Three Ventures Technology, Inc.

BACKGROUND

Please describe your company and position.

I am the Head of Marketing of NEXT 10

Describe what your company does in a single sentence.

We're a private equity company that helps home service businesses grow.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Three Ventures Technology, Inc. to accomplish?

• Improve the performance of our Google Ads

SOLUTION

How did you find Three Ventures Technology, Inc.?

Online Search

Why did you select Three Ventures Technology, Inc. over others?

Showed expertise on the intro call

How many teammates from Three Ventures Technology, Inc. were assigned to this project?

2-5 Employees

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

Three Ventures took a highly consultative approach that provided us the flexibility to shift priorities as needed. They guided us through key technology and analytics setups, ensuring all our systems were properly integrated and aligned with our overall goals. By defining clear objectives, audiences, and performance metrics, they helped us focus on the most impactful strategies and keep our budget on track. Their ongoing support included regular communication, strategic recommendations, and hands-on training, which proved invaluable in enhancing our marketing campaigns. Ultimately, Three Ventures delivered thoughtful guidance and actionable insights that helped us drive growth, optimize spending, and integrate branding considerations into our overall marketing strategy.

RESULTS & FEEDBACK

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

They doubled our CTR (Click-through-rate) at both of our companies in less than a few months.

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

Three Ventures was prompt and delivered items according to schedule with detailed timelines.

What was your primary form of communication with Three Ventures Technology, Inc.?

• Virtual Meeting
• Email or Messaging App

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

Every member of Three Ventures has an extraordinary amount of skill and experience in Google Ads, Meta Ads, and marketing in general. Every action they took and every conversation we had was tied to the success of our businesses. You can tell they truly care about their clients and they have the expertise to create positive change quickly.

Are there any areas for improvement or something Three Ventures Technology, Inc. could have done differently?

No, there's not.

BACKGROUND

Please describe your company and position.

I am the VP of Marketing of LaunchCode

Describe what your company does in a single sentence.

LaunchCode is a nonprofit offering free training to non-traditional learners, then connecting them to companines in need of junior tech talent and innovative talent solutions. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Three Ventures Technology, Inc. to accomplish?

• Customize our HubSpot to better fit our needs and business model.
• Integrate sales and marketing operations within HubSpot.
• Train our teams to better use HubSpot.

SOLUTION

How did you find Three Ventures Technology, Inc.?

HubSpot

Why did you select Three Ventures Technology, Inc. over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Three Ventures Technology, Inc. were assigned to this project?

2-5 Employees

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

Assessed HubSpot as a central platform for critical business operations, centralized our data, reconfigured our account to align with our business model, then provided training and coaching to our team.

RESULTS & FEEDBACK

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

An audit of our current needs and technology stack, a highly customized HubSpot platform, training and training materials for our marketing and sales teams. 

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

3V's approach was highly organized, with clear timelines, milestones, and regular check-ins to ensure everything was on track. They managed the project with a keen eye for detail, ensuring that all aspects were aligned with our goals and that any potential issues were proactively addressed.

They took the time to fully understand our business model, which allowed them to tailor their strategies and solutions to our specific needs. Their patience and flexibility were evident in how they adapted to our feedback and many changing needs!

What was your primary form of communication with Three Ventures Technology, Inc.?

Virtual Meeting

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

The 3V team truly cares about filling our knowledge gaps and empowers us to feel more confident using the platform. By the end of the project, they felt more like our team members and project partners vs. a contractor. Their project management style not only kept everything running seamlessly but also fostered a strong sense of trust and collaboration within our team.

Are there any areas for improvement or something Three Ventures Technology, Inc. could have done differently?

No. 

BACKGROUND

Please describe your company and position.

I am the Owner of Moss Consulting Services

Describe what your company does in a single sentence.

HR Outsourcing.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Three Ventures Technology, Inc. to accomplish?

• Setup ticketing system
• Setup website & landing pages
• CRM and other functions

SOLUTION

How did you find Three Ventures Technology, Inc.?

Online Search

Why did you select Three Ventures Technology, Inc. over others?

• Pricing fit our budget
• Great culture fit

How many teammates from Three Ventures Technology, Inc. were assigned to this project?

2-5 Employees

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

Three Ventures took us from having no Hubspot integration, to having a fully functional ticketing system, lead producing website, a CRM, as well as many other customized Hubspot services.

RESULTS & FEEDBACK

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

When Three Ventures was done we had a fully functional ticketing system that now supports over 850 end users. They created our website and spent a lot of time making it feel like our brand. Three Ventures trained me on building landing pages and set up workflows that allow us to accomplish more in less time. They ensured everything we needed from HubSpot was working the way we needed it.

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

We had weekly meetings to review progress and establish goals for the next week. They are using Jira so it was easy to see the steps of the project and they reviewed them each meeting.

What was your primary form of communication with Three Ventures Technology, Inc.?

Virtual Meeting

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

Conner, our programmer, was really intuitive about what we needed and kept working until we had things exactly as we needed them.

Are there any areas for improvement or something Three Ventures Technology, Inc. could have done differently?

Not that I can think of.

BACKGROUND

Please describe your company and position.

I am a manager at Turtle Beach

Describe what your company does in a single sentence.

Turtle Beach is one of the world's leading gaming accessory manufacturer's 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Three Ventures Technology, Inc. to accomplish?

• Migrate from Universal Analytics to Google Analytics 4
• Build dashboards in Tableau that pull in raw GA data from Big Query

SOLUTION

How did you find Three Ventures Technology, Inc.?

• Online Search
• Other

Why did you select Three Ventures Technology, Inc. over others?

• High ratings
• Pricing fit our budget
• Good value for cost
• Company values aligned

How many teammates from Three Ventures Technology, Inc. were assigned to this project?

2-5 Employees

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

The ThreeVentures team led a project to migrate our existing Universal Analytics site into Google Analytics 4. The goal of the project was to achieve parity with our existing analytics program, including the migration and set-up of our Google Tag Manager accounts, as well as build reporting dashboards in Tableau using Big Query that would mirror the existing Data Studio reporting we had been using. 

RESULTS & FEEDBACK

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

We extensively tested during the migration to ensure that parity with our existing analytics set-up, reviewed updates tested our Google Tag Manager triggers, and ran extensive testing on the Tableu dashboards that were built for us. 

Across the board we saw success in the work that was done and it allowed us to be live on Google Analytics 4 ahead of the mandatory upgrade. 

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

Greg and the team were effective communicators and all our needs were met on time and within the expected scope of the project. Whenever specific questions arose, we had them answered expediently and anything that needed additional follow-up was done within a reasonable window.

What was your primary form of communication with Three Ventures Technology, Inc.?

• Virtual Meeting
• Email or Messaging App

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

They were a smaller team but everyone knew their role and executed quickly and effectively. There was clearly communication happening across the board. 

Are there any areas for improvement or something Three Ventures Technology, Inc. could have done differently?

They achieved the stated goals for our project on time and within the budget so I have no reccommendations for improvement based on the work that was done. 

BACKGROUND

Please describe your company and position.

I am the Manager of Customer Success of a Grid Services Company

Describe what your company does in a single sentence.

Our infrastructure and services enable aggregated DERs, such as demand response, smart thermostats, electric vehicles, and solar and battery storage, to provide grid services effectively and efficiently. Offerings include program design and implementation, marketing and enrollments, technical services, Software as a Service (SaaS), optimization of value streams, and operational support.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Three Ventures Technology, Inc. to accomplish?

• Set up Google Analytics for various website and apps

SOLUTION

How did you find Three Ventures Technology, Inc.?

Referral

Why did you select Three Ventures Technology, Inc. over others?

• Pricing fit our budget
• Good value for cost
• Referred to me

How many teammates from Three Ventures Technology, Inc. were assigned to this project?

2-5 Employees

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

The project involved the successful implementation of Google Analytics across multiple websites and mobile applications, focusing on gathering insightful data related to user behavior, engagement, and performance metrics. Comprehensive tasks included setting up Google Analytics accounts for each website, providing the tracking code for relevant web pages, and configuring tracking parameters for specific user interactions and events. 
Additionally, the project extended to the integration of the Google Analytics SDK into mobile applications for both Android and iOS platforms, with a particular emphasis on tracking key in-app events and user interactions. Custom reports and dashboards were created based on the client's key performance indicators (KPIs), and cross-domain tracking was implemented to analyze user behavior seamlessly across various domains. 
The project also encompassed goal setup, event tracking, user segmentation, training sessions, documentation, quality assurance, ongoing support, and compliance with data privacy regulations. A detailed project timeline, deliverables, and acceptance criteria were provided, ensuring the successful implementation and client approval. Ultimately, the goal was achieved by establishing a robust Google Analytics infrastructure that allows for comprehensive tracking and analysis of user interactions across websites and mobile applications.

RESULTS & FEEDBACK

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

Accurate tracking of key events ensured reliable data for decision-making, and effective user segmentation allowed for targeted marketing strategies. Custom reports and dashboards presented relevant KPIs, and cross-domain tracking provided a holistic view of user interactions. 
The client's team demonstrated proficiency in interpreting data, and thorough testing confirmed the accuracy of tracking codes. Project completion within the timeline and positive client feedback affirmed successful collaboration and meeting expectations.

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

The project management throughout the implementation of Google Analytics was commendable. Deliverables were consistently provided within the agreed-upon timeline, showcasing efficiency and adherence to deadlines. The team demonstrated a proactive approach in responding to our needs, addressing queries promptly and effectively. 
Their responsiveness and collaborative communication greatly contributed to the success of the project. Overall, we were satisfied with their project management, timely deliveries, and attentive response to our requirements.

What was your primary form of communication with Three Ventures Technology, Inc.?

• Virtual Meeting
• Email or Messaging App

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

What stood out most about this company was the exceptional talent and skills of their team. Their expertise in implementing Google Analytics was truly impressive, and they showcased a deep understanding of the intricacies involved. The team's ability to customize tracking parameters, create insightful reports, and seamlessly integrate analytics into both websites and mobile apps demonstrated a high level of proficiency. 
Their unique combination of technical skills and strategic thinking contributed significantly to the success of the project. Overall, the company's team impressed me with their depth of knowledge and the seamless execution of complex tasks.

Are there any areas for improvement or something Three Ventures Technology, Inc. could have done differently?

While our experience with Three Ventures Technology, Inc. was overall positive, one area for potential improvement could be in staff retention and consistency. We observed some changes in the project team composition over the course of the implementation, which, at times, led to a brief adjustment period. 
Ensuring a more consistent team structure could enhance continuity and streamline communication. However, it's worth noting that the team handled transitions efficiently, and any minor disruptions were promptly addressed. This feedback is offered constructively, recognizing that staff retention and consistent team composition can further contribute to the overall success of future projects.

BACKGROUND

Please describe your company and position.

I am an Executive of Partnership to End Addiction

Describe what your company does in a single sentence.

We're on a mission to transform how our nation addresses addiction by empowering families, advancing effective care, shaping public policy and changing culture.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Three Ventures Technology, Inc. to accomplish?

• Host our CRM in a HIPAA-compliant computing environment in AWS
• Host our website in a secure environment in AWS
• Provide consultation on cutting edge technologies and how they apply to our mission

SOLUTION

How did you find Three Ventures Technology, Inc.?

Online Search

Why did you select Three Ventures Technology, Inc. over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost

How many teammates from Three Ventures Technology, Inc. were assigned to this project?

2-5 Employees

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

Fully managed AWS environment to host multiple WordPress websites. Fully managed AWS environment to host a HIPAA-compliant CRM application. AWS account management and security expertise. Application software development. Hubspot and Google Analytics 4 implementation and consulting.

RESULTS & FEEDBACK

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

Over the last 5 years: 

• 99.99% uptime. 
• Zero security issues.

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

We meet online every other week to review progress and issues. If there is an emergency, I can always get them on the phone to provide expertise and assistance even with the time difference (Pacific v. Eastern).

What was your primary form of communication with Three Ventures Technology, Inc.?

• Virtual Meeting
• Email or Messaging App

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

Their level of domain experience throughout the company is impressive. There is no question that they have not been able to answer.

Are there any areas for improvement or something Three Ventures Technology, Inc. could have done differently?

No.

BACKGROUND

Please describe your company and position.

I am the CIO of Wagepoint Holdings, Inc.

Describe what your company does in a single sentence.

We are a SaaS payroll company for small businesses.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Three Ventures Technology, Inc. to accomplish?

• setup Tableau in our cloud infrastructure
• setup data warehouse with ETL from production
• build out initial company reports

SOLUTION

How did you find Three Ventures Technology, Inc.?

Referral

Why did you select Three Ventures Technology, Inc. over others?

• High ratings
• Great culture fit
• Company values aligned

How many teammates from Three Ventures Technology, Inc. were assigned to this project?

6-10 Employees

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

• Installation of Tableau Server within the new Azure infrastructure: This scope of work plans for guidance on a best practice "base install." This includes qualification of a single node or multi-node, workload qualification, OS assessment, data source driver assessment and installation, disaster recovery and backups, plus basic hardening.
• Integration of the provided queries as data sources in Server: Three Ventures will set up the data sources using the reporting queries provided by Wagepoint. 
• Development and publishing of the ten BI reports in Tableau Desktop: Reports will be in the most exact state possible in relation to current reporting outputs, given any Tableau constraints. Should the reports be developed prior to the project deadline, we will consult on how to best incorporate more visual aspects into the top priority reports. 
• Planning for 2023 needs and path towards reporting adoption: Three Ventures will provide consulting and collaboration for 2023 in relation to driving adoption with Tableau, migration of other reports, internal resource requirements, augmentation with vendor resources, and budgeting.

RESULTS & FEEDBACK

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

The Tableau server was set up within the Azure infrastructure as a Kubernetes package and is running consistently without issue. The initial reports were created and matched existing data. Based on the data sources configured through the data warehouse, reports are updated on a scheduled basis, and new reports are being created from the data warehouse.

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

The project was a "rush" project with a 45-day schedule. It was noted that this is normally a 90-day schedule. There were meetings multiple times per week with their whole team and the appropriate resources on our side. 

Delivery schedules were discussed, and technical requirements were outlined and reiterated to ensure the shortened schedule could be kept. All deliverables were on-time from Three Ventures, even when there were technical delays on our side. They provided post-project completion, and they provided follow-up to questions that didn't arise during the project.

What was your primary form of communication with Three Ventures Technology, Inc.?

• Virtual Meeting
• Email or Messaging App

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

The breathed of knowledge not just about the application (Tableau) but the overarching concepts (data warehousing, ETL, KB8, security) surrounding the implementation of the application. Additionally, the staffing was enough to solve the issues on the shortened time scale without negatively affecting the budget.

Are there any areas for improvement or something Three Ventures Technology, Inc. could have done differently?

We were very satisfied with the project and its results.

BACKGROUND

Please describe your company and position.

I am the Sr Director of Marketing of an education company. 

Describe what your company does in a single sentence.

Educational Supply Company

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Three Ventures Technology, Inc. to accomplish?

• Solve B2B and B2C segmentation and optimization within ad accounts (ongoing).
• Architect monthly reporting solution to address budget performance and attribution variation impacts. (one time).
• Design conversion architecture in Google & Bing Ads for ML enablement and optimization around customer segments. (One time, updates overtime).
• Deliver paid search insights for monthly reporting (ongoing).

SOLUTION

How did you find Three Ventures Technology, Inc.?

Online Search

Why did you select Three Ventures Technology, Inc. over others?

Understood our needs the best

How many teammates from Three Ventures Technology, Inc. were assigned to this project?

6-10 Employees

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

• Solve B2B and B2C segmentation and optimization within ad accounts (ongoing). 
• Architect monthly reporting solution to address budget performance and attribution variation impacts. (one time). 
• Design conversion architecture in Google & Bing Ads for ML enablement and optimization around customer segments. (One time, updates overtime). 
• Deliver paid search insights for monthly reporting (ongoing).

RESULTS & FEEDBACK

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

• Delivered an automated report for Monthly Reporting 
• PMAX Audit with several new strategies and multiple tests to judge success 
• Recommendations for Product Feed Optimization 
• GA4 Setup and Optimization 
• Non-Brand Search tests and optimization

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

Everything was mapped out and delivered on time. We were always aware of where a project stood and how hours were being allocated.

What was your primary form of communication with Three Ventures Technology, Inc.?

Virtual Meeting

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

They really listened to our feedback and adjusted strategies based on our unique business. They truly felt like our business was their business.

Are there any areas for improvement or something Three Ventures Technology, Inc. could have done differently?

Nothing comes to mind

BACKGROUND

Please describe your company and position.

I am the Head of Strategy & Operations of a cardiologists' growth partner

Describe what your company does in a single sentence.

Operational and growth partner for cardiologists 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Three Ventures Technology, Inc. to accomplish?

• Optimize hubspot CRM
• Accurate and easy reporting

SOLUTION

How did you find Three Ventures Technology, Inc.?

Online Search

Why did you select Three Ventures Technology, Inc. over others?

Great culture fit

How many teammates from Three Ventures Technology, Inc. were assigned to this project?

2-5 Employees

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

The team supported us in optimizing and cleaning up our hubspot CRM. 

• They reviewed our current CRM
• Came up with recomendations
• Implemented those reccomendations

RESULTS & FEEDBACK

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

• Optimized CRM
• Efficient reporting/analytics of our sales efforts

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

Weekly meetings with very detailed project tracking and clear objectives for each meeting.

What was your primary form of communication with Three Ventures Technology, Inc.?

Virtual Meeting

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

Overall, great folks to work with and took on the business as their own. The team took the time, effort, and energy to truly understand our business needs and really work around them. Not your ordinary consultant that just tries to give you a standard playbook or framework. 

Are there any areas for improvement or something Three Ventures Technology, Inc. could have done differently?

n/a