Lata Forum Digital Engagement

BACKGROUND

Please describe your company and position.

I am a department director for Pacific Capital Wealth Advisors Inc.

Describe what your company does in a single sentence.

Wealth Management

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Lata Forum Digital Engagement to accomplish?

• Company Website

SOLUTION

How did you find Lata Forum Digital Engagement?

Referral

Why did you select Lata Forum Digital Engagement over others?

Referred to me

How many teammates from Lata Forum Digital Engagement were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

 Latam Forum built a new website for Pacific Capital, focusing on a sleek, user-friendly design, seamless functionality, and strong performance.

Planning & Strategy – Defined goals, target audience, and key features to align with Pacific Capital’s brand and business needs.
Design & UX/UI – Created a modern, responsive design with intuitive navigation, clear messaging, and strong brand identity.
Development – Built a fast, secure, and SEO-optimized website using a scalable framework with a CMS for easy content updates.
Key Features & Integrations – Added investor resources, contact forms, financial data sections, and seamless integrations with CRM, analytics, and email marketing tools.
Testing & Deployment – Ensured full functionality across devices, optimized performance, and launched the site on a secure hosting platform.
Training & Support – Provided guidance on managing content, troubleshooting, and maintaining the site for long-term success.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Successful Website Launch – A fully functional, responsive, and modern website designed to enhance user experience and engagement.

Improved User Experience & Accessibility – Intuitive navigation, faster load times, and mobile-friendly design, ensuring seamless access across all devices.

Enhanced Functionality & Performance – Secure, high-speed website with optimized performance, reducing downtime and improving overall efficiency.

SEO & Search Visibility Boost – Improved rankings on search engines, leading to increased organic traffic and better online presence.

Streamlined Content Management – A user-friendly CMS allowing Pacific Capital’s team to easily update content, reducing reliance on external developers.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Fast Response – The team was highly responsive, addressing requests and inquiries promptly.

Professional Execution – They managed the project with expertise, ensuring each phase was completed efficiently.

Open to Feedback – They welcomed input, making necessary adjustments to align with Pacific Capital’s vision.

On-Time Delivery – All key deliverables were completed within the agreed timeline, ensuring a successful and timely website launch.

What was your primary form of communication with Lata Forum Digital Engagement?

• Virtual Meeting
• Email or Messaging App

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

Latam Forum stood out for their fast response, professionalism, and adaptability. They efficiently managed the project, welcomed feedback, and delivered everything on time, ensuring a smooth and successful website launch.

Are there any areas for improvement or something Lata Forum Digital Engagement could have done differently?

No

BACKGROUND

Please describe your company and position.

I am the Physician & Owner, of Healing Touch Direct Primary Care, PLLC

Describe what your company does in a single sentence.

Healing Touch Direct Primary Care (HTDPC) is a place where the emphasis of care is based on the belief in treating the whole person, not just symptoms. By working directly with the patient, instead of other 3rd parties, excellent, high quality convenient care is offered directly to patients at an affordable price. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Lata Forum Digital Engagement to accomplish?

Help set up a CRM to improve/increase engagement with new and current members.

SOLUTION

How did you find Lata Forum Digital Engagement?

aware of work from other project.

Why did you select Lata Forum Digital Engagement over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Lata Forum Digital Engagement were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

Set up CRM for my medical practice that involved creating email programs for new patient consultations, invitation to a free then paid seminar, and monthly newsletter. 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Measurable outcomes for this project was completing within the timeline, follow up during set up, and meeting afterwards to ensure all links and programming was functional.  

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The project was completed prior to the deadline. All questions via email or phone were answered promptly, clearly and effectively with kindness.  

What was your primary form of communication with Lata Forum Digital Engagement?

• Virtual Meeting
• Email or Messaging App

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

I found the company's range of services, responsiveness, and passion most impressive and unique. 

Are there any areas for improvement or something Lata Forum Digital Engagement could have done differently?

I have no answer for this, as the Lata Forum Digital Engagement group did an exceptional job. 

BACKGROUND

Please describe your company and position.

I am the Creative Content Director of Rise Leadership

Describe what your company does in a single sentence.

It is an instructor-led course for homebuilders and contractors, focusing on leadership.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Lata Forum Digital Engagement to accomplish?

• Produce a podcast for the company

SOLUTION

How did you find Lata Forum Digital Engagement?

• Referral
• Other

Why did you select Lata Forum Digital Engagement over others?

Referred to me

How many teammates from Lata Forum Digital Engagement were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

1. Full-Service Production and Management: We handle all aspects of podcast production, including guest booking, recording, editing, and promotion, allowing you to dedicate your time to what you do best - leading and inspiring.
2. Production Management and Team Training: We manage the production process, train your team on podcast production and promotion, and provide ongoing support.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We have podcasts published and scheduled to premiere, as well as a team capable of continuing production going forward.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Lata Forum was very quick to respond, and was always prompt with delivery and resources.

What was your primary form of communication with Lata Forum Digital Engagement?

Virtual Meeting

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

I found the enthusiasm for my project to be more than necessary and in some cases very helpful in reinforcing my values.

Are there any areas for improvement or something Lata Forum Digital Engagement could have done differently?

I can't think of anything that would need immediate improvement.

BACKGROUND

Please describe your company and position.

I am the Co-Founder of Living Well Marriage Ministry

Describe what your company does in a single sentence.

Provided faith based marriage enrichment advice, tips experiences and resources for married and engaged couples.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Lata Forum Digital Engagement to accomplish?

• Design and develop a website for an upcoming Marriage Summit
• SEO Service

SOLUTION

How did you find Lata Forum Digital Engagement?

a previous experience with one of the founders

Why did you select Lata Forum Digital Engagement over others?

• Pricing fit our budget
• Good value for cost
• positive experience with one of the founders

How many teammates from Lata Forum Digital Engagement were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Design a custom event landing page and an 'About Us' page

Develop and execute an SEO strategy for our site

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Measurable outcomes were completion of the scope of work

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Yes, very timely and very quick to respons to requests or questions.

What was your primary form of communication with Lata Forum Digital Engagement?

• Virtual Meeting
• Email or Messaging App

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

I was most impressed by how quickly they were able to execute what I requested, how well they executed and the clarity of their communication about what I could expect.

Are there any areas for improvement or something Lata Forum Digital Engagement could have done differently?

There is nothing that comes to mind.

BACKGROUND

Please describe your company and position.

I am the CXO of an online education company 

Describe what your company does in a single sentence.

We develop online digital courses for our customers. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Lata Forum Digital Engagement to accomplish?

• Figure out a monetization strategy

SOLUTION

How did you find Lata Forum Digital Engagement?

Online Search

Why did you select Lata Forum Digital Engagement over others?

High ratings

How many teammates from Lata Forum Digital Engagement were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Hugo and the team were very professional. We needed support establishing content monetization strategies for customers and they had all of the answers and the data to prove it. That was a big fan of the process he described that we were able to implement right away

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

We were able to deploy our content monetization strategy and calculate an roi within the first few weeks based off of the sales we were getting

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Very professional project management team and keen on detail

What was your primary form of communication with Lata Forum Digital Engagement?

Virtual Meeting

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

The collaborative approach was very nice and that they were open to hearing us out instead of just pitching the solution

Are there any areas for improvement or something Lata Forum Digital Engagement could have done differently?

Hugo was a bit too sensitive about the timeline but that's just a personal preference other than that he was very professional and polished. 

BACKGROUND

Please describe your company and position.

I am the Executive Assistant to Chad Willardson of ELEVATED

Describe what your company does in a single sentence.

We coach and empower growth focused entrepreneurs to elevate their inner circle, lifestyle, and success.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Lata Forum Digital Engagement to accomplish?

• Create an engaging website
• Create a learning management system for our members

SOLUTION

How did you find Lata Forum Digital Engagement?

Referral

Why did you select Lata Forum Digital Engagement over others?

• High ratings
• Close to my geographic location
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Lata Forum Digital Engagement were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

• Since partnering with Lata Forum, we have noticed a remarkable boost in website visits and the successful implementation of various outside programs. 
• Their ability to understand our needs and deliver tailored solutions has been invaluable. 
• They are exceptional at website design aand have completed 3 for us since we signed up with them.
• They are very knowledgable on SEO.
• They are creating a learning mangement software that will elevate our members portal for the coming year. 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• Our websites are easily navigated.
• The team understood our vision and brought it to life. 
• Hugo is a master of SEO.
• We are being found on searches more often. 
• They are building our learning management system which is coming together beautifully and will enhance our users experience. 

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Lata Forum excels in maintaining timely and effective communication. They are always on top of every detail, ensuring that projects run smoothly and efficiently. This level of dedication has not only benefited us but also our other clients, who have seen significant improvements in their ventures thanks to Lata Forum's expertise.

What was your primary form of communication with Lata Forum Digital Engagement?

• Virtual Meeting
• Email or Messaging App

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

Crystal and Hugo are truly a dream team. Their combined skills and dedication make them an unbeatable duo. We feel blessed to have found this company and to work with such talented individuals who are committed to helping us.

Are there any areas for improvement or something Lata Forum Digital Engagement could have done differently?

No. They are on top of everything and always reaching out to make sure we are good and if we need any additional help.