Tegan Digital

BACKGROUND

Please describe your company and position.

I am the Former Executive Director of BraveLove

Describe what your company does in a single sentence.

BraveLove is a national, nonprofit organization that exists to challenge stigmas around adoption through honest, informative, and hopeful communication that celebrates the bravery of birth mothers.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Tegan Digital to accomplish?

• Redesign a new website
• Rebrand with a new mark and logo

SOLUTION

How did you find Tegan Digital?

Referral

Why did you select Tegan Digital over others?

• High ratings
• Close to my geographic location
• Great culture fit
• Referred to me
• Company values aligned

How many teammates from Tegan Digital were assigned to this project?

2-5 Employees

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

With our website redesign, Tegan patiently guided us through all the right steps: 

• Discovery
• Design
• Development
• Deployment

The deliverables also included:

• A logo rebrand
• A big migration (both CMS and CRM)

RESULTS & FEEDBACK

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

• Our website is much easier to navigate. 
• User pathways are intuitive. 
• The site is modern, beautiful and something we're so proud of! 

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

• They were amazing communicators.
• They were great about managing our expectations. 
• They delivered things on time. f there was a delay, it was usually on our end. If not, they were great about letting us know. 

What was your primary form of communication with Tegan Digital?

• Virtual Meeting
• Email or Messaging App

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

I loved how thoughtful, professional, and enjoyable Tegan Digital was to work with. I never dreaded a Tegan call.  

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

None - they were fantastic! I highly recommend them. 

BACKGROUND

Please describe your company and position.

I am the Chief Marketing Officer of PBK

Describe what your company does in a single sentence.

PBK is a national architecture and engineering firm that specializes in designing learning environments.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Tegan Digital to accomplish?

• modernize our website design with more videos and animations
• design our site on a more stable platform that allows for easy maintenance and editing
• create a template and navigation that is easy to grow and build on in the future

SOLUTION

How did you find Tegan Digital?

They had designed other sites for our other companies

Why did you select Tegan Digital over others?

• High ratings
• Pricing fit our budget
• Great culture fit

How many teammates from Tegan Digital were assigned to this project?

2-5 Employees

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

Discovery:

• Strategic Planning
• Initiate competitive analysis (industry, best-in-class, SEM, user experience, et c.)
• Audit existing target audiences and KPis, as well as current site analytics
• Develop strategic recommendations for website, including possible third-party integrations
• Provide recommended site map, which will outline site features and functionality
• Outline recommended user journey and key behaviors/actions to track
• Content Audit & Planning
• Conduct audit of existing website content, and classify each page (keep, edit, delete) to determine content needs
• Audit will also address any net new page needs
• Determine Ust of required photography and videography for site, and define what assets are existing and what need to be acquired
• Create detailed plan of action for copy, based on Tier 2: We Collaborate* - PBK and Tegan will divide and conquer
• Storytelling
• Consult with PBK to complete the framework process
• Will include workshop meetings and draft discussions
• Develop a preliminary framework, based on discussions
• Deliver a final brand script/narrative, with the various hero Journeys
• Elements of the narrative, including key messaging, will be recommended for use throughout the copywriting process

Design:

• Stock Photography
• Outside of provided imagery, Tegan will assume all other image needs will be stock photography. We will work to be as efficient as possible with out of pocket costs for PBK.
• Mood Board/Style Tiles
• Create style tile to match the previously approved homepage design. The style tile will be used to influence future page template designs
• Provide guidance around website style guide {buttons, navigation, etc.)
• Templates/Modules
• Design 8-10 template-driven pages that are modular for maximum flexibility
• Includes two (2) rounds of revisions, based on client feedback
• Copywriting
• Based on Tier 2: We Collaborate* , we will divide the copy needs based on the final content plan
• PBK to own development of any net-new content, or content that requires a subject matter expert (SME)
• Tegan to own updating existing content to better articulate intended message
• Tegan will own the timeline and manage deliverables, as well as review content for tone of voice consistency

Development:

• Website Build
• Build out page templates and modules on Word Press
• Develop global navigation elements (header, footer, mega-menu) for both desktop and mobile
• Third-Party Integrations*
• Link out to workday jobs site
• Please note that the careers site is not part of this proposal
• Implement Google Tag Manager and Google Analytics 4 for site analytics and third-party tag management
• Integrate all other recommended third-party plug-ins including Accessibe to ensure site is fully accessible**
• Content Migration
• Migrate all finalized content, which includes copy, images, and videos, into the Word Press page templates
• Testing/QC
• Tegan will follow a standardized testing/QC process, to ensure all content and website functionality is intact for launch
• Tegan will address any bugs and issues, and provide immediate fixes
• Reviews and Feedback
• Tegan to develop a client review schedule of the staging site, based on key milestones
• PBK will receive a few days to review and provide collective feedback, per each milestone

Deployment

• Site Launch
• Tegan will push the Word Press site live on WP Engine {hosting) on the agreed upon launch date
• CMS Guide
• Tegan will develop and provide a CMS guide for PBK, which contains tutorials and guidance around updating the website, creating new pages, etc.
• Tegan will host a 1-hour training session with PBK team
• All essential PBK team members will receive their own ad min login access

RESULTS & FEEDBACK

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

The site has provided a great landing point for clients looking to identify team members, services and experience. It has also provided a great place for new hires looking to learn more about our company and values.

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

Tegan was fantastic at keeping our project on time. They worked with us to make sure our goals were met and we felt good about how we were moving forward at each step in the process. 

What was your primary form of communication with Tegan Digital?

• Virtual Meeting
• Email or Messaging App

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

Tegan Digital was easily accessible and worked incredibly well together. Their team was on the same page with us at all times and felt like an extension of our internal team more than an outside consultant. 

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

None. 

BACKGROUND

Please describe your company and position.

I am the Senior Associate of Lyda Hill Philanthropies

Describe what your company does in a single sentence.

Lyda Hill Philanthropies® encompasses the charitable giving of founder Lyda Hill and includes her foundation and personal philanthropy. Lyda Hill Philanthropies® is committed to funding transformational advances in science and nature, empowering nonprofit organizations and improving the Texas and Colorado communities.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Tegan Digital to accomplish?

• Assist with creating a new design for the website
• Assist with copy develop
• Deploy a new design to the website

SOLUTION

How did you find Tegan Digital?

Referral

Why did you select Tegan Digital over others?

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

How many teammates from Tegan Digital were assigned to this project?

2-5 Employees

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

• Discovery
  • Strategic Planning:
    • Initiate competitive analysis (industry, best-in-class, SEM, user experience, etc.) 
    • Audit existing target audiences and KPis, as well as current site analytics 
    • Develop strategic recommendations for website, including possible third-party integrations 
    • Provide recommended site map, which will outline site features and functionality 
    • Outline recommended user journey and key behaviors/actions to track 
  • Content Audit & Planning:
    • Conduct audit of existing website content, and classify each page (keep, edit, delete) to determine content needs 
    • Audit will also address any net new page needs, including Research/Resources, LH Capital, and Funding Criteria 
    • Determine list of required photography and videography for site, and define what assets are existing and what need to be acquired 
    • Create detailed plan of action for copy, based on Tier 2: We Collaborate* - Lyda Hill Philanthropies and Tegan will divide and conquer
  • StoryBrand:
    • Consult with Lyda Hill Philanthropies to complete the 7-step process 
    • Will include workshop meetings and draft discussions 
    • Develop a preliminary StoryBrand framework, based on discussions 
    • Deliver a final brand script/narrative, with the various Hero journeys 
    • Elements of the StoryBrand narrative, including key messaging, will be implemented throughout the copywriting process 
• Design:
  • Brand Design Refresh:
    • Update brand guidelines with color and font recommendations 
    • Provide a brand toolkit with all updated elements, to use as needed 
  • Stock Photography
  • Mood Board/Style Tiles
    • Create mood board and style tiles (up to 3 concepts), using refined brand guidelines
    • Includes two (2) rounds of revisions, based on client feedback 
    • Provide guidance around website style guide (buttons, navigation, etc.) 
  • Templates/Modules:
    • Design 3-5 template-driven pages that are modular for maximum flexibility
    • Includes two (2) rounds of revisions, based on client feedback 
  • Copywriting: 
    • divide the copy needs based on the final content plan 
• Development:
  • Website Build:
    • Build out page templates and modules on WordPress or Squarespace platform 
    • Develop global navigation elements (header, footer, mega-menu) for both desktop and mobile 
  • Third-Party Integrations:
    • Integrate Linkedin social feed, if deemed applicable in Discovery 
    • Link out to grantee site 
    • Please note that the grantee site is not part of this proposal 
    • Connect out to grantee portal site, separate from main website 
    • Implement Google Tag Manager and Google Analytics 4 for site analytics and third-party tag management 
    • Integrate all other recommended third-party plug-ins
  • Content Migration:
    • Migrate all finalized content, which includes copy, images, and videos, into the WordPress or Squarespace page templates
  • Testing/QC:
    • Tegan will follow a standardized testing/QC process, to ensure all content and website functionality is intact for launch 
    • Tegan will address any bugs and issues, and provide immediate fixes
  • Reviews and Feedback:
    • Tegan to develop a client review schedule of the staging site, based on key milestones
    • Lyda Hill Philanthropies will receive a few days to review and provide collective feedback, per each milestone 
• Deployment:
  • Site Launch:
    • WordPress or Squarespace site live on WP Engine (hosting) or Squarespace on the agreed upon launch date and ensure handoff or availability of site access credentials and materials to the reasonable satisfaction of Lyda Hill Philanthropies.
  • CMS Guide:
    • Develop and provide a CMS guide for Lyda Hill Philanthropies, which contains tutorials and guidance around updating the website, creating new pages, etc. 
    • Tegan will host a 1-hour training session with Lyda Hill Philanthropies team
    • All essential Lyda Hill Philanthropies team members will receive their own admin login access

RESULTS & FEEDBACK

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

A successfully launched website that our team is excited about

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

They did delivery on time and responded to a lot of changes and requests with ease and rapid high quality turn around.

What was your primary form of communication with Tegan Digital?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

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

They stuck to a timeline and adjusted quickly as new opinions surfaced. Additionally, they were very communicative and collaborative.

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

No, they were great.

BACKGROUND

Please describe your company and position.

I am the Managing Director of Beech Valley

Describe what your company does in a single sentence.

We're a talent marketplace for the top accounting and finance consultants in the US.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Tegan Digital to accomplish?

• Designed and launched our new website

SOLUTION

How did you find Tegan Digital?

Referral

Why did you select Tegan Digital over others?

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

How many teammates from Tegan Digital were assigned to this project?

6-10 Employees

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

Tegan went through a discovery process where they understood our business and its needs. They then proposed a series of design styles and elements to get our feedback on what we liked or disliked. They then presented us with multiple website designs for feedback. Once we agreed on a design, they helped us migrate and refresh the copy for the new website, and eventually developed and took the new website live.

RESULTS & FEEDBACK

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

We were all really happy with the final website. Everyone on the Tegan team was great to work with. They were communicative and did an excellent job of keeping everything on track.

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

We had periodic check-in meetings, but most of the project management was done through our internal Slack. They always responded promptly to any questions or ideas we had throughout the process. Their team maintained a status tracker, and they were great about letting us know of upcoming deadlines and what they needed from us. They consistently delievered high quality work on or ahead of schedule.

What was your primary form of communication with Tegan Digital?

• Virtual Meeting
• Email or Messaging App

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

The Tegan team was consistently reliable throughout the project, and the work they performed was high quality. They did a great job of getting everything they needed from us in an efficient way.

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

Nothing comes to mind as the process went very smoothly, and we plan to work with them again whenever a need arises.

BACKGROUND

Please describe your company and position.

I am the Founding Partner of Rockcap Company

Describe what your company does in a single sentence.

We help business execute commercial real estate transactions.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Tegan Digital to accomplish?

• Brand Refresh
• Website Update
• Collateral Updates

SOLUTION

How did you find Tegan Digital?

Referral

Why did you select Tegan Digital over others?

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

How many teammates from Tegan Digital were assigned to this project?

2-5 Employees

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

Tegan completed an entire Audit of our Brand, Marketing materials, website, etc... They essentially did a Brand overhaul with a new logo, marketing materials, and website.

RESULTS & FEEDBACK

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

Having a team on our side that was fully aligned with what Tegan presented and truly loving the end result of all deliverables.

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

Yes and Yes. Highly communicative and responsive throughout the process. 10 of 10 on management of our team.

What was your primary form of communication with Tegan Digital?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

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

Tegan has a very similar vibe and style of how we do business and how we try to pursue business. It was truly fun to work with kind, talented professionals that understand their craft and help you lay the groundwork to grow your company to the next level.

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

Honestly, not really. As a form of kudos to Tegan, we actually had one misunderstanding about what was going to be delivered to our company in the end, and their management team stepped-in to resolve the issues right away to ensure 100% client satisfaction.

BACKGROUND

Please describe your company and position.

I am the Senior Director of Communications of Temple Emanu-El

Describe what your company does in a single sentence.

Synagogue

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Tegan Digital to accomplish?

• Develop a new website
• Set up livestreaming from the new site

SOLUTION

How did you find Tegan Digital?

• Referral
• Other

Why did you select Tegan Digital over others?

• High ratings
• Close to my geographic location
• Pricing fit our budget
• Great culture fit

How many teammates from Tegan Digital were assigned to this project?

2-5 Employees

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

Using the StoryBranding process, Tegan guided us through discovery. We then embarked on design and content migration, with review and editing before launch.

RESULTS & FEEDBACK

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

• Website is beautiful and functional. It is easy for us to manage in our office and easy for our audience to navigate.

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

Yes, items were delivered on time and if they could not be, we would always get an explanation. They understood our organization very well and acknowledged our needs. They let us know if something wasn't feasible in the time frame and budget, and always gave us the information to make good decisions.

What was your primary form of communication with Tegan Digital?

• Virtual Meeting
• Email or Messaging App

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

The professionalism and creativity of the team we worked with.

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

No, they did a great job! They had to deal with delays and staff transitions on our end, and they were never anything less than unflappable, organized and unfailingly pleasant.

BACKGROUND

Introduce your business and what you do there.

The website built by Tegan Digital is functional, professional, and on brand, receiving positive feedback from supporters. The team is timely, detailed, and very collaborative, using Zoom and in person meetings to communicate. Moreover, they’re knowledgeable, creative, and attentive to the client’s needs.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Tegan Digital?

We needed support with website development, hosting, maintenance, and updates, so we hired Tegan.

SOLUTION

What was the scope of their involvement?

During my time at the nonprofit organization, Tegan was in charge of website development, updates and content creation. Their team built out special features and strategic campaign pages as needed, providing us recommendations along the way for the best end result.

Their team was also responsible for updating the site and maintaining the pieces that showed our current supporters and sponsors so that our website was always current. Moreover, their work also included design to ensure that the site pages looked cohesive. As for the technology stack, Tegan mainly used WordPress, but I don’t know if there was another backend technology involved.

Throughout the engagement, I worked with Tegan on our 10-year campaign, a big campaign we launched to mark the 10-year anniversary. For this project, Tegan helped us create a new landing page so that we could launch a campaign that targeted our supporters and drove them to our social media pages to engage with us. They also integrated call-to-action buttons for donations.

Although I don’t know for sure if Tegan built our entire website from scratch because that was before my time, I know that they built a lot of its infrastructure. Additionally, they developed the entire infrastructure for the landing page. Their team also developed an entire page for a big national event the organization had in Dallas, which was the largest fundraising event that we hosted during my time.

Right when I was leaving the company, Tegan was working on adding a pop-up box so that we were able to gather information from donors visiting our site, giving them the opportunity to join our newsletter in a much easier way.

What is the team composition?

Throughout my time at the organization, I worked with Kelsey (Account Director). I also had the opportunity to collaborate and share some thoughts with John (Partner).

How did you come to work with Tegan Digital?

The organization was already engaged with Tegan when I joined. I am unsure as to the start date but I estimate it was around 2021. I am no longer part of the organization, but I believe that the partnership is ongoing.

What is the status of this engagement?

As mentioned, Tegan was already working with us when I joined, so I’m not sure about the starting date. Still, I estimate that we started working together around late 2021. I’m no longer part of the organization, but I believe that the partnership is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement? 

We received positive feedback from supporters -they enjoyed the new look and feel of the site. It was fun yet sophisticated and elegant, very professional and on-brand. Additionally, it was fully functional.

Prior to leaving the organization, tegan was helping develop tools that would helpful for gathering donor insights- allowing the organization to better familiarize themselves with its supporters.

How did Tegan Digital perform from a project management standpoint?

Tegan was very timely and detailed in their responses. Their team was always willing to visit with us and work through project scopes and timelines, while answering questions regarding to budget impact.

For example, we could always chat with Tegan about our existing infrastructure and how we could create additional pages without spending a lot of time and additional money. We communicated via email, Zoom, phone, and in-person meetings. Their communication was great, and they were always very helpful.

What did you find most impressive about them?

Kelsey was very attentive and possessed a wealth of knowledge. She would always try to find creative solutions to our problems and discovered opportunities and ways for us to reach our audience.

Are there any areas they could improve?

There was nothing Tegan could have improved on. They did a great job.

Do you have any advice for potential customers?

I highly recommend working with Tegan. If you have the opportunity to meet John and Kelsey to talk about what you’re looking for, they’ll create a roadmap for you. They’re always willing to listen and learn, and they want to truly understand your needs so that they can fit them and make it a win-win collaboration for both of you.

BACKGROUND

Please describe your company and position.

I am the Digital Product Manager of an air cooling and heating company

Describe what your company does in a single sentence.

We make people feel comfortable in their homes by making the air cooler, warmer, dryer, cleaner and better, with innovative systems that are exceptionally quiet and energy efficient.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Tegan Digital to accomplish?

• Website Development & Maintenance

SOLUTION

How did you find Tegan Digital?

• Online Search
• Other

Why did you select Tegan Digital over others?

• Close to my geographic location
• Good value for cost
• Referred to me
• Company values aligned

What was the size of Tegan Digital’s team?

6-10 Employees

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

Tegan maintained, optimized and updated the consumer-facing website with timely, accurate information that helped guide the user journey, from optimizing for visibility in search and promoting products and promotions on the site, to connecting homeowners to dealers via the dealer locator. In addition, Tegan maintained functionality and usability for a toolset which allows company dealers to display tools and information on their own websites.

Tegan also monitored the website and tools for outage and/or issues on a regular basis and helped troubleshoot when issues did arise.

RESULTS & FEEDBACK

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

• Website traffic
• Conversions (dealer searches)

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

The Tegan team was very accessible and very timely with their responses/delivery. We utilized Slack to communicate on quick items, which was very efficient. The Tegan team paid attention to detail and always asked good clarifying questions.

What was your primary form of communication with Tegan Digital?

• Virtual Meeting
• Email or Messaging App

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

Tegan Digital was very personable and friendly. They always supported each other and seemed like a family. It's a great agency with amazing people.

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

The support we had from the Tegan team was unmeasurable - not much I would do differently. The only item I would have like to see more of is SEO monitoring and recommendations; however, this may have been area that just wasn't asked for within our original scope.

BACKGROUND

Please describe your company and position.

I am the Chief Marketing Officer of The Legacy Senior Communities

Describe what your company does in a single sentence.

The Legacy Senior Communities is a not-for-profit senior living and in-home care provider.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Tegan Digital to accomplish?

• Build a new website
• Produce videos
• Generate leads for the sales team
• Be our communications partner

SOLUTION

How did you find Tegan Digital?

Referral

Why did you select Tegan Digital over others?

• High ratings
• Great culture fit
• Company values aligned

What was the size of Tegan Digital’s team?

6-10 Employees

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

Tegan first partnered with The Legacy to develop a new website, and has since then became our digital agency for ongoing marketing and lead generation. Over the last few years they have provided digital strategy, media planning, communication planning and PR. The digital tactics have included connected tv, banner and display ads, Google Grant Ad campaign development and management, paid social, ppc, testimonial videos, direct mail, and email automation. They are intelligent people who love what they do.

RESULTS & FEEDBACK

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

• website engagement
• lead generation
• sales

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

Our team at Tegan provides professional, high quality, timely services. They were all very attentive and eager to help. I can count on them. I have found them to be profoundly diplomatic, positive, and a lot of fun to be around.

What was your primary form of communication with Tegan Digital?

In-Person Meeting

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

We love the way they buy into storytelling marketing.

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

When we first met Tegan, they didn't know the senior living business. They did a great job learning our complex model. They did not have a copywriter on staff when we began doing direct mail and PR with them which presented a challenge.