Keeping You Tech Savvy
eGuide believes in helping small business with a technology-minded approach. We work with our clients to create efficiencies in their business using either their current technology systems or introducing and onboarding a new system into the fold.
We are a support system for anything digital including Web development and design, CRM and ERP systems, sales and proposal software, or cloud-based operating suites like Microsoft 365 and G suite.
We combine analysis and creative problem solving to present solutions that impact the business and avoid taking a one-size-fits-all approach.
Focus
Portfolio
Truth Be Told | IT Support
How eGuide streamlined mailbox management, file management, collaboration, and reduced cost by implementing a market-leading solution and best practices development.
Overview:
Email management, file storage, and collaboration are essential activities for every organization and can become time-consuming and have a severe impact on productivity, employee, and constituent experience. With our continued partnership with Truth Be Told, we have been able to advise, advocate, and help maintain a clear understanding of systems and their impact on the organization.
Approach:
Analyze Current Systems:
Originally, Truth Be Told was utilizing an unreliable white labeled email service provided by a third-party provider and storing files both on DropBox and local devices. Users trying to access files simultaneously and multiple versions of the same file were impacting productivity and employee experience. In addition to collaboration,, sharing files with board members, volunteers and facilitators required many additional steps and made it difficult for all interest groups to access files.
By combining our observations with employee feedback from the client we were able to determine the key performance indicators that the new systems would need to address:
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Reliable email communication.
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File Sharing
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Collaboration
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Integrations between platforms
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Cost-effectiveness
Develop a Migration and Implementation Plan:
Leveraging our technical expertise and learnings from previous implementations, eGuide was able to identify Google Suite for Nonprofits as the ideal solution for Truth Be Told. Google Suite offered the reliability, flexibility, and security of a cloud solution while being cost-effective by leveraging the nonprofit special pricing model.
eGuide developed a comprehensive implementation plan that covered file clean up, migration, and deployment of Google services such as Drive, Docs, Sheets, Slides, and Gmail. Providing the client with a clear understanding of how the new solutions would address previous challenges, a detailed timeline, and constant updates along the process allowed us to conduct a full migration in approximately 2 weeks with minimal disruption to the team’s work routine.
User Training and Best Practices:
Completing a platform tour and being able to draw parallels between the old and new systems was very important in helping users understand how the systems worked and established how efficiencies could be created by drawing on the collaborative capabilities of G Suite.
Most of Truth Be Told users were already familiar with Google Apps for consumers, making this a natural adoption and quick transition.
Conclusion:
After 2 months since Truth Be Told has been completely working with their technology tools, they have been able to see a tremendous improvement in the reliability of their email communications, the ease of collaborating with teammates, volunteers, and board members. On the financial side, the organization went from paying for multiple different platforms to taking advantage of the free Google Suite for nonprofits program. And on the technical side, we have seen a drastic reduction in the number of incoming support tickets related to email service issues and file storage.
Proposal Design | Truffleberry Market
Overview
When Truffleberry Market merged with Paramount Events, they adopted the same systems Paramount already had in place. eGuide took this as an opportunity to streamline their proposal process with Proposify. By creating easy-to-use, aesthetically pleasing templates and organizing menu sections in the content gallery we were able to create a more efficient proposal process.
Design
With Truffleberry Market being known for their attention to detail and ability to produce highly customized events, we wanted their proposals to be able to showcase that range while also providing the necessities of the proposal in an organized, straight-forward fashion. The goal here was to show rather than tell. Events, especially Truffleberry’s, are a highly visual experience and their proposals should be no different.
Content Galleries
The saved content galleries of specific offerings such as, passed hors d'oeuvres, plated dinners, and dessert stations, allowed the sales team to drop in overall menu pieces and then customizer from there, rather than rewriting entire menus with each new proposal that came through. With such a focus on the high customization of events, these content galleries allowed the sales team to focus on the individuality and small details.
Website Design | West Town Chamber of Commerce
How eGuide redesigned and streamlined West Town Chamber of Commerce’s 10 sites into two user friendly, thoughtfully designed sites.
Overview
West Town Chamber of Commerce had a custom coded string of sites that hadn’t been redone in nearly a decade. With the West Town neighborhood of Chicago gaining popularity among locals and tourists alike, the Chamber decided they needed their network of sites to be more streamlined and user friendly.
Approach:
After having multiple meetings with the entire chamber staff to compile their wishlist of what a new site would have to not only be easy for users to navigate but also to streamline operations for staff on membership applications, community requests, and more.
Instead of having all information for the Chamber of Commerce, Special Service Area, Street Festivals, and more live on individual sites, eGuide and WTCC made the decision to compile all of the information into two sites, one Chamber member facing site, and one community member/tourism centered site. All of the street festival information was downsized to fit into one page per festival on the current site and the Chamber information, Special Service Area information, master plan, and other loose sites were broken into their own sections on the current site.
Donor Management Platforms | Surge Institute
How eGuide streamlined donor management by implementing a market-leading solution and focusing on user training.
Overview:
Fundraising and donor management are crucial to a non-profit organization’s success and can become time-consuming and challenging as the organization grows. Database management, information access control, and establishing best practices are essential to properly track individual giving, grants, and major gifts. With our continued partnership with The Surge Institute, we have been able to advise, advocate, and help maintain a clear understanding of fundraising efforts for the organization.
Approach
Analyze the Current Process
Through our 4 year partnership with The Surge Institute, we have seen the organization grow into 3 different cities, receive funding from major grants, and run successful annual individual giving fundraisers. With each expansion, the core staff for the organization has grown. Knowing where the organization was, where they are, and where they plan to go, has allowed us to ensure that we are advising and training new hires with the best practices for keeping their donor database clean.
Prior to eGuide’s involvement Surge implemented eTapestry, a donor management program built for lean non-profits. This all-in-one solution intended to make managing your organization easily has some traps that The Surge Institute fell prey to. eGuide was able to deep analyze how data was being entered, tracked, and reported. Following eTapestry best practices, we were able to isolate changes and updates that would allow for cleaner reporting, better engagement tracking with individual donors, and cleaner financials.
Standardization & Quality Checks
While eTapestry does have some limitations, the platform does allow for fairly robust customizable reporting through queries, but without proper training, users are left to name and save queries as they see fit. To kick off the project, eGuide worked in conjunction with Surge staff to ensure that there was logic, and best practices established for all custom reports both in Queries, DIY Forms, and Email Lists.
In a similar fashion, we took a keen eye on cleaning up donor information, to ensure that individuals, businesses, grant providers, fellows, and employees were inputted in a uniform fashion and tagged with the proper unique identifiers within the database.
Most importantly, we took a look at individual gifts, grants, and matching. Prior to our implementation, all grant disbursements were being tracked via external spreadsheets, and there were no parameters to major gifts or corporate matching. eGuide was able to synthesize the data and establish a best practice for utilizing eTapestry for this type of tracking moving forward.
Finally, we customized access levels based on roles or departments a very important step for a growing organization as it ensures teams have access to critical data for their everyday tasks while maintaining sensitive and confidential information safely.
Client Onboarding
eGuide puts efficiency at the core of what we do, and this translates into our on-boarding and training as well. For any new hire, and for re-training of existing staff, eGuide recorded an onboarding session that would be accessible by any staff at any time. This hands-on training approach allows users to refer back to information covered that is specific to the actual instance the organization uses.
Organizational change can be difficult, especially for a rapidly growing organization, and eGuide understands that sometimes re-training staff that may have been operating under improper assumptions takes twice as much time as training someone new from the ground up. For these users, we dedicate an additional 1:1 time to review and explain the why behind the newly implemented practices. We find that if users understand the reason behind the changes they are more likely to adapt to them.
In addition to video training and 1:1 training we also created a comprehensive Standard Operating Procedure (SOP) document to ensure that as the team grows, new members are receiving the necessary training documents that can be used to their preferred style of learning.
Conclusion:
The relationship between eGuide Tech Allies and Surge Institute is beyond just a technology consultant or an MSP. We are technology partners with a deep understanding of the organization processes, culture, and have the same passion for the organization’s mission as any other member of the team. This allows us to operate at the same capacity of an internal IT team whether it is providing technical assistance for everyday technical issues, vetting and implementing new platforms, developing IT budgets and technology roadmaps and most importantly helping our teammates at Surge Institute improve their relationship with technology to better fulfill their mission.
Reviews
the project
Web Design & Development for Residential Rental Property
"I'm absolutely thrilled with the website eGuide Tech Allies delivered."
the reviewer
the review
A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.
Introduce your business and what you do there.
I am the president of a company that rents out a residential property.
What challenge were you trying to address with eGuide Tech Allies?
When I started my business, I reached out to eGuide Tech Allies for web development assistance. My overall goal was to utilize the website as a stepping stone to move beyond third-party rental services.
What was the scope of their involvement?
eGuide Tech Allies developed my company's website in Wix. Per their team's request, I hired a photographer to take pictures of our rental property — eGuide Tech Allies added those photos to the site design. Their team linked the site to a third-party rental service to facilitate online book capabilities during the development process. They also helped me license my business with the city.
What is the team composition?
I worked with Andy (Content Marketing Manager) and Gregory (Owner).
How did you come to work with eGuide Tech Allies?
A friend of mine worked with eGuide Tech Allies and connected me to their salesperson. eGuide Tech Allies had a great reputation in the Chicago area, so I knew our partnership would be successful.
How much have you invested with them?
I invested around $500 with eGuide Tech Allies.
What is the status of this engagement?
My partnership with eGuide Tech Allies was from November 2021–March 2022.
What evidence can you share that demonstrates the impact of the engagement?
I'm absolutely thrilled with the website eGuide Tech Allies delivered. Since the website launched, I've received numerous bookings — the property is booked for the entire summer.
How did eGuide Tech Allies perform from a project management standpoint?
eGuide Tech Allies delivered on time, although I put the project on hold while I furnished the property. Their team was easy to work with and responded quickly to my requests. We didn't need to communicate often because eGuide Tech Allies was very efficient, but when we did, it was through text messages, email, and Zoom calls.
What did you find most impressive about them?
I'm not very tech-savvy, so eGuide Tech Allies led the entire project at my behest. They handled every step of the project and explained complicated jargon in ways that I could understand — I didn't have any questions about how to proceed with the site after they delivered the project.
Are there any areas they could improve?
I have nothing for eGuide Tech Allies to improve.
Do you have any advice for potential customers?
I'd advise customers to be honest about their technical prowess — eGuide Tech Allies will guide customers through the entire development process if they need assistance.
the project
Website Development for Restaurant Management Group
"The process was stress-free. The end result was exactly what I envisioned."
the reviewer
the review
The client submitted this review online.
Please describe your company and your position there.
I'm the owner of Burger Empire LLC. a Chicago based restaurant management group
For what projects/services did your company hire eGuide Tech Allies, and what were your goals?
Our website needed to be updated so we hired this team to design and develop our new site. By doing this our goal was to give us better company brand recognition and increase our web traffic.
How did you select this vendor and what were the deciding factors?
They came highly recommended by my bookkeeper, and once I communicated with them I knew instantly that they were the right team for the job.
Describe the scope of work in detail, including the project steps, key deliverables, and technologies used.
The process was stress-free. We had a kickoff discussion on my goals and they took it over from there. The end result was exactly what I envisioned.
How many people from the vendor's team worked with you, and what were their positions?
The project manager was my main point of contact.
Can you share any measurable outcomes of the project or general feedback about the deliverables?
We just launched the site but already our guests are loving the new look and feel of it.
Describe their project management style, including communication tools and timeliness.
Project manager was responsive and very professional throughout the entire progress.
What did you find most impressive or unique about this company?
The team was very competent
Are there any areas for improvement or something they could have done differently?
I don't see any areas of improvement.
the project
Web Dev & Design for Online Food Delivery Company
"Working with eGuide Tech Allies alone was already a rewarding experience."
the reviewer
the review
A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.
Introduce your business and what you do there.
I’m the owner of Shorty Tang and Sons, an online Chinese-American food delivery company.
What challenge were you trying to address with eGuide Tech Allies?
I needed their team to develop my website.
What was the scope of their involvement?
I engaged eGuide Tech Allies to handle the development of my online food ordering platform. They used my existing company logo as a design reference and built the development solutions using Wix, so I could still implement simple changes or updates on my own.
I needed the homepage to include a narration of the restaurant’s history and the services we uniquely offered, so eGuide Tech Allies devised the necessary design solutions to incorporate those. Additionally, I provided them with the cuisine-specific images needed to make my brand stand out.
What is the team composition?
My main point of contact was Greg (Chief Executive Intern), and I also worked with their web designer.
How did you come to work with eGuide Tech Allies?
I found them online while searching for potential agencies to onboard for this project — eGuide Tech Allies was one of the few providers who handled development via Wix.
How much have you invested with them?
I spent a little over $1,000.
What is the status of this engagement?
The project ran from August–September 2021.
What evidence can you share that demonstrates the impact of the engagement?
I haven’t launched the product yet, so there aren’t any quantitative metrics to share at this point. eGuide Tech Allies delivered the exact website I needed to kick start my business — that was the only success metric I had for their team. To add to that, I showed their work to my family and friends, and everyone was delighted with how they put everything together creatively.
How did eGuide Tech Allies perform from a project management standpoint?
We collaborated via email. eGuide Tech Allies met all my timelines diligently, and they were always prepared to bring productive ideas to the table.
What did you find most impressive about them?
Working with eGuide Tech Allies alone was already a rewarding experience — they were professional, communicative, and timeline-oriented throughout the process. Their team listened to my needs and delivered those with utmost accuracy.
Are there any areas they could improve?
I honestly couldn’t think of any constructive feedback for their work.
Do you have any advice for potential customers?
Be clear and honest in outlining your goals and provide them with the information they need in order to meet those.
the project
Squarespace Dev & Design for Food & Lifestyle Publication
"They were in-tune with my needs, responsive, and made sure I was satisfied."
the reviewer
the review
A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.
Introduce your business and what you do there.
I’m the owner of a lifestyle publication.
What challenge were you trying to address with eGuide Tech Allies?
I wanted to create a website for my interest in food.
What was the scope of their involvement?
They were essential in shaping, designing, and building the site. It started with a concept from me, but they helped grow and evolve the platform over time. In the beginning, we opted for a blog-style site that was meant for me to share my experiences with food. We used Squarespace to create the site.
They helped determine three major categories that my site would cover: gastronomy, travel, and wellness. In addition to setting up the site, they assisted me in finding my brand voice. I’m not a writer, so they did a few exercises with me to determine my authentic voice for the site.
What is the team composition?
I worked with Gregory (Owner) and Lauren (Project Manager).
How did you come to work with eGuide Tech Allies?
I attended a class, and they were presenting. Their presenter was great. I’m not a tech-savvy person and knew that I would need help from a team to build my site. I reached out to them to see if they could translate my ideas into a platform.
How much have you invested with them?
I spent about $900.
What is the status of this engagement?
The project spanned March–June 2020.
What evidence can you share that demonstrates the impact of the engagement?
The reception of the site was great. People admire it for its aesthetic appeal. Lauren understood my vision and personality, translating it brilliantly into an elevated website. I’m happy with my readership and performance on Google.
How did eGuide Tech Allies perform from a project management standpoint?
They’re very professional. Everything was on time and delivered in a professional manner. We used Excel to exchange information.
What did you find most impressive about them?
They were in-tune with my needs, responsive, and made sure I was satisfied. I was impressed with how easily they were able to guide me through the process and educate me on managing a Squarespace site. They were willing to teach to make sure that I would be able to update the site on my own moving forward.
Are there any areas they could improve?
It would be nice for them to provide some flexibility in their offering and pricing packages.
Do you have any advice for potential customers?
Be honest and transparent with your needs. If you’re being your authentic self, they can take the project forward in a professional manner.
the project
Website & Logo Design for Event Management Firm
"I'd absolutely recommend them to any of my small business/nonprofit colleagues any day."
the reviewer
the review
The client submitted this review online.
Please describe your company and your position there.
I am the founder and CEO of Scurry Street Meeting Management, a full-service event management and consulting firm. We work with corporate and association clients to design in-person and virtual event experiences that facilitate learning, influence behavior, and elevate brands.
For what projects/services did your company hire eGuide Tech Allies?
When I first started my company I created a logo and website just to have some sort of digital presence, but they were far from what I wanted them to be.
What were your goals for this project?
To completely redesign my logo and establish a "brand", and also redesign my website to create a professional, but approachable digital presence.
How did you select eGuide Tech Allies?
I met Gregory P. while we were both working on an outside project, and when I learned what all they could do for a small start-up like mine, I knew he was the guy to help me.
Describe the scope of their work in detail.
Gregory and his team worked with me to determine my "brand personality" and what I wanted my corporate identity to convey. They created a logo, a logo mark, a style guide, and completely redesigned my website from scratch.
What was the team composition?
I worked directly with Gregory for most of the project, with some assistance from Lauren R. on some of the technical details.
Can you share any outcomes from the project that demonstrate progress or success?
I now have a corporate identity and web presence I can be very proud of! They captured my "vibe" so well and I've received so many compliments on their work. One person even expressed that they thought my company was much larger than the one-woman shop it really is, based on how professional my website looks. I have recommended them to all of my small biz colleagues!
How effective was the workflow between your team and theirs?
Excellent! Gregory and his team are so responsive and helpful. Even well after the project was completed, he is always willing to answer questions or help me get through quick fixes. True customer-centric service.
What did you find most impressive about this company?
Gregory is one of the most informed and professional people I know when it comes to technology and small business needs. Plus, he's an excellent teacher and is so patient. He really takes the time to listen and understand and doesn't "geek-speak" you to death - he makes sure you are comfortable and understand everything that's going on. Plus, he's just an all-around super nice guy and a joy to work with.
Are there any areas for improvement?
I cannot think of one! I'd absolutely recommend them to any of my small business/nonprofit colleagues any day.
the project
Website Revamp for Nonprofit Organization
"We have gotten many compliments on the new site."
the reviewer
the review
The client submitted this review online.
Please describe your company and your position there.
The West Town Chicago Chamber of Commerce is a non-profit organization with over 200 small business members. The Chamber’s mission is to strengthen its business community so that West Town Chicago continues to be a destination for shopping, dining, professional services, nightlife, and culture.
For what projects/services did your company hire eGuide Tech Allies?
Our main website was very much outdated and we also had other individual websites for all of our special events/festivals. eGuide Tech totally revamped our main website and also organized it to house all of our events/festivals.
What were your goals for this project?
Our goals were to have everything done before our first "virtual festival" of 2020.
How did you select eGuide Tech Allies?
eGuide Tech Allies is local business, they were easy to communicate with, and they were able to work within our budget (we're a nonprofit) to get the project done on time and within our means.
Describe the project in detail.
The main purpose of the project was to overhaul the main West Town Chamber website and supplementary event pages. We had to decide between Wix and Wordpress, and per eGuide's recommendation, we went with Wix.
Once eGuide got the new site's up, they provided training to Chamber staff to learn how to operate the back-end of the site.
What was the team composition?
The Chamber initially met with the whole eGuide Team, but mainly worked with Lauren and she was great!
Can you share any outcomes from the project that demonstrate progress or success?
Our new website is up and running and Chamber staff feel like we have the tools to know how to keep it updated. We have gotten many compliments on the new site.
How effective was the workflow between your team and theirs?
It was effective having one main point of contact at eGuide and we will continue to work with Lauren (on retainer), incase anything pops up that we can't handle.
What did you find most impressive about this company?
I was impressed by eGuide's clear communication and quick turnaround. Redoing our websites was not as scary as I thought it might be, thanks to their help.
Are there any areas for improvement?
N/A
the project
Web Design for Online Pop-Up Store
"They truly want their customers to be happy with the experience."
the reviewer
the review
The client submitted this review online.
Please describe your company and your position there.
I founded GØØDZ, an online pop-up store featuring handmade products created by an international coalition of women. Goodz is partnered with The Pad Project, a not-for-profit that distributes menstrual products to girls, women, and other menstruators who otherwise could not afford them.
We sell products from all different artists around the world, each of whom has her own description and personal shopping page. The organization seeks to empower women through a two-pronged approach. It supports female artists in their creative and entrepreneurial endeavors, while also championing the fight against period poverty.
For what projects/services did your company hire eGuide Tech Allies?
I needed help with the backend of my website.
What were your goals for this project?
Setting up an efficient website that was scalable so that I could add new artists.
How did you select eGuide Tech Allies?
Friend recommendation
Describe the project in detail.
Once we started, eGuide helped me choose my branding colors/font/aesthetic and we created a mood board together. They then helped me build up the website and have supported me ever since with any tasks or questions.
What was the team composition?
I was initially working with the head manager and I was then passed on to a helper who was specialized in my aesthetic and style. She was extremely helpful and super responsive.
Can you share any outcomes from the project that demonstrate progress or success?
Within three months of launching, I have had 3, 774 visitors to the website and over 5,000 sales.
How effective was the workflow between your team and theirs?
Extremely effective!
What did you find most impressive about this company?
They were incredibly responsive and accommodating. They truly want their customers to be happy with the experience. They were very transparent about pricing and very reasonable. Loved working with them!
the project
Trello Set-Up & Training for Event Planning Company
"eGuide Tech Allies were so flexible to the company's needs, and took all of the really daunting work off the plate."
the reviewer
the review
The client submitted this review online.
Please describe your company and your position there.
Olive Fine Weddings & Events is an event planning company based in Chicago. I am the owner and lead planner.
For what projects/services did your company hire eGuide Tech Allies?
I hired Gregory to help me figure out the best CRM platform for my business. I'm often managing many clients at once and was feeling like I needed one place to manage workflows. He ended up recommending Trello and setting it up for me.
What were your goals for this project?
Find a product that could help me stay organized and on top of client deadlines.
How did you select eGuide Tech Allies?
Gregory's name was shared by a trusted fellow planner.
Describe the project in detail.
I met with Gregory in September 2019 to talk about one platform I had heard a lot about. He walked me through my process - from sales to booking to planning to execution - and took significant notes. He guided me through solidifying my process and ended up suggesting another product.
He then set it up for me based on existing documents I had. This was the most valuable part! Setting up a new product / software solution is so daunting. Not only do you need to learn how to use it, but you have to organize it to match you needs simultaneously. He took all of the guesswork out of the process and set it up and trained me on it.
What was the team composition?
Just me and Gregory.
Can you share any outcomes from the project that demonstrate progress or success?
I use the product he set up every. single. day.
How effective was the workflow between your team and theirs?
Incredibly effective! Gregory was responsive and incredibly knowledgeable. It was a straightforward enough project that we just worked on it over email and with a few in person meetings.
What did you find most impressive about this company?
eGuide Tech Allies were so flexible to the company's needs, and took all of the really daunting work off the plate.
Are there any areas for improvement?
Nothing! I enjoyed my experience immensely. So much so that I'm bringing Gregory back to train my staff.
the project
IT Management & Consulting for Leadership Nonprofit
"There’s never been a moment where I’ve felt like the team wasn’t listening to what we had to say."
the reviewer
the review
A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.
Introduce your business and what you do there.
I’m the COO of Surge Institute, a leadership education nonprofit. We do leadership development and acceleration for education leaders of color.
What challenge were you trying to address with eGuide Tech Allies?
We were looking for IT support.
What was the scope of their involvement?
eGuide is our outsourced IT support partner. They’ve helped us organize ourselves so that we can use better technology and tools to support our operation.
One of the first things they helped us do was to set up and organize our Google Drive. We’re a coast-to-coast organization, so it was important that we have a shared drive that met our needs. They helped us develop an organization and a taxonomy within that organization so that we could use the resources we’ve built over time.
The team also helped us identify which small business software would best help us manage our operation. They introduced us to a project management tool, and other tools like Zoom. eGuide also handles our hardware, so whenever we have any hardware issues, we can call them to help us troubleshoot and solve the problem.
What is the team composition?
We’ve worked with four different people. Our primary contact is Gregory (CEO), and as we scaled up, we’ve worked with a client liaison and two others.
How did you come to work with eGuide Tech Allies?
We found eGuide through our network and became acquainted with Gregory.
How much have you invested with them?
We’ve spent about $125,000.
What is the status of this engagement?
We’ve been working together since June 2017.
What evidence can you share that demonstrates the impact of the engagement?
eGuide is extremely trustworthy. We trust them to handle the things we’re not experts at. We trust them to help us solve things efficiently, cost-effectively, and appropriately for an organization with our mission and size.
Their work has had a great impact on our operations. The tools they’ve introduced have, with very little exception, quickly became the de facto way we work.
How did eGuide Tech Allies perform from a project management standpoint?
They’re really well trained and customer-service oriented. There hasn’t been a time where I’ve gone more than 24 hours without hearing back from them about a question, and the team always works to meet deadlines. We have a monthly call, where they do an annual report of the state of IT, which helps us a lot during budget development season.
They’re proactive in communication. There’s never been a moment where I’ve felt like the team wasn’t listening to what we had to say. We have a great relationship with them.
What did you find most impressive about them?
I talk about them as a partner constantly. When we’ve looked for other vendors in other areas, like accounting, eGuide has been the model of the relationship we’re looking for. It’s been a relief to have someone working with us rather than feeling like the partnership is another thing to keep track of.
Are there any areas they could improve?
The one thing they could improve on is their research skills. We’ve asked them to think about what we should do as we grow, and it’s the only thing I can think of where I wasn’t impressed with how they responded. They do everything else so well, though, that it in no way puts the relationship in jeopardy.
Do you have any advice for potential customers?
Be clear about what your goals are and invest in the relationship with eGuide.
the project
Consulting & Hiring Support for Event Planning Company
“I was busy running my business, and they made sure I considered the candidates that were the best fit for my company.”
the reviewer
the review
A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.
Introduce your business and what you do there.
We are a wedding planning company. I'm the owner and lead planner.
What challenge were you trying to address with eGuide Tech Allies?
I needed assistance to grow my business. I wanted to hire additional planners and expand as a company.
What was the scope of their involvement?
We first took a deep dive into my business. I wanted to work with people who aligned with my business model and had a similar mindset to me. They took time to get to know my methods and helped me through all the steps.
They helped me build the job description, gave recommendations on where to publish it, and guided me through the various applications I received. They gave recommendations for best practices in a phone interview, and they interviewed my top three candidates. I was busy running my business, and they made sure I considered the candidates that were the best fit for my company.
What is the team composition?
I work directly with one contact.
How did you come to work with eGuide Tech Allies?
I heard about them through other industry professionals. Based on positive referrals, they were easy to hire.
How much have you invested with them?
I've spent around $2,500-$3,000 on their services.
What is the status of this engagement?
I started the hiring process around January 2019. I've already hired one person, and I'm about to send an offer to a second person. Now that I’ve hired the individuals I need, I'll still work with eGuide Tech Allies on systems, processes, and training.
What evidence can you share that demonstrates the impact of the engagement?
I found the first hire on my own, but there was a definite difference in my second hiring process. eGuide Tech Allies wrote a very good job listing, which helped attract more qualified candidates. The second process was slower, but it was much more focused and, ultimately, more fruitful.
How did eGuide Tech Allies perform from a project management standpoint?
We don't use any special tools to manage the project, but they have introduced me to Trello. I used Google Sheets and Google Docs for training and procedural documents, but they're helping me transfer those documents and scripts into one easy location.
What did you find most impressive about them?
I really appreciate the time they took to get to know my business. They have a background in the event industry, which saved time. Their approach fit my needs, and their passion for small businesses helped me grow.
Are there any areas they could improve?
I can't think of anything they should improve. I've worked with other companies, but none of them did as well as eGuide Tech Allies did.
Do you have any advice for potential customers?
Know your needs at the beginning. I told them what I struggled with, which helped us focus on the project.
The client had an influx of bookings after the site launched — the property was booked through the entire summer. eGuide Tech Allies delivered on time and was easy to work with — they were efficient. Their team translated complicated jargon for the client, who didn't have a technical background.