Modifia

BACKGROUND

Please describe your company and position.

I am the Founder of The Vie Institute for Generational Health

Describe what your company does in a single sentence.

The Vie Institute for Generational Health is a nonprofit dedicated to advancing the frontiers of fertility and generational health through cutting-edge science, technology, and innovation.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Modifia to accomplish?

• Explore and understand property transactions in Canada
• Explore and understand foreign exchange landscape in Canada

SOLUTION

How did you find Modifia?

• Online Search
• Referral

Why did you select Modifia over others?

• High ratings
• Great culture fit
• Referred to me
• Company values aligned

How many teammates from Modifia were assigned to this project?

2-5 Employees

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

• Review of top Canadian banks USD account propositions including pricing and positioning 
• Review of top Canadian foreign exchange providers, including product offering, pricing, and positioning with a focus on CAD-USD corridor
• Identify potential entrant positioning / value proposition
• Validate property sale closing process in Canada and key players

RESULTS & FEEDBACK

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

• Clear view of bank USD account propositions
• Clear view of foreign exchange providers and awareness
• Clear view of property selling process

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

The Modifia team excelled at managing to the timeline which was in their original proposal, despite encountering some challenges recruiting key players that we had wanted to interview

What was your primary form of communication with Modifia?

• Virtual Meeting
• Email or Messaging App

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

• Clear and open communication
• They were highly competent in their work process and outputs, yet humble
• Professional yet friendly

Are there any areas for improvement or something Modifia could have done differently?

This was the best market research engagement I have experienced with an external agency.

BACKGROUND

Please describe your company and position.

I am the CEO of Embrace Pet Insurance

Describe what your company does in a single sentence.

Pet Insurance

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Modifia to accomplish?
We wanted consumer research and data collection as part of our ongoing strategy .

SOLUTION

How did you find Modifia?

Online Search

Why did you select Modifia over others?

• High ratings
• Pricing fit our budget
• Good value for cost

How many teammates from Modifia were assigned to this project?

2-5 Employees

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

The idea behind the research was to get a better understanding of the consumer market, what they were looking for in terms of our business, how they felt about us and our products, how they felt about our competition.

RESULTS & FEEDBACK

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

The research confirmed what we thought was happening and also confirmed some interesting details about the market in general. This was especially important as related to our product.

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

They had a strong team and they responded to our inquiries. We mostly corresponded via email and online meetings

What was your primary form of communication with Modifia?

• Virtual Meeting
• Email or Messaging App

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

The team had experience, and it showed in how they handled our questions and made recommendations

Are there any areas for improvement or something Modifia could have done differently?

The reports had a great deal of detail but they reviewed with us. They also highlighted significant findings in each category of questions, which was very helpful sharing with our internal team.

BACKGROUND

Please describe your company and position.

I am the Marketing Manager of Embassy Prints & Designs

Describe what your company does in a single sentence.

Embassy Cards creates, publishes and markets corporate greeting cards throughout Canada. Embassy Cards excels in creating custom and unique greeting cards for discerning corporations.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Modifia to accomplish?

• We were exploring the market, reaching out to customers, and taking an iterative approach to product development. We went to Modifia to figure out our strategy for scaling. We wanted to revamp our website and scale up what we thought was a replicable sales process. We wanted to up-level our marketing, drive demand generation, and figure out how to segment the market and what segments to go after. We had some ideas around that, but Modifia helped us test our hypotheses and also turn those thoughts into real action and generate leads and sales.

SOLUTION

How did you find Modifia?

Referral

Why did you select Modifia over others?

• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Modifia were assigned to this project?

2-5 Employees

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

Modifia figured out our brand strategy—how to present our brand, the feeling of the brand, and how to position ourselves. They came up with the tagline, "From undecided to undaunted." 

They delivered emails and lead generation campaigns, and we worked with them on social media and press releases around new product launches and partnerships. We even brought them in to help us forge relationships at the state level, that are bearing fruit now. 

Modifia helped us understand and position ourselves with very large opportunities, and we appreciated all of their input around reaching out to community colleges, four-year private schools, state universities, and K-12 schools. 

RESULTS & FEEDBACK

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

We saw a 60% increase in leads as a result of Modifia’s efforts, and our website traffic went way up. We were really happy with the results. We saw our close ratio go from 10% to almost 20% with the leads that came in from Modifia, so they made our marketing more targeted.

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

They’re really on it, more so than me. I have a lot of things on my plate, so it’s great to have a partner that tells me where to focus. I believe they used Asana for project management and Marketo for marketing automation.

What was your primary form of communication with Modifia?

• Virtual Meeting
• Email or Messaging App

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

Their market knowledge, nimbleness, and ability to anticipate what we needed were impressive. Modifiagot it done.

Are there any areas for improvement or something Modifia could have done differently?

I don’t have that much to say in terms of improvements. Modifia was really valuable to us, and Sven was always there. We were a mid-sized customer for them, but they treated us like we were huge.

BACKGROUND

Please describe your company and position.

I am the Brand Director of Pendo

Describe what your company does in a single sentence.

Branding and Creative Services Agency

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Modifia to accomplish?

• Explore and gain a deeper understanding of a particular market
• Identify brand perceptions in the space, motivators and barriers to purchase, customer pain points and opportunities

SOLUTION

How did you find Modifia?

Referral

Why did you select Modifia over others?

• High ratings
• Referred to me
• Company values aligned

How many teammates from Modifia were assigned to this project?

2-5 Employees

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

Market insights including both quantitative and qualitative research

RESULTS & FEEDBACK

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

The project revealed customer insights that shaped the brand positioning and also helped prioritize external messaging.

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

Modifia is excellent to work with, they provide top notch service and always accommodate our project timelines

What was your primary form of communication with Modifia?

• Virtual Meeting
• Email or Messaging App

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

They were a driven team of researchers who brought new ideas to the table and were creative in their approach.

Are there any areas for improvement or something Modifia could have done differently?

None come to mind