Theory SF

BACKGROUND

Please describe your company and your position there.

I was the Director of Marketing & Media at a destination marketing organization for a rural county.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Theory SF?

• Rebranding
• Brand launch campaign
• Website design, build and hosting
• Marketing strategy and campaigns
• Social media campaigns and strategy
• Digital ad purchasing
• Print collateral design
• Video and animation projects

What were your goals for this project?

The intent was to offer potential visitors a new look at what our county offers. The animation characters were a spin-off from those developed for a short-version visitor guide. We planned to use the video in its entirety but also cut to use on social media platforms and digital advertising.

SOLUTION

How did you select this vendor?

VMC issued an RFP for a marketing agency and following a lengthy interview and selection process, engaged Theory SF to act on VMC's behalf.

Describe the scope of their work in detail.

Research on brand awareness was followed by rebranding and a complete website rebuild featuring seasonal video and lively content. The brand was launched with outdoor advertising - bus wraps, train wraps, billboards, as well as heavy online and social media presence. We worked on many online campaigns that included creation of videos highlighting our quirky County.

What was the team composition?

I worked closely with the principals of the company: Russell Q. and Chip S.. They are consummate professionals.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

Website traffic more than doubled. Our branding was being emulated by other destinations, which speaks to its success.

How effective was the workflow between your team and theirs?

Communication was effortless. Russell and team were always available to talk things over.

What did you find most impressive about this company?

The Theory team embraced our county wholeheartedly. Not only did they create content for us, they came here on vacation! And even now, after my departure from my organization, I stay in touch with both principals.

Are there any areas for improvement?

None that I can think of.

BACKGROUND

Please describe your company and your position there.

I am the Director of Corporate Partnerships for the Institute for Cybersecurity, Virginia Beach, VA.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Theory SF?

We are a start-up cybersecurity solutions provider that needed help with overall branding and messaging to our highly selective target audience. The product line/offerings is ahead of market acceptance and we have tried to build demand and launch in parallel.

What were your goals for this project?

We had both short term and long term goals that we mapped out with TheorySF. the first time sensitive goal was to capture the identity of the Institute for Cybersecurity and parlay that into a video engagement for the Gartner conference. Second to that, we had a long term branding proposal that outline market research, auditing and creative development to help us bring our band to life.

SOLUTION

How did you select this vendor?

We selected TheorySF after liaising with Clutch. Clutch provided us a short list of marketing firms that we filtered through and selected TheorySF for the overall brand work.

Describe the scope of their work in detail.

Our short term deliverable was kicked off with a series of discovery telecons and interviews with our SME. Theory SF worked with their own internal team to create the visual story and messaging that we used in a trade show. The ongoing branding work is underway.

What was the team composition?

We worked directly with their principals and creative team. TheorySF used their expertise to involve additional team members as they developed and produced the video.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

Since working with TheorySF we have amplified our marketing collateral that resulted in increased brand recognition to our target market. This was the first and most important step into building our sales funnel.

How effective was the workflow between your team and theirs?

We had very good synergy between the two teams. Mainly we used screen sharing and telecons to meet with regular cadence to meet the deliverables. TheorySF was responsive to pivots we made and meet all deadlines.

What did you find most impressive about this company?

TheorySF brought a creative energy and a curious nature to our marketing needs starting with the first engagement. They had done their own research and understood our challenges from an outside perspective. They were able to clearly assess our product lines and capabilities and identify areas of commercial opportunity. They reinforced our own internal beliefs in the value of our offerings.

Are there any areas for improvement?

We had an A+ experience with TheorySF and will be executing an additional contract and Statement of Work for more extensive campaign and brand work.

BACKGROUND

Please describe your company and your position there.

I’m the executive director of the Paso Robles Wine Country Alliance. We represent the wineries and vineyards of Paso Robles. Besides our wineries and wine growers, our association includes hospitality and associate members.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Theory SF?

We had a quick turn-around print ad for a national wine publication that we knew would get lots of great press. Working with a partner organization, Travel Paso, we needed to create a print ad to market and promote our region. Theory SF was the branding organization working with Travel Paso.

What were your goals for this project?

We set out to create a unique, memorable, and interesting ad that stood out in a magazine full of beautiful wines and vineyards.

SOLUTION

How did you select this vendor?

Our partner organization was using them and recommended them.

Describe the scope of their work in detail.

Theory SF created a full-page ad. Initially, they delivered several concepts, which they later refined into a final ad.

What was the team composition?

I worked with Chip (Creative Director, Theory SF) and Russell (Chief Strategy Officer, Theory SF).

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

Theory SF created a memorable, fun, and disruptive ad, which is exactly what we wanted.

How effective was the workflow between your team and theirs?

They were very effective and easy to work with.

What did you find most impressive about this company?

They created fun ideas on a very short timeline. They were also easy to communicate with.

Are there any areas for improvement?

Not at this time, no.

BACKGROUND

Introduce your business and what you do there.

I'm a consumer insights contractor for a pharmaceuticals company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with TheorySF?

We needed to become educated in the competitive marketplace of supplements very quickly.

SOLUTION

What was the scope of their involvement?

TheorySF conducted extensive market research within the supplements industry, providing an audit that included their insights and strategic frameworks for analysis. The final deliverable consisted of a report about 60 pages in length. 

What is the team composition? 

Russel (Partner and Chief Strategy Officer, TheorySF) was our main point of contact. Although we never met in person, we frequently spoke via phone and email throughout the engagement. 

How did you come to work with TheorySF?

Our VP of consumer insights knew one of the co-founders at TheorySF, so they had been in touch about the different capabilities they could offer our company. Before we decide to contract them for any design work, we wanted to see how they performed from a more strategic thinking standpoint, so we gave them this project to start with.

What is the status of this engagement?

The project took place between December 2018–January 2019.

RESULTS & FEEDBACK

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

TheorySF provided very thorough market research that has allowed our team to build valuable business frameworks. We feel very confident in the direction we'll choose to follow based on the competitive knowledge we now have. 

How did TheorySF perform from a project management standpoint?

They were very detail-oriented, on time, and easy to get along with. I never had any trouble reaching them; they were readily available via phone and email. 

What did you find most impressive about them?

I appreciated their intelligence and experience in research and design the most.

Are there any areas they could improve?

Although they work very quickly, it would be great if they could've shown us how they generated results (i.e., their thinking process and strategies for gathering information). 

Do you have any advice for potential customers?

Give them the freedom to do what they do best–their expertise in research and design is hard to beat. 

BACKGROUND

Introduce your business and what you do there.

I am the vice president of marketing for a very large cybersecurity company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Theory SF?

We needed an agency to help develop an interim campaign to raise brand awareness and visibility for our main consumer products.

SOLUTION

What was the scope of their involvement?

This started as an interim project, but we were pleased with their work and transformed the collaboration into our full-blown 2019 campaign strategy. Elements of their creative concepts will appear in our website, programs, social marketing, branded properties, video, trade shows, and a few other aspects of our brand strategy.

What is the team composition?

We work very closely with their principals.

How did you come to work with Theory SF?

Our advertising lead reached out to her colleagues and resources, and built a list of about a dozen smaller agencies. We spoke with several agencies, and most were highly qualified, but we really connected with Theory SF and liked their philosophy.

What is the status of this engagement?

We engaged them initially at the end of August 2018 and started working in earnest in September. The work is ongoing.

RESULTS & FEEDBACK

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

A lot of their work is just about to launch at the start of our campaign in March. We don’t have any metrics yet, but we’re expecting great results.

One challenge we face in the U.S. is brand recognition. They gave us a strategic platform that was even bigger than what we asked for, and their work enables us to go above and beyond our original scope.

How did Theory SF perform from a project management standpoint?

I like to work with them; they’re good people. We primarily communicate through email, but frequently speak on the phone or via video conference. We’ve also met in person.

What did you find most impressive about them?

I appreciate their passion for our business. They are genuine, honest, and a true partner. They’re creative, accessible, and always ready to support us.

Are there any areas they could improve?

Some small things occasionally slip through the cracks, but we’re a demanding, complicated business. I don’t focus on the small things, as the big picture is so good.

BACKGROUND

Introduce your business and what you do there.

I’m the VP of marketing for a large cannabis company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Theory SF?

Operating within a rapidly changing industry, we wanted to reconceptualize certain parts of our business. We needed a solid strategic agency to understand our corporate "DNA." We also needed a top identity, branding and packaging agency.

SOLUTION

What was the scope of their involvement?

Theory SF is helping us innovate new-to-world brands to better take advantage of opportunities within valuable consumer segments.

What is the team composition?

We regularly communicate with both company principals. Beyond that, we work with the packaging team and several creative resources.

How did you come to work with Theory SF?

I don’t recall the actual introduction, but we had a strong connection with them from the start. They considered it critical to understand all parts of our business before rushing to complete a project. That set them apart from similar vendors.

What is the status of this engagement?

We started working together in October 2018, and the engagement is ongoing.

RESULTS & FEEDBACK

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

They’re helping us build a national brand that we’re incredibly excited about. We’re getting close to announcing the final product, and they’re handling everything down to the SKU level. Everyone within our organization is absolutely thrilled with Theory SF’s work. Not only do they excel in pure brand strategy, but they’ve also completed some cooperate branding work for us as well.

How did Theory SF perform from a project management standpoint?

I consider them my right-hand partner. We interact on a daily basis, and they’re always responsive to our needs. Theory SF dug deep into our business to understand our priorities. They visited our office from the onset and met with all of our key stakeholders throughout the process. Their ability build strong relationships across departments created a powerful relationship at the onset.

What did you find most impressive about them?

Theory SF is a strategic team capable of developing industry-changing ideas. They’re a full-service agency that can work within any industry. Specifically, their branding and packaging work is off the charts. It’s a true partnership.

Are there any areas they could improve?

No. It has been a great experience thus far.

BACKGROUND

Introduce your business and what you do there.

I’m the CFO of Forge, an architectural firm that focuses primarily on corporate interior design and ground-up architecture.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Theory SF?

After 37 years, we wanted to rebrand our company with a new name and logo. We were transitioning ownership and wanted a brand that more closely aligned with our projects, relationships, and clients.

SOLUTION

What was the scope of their involvement?

Theory SF ran us through a series of programming exercises to gather conversations about our identity and how we represented ourselves both internally and externally. They gathered this information from our owners, management teams, and 20 of our top clients and then funneled it back into creating a compelling new name and brand. They currently work on a consultation basis.

What is the team composition?

We work with the co-founders.

How did you come to work with Theory SF?

We were introduced by a mutual colleague. We weren’t looking for a branding company, but we had a great initial connection, and they clearly explained the value they could add to our business.

How much have you invested with them?

We’ve spent about $40,000.

What is the status of this engagement?

We’ve worked together since March 2016, and the work is ongoing.

RESULTS & FEEDBACK

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

We thought there’d be quite a bit of disruption because the project was so intensive, but the rebranding was seamless. Our internal staff loves the brand message, and our clients speak positively of it, too.

The refreshed brand attracted press attention, and we found ourselves in local publications and being inviting to more speaking engagements. We’ve been able to utilize more social media channels and have more of a presence than we did before the rebranding.

How did Theory SF perform from a project management standpoint?

They’re responsive and always deliver on their promises in a timely manner. They articulate their process and goals well, making it easy for anyone to understand what they wanted to accomplish.

What did you find most impressive about them?

Their performance and delivery are exceptional; all of their work is high quality and has a personal touch, making the partnership productive and enjoyable. Branding and design can be a hard thing to get right, but they did a great job.

Are there any areas they could improve?

We mainly work with the co-founders, but it would be helpful to see their talent more clearly, so we could see what else they can do.

Do you have any advice for future clients of theirs?

Have an internal conversation about your brand identity in advance. Theory SF does great work, but it’ll be best if you provide a starting point of what you want.

BACKGROUND

Introduce your business and what you do there.

I'm a partner and one of the owners of an executive search firm called Spark. We're a relatively new company—only starting operations in January 2018. We conduct targeted executive searches for architects and engineers nationwide.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Theory SF?

We required branding services for our company. The recruiting industry generally carries a negative connotation because people believe it's expensive, dishonest, and allows unqualified candidates into consideration. We believe our process is different. We feature a targeted approach to focus on a specific industry that we have experienced. We wanted to be portrayed well, be differentiated from other firms, and develop a unique visual presence.

SOLUTION

What was the scope of their involvement?

We began the engagement with no name, logo, or brand history. We only had an idea of how to be different. We met with Theory SF and briefed them about our goals. They asked in-depth questions to learn more about our personalities and how to have them reflected in our branding.

For our name, we wanted something short and punchy that captured our process. Theory SF presented us with an extensive list, maybe 30-40, and we voted on each one to narrow the options. To develop the logo, they crafted several options featuring different color schemes and designs. We chose the logo we liked best and tinkered with it until it was perfect. Currently, they are in the process of building our website. We recently supplied them with some general web copy, which they edited into a draft and returned to us, and now they’re incorporating it into the design.

What is the team composition?

We worked with both of the managing partners at Theory SF.

How did you come to work with Theory SF?

They were referred to us by another company that had used them in the past. That company arranged a meeting with Theory SF for us, and we found them to be personable and knowledgeable. We were confident in their abilities.

How much have you invested with them?

We’ve spent around $40,000 to this point.

What is the status of this engagement?

Our work began in February 2018 and is ongoing.

RESULTS & FEEDBACK

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

They have absolutely met our expectations. This was a very thought-out process, and we thank them for that. It was not overwhelming to the point where we had 10,000 name options. It was narrowed down to start, which allowed us to make quick progress.

How did Theory SF perform from a project management standpoint?

They have been as communicative and available as we could have asked for.

What did you find most impressive about them?

We respect their honesty and their knowledge. Part of their process was detailing the psychology behind consumer decision-making. Having that perspective in this process is quite valuable.

BACKGROUND

Please describe your company and your position there.

I was a Strategic Brand Planning Manager for Sage, a global accounting software company.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Theory SF?

We needed someone to make videos and handle marketing campaigns for us.  

What were your goals for this project?

We were hoping to increase awareness of our products and services. 

SOLUTION

How did you select this vendor?

They were recommended to us as a good partner in the San Francisco area.

Describe the scope of their work in detail.

Each project would start with a kickoff meeting where we'd give them a rough idea of what we were looking for. They would often help us hone the essence of that idea and then work over the course of the next week or two to develop and present a few different directions. Once we agreed on an angle, they’d present the final video and/or campaign to us. If it were campaigns, we'd a round or two of revisions before they'd flesh out all the deliverables and collateral.

What was the team composition?

We worked primarily with the Russel, the Chief Strategy Officer (CSO), and Chip, the Chief Creative Officer. They had others behind them who worked on the execution.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

They consistently beat or met expectations and we would hear praise for their work from our peers constantly.

How effective was the workflow between your team and theirs?

Russell was very responsive and attentive. He would make himself available if we were working on a time-sensitive project.

What did you find most impressive about this company?

They quality of their insights and work stand out to us. They bring world-class talent to a small agency, which results in personalized attention and reasonable rates. They homed in on the underlying ideas and brought them to life. 

Are there any areas for improvement?

Nothing readily comes to mind.

BACKGROUND

Please describe your company and your position there.

I’m the director of programming for a radio station that airs Christian programs across the United States.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Theory SF?

We needed services for branding and web design.

What were your goals for this project?

We wanted a refreshed brand and clean new website.

SOLUTION

How did you select this vendor?

One of our vendors highly recommended them.

Describe the scope of their work in detail.

We had several deep dive meetings for them to understand our business, mission, and how we wanted to reach our goals. They did market research on our competitors and audience, which then informed our collaborative decision-making process. They provided multiple options for branding with opportunities for revision. Once our executive team chose the new brand, Theory SF helped us advertise and implement the changes.

What was the team composition?

We worked directly with Theory SF’s top executives. They visited our offices on a weekly basis.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

Our new brand and website created a positive culture that our team could rally behind. The designs not only appealed to our audience, but also helped build stronger professional relationships.

How effective was the workflow between your team and theirs?

We enjoyed Theory SF as a partner because they were always available via phone. The team documented tasks after each weekly meeting.

What did you find most impressive about this company?

They’re highly professional, but also down-to-earth people that feel like part of our team. The team’s industry knowledge is incredible and they’re not afraid to think outside the box.

Are there any areas for improvement?

We were slow and they were patient with us, but Theory SF could’ve pushed us more.