Names that resonate. Brands that last.
Heirloom is a brand strategy and identity firm. We’re working with entrepreneurs and business leaders to create names and identities that resonate, strategies that work, and brands that last.

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60 29th StreetSan Francisco, CA 94110United States
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Hewlett Packard Enterprise, Flex (Flextronics), Meta, John Deere, J.D. Power, GE, Corelight (security), Alongside (HR tech), Marketo, Pinterest, EMyth, Varian, Early Warning, Splunk, Vyond, Lineate, Environments (Portland), George P. Johnson, Walmart

Lineate brand name and visual identity
After a decade of success, Ben Engber's company hit a rather unusual snag: A newer, bigger, consumer-facing brand was using the same name. Thumbtack—the online service that matches customers with local professionals—wasn’t competing with Ben’s custom software development company, Thumbtack Technology. But the name was starting to cause problems.
Ben and his team decided to the best solution was to rename Thumbtack Technology. Heirloom explored over 1,000 name ideas that conveyed ideas like extracting answers, connecting dots, and simplifying. The new name is "Lineate," suggesting delineating—outlining and clarifying (also a real word meaning "marked with lines"). Based on the new name and the company’s strategy, we then created a full visual identity system, including logo, typography, color palette, iconography, and imagery style.
In a blog post announcing the name, Ben wrote "We feel that Lineate is both more descriptive and more distinctive." Elizabeth Gallagher, CRO of Lineate, wrote "Thanks for the wonderful work. … I am so over the moon and happy with what you've provided. … We are all very happy with our new brand and … get a great response from customers old and new on the name and ID work you did for us."

Alongside brand name
Heirloom helped Qimple find a new, unique name that speaks to what the company stands for: Alongside.
Yves Boudreau's HR technology company was on a hot streak: the Canada-based startup had just attended 500 Startups, a prestigious incubator in San Francisco. But while the company was receiving rave reviews from investors and users alike, its name was not. Problems with "Qimple" ("quick" and "simple") included mispronunciations, misspellings, and a failure to convey what the company truly stood for. In Yves' words, it "was holding us back."
Based on Qimple's brand essence of together—bringing the right people together to do their best work—Heirloom generated hundreds of name ideas, including metaphors, abstract ideas, and coined words. Through a series of naming presentations and feedback from the entire company, we arrived at the name "Alongside." A simple, real word, it stands out in part because the majority of real-word brand names are nouns, verbs, or adjectives, whereas "alongside" is a preposition.
Paired with an internally developed visual identity and website, the new name launched six weeks after the name was chosen. Yves describes the name as "our commitment to working with employers and job seekers, so they can connect in a meaningful way and do amazing things together." And Emily Brennan, Marketing Manager at Alongside, had this to say about working with Heirloom:
"Working with Rob and his team at Heirloom was incredible. We were struggling big time to find a name that reflected who we are as a company. Heirloom came in to save the day with a sophisticated, professional approach to naming which completely exceeded our expectations. … [Rob] went above and beyond and made it his mission to help us better identify ourselves. I'd recommend Heirloom to anyone looking for naming support."

Environments brand strategy and visual identity
Heirloom evolved the Environments brand with a new brand strategy and visual identity.
For 30 years, Environments has been the exclusive dealer of Knoll furniture in Portland, Oregon. Because Knoll has an incredibly strong brand in the workplace furniture space, Environments had historically taken a backseat from a brand standpoint. But changes in leadership and an increasingly competitive market led Environments to seek a better definition of its value to customers, including how it relates to—and differs from—the Knoll brand.
Heirloom created a refined brand strategy, visual identity, and messaging for Environments. Through primary and secondary research, we pinpointed the brand’s opportunity to differentiate by speaking intelligently and passionately to higher order benefits of workplace design. This led to a brand strategy rooted in passion for design, attention to detail, and a core idea of "creating spaces to create change."
Based on the brand strategy, Heirloom then crafted an entirely new visual identity for Environments, starting with a wordmark designed to mirror the bold simplicity of Knoll’s logo. Pairing the visuals with crisp messaging, we then brought the brand identity to life across a new website. For customers, leadership, and employees old and new, the work has helped clarify what the brand stands for and what makes it valuable.
"Thank you so much. I truly feel inspired each and every time you present. I am really excited about the direction things are moving. Thank you for being amazing at what you do." – Gina Zarahie, Chief Operating Officer, Environments

Corelight brand name
Working with a team of strategists and designers, Heirloom helped rebrand Broala by giving it a new name: Corelight.
As the new CEO of Broala, a network analysis and information security company, Greg Bell saw an opportunity to shift his company's brand strategy and identity to better resonate with customers and investors. He also recognized the importance, however, of maintaining a strong relationship with the open-source community behind Bro, the software project upon which Broala’s product—and name—were based.
As part of a team led by Covalence Solutions, Heirloom created a new name for Broala. Caren Williams, an independent brand and marketing strategist, led discovery and brand platform work to arrive at a new positioning idea and tagline for Broala: illuminate your network. Based on Caren’s work, we developed the name "Corelight" to suggest a light at the core of customers' networks. By illuminating customers' networks, Corelight enhances visibility, understanding, and security.
Tamara Crawford, a freelance creative director, designed a visual identity driven by white, negative space punctuated by a glowing green "C" surrounding the new brand name. Combined with simple, sans-serif fonts and sparse messaging, the new identity is sophisticated and refreshing. Shortly after rebranding, Corelight secured a $9.2 million round of investment—its first ever outside funding. Six months later, Gartner listed them as a "Vendor to Watch" in their 2018 Magic Quadrant for Intrusion Detection and Prevention Systems.

Ontra company name
After working in big law and finance, the founders of InCloudCounsel set out to create solutions that would free companies of the constraints of high-volume legal work. Founded in 2014, the company's technology and services help customers automate the management of routine legal documents and processes.
Due to potential misperceptions of both "cloud" and "counsel," InCloudCounsel's leadership decided to find a name that better fit the company’s expertise, personality, and future business. In partnership with HUb Strategy & Communications, Heirloom developed the name "Ontra," a truncation of "c ontra ct." While nearly 1,000 names were created in total, "Ontra" was one of the first ideas presented—the client team was excited by the nod to contracts, the fact that "on" subtly suggests technology, and the opportunity to describe themselves as "at the heart of your contracts."
Ontra's rebrand coincided with the announcement of a $200 million Series B round of funding. A post on the company blog describes the name as representing "our mission to make contracts more efficient and to free businesses and lawyers to focus on impactful, engaging work." On Brand New, which provides reviews and opinions on brand identity work, the new name was one of the top 10 name changes of 2021 based on an analysis of the site's trademark "Great," "Fine," or "Bad" polls.

EMyth brand strategy, messaging, and voice
If you're an entrepreneur or enjoy business books, you’ve probably heard of The E-Myth, the classic, bestselling book that taught small business owners how to stop working in their businesses and start working on them. A decade before the book came the company: EMyth, founded in 1977 "to transform small business worldwide, one business owner at a time."
With new leadership, a fresh vision, and plans for a revamped coaching program, EMyth needed a brand strategy, messaging, and look and feel to match. Based on quantitative research and dozens of interviews with coaches, clients, and prospects, Heirloom devised a brand strategy centered on EMyth's unique ability to both inform and inspire business owners—a strategy summed up in the statement, "Lift your business. Love your life."
Based on a comprehensive brand platform, Heirloom then revised the company’s brand voice and messaging, working with in-house writers to develop straightforward writing tactics, on-brand vocabulary, and a coherent set of messaging themes to capture coaching clients' needs and the company’s true value.
In the words of Jane Peart, brand strategist at EMyth, "The strategy they built touches and strengthens every area of our business. … Sales have grown, and the brand’s image is much more closely aligned with its available services. Heirloom is knowledgeable and humble, and they keep projects on track with clear milestones. They provide authentic results within a positive collaboration."

BrightInsight brand name and visual identity
In 2017, Flex—the 25-billion-dollar electronics manufacturer formerly known as Flextronics—was preparing to launch a digital health platform. Customers would use the "medical-grade" platform to build, scale, and maintain connected medical devices. Destined to become the leading global regulated digital health platform for biopharma and medtech, the platform needed a brand identity.
Flex sought a name that spoke to intelligent, actionable insights and positive health outcomes. From 975 ideas Heirloom generated during the naming process, "BrightInsight" was selected for its ability to convey intelligence, positivity, and insightfulness. We then designed the "Arrow" visual identity, further imbuing the platform with a sense of action and acceleration while giving it the sophistication required to compete in the technology and healthcare spaces.
Launched in March of 2018, BrightInsight has since spun off from Flex, successfully raised Series A and B financing, and won numerous awards including Google Cloud's Partner of the Year for Healthcare & Life Sciences, Frost & Sullivan's 2020 Global Entrepreneurial Company of the Year, and LinkedIn's Top Startups 2020. Today, the platform and the company continue to help customers like AstraZeneca and Roche accelerate health innovation and improve treatments for patients.
Reviews
the project
Branding Workshops for Global Brand Experience Company
“No other agency can do branding better than Heirloom.”
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 global chief creative officer for Spiro, a global brand experience agency.
What challenge were you trying to address with Heirloom?
We wanted to evolve our agency and transform it into a new entity. Our team needed help doing that, so we engaged Heirloom. For context, we were formerly called GES. A lot of people had been with us for a long time, so it was difficult for us to decide on what the firm’s new name and market position should be. We brought in Heirloom to guide us as we figured out these things.
What was the scope of their involvement?
Heirloom did a month-long discovery process, where they interviewed stakeholders and held a series of workshops. Everybody in our company had an opinion about what the new entity should be. As a result, the Heirloom team had to bring us all together and find a common thread throughout our entire agency.
They brought key decision-makers and stakeholders together and challenged them to think about the process in a different way. To be clear, Heirloom didn’t come up with a name for us; they helped us get a new name. We internally created the name for ourselves, and they guided the strategic framework we used to get there.
At present, we still work with Heirloom and have recently officially launched the new agency.
What is the team composition?
We work with Rob (Principal) and a strategic consultant. The strategist has helped us frame out all conversations within the workshops.
How did you come to work with Heirloom?
I met Heirloom through my previous company, where we used them to define our firm’s positioning. They also helped us through a series of workshops back then. I loved that they were inclusive and patient. That was the atmosphere that we needed in Spiro, so I recommended bringing them in to help us.
Meanwhile, we also interviewed four different agencies that provide similar services. At the end of the day, we decided that Heirloom and Rob had a real ability to bring everybody together while being strategic and patient. They could also do it within our expedited timeline. As a result, we hired them.
How much have you invested with them?
We’ve invested around $100,000.
What is the status of this engagement?
We started working together in October 2021, and the engagement is ongoing.
What evidence can you share that demonstrates the impact of the engagement?
We’ve launched our new entity and website, and we’re trending on social media channels. Overall, it’s exciting to finally launch, and I’m truly grateful to have them as a partner that guides us through the process — we couldn’t have asked for a better one.
How did Heirloom perform from a project management standpoint?
For our workshops, we’ve used Miro boards as repositories of our ideas. To communicate, we send plenty of emails and use Teams for group chats. We’ve also been on Zoom calls almost every day.
What did you find most impressive about them?
The Heirloom resources are patient and can bring people together. They’re our guiding light, and they’ve dealt with our needs in such a short timeframe.
For context, some agencies said no to our six-week timeline, while others said they could do it in 10 weeks instead of six. By contrast, Heirloom simply said they could do it, and they’d need everyone’s participation — these were the words that my boss and I wanted to hear.
Are there any areas they could improve?
No, there aren’t any. No other agency can do branding better than Heirloom.
Do you have any advice for potential customers?
If your business is in a transformational stage and you need a partner to guide the process, you should pick Heirloom as your agency.
the project
Branding & Advertising for Multinational Technology Company
"Heirloom will come from a brand perspective with their expertise on the table."
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 run marketing for a division of a multinational technology company.
What challenge were you trying to address with Heirloom?
They helped us with brand strategy, which included positioning, naming, and messaging. They focused on brand consulting, messaging, and marketing services.
What was the scope of their involvement?
Heirloom has conducted primary research and interviews across team members, looking at competitive audits and analysis, and evaluating secondary market information. Then, they’ve come up with informed opinions for our positioning, which eventually leads to building out a narrative and messaging strategy by audience. In summary, the materials they create as a result of brand efforts become the foundational elements of our advertising and marketing.
They’ve also helped us with naming and brand nomenclature efforts, including figuring out how we should portfolio brands and organize them.
What is the team composition?
Three people are involved. We have two consultants, and Rob (Principal) is our main point of contact.
How did you come to work with Heirloom?
Over the years, they’ve shown a high understanding of how brand strategy is conducted for technical brands. Rob has worked at many different companies, and Heirloom is one of the top brand firms in the world. Along with his intellect and point of view, they bring a lot of value to the table.
What is the status of this engagement?
We started working with them in January 2021, and it’s an ongoing partnership.
What evidence can you share that demonstrates the impact of the engagement?
Their work is setting the foundation for our brand efforts, which are represented across our marketing materials.
How did Heirloom perform from a project management standpoint?
They’re on point. At the level we’re operating, they had to be malleable and work around our schedules. However, Heirloom always delivers on time.
For communication, we use whatever it’s needed to get the work done, including Google Docs, email, chats, and text messages.
What did you find most impressive about them?
They stand out for their understanding of their subject matter and expertise, as well as their timely delivery.
Are there any areas they could improve?
No, they have all the specific skills that we need.
Do you have any advice for potential customers?
Don’t get in their way. They’re good at what they do, and they have a solid point of view. You need to come with an objective stance around what will succeed from a company perspective, but Heirloom will come from a brand perspective with their expertise on the table.
the project
Logo Dev, Naming & Brand Identity Svcs for Mfg Company
"I’ve been completely satisfied with Heirloom’s services."
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 work for a global company that is worth $23 billion. It’s a design and manufacturing and supply chain company with over 100 sites in over 30 countries. I’m the VP of corporate marketing and my responsibilities involve everything from brand strategy and management to content marketing, sales enablement, digital social events, customer briefing centers, and so on.
What challenge were you trying to address with Heirloom?
I brought on Heirloom because we had a business that was growing within our organization around digital health. That business was becoming an important aspect of our businesses and we needed to start to build its presence and kickstart the entire go-to-market (GTM) strategy.
What was the scope of their involvement?
The team helps in building the business image for that brand because we knew at some point that we were looking at it to become a separate company. It was an organic business that was built within the company, so Heirloom came in to help with identifying and creating a logo, and brand identity system.
The brand identity system includes the color palette, tonality, typography, and all other things associated with the system. Then, the team made sure that the changes that have been planned are integrated into a web property and all of the creative assets that are associated with it.
They weren’t responsible for the exact GTM strategy or the website development, but they’ve been responsible for developing a portfolio of names. They come up with unique and interesting industry names to help us build businesses. Whether it’s internal naming or business naming for entities, I always get them involved. If there’s a logo associated with the work, I also bring them along for that as well.
What is the team composition?
We only work with Rob (Principal) and he pulls in the people behind the scenes. He’s my main point of contact.
How did you come to work with Heirloom?
Heirloom was recommended by a colleague of mine a number of years ago. Rob was recommended and then Heirloom associated with that. When I talked to Rob, I looked at his previous portfolio, and then I decided to bring him on to work on an initial project. Since then, I’ve continued to work with them.
What is the status of this engagement?
We started working together in January 2018, and it’s been a very successful partnership for a couple of years now.
What evidence can you share that demonstrates the impact of the engagement?
Heirloom does very well because they really put together a very solid brief and understanding of business requirements. They’re extremely cost-effective and that’s the advantage of going with a boutique type of company to have this type of work done rather than by a large agency. Large agencies love to do that work, but they come at a premium price.
Meanwhile, the value that we get from Heirloom is that they offer personalized customer value-added services at fraction of the cost, but not a fraction of the quality. They also have a can-do attitude and they want to do the best they can possibly do. They also do things quickly.
From a naming perspective, naming can be very difficult and subjective. They really do well in coming up with a set of names and they’ve made things easy for us. I also base their performance on the number of revisions we do. With Heirloom, we’ve easily moved things along and that means that they’ve always understood what we needed and get things right away.
How did Heirloom perform from a project management standpoint?
They have a structured and deliberate project management process, but it’s not rigid. They’re also flexible and agile in terms of meeting our business needs. If we feel like we need to go off internally and pause a little bit and revisit things for whatever reason, they’ve been very open to that too. Heirloom has been very supportive all throughout. On both sides, we’ve had a successful relationship and have met deadlines that we needed.
What did you find most impressive about them?
Their customer-focused approach and boutique-feel impress us. We have a very good partnership where I don’t feel like things are overly bureaucratic. Heirloom feels like a neighborhood shop that we can go to and trust. We have a win-win relationship.
Are there any areas they could improve?
I don’t think I have a comment on that because I’ve been completely satisfied with Heirloom’s services. If Rob was not the main point of contact, I would question how the company could make things work. However, since Rob is at the helm, I trust Rob and I trust that he has a system behind to make things work.
the project
Branding & Naming for Cloud Tech Startup
“He did it in a professional way that was respectful of people’s thoughts but challenged them at the same time.”
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.
At the time, I was the VP of marketing or CMO for a Series-B-funded startup in the cloud tech space. We were a $25 million–$30 million-per-year company still in its early stages.
What challenge were you trying to address with Heirloom?
We were examining the opportunity to rebrand the entire company. What the company had been called in the beginning was good for how the product first hit the market. As it and the market evolved, the name became too limiting.
The idea was to elevate the brand and have the company name be more than the product name, in order to have the company be something that has more than one product.
It’s pretty common for a startup to have just one product and for the company name and product name to be essentially the same. We were becoming a poly product portfolio so I needed to work with someone to help from a brand architecture and research perspective.
What was the scope of their involvement?
We went to Heirloom to ideate on different names. In addition to ideating on ones that we could actually use, they also did the research to see if the names were available.
Rob (Founder & Principal) interviewed different stakeholders in order to get the voice of the company from them and use that for the name search. He mainly worked on the name search and clearance.
What is the team composition?
Rob had a set of people helping him behind the scenes, which he’d known before starting his own agency.
How did you come to work with Heirloom?
We were looking for local people in the San Francisco Bay area so we could have face-to-face interviews. I went shopping for all of the usual companies —the big brand names in San Francisco that cost a ton of money.
I got a recommendation from the person who was doing our graphics. He’d worked with Rob on another project. The person who helped us from a messaging and positioning perspective also knew Rob and had worked with him on rebranding for a large company.
How much have you invested with them?
We spent in the area of $40,000, distributed across a couple of people. We worked with them on a time and materials basis, and they were reasonably priced. Rob allowed us to pay the other people involved behind his letterhead, so to speak. We just paid him for the project, even though we worked with other people in the path.
What is the status of this engagement?
We started working with Heirloom around January 2017, and the project ran for 5–6 weeks.
What evidence can you share that demonstrates the impact of the engagement?
It turned out that my company didn’t use the name. We prepared to rebrand but while we never went through the actual change, the name we created was awesome. Later on, after I left the company, it was used in a lot of discussions around fundraising and acquisitions.
It really did help tell our story. It was intended to get anyone hearing it to think much bigger than what the original name implied, and it worked.
I left in 2018 but in keeping up with the company, I see that a lot of people are giving them great feedback on the name. The name still exists, and they’ll hopefully use it one of these days.
How did Heirloom perform from a project management standpoint?
Rob excelled in terms of communication. We don’t expect that with smaller agencies, but I was delighted at how awesome that part was.
What made Rob special was his bedside manner, so to speak. Everyone had their own opinion in those meetings, between founders, CEOs, and VPs of sales. He was great at people management — facilitating those discussions and presenting the recommendations when we got back together. This was one thing that he did better than everyone else in those situations.
What did you find most impressive about them?
Rob’s ability to draw out words from executives and board members through interviews that got those individuals to expand their own views on what the company brand should be. I’m a marketer, so I have those thought exercises all the time but that’s not how most people think.
Oftentimes, something new is something they don’t like or if they like something, it’s the only thing they like. Rob was great at taking people through a discussion exercise to get them to internalize some of these ideas more and to like them.
There comes a time in his business when he has to motivate stakeholders to accept the work that’s been done and to sell it to them. He did it in a professional way that was respectful of people’s thoughts but challenged them at the same time. It’s a careful dance to do that amongst people with egos, especially board members.
Are there any areas they could improve?
In the end, while it was awesome work, it was other company dynamics that led to us not using the name. Everything we did with Heirloom was great. I’ve done two prior company rebrandings, both with bigger agencies, and those didn’t run as smoothly as this one.
Heirloom was very willing to allow us to decide how we wanted to put things together versus forcing new graphics and messaging on us. I would’ve loved to see the name reach the light of day but it never did.
Do you have any advice for future clients of theirs?
Even though some of the things that Heirloom will ask the client to do sound pretty simple, it’s amazing how many people are unwilling to even participate in the exercise in the right frame of mind. My advice would be to take advantage of the opportunity for Rob to use his methods to present the case to other execs and urge them to have an open mind. What’s interesting is that oftentimes we’ll get into one of these exercises and people will say that it’s not worth it and abandon it.
In order to get the most value out of Heirloom, the board members and executives in your company should be conditioned to have an open mind. Rob did a great job, and everyone was delighted with how the exercise was rolled out. Usually, when working with these vendors, people are on their phones and can’t wait to get out of the room. As long as people keep an open mind and engage with Heirloom, they’ll get the most value out of what Rob does.
the project
Rebranding, Web Dev & Design for Furniture Company
"They were also really approachable in the sense that there’s nothing intimidating about working with them."
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 CEO of an organization that does consulting design and procurement for creative office furniture and workplace design.
What challenge were you trying to address with Heirloom?
We wanted a more updated website that shows what we do and demonstrate some of our work.
What was the scope of their involvement?
Heirloom did a full overhaul of our website. They did market interviews with architectural and design firms to get an understanding outside of our lens and see how people view our organization and their experience working with us.
A lot of the upfront work was researching with architects, designers, and our past and current clients. After which, they worked with some of the employees here.
It was a full sweep rebranding and packaging that included the creation of a new logo and new website.
What is the team composition?
There were two people who worked on the project, Rob (Owner) and Mark (Creative Director).
How did you come to work with Heirloom?
We had a marketing adviser at our organization that knew and hired them. She and a couple of the key people here were really the ones who drove the relationship and output of the work, so that’s how they were selected.
How much have you invested with them?
I believe the cost was around $40,000–$60,000.
What is the status of this engagement?
We worked with them from around January–October 2016. July 2016 was when we started to roll the work out and the completion of the work was in October 2016.
What evidence can you share that demonstrates the impact of the engagement?
For myself, the work I do to represent our brand in the marketplace was minimized as the website better demonstrated the work that we do comprehensively. Working with them was very impactful in terms of how we might be able to create metrics around the actual business opportunities or advancements that came from the project.
How did Heirloom perform from a project management standpoint?
They did a great job. Our meetings would be lengthy and there would be typically multiple takeaways and things that needed to be followed up on. In terms of communication, the output, and the follow-through, they were always really great.
What did you find most impressive about them?
What stood out the most was their creative approach. They were also really approachable in the sense that there’s nothing intimidating about working with them. They were collaborative and very thoughtful in the work they did.
It had been overwhelming because we were doing our day job and trying to tackle all of this on the side, so they did a great job being patient.
Are there any areas they could improve?
I don’t think there’s anything to improve. For that period and what we needed at that time, they were great.
Do you have any advice for potential customers?
I would suggest that there should be a dedicated person or team managing the work. There’s a lot that goes into the work that we did with them and if we didn’t have a marketing director or team in place, it would have taken anyone down. Make sure that you establish a team that’s going to work in partnership with Heirloom.
the project
Branding Research for K-8 School
"They got to know our culture and what we were trying to accomplish."
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 co-chair of the board of St. Paul’s Episcopal School, but back when we were working with Heirloom I headed up our marketing task force.
What challenge were you trying to address with Heirloom?
We were examining our branding and wanted to look at messaging differently to the outside world. Heirloom was brought on to help us assess whether or not we should rebrand.
What was the scope of their involvement?
The process entailed stating our hypothesis upfront. We had three or four proposals and we interviewed our trustees and other thought leaders and donors within our community to get their feedback. Heirloom helped us create the survey, administer it through our community, and interpret the results, which fed into the branding recommendation. The recommendation was not to move forward with our proposed brand change, and they helped us make that decision.
The report they put together was very professional and intuitive. Also, it was well supported. They offered 5–6 core recommendations, and they weren’t presented as if they were telling us what we should do based on their experience. Rather, they provided evidence based on the surveys they did for us.
How did you come to work with Heirloom?
One of the individuals on our marketing task force was a volunteer and was knowledgeable about branding. She recommended Heirloom to us.
How much have you invested with them?
We spent $10,000. Rob (Principal, Heirloom) helped us out because we were a nonprofit.
What is the status of this engagement?
We worked together from June 2018 until January 2019.
What evidence can you share that demonstrates the impact of the engagement?
Success was defined by coming to a “go” or “no-go” decision because this had been lingering in our community for many years.
How did Heirloom perform from a project management standpoint?
They did a wonderful job. When we pushed back on some things because of our knowledge of the community’s culture, they were humble about accepting our feedback and didn’t let it get in the way of the endgame we were trying to get to. I’ve had instances with other vendors and contractors where that could create bad feelings.
What did you find most impressive about them?
My day job is the head of marketing for a company in the technology sector, so I work with a lot of consultants, and a lot of them come in with their process that they take from gig to gig. This stops them from being as flexible and creative as possible. Heirloom really listened and was able to shift their process to fit our needs. They got to know our culture and what we were trying to accomplish and created a tailored process to fit our needs.
Are there any areas they could improve?
I’d be hard-pressed to think of anything.
Do you have any advice for potential customers?
Spend the time up front to help their team understand your culture and what it is you’re trying to accomplish. For our community in particular — we’re a 40-year-old institution so there are a lot of ingrained, sentimental feelings about our school’s branding, so we had to tread carefully. If we hadn’t put the time in upfront, it might have influenced the outcome of the survey.
the project
Branding for Insurance Technology Company
"Always upfront, their team proposed timelines and always stuck to them."
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 founder of an insurance technology company. I manage engineers and designers to build applications and address issues our customers might have.
What challenge were you trying to address with Heirloom?
We brought in Heirloom to help us with our branding strategy and help with our messaging.
What was the scope of their involvement?
We previously had a logo and a name we came up with by ourselves with no professional help. Heirloom helped with redefining our identity in the form of a new logo and name format that assists us with our messaging. Also, they helped with color selection and content services like writing our defining message.
As part of this process, they walked us through a process of defining our key tenants — what defines us as a company. From there we came up with ideas to propagate these tenants to our users and have our mission statement be as visible externally as it was internally. Bridging these two helped our company have a clear identity.
What is the team composition?
Two people on their team worked for us.
How did you come to work with Heirloom?
We did very thorough research, asking designer friends for recommendations. We talked to 6–7 firms before landing on Heirloom.
What is the status of this engagement?
We worked together from January–May 2017.
What evidence can you share that demonstrates the impact of the engagement?
We weren’t live yet when we rebranded the company. We couldn’t overtly see improvements because of this. However, we did some customer studies and it was very clear that the new messaging resonated more with the people we wanted to target.
How did Heirloom perform from a project management standpoint?
They were great at that. Always upfront, their team proposed timelines and always stuck to them. They were always honest too; if we said we wanted something quicker they walked us through what we would have to cut to save time.
What did you find most impressive about them?
Most companies I spoke to would have me talk to someone senior initially and experienced and then assign me to a junior staffer. When I spoke with Heirloom, I had their personal assurance that the senior executives themselves would work on my project, and then they did what they promised.
Are there any areas they could improve?
I was pretty satisfied with their work. I can't think of anything right now that I would say they could have done differently.
Do you have any advice for potential customers?
Have as many in-person meetings as possible. We gained lots of value from brainstorming sessions with them in the office.
the project
Branding for Automotive Dealer Association
“What really blew me away was their deep brand knowledge and business acumen.”
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 former senior director of marketing for the National Automobile Dealers Association (NADA).
What challenge were you trying to address with Heirloom?
At the time, our company was bought by a private equity group and the goal was to integrate us with a different organization they owned. The goal was to migrate NADA’s used car guide seamlessly into the portfolio over the course of five years. We had several internal brands to deal with and had to work with outside companies that were being acquired, too. We needed a brand transition plan so we brought Heirloom in.
What was the scope of their involvement?
Heirloom created a brand transition strategy for us, providing guidance on when and how to transition our brand to merge with the larger, more well-known company. They did this using B2B research on customers and consumers, conducting surveys and consumer focus groups, too. They conducted several internal and external interviews and delivered a quantitative study. They also created a brand platform for the new Data & Analytics division in alignment with the new brand.
What is the team composition?
My main contact was Rob (Principal, Heirloom) and four people worked with us.
How did you come to work with Heirloom?
We sent out an RFP to several companies and brought seven in for interviews. Heirloom ended up being our choice because they had the B2B and consumer experience. We’d ask teams to give us a playback, and by far, Heirloom understood our needs the best.
How much have you invested with them?
We spent $165,000.
What is the status of this engagement?
We worked together from November 2015–April 2016.
What evidence can you share that demonstrates the impact of the engagement?
They delivered an execution strategy and, to my knowledge, the company is still fully operating according to the plan Heirloom delivered. Our company was so impressed with the work they were brought on for additional projects to move the brand forward.
How did Heirloom perform from a project management standpoint?
They were fantastic as far as meeting our budget, which is the first time a company has done that for us. Even when little things popped up outside of the RFP, they didn’t charge us more. They were a great group to work for. We mostly used email and conference calls to communicate, but they used Basecamp internally.
What did you find most impressive about them?
Their speed and ability to be quick and nimble was great. They were really committed to producing the right solution for us. What really blew me away was their deep brand knowledge and business acumen. They truly understood what solution would work for our needs, and it wasn’t cookie-cutter. I’d use them a million times again—for a small boutique company to deliver that level of understanding was impressive.
Are there any areas they could improve?
It’s not something to improve but I wish they were bigger so we could have given them bigger jobs. They refused to bite off more than they could chew, which was great, but I wish there were more people on their team.
Do you have any advice for potential customers?
The more information you can give them the better. We over-communicated in our RFP and it was a blessing, so let them know what’s going on and let them sift through it. They’ll come up with fantastic solutions.
the project
Branding for Event Marketing Agency
"They delivered two big elements for me, which were transparency and predictability."
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 VP of client development for Impact XM, a global event marketing agency. Formerly, when I worked with Heirloom, I worked at the George P. Johnson company, which specializes in event and brand marketing.
What challenge were you trying to address with Heirloom?
We hired Heirloom to help us develop our brand positioning and strategy.
What was the scope of their involvement?
They began by doing internal and external research around our history, internal stakeholders, and different departments to better understand our business. They looked at the competitive environment, too, which rolled into developing a brand positioning. From there, they created a go-to-market brand strategy with all of the various elements specific to our company.
What is the team composition?
Rob (Principal & Founder, Heirloom) and two other people supported us, including a researcher.
How did you come to work with Heirloom?
I knew Rob from a previous employer, so we included him in our RFP. Heirloom won out of 3–4 other competitors.
How much have you invested with them?
Our budget was around $125,000.
What is the status of this engagement?
We worked together in 2015, and the project took about nine months.
What evidence can you share that demonstrates the impact of the engagement?
We tracked how to see how internal stakeholders bought-in and adopted the new brand positioning, as well as how the external marketplace accepted our brand. We were very happy with the project and overall results.
How did Heirloom perform from a project management standpoint?
They were great—very efficient and communicative. They delivered two big elements for me, which were transparency and predictability.
What did you find most impressive about them?
They really understood our business and were the best fit for our needs. Since we service both B2C and B2B, that understanding was important.
Are there any areas they could improve?
There’s nothing that comes to mind.
Do you have any advice for potential customers?
Let them do their job. In this space, internal stakeholders try to control things too much, which can get in the way of Rob’s work. They brought a lot of value to the process since they were outside experts. Listen to their advice.
the project
Brand Strategy Partnership for Market Research Firm
"Working with them felt like a true partnership between a client and an agency—they were very collaborative."
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 VP of client marketing solutions at JD Power.
What challenge were you trying to address with Heirloom?
The company had lost focus of who we are and what we stand for. We hired Heirloom to reposition our company within a rapidly changing marketplace in light of what we were facing from a competitive standpoint.
What was the scope of their involvement?
They worked closely with us to identify our brand proposition. To start, we began with a brand audit, looking at how we present ourselves to our clients and consumers. We looked at all the manifestations of the brand through those various touchpoints.
From there, they did a deep dive into the brand to uncover our current values and find out how we wanted to position ourselves in the future. They created a forward-looking statement that we could aspire to grow into.
Together, they helped us uncover brand pillars, brand DNA, and created a manifesto about who we are that we can use to articulate to our customers.
What is the team composition?
They provided a relatively small team, each person specializing in a certain aspect of the project to bring everything to fruition. There were a few focused on branding, design and other areas of expertise who all worked together.
How did you come to work with Heirloom?
I found Heirloom through word of mouth, which is how a lot of situations come together. We met with a few other companies in the marketplace, but we determined Heirloom had a great outlook and process to accomplish our goals.
How much have you invested with them?
We spent around $200,000 or more on their services.
What is the status of this engagement?
We worked together from December 2015–March 2019.
What evidence can you share that demonstrates the impact of the engagement?
We definitely saw an impact from their work in two distinct ways. First, we now have a cohesive way of articulating who we are as a company, which has been a rallying cry within our organization. Secondly, our clients have a new, fresh perspective on what we stand for. The work they produced for us not only allows us to focus but also be flexible and grow within the dynamic market for years to come.
How did Heirloom perform from a project management standpoint?
We used a set of timelines and milestones throughout the project to make sure we hit all the key objectives and deliverables.
What did you find most impressive about them?
Working with them felt like a true partnership between a client and an agency—they were very collaborative. They were just a team of great people. Though they were strategic and thoughtful, we were also able to connect with them on a human level, which makes such a big difference in business.
Are there any areas they could improve?
There’s nothing I can think of for them to improve.
Do you have any advice for potential customers?
Be forthcoming with all your information that they request. Be honest about any issues your company is facing. Transparency is key so they can meet those challenges head-on.
The company has launched their new branding and name, and they’ve trended on social media channels. The client is grateful for Heirloom’s contribution to their launch. They praise the team’s ability to bring people together and guide the entire process while also meeting timeline requirements.