Founded in 2004, Marketri is the full-service, one-stop marketing solution for B2B companies that want to stand out from competitors, dominate in target markets, and accelerate long-term growth.
We help growth-minded CEOs solve the marketing challenge.
The complexities of today’s B2B buying journey make marketing incredibly challenging for even the most seasoned business professionals. Marketri takes the marketing burden off your executive team’s shoulders so they can focus on what they do best, while we do the same.
Guided by Strategy
We are driven by a singular focus: Helping you achieve your business goals, through strategic marketing that becomes indispensable for accelerating your growth. We develop and execute strategic marketing plans that fully align with your business goals and priorities.
Powered by Technology
We are highly skilled in the ever-evolving, leading-edge technologies and tools that make your marketing repeatable, sustainable, and predictable—and we’re keeping pace with generative AI and its growing role in marketing and analytics. We leverage technologies proven to power up your lead generation—driving the right buyers to your revenue funnel, nurturing them throughout their journey, and converting a higher percentage to customers.
Fueled by Analytics
We understand the measures that matter most when it comes to driving sales qualified leads and opportunities—and we use advanced analytics and meaningful data to support our decisions about where and how to focus your marketing to improve those critical measures. We always seek to improve your results in the short and long term using data to test and optimize your marketing campaigns, drive better KPIs, and build a more robust pipeline.
$50,000+
$150 - $199 / hr
10 - 49
Philadelphia, PA
Founded 2004
2 Locations
Philadelphia , PA
Chicago , IL
Total Reviews
9
Average Referral Rating
4.9
/5
Most Common Project Size
$200,000 to $999,999
$XX,XXX – $XXX,XXX
Focus
No data have been added yet...
Highly Rated Similar Providers
Marketri Review Insights
Overall Review Rating
4.9
Quality
4.9
Schedule
4.8
Cost
4.6
Willing to Refer
4.9
Top Mentions
Review Highlights
Impressive Branding and Content Development
Clients valued Marketri's ability to develop and refine their branding and create compelling content. This included website updates, social media content, and marketing collateral, which significantly improved their digital presence.
Challenges with Sales Enablement
One client noted that Marketri's support for sales teams, particularly in areas like sales emails and nurturing leads, could be improved. Their strength was more at the top of the funnel rather than in sales enablement.
Proactive and Innovative Solutions
Clients appreciated Marketri's proactive approach and willingness to think outside the box. Their ability to provide innovative solutions and adapt to changing needs was seen as a significant advantage.
Cost-Effective Resource Management
Marketri's ability to manage resources effectively and provide cost-saving recommendations was highlighted. Their strategic approach to budgeting and resource allocation helped clients maximize their marketing spend.
Deep Industry Understanding
Marketri's ability to understand and align with clients' industries and specific needs was frequently mentioned. This understanding allowed them to create tailored strategies that resonated well with the target audience.
Integration with Client Teams
Marketri was noted for integrating seamlessly with client teams, often becoming an extension of their internal staff. This close collaboration helped ensure alignment on goals and facilitated smoother execution of marketing plans.
Strategic Marketing Services for Professional Accounting Services Provider
Digital StrategyMarket ResearchMarketing Strategy
Confidential
Apr. 2021 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"They're very responsive to all tasks and projects that we assign to them."
Mar 22, 2024
CTO & Partner, Professional Accounting Services Provider
Vince De Leon
Business services
San Francisco, California
1-10 Employees
Online Review
Verified
Marketri was hired by a professional accounting services provider for their strategic marketing services. The team is responsible for CRM implementation, website updating, and content curation to improve the client's digital presence.
Marketri’s efforts have been met with positive acclaim, as they're able to launch a fully functioning website and publish more content. The team is highly responsive from a workflow standpoint, and internal stakeholders are impressed with the service provider's client-centric approach.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the Chief Technology Officer & Partner of Scrubbed
Describe what your company does in a single sentence.
Scrubbed is a professional services firm offering accounting, bookkeeping, corporate finance, tax, and professional firm support services.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Marketri to accomplish?
Establish our internal Marketing Team with the right staff and function
Develop initiatives to increase brand awareness in the right network
Create a brand that reflects how we are as a company, as an employer, and as a service provider.
Become the strategic marketing partner for the company
SOLUTION
How did you find Marketri?
Online Search
Why did you select Marketri over others?
Great culture fit
Experience
How many teammates from Marketri were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
Marketri became the strategic marketing partner for Scrubbed, to guide us in forming our internal marketing team, connecting our strategic objectives with our branding, and overall brand and voice of the company. They helped with setting up our CRM, restacked our website, curated content for us, and generally improved the company's visibility in the market.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Our outcome were apparent - our team has been formalized, new website was launched which performed better than prior site, more contents were published, and action plans were aligning with strategies.
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Marketri sets up a weekly/biweekly meeting to update us on their projects and tasks. They're very responsive to all tasks and projects that we assign to them.
What was your primary form of communication with Marketri?
Virtual Meeting
What did you find most impressive or unique about this company?
Marketri truly and genuinely cares about their client's success.
Are there any areas for improvement or something Marketri could have done differently?
The most common improvement I hear from our clients is anticipating their changing needs. While I think this is not always a fair ask, this is something that Marketri can work on improving as well.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Digital Strategy & Content Marketing for Investigative Co
"They helped bring this strategy to fruition in a way we couldn't have done ourselves."
May 30, 2023
Executive, Investigative Services
Anonymous
Other Industry
Phoenix, Arizona
11-50 Employees
Online Review
Verified
Marketri provided digital marketing services for an investigative company. Marketri was responsible for creating and implementing the brand's messaging and content and social media marketing strategy.
Marketri’s efforts helped the client increase their website traffic, online visibility, and leads. Marketri understood the client's marketing needs and created a strategy that fit their company. The team was communicative and delivered work on time, helping the client stay on track with the plan.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am executive of an other industries company
Describe what your company does in a single sentence.
Provides investigative services to business and legal professionals.
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Marketri to accomplish?
Develop a marketing action plan
Increase brand awareness and strengthen brand positioning
Assist in targeting ideal clients and retaining existing clients
SOLUTION
How did you find Marketri?
Online Search
Why did you select Marketri over others?
Great culture fit
Skills and Knowledge
How many teammates from Marketri were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
Conduct due diligence and develop brand messaging.
Create and implement content for gated pieces.
Create and implement social media strategy.
Onboard to CRM, including email marketing and sales arms.
Train sales team members and provide supporting sales documents, including creation of sales process.
Create location specific marketing pieces, updated collateral.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
Increase website traffic
Increased visibility on social media
Development of new leads
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Marketri was always timely and communicative. They delivered items on-time and helped us stay on task with moving the marketing plan.
What was your primary form of communication with Marketri?
Virtual Meeting
What did you find most impressive or unique about this company?
Most impressed by their knowledge, reliability and strategic abilities. Marketri demonstrated that they understood our brand, vision, and marketing needs and created a strategy that truly fit who we are as a company. They helped bring this strategy to fruition in a way we couldn't have done ourselves.
Are there any areas for improvement or something Marketri could have done differently?
No
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Marketing Strategy for HR Software Company
Advertising
$200,000 to $999,999
Feb. 2021 - June 2022
5.0
Quality
5.0
Schedule
5.0
Cost
4.5
Willing to Refer
5.0
“The team really took on our marketing challenges as their own and put in more hours than we paid them for.”
Jun 16, 2022
Co-Founder & CEO, Verb Inc.
Suzi Sosa
Software
Austin, Texas
11-50 Employees
Phone Interview
Verified
Marketri acted as an HR software company's outsourced marketing department. They developed a strategic plan encompassing messaging, lead generation, copywriting, and social media management, among other items.
Marketri set the foundation for a solid marketing strategy and helped the client implement useful platforms. The team had effective communication through stand-up meetings that helped with goal alignment. Moreover, they were resourceful, adaptable, and integrated well with the client’s team.
A Clutch analyst personally interviewed this
client over the phone. Below is an edited
transcript.
BACKGROUND
Introduce your business and what you do there.
I’m the founder and CEO of an HR software company. We provide online leadership training for employees.
OPPORTUNITY / CHALLENGE
What challenge were you trying to address with Marketri?
We needed to outsource our marketing department.
SOLUTION
What was the scope of their involvement?
Marketri acted as our outsourced marketing team. They developed a new marketing strategic plan and implemented it. This included messaging, lead generation, sales enablement, branding, copywriting, website updates, and social media management. They also helped us with content and thought leadership.
A lot of the work they did was foundational. They set up our strategy, system, and tools like HubSpot and 6sense, which is an account-based marketing platform. They also helped us define our ideal customer profile, create personas, and build our core messaging around our major products.
Additionally, Marketri helped us with the hiring process of a senior content manager; they conducted interviews for the position. At one point, they also took over management for our sales development representatives focused on outbound sales.
What is the team composition?
We worked with about six people from Marketri. I worked directly with Debra (Founder & President), who acted as our fractional CFO. We also worked with the director of marketing and a number of technical specialists, including a copywriter, a marketing technology specialist, a project manager, and other folks who came in on specialized projects.
How did you come to work with Marketri?
We found them through a mutual friend who had worked with Marketri.
How much have you invested with them?
We spent about $300,000.
What is the status of this engagement?
We worked with them from February 2021–June 2022.
RESULTS & FEEDBACK
What evidence can you share that demonstrates the impact of the engagement?
Marketri helped us set up the foundations of our marketing strategy and our understanding of it so that we could implement it and continue to build on it going forward. For example, we didn’t have HubSpot or 6sense before working with them. The team helped us not only purchase both platforms but also set them up and integrate them into our system.
How did Marketri perform from a project management standpoint?
We had frequent communication through biweekly stand-ups; they participated in our leadership stand-up and organized their own meeting. As a result, we had alignment on our goals. We communicated via Slack in between meetings, and they were integrated into our workspace. Additionally, Debra and I had a weekly one-on-one meeting.
What did you find most impressive about them?
Marketri became an extension of our team. Debra participated in our quarterly strategic planning sessions and had objectives and key results like any other leader in our company. The team really took on our marketing challenges as their own and put in more hours than we paid them for. I never felt like they were just consultants; they were deeply ingrained in our team.
They were also extremely resourceful, adaptable, and highly experimental. They tried different things to figure out what would work for us. Since we’re a startup, things moved quickly and changed a lot for us, and Marketri was comfortable supporting us through all those twists and turns.
Are there any areas they could improve?
Their only weakness was their lack of experience working closely with sales teams. They were not able to provide as much support as we would have liked on sales emails, sales copywriting, or nurturing leads at the bottom of the funnel. Their strength was more at the top of the funnel than in sales enablement.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
4.5
Value / within estimates
Willing to Refer
5.0
NPS
Digital Marketing & Lead Gen for Packaging Manufacturer
AdvertisingDigital StrategySocial Media Marketing
$200,000 to $999,999
Nov. 2015 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
4.0
Willing to Refer
5.0
“They’ve been highly professional and personable.”
Oct 20, 2021
VP of Sales & Marketing, Fres-co System USA Inc
Terry Baker
Transportation
Telford, Pennsylvania
201-500 Employees
Phone Interview
Verified
Marketri provides digital marketing and lead generation services for a packaging equipment manufacturer. The team also creates content, monitors leads, and helps in the development of the company’s website.
The company has seen significant growth in the number of leads they generate. They’ve acquired over 500 new leads in the past 12 months, thanks to Marketri’s help. The team has also been instrumental in helping the business understand the value of digital marketing efforts for the firm’s success.
A Clutch analyst personally interviewed this
client over the phone. Below is an edited
transcript.
BACKGROUND
Introduce your business and what you do there.
I’m the VP of sales and marketing at Fres-co System USA, a privately owned manufacturer of flexible packaging equipment and materials for the food and beverage industry. We also develop non-food, industrial-type applications.
OPPORTUNITY / CHALLENGE
What challenge were you trying to address with Marketri?
Five years ago, we didn’t have a marketing person at the company. We were the leader in our core market but didn’t have much in the way of marketing. As we started to grow into new markets, we clearly needed to boost our brand awareness and capabilities to market our position better. As a result, we hired Marketri.
SOLUTION
What was the scope of their involvement?
Marketri started with an analysis of our business and created a marketing plan for our food and beverage segment, which was one of the markets where we wanted to grow. They came up with a thorough plan in terms of our goals and the support we needed. It also included a company-wide SWOT analysis. As time went on, we continued working with them in terms of our annual budget and goals. More recently, we moved into lead generation campaigns while tracking market-qualified leads (MQLs) and sales-qualified leads (SQLs). They also tracked inquiries from our website.
So far, Marketri has been involved in many of our digital campaigns, content creation efforts, and lead-tracking activities. We’ve done Google and LinkedIn ads on top of social media campaigns for Facebook and Instagram. They’ve also helped us create written content with photographs from various events and trade shows. Moreover, they’ve been directly involved with the development of our website. The team has brought in a professional who works with everyone at the company to create content for each of our web pages on top of its layout and architecture.
What is the team composition?
Our primary contact is Debbie (President & Owner). She’s also brought other people into our account as we’ve progressed in the relationship. We also work with a project manager.
How did you come to work with Marketri?
I was researching various consultants and marketing companies to better understand what we needed. I came across Debbie, and they sent us white papers that were highly educational. Her company was phenomenal, so we started outsourcing our marketing efforts to Marketri.
How much have you invested with them?
Fres-co has made significant financial and resource investments with Marketri.
What is the status of this engagement?
We started working with Marketri in November 2015, and we have an ongoing partnership.
RESULTS & FEEDBACK
What evidence can you share that demonstrates the impact of the engagement?
Looking back over the past 12 months, we’ve had 572 new leads, 83 MQLs, 400 SQLs. During the year prior to that, we had 65 leads, 19 MQLs, and 413 SQLs. Simply put, we’ve seen a significant increase in our leads. The partnership has been exciting as we start seeing ROI in our marketing efforts.
Moreover, Marketri has helped us educate our executive team and organization overall on the value of marketing and especially how digital marketing is transforming traditional marketing strategies for B2B companies. They’ve also helped us commit to our marketing budget. We’re still trying to build a database to measure any growth in our revenue, but we’re certainly moving in the right direction.
How did Marketri perform from a project management standpoint?
Marketri has done an excellent job in terms of project management. The team keeps a strict timeline for every activity and task, updating them on a weekly basis. In other words, they’re highly proficient in this area. If we ever get off track, it's usually because of our inability to provide what they need in a timely manner.
To communicate, we have a weekly call where we review all of our projects. They’ve also recently onboarded us in their Tableau dashboard to help us measure and optimize our progress.
What did you find most impressive about them?
Debbie’s knowledge, leadership, and commitment to us differentiate Marketri from other companies. On top of that, they’ve been highly professional and personable while understanding who we are as a company and what we’re trying to accomplish. Overall, they’ve developed a good relationship with me and the whole company.
Are there any areas they could improve?
It took them a while to gain a deeper understanding of our industry which can be overwhelming for our external partners who are new to our industry. There’s just so much technology that goes into our market, and it can be overwhelming.
Do you have any advice for potential customers?
Meet with Marketri and do a deep dive into your business and marketing needs. That will give you a sense of confidence that they know what you’re looking for, and you’ll feel comfortable in their ability to help you.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
4.0
Value / within estimates
Willing to Refer
5.0
NPS
Marketing Strategy for Management Consulting & Banking Co
AdvertisingBranding
Confidential
Jan. 2020 - Ongoing
5.0
Quality
5.0
Schedule
4.0
Cost
4.0
Willing to Refer
5.0
"Marketri understands professional services."
Feb 12, 2021
Director of Marketing Strategy & Insights, FMI
Sabine Hoover
Consulting
Denver, Colorado
51-200 Employees
Phone Interview
Verified
After interviewing stakeholders, Marketri developed a marketing strategy to inform priorities. They identified opportunities to augment the brand and website. The team provides additional marketing resources.
The team delivered a thorough strategy to refine marketing activities and optimize resource expenditures. Marketri dedicates competent resources that effectively support internal teams. By knowing the company and leveraging networks, the team is able to provide insightful suggestions and services.
A Clutch analyst personally interviewed this
client over the phone. Below is an edited
transcript.
BACKGROUND
Introduce your business and what you do there.
I’m the director of marketing strategy and insights for a management consulting and investment banking company—FMI. We serve the built environment and that encompasses a multitude of different vertical sectors.
OPPORTUNITY / CHALLENGE
What challenge were you trying to address with Marketri?
Our company hired Marketri to help us with our marketing strategy.
SOLUTION
What was the scope of their involvement?
Marketri initially interviewed different internal and external stakeholders to assess our needs. Based on the interviews, their team established a bigger picture of our brand’s needs. They also assessed our team to understand any gaps in skillsets and then created a comprehensive strategy to address the company and the marketing team moving forward. The strategy identified our priorities and where we should spend our resources.
Their team made recommendations for a rebrand and identified vendors to help with the process. They also made recommendations for redesigning our website and detailed new messaging that we’re tweaking for the website. They came up with a strategic marketing plan that helps us prioritize what areas to focus on and where to spend our resources.
We also use Marketri as an additional resource to help our banking group. One of their team members solely focuses on investment banking marketing activities. When we went through internal transitions last year, they took on multiple marketing functions, including digital marketing.
What is the team composition?
I primarily work with Deb (Founder and President). More recently, I’ve worked with Anne (Marketing Director) who focuses on our investment banking group. We also work with Sylvia (Fractional CMO).
How did you come to work with Marketri?
Our CEO found and selected Marketri because he needed to bring in a team to help reshape and redefine the marketing group at the time.
What is the status of this engagement?
We hired them in January 2020 and now their team works as an extended marketing team.
RESULTS & FEEDBACK
What evidence can you share that demonstrates the impact of the engagement?
Marketri gave us a cleaner approach to how we manage our interactions with the market and how we internally communicate. We have a greater level of engagement with our bankers and consultants. We’re working more closely with them as partners. From a client perspective, they’re seeing quality reports too.
Another measure of success is my colleague’s satisfaction. My colleagues see real changes in the marketing department’s direction, which is much more strategic. Rather than fielding a bunch of requests and putting out fires, we’re focused.
How did Marketri perform from a project management standpoint?
We use Basecamp, and Marketri plugged into our platform. To track all of our digital activities, we use HubSpot.
What did you find most impressive about them?
Marketri understands professional services. In particular, Deb understood our company and its needs. When she came on board, she quickly saw that we spent money in areas where we shouldn’t have spent it. She helped us cut back and save a lot of money with her recommendations. She’s a smart, strategic thinker who also has a great network to bring to the table.
Are there any areas they could improve?
Overall, Marketri is great. When they collected all of the information for the strategic marketing plan, they weren’t always able to boil down the information to a level that was digestible for our leadership team. Their team should’ve synthesized that information in a way that allowed management to understand it.
Do you have any advice for potential customers?
Come into the engagement with an idea of your needs and then their team can help with specific recommendations around them. Their shared resource model is helpful especially if your company's cost-constrained.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
4.0
On time / deadlines
Cost
4.0
Value / within estimates
"They’re a little expensive but we’re getting value from the relationship."
Willing to Refer
5.0
NPS
Branding & Marketing Strategy for Insurance Trusts
BrandingDigital Strategy
Confidential
Sep. 2016 - May 2017
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
“I can’t tell you how many times I’ve recommended Marketri. They’re my first call.”
Aug 7, 2020
Executive Director, Delaware Valley Trusts
Bob Solarz
Financial services
Philadelphia, Pennsylvania
11-50 Employees
Phone Interview
Verified
Marketri handles branding and marketing strategy efforts for insurance trusts. They conducted a strategic market assessment through member surveys and competitive analyses. They also helped design the website.
The branding deliverables exceeded expectations and are an accurate depiction of the partner's business. What's more, it was well-received by stakeholders and members. The Marketri team consistently met deadlines and effectively communicated. Overdelivery and reliability are hallmarks of their work.
A Clutch analyst personally interviewed this
client over the phone. Below is an edited
transcript.
BACKGROUND
Introduce your business and what you do there.
I’m the executive director of Delaware Valley Trusts. We’re a group of three entities or what’s called a shared risk pool. Essentially, we pull insurance premiums of local governmental entities and create enough of a financial model to set up a self-insured structure for these entities. We operate as a nonprofit and serve those who serve the community.
OPPORTUNITY / CHALLENGE
What challenge were you trying to address with Marketri?
We didn’t have a formal marketing plan or branding. Our website wasn’t very useful for members because it didn’t convey the work the trusts were doing. It was a hidden gem that needed to be shined and brought out. We needed to work with a firm that could help us tell our story.
SOLUTION
What was the scope of their involvement?
We started with the fundamentals. Marketri conducted a strategic market assessment by looking at our competitive analysis and member surveys as well as focusing on what our edge and value were to existing and prospective members. They helped us develop that language and our branding.
Their team did an overhaul of our website, branding, and messaging. They didn’t develop the site, but they had a heavy hand in steering it. We were then able to communicate to our respective executive committees, the three boards of directors, and members on why they should stay with or join us.
What is the team composition?
It varies depending on the timeline. In the beginning, we primarily worked with Debra (Founder & President). We also had a project manager that we worked with through most of the assignment. Other staff members came in based on when their expertise was needed.
How did you come to work with Marketri?
I had worked with Marketri at a previous firm. We had great success and the process was a similar strategic analysis. When approaching this engagement, I already knew I wanted to bring Debra in.
What is the status of this engagement?
The project ran from September 2016–May 2017.
RESULTS & FEEDBACK
What evidence can you share that demonstrates the impact of the engagement?
The clarity of the branding was achieved. The challenge was to set up each insurance company as its own entity yet have it relate and be part of the mother brand of the trusts. Our members and prospective members get that right away just from our branding. We didn’t have that before. Our objective was accomplished, and it was no easy feat.
The deliverables were a huge transition from something that was previously unknown and undefined. This was the foundation upon which we built everything. I look around my office and everything that’s branded is a result of the work they’ve done for us. They exceeded our expectations of the vision of our brand.
How did Marketri perform from a project management standpoint?
Project management and communication went really well. We defined the scope and budget upfront. If there were additional services, we discussed it and came to an agreement. That helped us set the stage for a good business relationship before and after the project.
What did you find most impressive about them?
They did a great job of learning our business. Our company is rather unique, yet they came in, learned, and understood who our clients were and how we work. Their team identified why we were better and what our value proposition was in a very narrow niche market. That alone was a huge value.
Are there any areas they could improve?
No, I can’t think of anything. They’ve always over-delivered. When there’s a need, I call and they always come through. I can’t tell you how many times I’ve recommended Marketri. They’re my first call.
Do you have any advice for potential customers?
Have strong communication with them.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Website & Inbound Marketing for Financial Consulting Group
Other Digital MarketingWeb Development
$200,000 to $999,999
Aug. 2017 - Ongoing
5.0
Quality
5.0
Schedule
5.0
Cost
4.5
Willing to Refer
5.0
"I was amazed at their ability to go from concept to design to execution."
Aug 3, 2020
CEO, 8020 Consulting
David Lewis
Consulting
Los Angeles, California
51-200 Employees
Phone Interview
Verified
Marketri provided comprehensive marketing support for a financial consulting firm. They spearheaded email marketing campaigns, targeted important keywords, and developed the client’s website to be SEO-friendly.
Marketri drove fantastic results. Their email marketing efforts saw a substantial ROI, and their SEO initiatives have significantly boosted the client’s search rankings. They’re able to move quickly while delivering extremely effective marketing materials. They’re a highly-skilled, data-driven team.
A Clutch analyst personally interviewed this
client over the phone. Below is an edited
transcript.
BACKGROUND
Introduce your business and what you do there.
We’re a finance- and accounting-focused professional services consulting firm based in LA. We were founded in 2013, have around 100 employees, and I’m the CEO.
OPPORTUNITY / CHALLENGE
What challenge were you trying to address with Marketri?
We didn’t have the experience or in-house marketing to conduct our own marketing, so we engaged Marketri for assistance.
SOLUTION
What was the scope of their involvement?
The scope of services they’ve provided for us has been extremely comprehensive. We needed to redevelop our website, which had become outdated after 5 years. They made it SEO-friendly by redesigning the layout and revising its messaging.
They got us set up on HubSpot and launched marketing campaigns for us. They spearheaded and managed our list acquisition efforts. In addition to crafting our weekly email newsletters, they helped design service sheets that highlight our firm’s different practice areas. They also identified PR opportunities from us, like sponsorships.
What is the team composition?
I coordinate with 1–4 different people. They also had contracted copywriters and outsourced resources that we were in contact with.
How did you come to work with Marketri?
While I don’t personally know how our COO found Marketri, I do know that they were selected for their strength and experience in our industry. Traditional marketing firms don’t often focus on business services, so they may not understand what we do or how our messaging should look.
How much have you invested with them?
Our budget, at its peak, has been around $25,000 a month. We’ve spent around a couple hundred thousand in total.
What is the status of this engagement?
The partnership began in August of 2017, and it’s an ongoing relationship.
RESULTS & FEEDBACK
What evidence can you share that demonstrates the impact of the engagement?
First of all, we’ve organically secured first-page positions for many of our important keywords. There are even a few categories in which we rank first on Google. We’ve also seen a dramatic surge in site visits since we started working with them.
Our ROI on our email marketing campaigns have been in the hundreds (percentage). They excelled at measuring and reporting on metrics around all of our activities. Their work felt very data-driven and scientific. Since we’re a financial consulting firm, we appreciated that they always provided us with a clear sense of what’s working and what’s not.
I was amazed at their ability to go from concept to design to execution. Their delivery of highly-targeted marketing materials was spot-on, especially during COVID-19.
How did Marketri perform from a project management standpoint?
Their project management was highly effective. We had a weekly status call with their COO, where they would get into a granular, tactical review of the past week’s events. They would list their actionable items for the next reporting period. Their communication was detailed, hands-on, and extremely effective. They were also incredibly responsive.
What did you find most impressive about them?
They understood our aesthetic, brand, and corporate culture, and were able to translate that into designs. We’re a company that likes to move very fast, but we’re also very particular about the appearance and presentation of our marketing materials. They were able to consistently satisfy that difficult combination of requirements.
Are there any areas they could improve?
We’ve could’ve used more proactive support around event sponsorship opportunities and executing those events. It’s not something we explicitly asked for, but that comes to mind as one area that our company could do more effectively.
Do you have any advice for potential customers?
Make sure you’re willing to invest the time to help them understand your short- and long-term goals. You can enable your own success by taking the time to communicate what you’re looking to accomplish.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
4.5
Value / within estimates
Willing to Refer
5.0
NPS
Branding, Web Dev & Digital Mktg for Insurance Advisory Firm
BrandingDigital StrategyWeb Development
$200,000 to $999,999
Jan. 2022 - Jan. 2024
5.0
Quality
5.0
Schedule
5.0
Cost
5.0
Willing to Refer
5.0
"Their people were outstanding. They had great ideas."
Feb 5, 2024
President, BF Saul Insurance
Jason Jones
Financial services
Bethesda, Maryland
11-50 Employees
Online Review
Verified
An insurance advisory firm hired Marketri to develop their website and content. The team also worked on branding, ad campaigns, SEO, and events.
The client was highly satisfied with Marketri's work and performance; the team successfully delivered a new website, branding, and strategic marketing plan. They maintained excellent communication and executed their detailed plan at a high level. Overall, they were a professional team.
The client submitted this review online.
BACKGROUND
Please describe your company and position.
I am the President of BF Saul Insurance
Describe what your company does in a single sentence.
regional insurance advisory firm
OPPORTUNITY / CHALLENGE
What specific goals or objectives did you hire Marketri to accomplish?
Develop a website
Branding and advertising campaign
Content development
SOLUTION
How did you find Marketri?
Referral
Why did you select Marketri over others?
High ratings
Close to my geographic location
Great culture fit
Referred to me
Company values aligned
How many teammates from Marketri were assigned to this project?
2-5 Employees
Describe the scope of work in detail. Please include a summary of key deliverables.
B. F Saul insurance has worked with Deb, Katie and the Marketri team for the last few years. Their expertise ranges from website/SEO, branding, ad campaigns, and events. I would highly recommend them - smart team with amazing ideas, proactive advice centered around the ROI, great listening skills, accountable, and a willingness to think outside of the box. Consummate professionals.
RESULTS & FEEDBACK
What were the measurable outcomes from the project that demonstrate progress or success?
New website, new branding, strategic marketing plan
Describe their project management. Did they deliver items on time? How did they respond to your needs?
Excellent communication, detailed plan. Executed at a high level
What was your primary form of communication with Marketri?
In-Person Meeting
Virtual Meeting
Email or Messaging App
What did you find most impressive or unique about this company?
Their people were outstanding. They had great ideas.
Are there any areas for improvement or something Marketri could have done differently?
Not much. Great team.
RATINGS
5.0
Quality
5.0
Service & Deliverables
Schedule
5.0
On time / deadlines
Cost
5.0
Value / within estimates
Willing to Refer
5.0
NPS
Digital Marketing for Due Diligence Firm
Other Digital Marketing
$200,000 to $999,999
May 2015 - Jan. 2020
4.5
Quality
4.5
Schedule
4.5
Cost
4.5
Willing to Refer
4.5
"The Marketri lead and their variable resources were a seemless extension of our team."
Jul 31, 2020
SVP & COO, Due Diligence Firm
Ron Stupi
Manufacturing
Baltimore, Maryland
501-1,000 Employees
Online Review
Verified
Marketri provided digital marketing services for a due diligence firm. The team worked to executing the annual marketing plans and increasing social presence.
The client's efforts yielded over $5 million of opportunities annually for the company, meeting their goals and expectations. Marketri challenged the company and, through aggressive objectives, worked with cohesion with the rest of the teams.
The client submitted this review online.
BACKGROUND
Please describe your company and your position there.
I was the President of a technical due diligence and project management firm. We had approximately 500 employees and a national presence.
OPPORTUNITY / CHALLENGE
For what projects/services did your company hire Marketri?
We combined 3 companies into 1 modern brand with a new digital footprint and marketing strategy.
What were your goals for this project?
We wanted to increase sales and convert marketing leads into sales. We wanted to execute our annual marketing plans and increase our social presence.
SOLUTION
How did you select this vendor?
After searching amongst multiple firms we selected Marketri.
Describe the scope of their work in detail.
Branding, web page design and roll out, digital and marketing content, annual market planning, social strategy, marketing collateral
What was the team composition?
We used one primary lead from Marketri with variable resources as needed. We also had 2 internal resources they worked with.
RESULTS & FEEDBACK
Can you share any outcomes from the project that demonstrate progress or success?
By optimizing our content and workflows we generated over $5 million of opportunities annually.
How effective was the workflow between your team and theirs?
The Marketri lead and their variable resources were a seemless extension of our team.
What did you find most impressive about this company?
Challenging us to move from the status quo and their ability to execute the work
Are there any areas for improvement?
Sometimes the number of objectives was overly aggressive vs. fewer key priorities
RATINGS
4.5
Quality
4.5
Service & Deliverables
Schedule
4.5
On time / deadlines
Cost
4.5
Value / within estimates
Willing to Refer
4.5
NPS
Locations (2)
1700 Market Street Suite 1005Philadelphia, PA,
United States19103
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