we had direct access to them. Whenever we needed to hop on a quick call, we sent them a Slack message to set up a meeting. On top of that, Dreamten was always responsive via email.
Are there any employees from the service provider's team that you would like to give a shout-out to in this review?
I would like to give a shout-out to their entire team. Jason was the leader of this project, so he spearheaded our conversations every week, pulling presentations together and offering readily available Slack communication to answer questions. Philip also did those things, but Jason was the one who took the lead. Even since we went live, Jason has remained available to help us with additional materials or other things, offering ongoing support.
Still, the entire Dreamten team worked hard on this project. There were other teammates working behind the scenes that I didn't even know, but all of them deserve a lot of praise and appreciation.
What did you find most impressive about them?
We had a short runway for a really big project, so I was really impressed with the amount of effort the Dreamten team put in week after week to churn out new pages, new results, and new things to look at. The team was willing to take in our feedback and hear what we were saying, even when we were nitpicky or couldn't articulate ourselves. Then, they came back week after week with changes, improvements, and iterations.
Dreamten took feedback really well and made actionable changes immediately. I really liked that they listened to what we wanted. Even during the early strategy sessions, they asked us a lot of questions. They even interviewed our CEO and took a lot of notes to ensure that they fully understood our brand and where we were headed with this project. Dreamten's active listening and involvement really helped keep things on pace and get things to the next level.
Are there any areas they could improve?
There was nothing Dreamten could have improved on. It was such a positive experience that we want to work with them again. Any stalls we experienced were expected with any agency, so I don't blame them. Most of our challenges were regarding the logo, which is something very personal to a brand, so getting it right takes time.
Philip even told us that they went through hundreds of iterations before deciding on Dreamten's logo. During the logo creation process, our teammates were eager and frustrated, but it was never due to Dreamten's work but due to the fact that we didn't understand the full design process.
Still, Dreamten, being a company that has gone through these projects before, managed everything very well. Therefore, there wasn't something that they could have done differently to get things moving faster. They kept everything organized and on pace, and whenever they were waiting on us, they proactively worked on something else to try to keep moving things forward and meet the deadline.
Do you have any advice for future clients of theirs?
Choose your internal focus group wisely; it's very important. You can also have a diverse group of people who can weigh in but try not to include too many people because having many opinions can slow things down. Moreover, overshare with Dreamten to help them better understand what you're looking for so that they can get to the results faster.
RATINGS
-
Quality
5.0Service & Deliverables
-
Schedule
5.0On time / deadlines
-
Cost
5.0Value / within estimates
-
Willing to Refer
5.0NPS