Syed Raiyan Consulting

BACKGROUND

Please describe your company and position.

I am the Financial Strategist at Capital Shield USA

Describe what your company does in a single sentence.

Providing families, individuals, and businesses with properly structured indexed financial strategies since 1999.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Syed Raiyan Consulting to accomplish?

• To create a MailChimp based automated workshop system

SOLUTION

How did you find Syed Raiyan Consulting?

Online Search

Why did you select Syed Raiyan Consulting over others?

High ratings

How many teammates from Syed Raiyan Consulting were assigned to this project?

1 Employee

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

We needed confirmation and reminder emails for our in-person life insurance workshop, along with a setup we could use again for future sessions. We gave Syed a design reference, and he built three custom emails to match it. He designed them to work on phones and in Outlook. Syed connected the emails to our existing Mailchimp setup. When someone registered, they got a personalized confirmation with a Google Calendar link.

The setup also sent reminders the day before and on the day of the workshop, and notified our team with the details of each signup. He built an admin panel where our team can update the workshop date, time, and details ourselves.

The registration workflow resets automatically for the next session, so we can run another workshop without having to reset the automation by hand. Syed shared previews of all three emails with us and checked that a new registration triggered the confirmation email.

RESULTS & FEEDBACK

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

Preparing the registration emails for a new workshop used to take us about two hours. Now it takes about two minutes. We can now prepare the registration emails for our next workshop by updating the date, time, and event details in one admin panel. That update applies to all three attendee emails: the confirmation and both reminders. The workflow resets automatically between sessions, so our team can reuse it without setting up each email again or resetting the automation by hand.

A test signup triggered the confirmation email as expected. Our team also gets a notification for each registration, so we can see signups as they come in. We can now make routine schedule changes ourselves and use the same setup for future workshops.

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

Syed was easy to work with and gave us a chance to review all three email previews before the workshop. He delivered the agreed work on time. We could check them against the design we gave him, and he tested that a new signup triggered the confirmation email. When we talked about running future workshops, Syed suggested a setup our team could easily manage ourselves. He built an admin panel so we could update the workshop details on our own within a few clicks.

He also spotted an issue with one of the registration form fields and showed us what needed to change so our landing page developer could fix it.

What was your primary form of communication with Syed Raiyan Consulting?

• Virtual Meeting
• Email or Messaging App

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

What impressed me most was how Syed thought about the next workshop while setting up the first one. He worked through details like what should happen when a past attendee signs up again and how our team would update the date for the next session. He understood how we run our business workshops and built a easily manageble system that our team could manage ourselves, even without any technical knowledge.

Are there any areas for improvement or something Syed Raiyan Consulting could have done differently?

Nothing specific comes to mind. The workshop setup met our needs, and I was happy with how Syed responded to our requests along the way.