The Weinbach Group

Introduce your business and what you do there.

I’m a marketing and public information officer for South Miami-Dade Cultural Arts Center, a performing art center.

What challenge were you trying to address with The Weinbach Group?

We needed a company that could handle our PR, marketing, and advertising initiatives.

What was the scope of their involvement?

The Weinbach Group handles everything digital, social media, and traditional marketing. We began the engagement by conducting several meetings with them, both in person and through Zoom. We spent a lot of time trying to get them up to speed on our business — we invited them to the center, gave them a tour, showed them samples of past advertisement and marketing efforts that we engaged in, and invited them to attend performances so they could see our product firsthand. 

At moment, they’re primarily responsible for creating our newspaper ads, billboards, radio and TV advertisements, and other marketing collateral such as brochures, posters, and fliers for our performances. They also handle our media planning efforts — we give them a budget and they help us put together a plan of action for each of our shows to help us get the word out and sell more tickets.

In terms of PR, The Weinbach Group does more traditional PR tasks for us — they draft press releases for our shows and pitch local media on potential news related to the performances and artists that we bring. One of the most recent PR-related things they’ve done was for our St. Patrick’s Day event next month in which they’ve gotten us an interview with an Irish band to help us promote the event.

In terms of social media marketing, they’re primarily tasked with putting together advertising campaigns for our Facebook, Instagram, and Snapchat channels.

What is the team composition?

We have three main points of contact, including Dan (President & CEO), on the advertising end and one point of contact on the PR end. They have a larger team behind them, but we don’t really interact directly with them.

How did you come to work with The Weinbach Group?

We went through a request for proposal through our county procurement department to solicit services in two categories: marketing and advertising and marketing and public relations. The Weinbach Group offered both of those services, so they were awarded both contracts.

How much have you invested with them?

We have a specific budget of $300,000 per year for a five-year contract. So far, we’ve spent around $120,000 in total. 

What is the status of this engagement?

We started working together in September 2021, and the engagement is ongoing.

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

The quality of The Weinbach Group’s work is excellent. They’ve created some really spectacular TV ads and billboards for us, but one of the most notable things they’ve done was this very creative mailer, which opens up and unfolds like a vinyl record. The mailer was used to promote our music series, and we saw a direct ticket sales increase around the time of its release so we know how effective it was.

How did The Weinbach Group perform from a project management standpoint?

The Weinbach Group has performed very well in terms of project management. We maintain day-to-day communication and we also have a weekly meeting where we discuss bigger projects.

We primarily communicate through email, Zoom, and Microsoft teams.

What did you find most impressive about them?

I am very impressed with how creative The Weinbach Group is. Whenever we talk to them about a group of shows and tell them that we want to get the word out, they would always come up with different creative ways to do that.

I also appreciate their great, hands-on customer service. They’re in daily contact with us, and we never feel neglected.

Are there any areas they could improve?

I don’t think there’s anything that The Weinbach Group could improve on — I just want them to keep doing what they’re doing.

Do you have any advice for potential customers?

I think communication is key. I think that the few weeks that we spent getting to know each other before they actually had to delve in and do work was very important because we're a complex business with a lot of moving parts, it was only fair to give them adequate time to digest everything that we do.

Introduce your business and what you do there.

I’m an assistant theater director of a cultural performance center in Miami, Florida. We produce music concerts, dance numbers, and more.

What challenge were you trying to address with The Weinbach Group?

We hired The Weinbach Group to manage our marketing and advertisement efforts.

What was the scope of their involvement?

The team takes care of all our marketing activities, including everything from the inception of an idea for a particular campaign all the way to its execution. They’re also responsible for managing ad strategies, creating designs, developing copies, spearheading SEO activities, and more. Their main goal is to steer our company fully into digital advertising since we’ve only been splitting traditional and digital strategies in the past. Some of the social media accounts that they’re handling include Facebook, YouTube, and Instagram.

Currently, they get a lot of our marketing materials from the artists that we’re working with. However, we plan to document some of the performances in the theater as materials for our future marketing campaigns and content. The team is also in charge of our PR activities, and they’re working on getting press releases out by contacting various news organizations.

What is the team composition?

At least six people from The Weinbach Group are working on our project. Their account manager works directly with us. 

How did you come to work with The Weinbach Group?

We conducted a competitive bidding and procurement process.

How much have you invested with them?

We’ve spent $60,000, but over our five-year contract, we’re set to spend $3 million. The total amount includes the services they’re going to provide to other facilities within our department.

What is the status of this engagement?

We began our partnership in August 2021, and we continue to collaborate. Our current contract is five years.

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

Everything that they’ve been doing is working pretty well, and they consistently meet our expectations. At this point, it’s too early to tell if their work is successful, but since they’ve joined the project, we’ve had higher engagement on our social media pages.

How did The Weinbach Group perform from a project management standpoint?

They have a perfect management process; The Weinbach group is very thorough, and they’re always available when we reach out to them through phone, email, or Zoom. They’re also extremely good at responding to our inquiries and needs.

What did you find most impressive about them?

We’re impressed that they came on board with a lot of energy and a desire to try new things. Furthermore, they have an excellent way of presenting their proposals, and they share their ideas in a language that makes sense to somebody that’s not necessarily a marketing expert.

Are there any areas they could improve?

It’s too early to tell what they can improve since we’ve only been working with them for four months.

Do you have any advice for potential customers?

Be open to sharing your expectations and what you need in your project.

Introduce your business and what you do there.

I’m the senior VP of business development of a revenue recovery company that specifically focuses on the healthcare market, and we help hospitals overturn and prevent clinical trials. We provide a financial service like a collections company, except we simply go after insurance companies. I’m in charge of all marketing and sales for the company.

What challenge were you trying to address with The Weinbach Group?

We wanted to increase our exposure in the market through a digital presence, while also leveraging other lead generation channels such as content marketing, direct mail, public relations events, branding, and online marketing. We also want to enhance our website.

What was the scope of their involvement?

The Weinbach Group provides us with digital marketing. They’re helping us run paid ads on LinkedIn, and Google. We stopped running paid ads on Facebook because one of the owners doesn’t like Facebook. However, we still do organic posts on there, as well as on Twitter.

We initially had a previous website, but it looked nothing like what it does today. Our website was more of a landing page if nothing else, and they put all the infrastructure behind it, so we can better gather information about who’s visiting us and what page they’re on. Aside from working on the background infrastructure, they also did a complete redesign of our website.

A lot of what they’ve done is direct people to our website, and use it as a platform where we’re best represented. They changed the look and feel of the website, and its overall branding.

Right now, apart from handling our digital marketing, they’re making continuous enhancements to the website. I’m in charge of marketing and I do many things on my own with regards to lead generation, but this is an ongoing transaction and I consider them to be my marketing team. 

What is the team composition?

The most direct interactions I have are with Dan (President & CEO), Jeff (Director of Client Accounts), and Meieli (Director of Communications). Jeff is the person I deal with mostly on a day-to-day basis, and Dan is always there as well. 

How did you come to work with The Weinbach Group?

We were looking for a marketing company that had healthcare experience in the hospital and health system market, specifically, within the revenue cycle space. I had been speaking to this one organization that didn’t have experience in the healthcare market, and it was clear to me that they wouldn’t be able to convey our message.

We are a niche company, and even though it’s not hard to understand, if you’re not working in it, you won’t know it. When I did my search, I came across a couple of other companies, but I called up The Weinbach Group because they were in Florida down in Miami. I evaluated them, along with this other company based in Tennessee, and we liked The Weinbach Group better.

How much have you invested with them?

So far, we’ve invested $87,000 since June of last year.

What is the status of this engagement?

The ongoing partnership started in June 2020.

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

While there are no quantitative metrics just yet, I believe we’re still in the nascent stage of our relationship. However, we’ve gotten positive feedback from varying people who’ve visited our website, and have seen the work or content we’ve developed since. We’ve gotten some positive hits on our blogs and we’ve increased our followers on our LinkedIn profile — we had over 100 followers and as of today, we have about 310.

The people that work for us and the people who own the company are highly experienced people in this particular space. We believe that we’ve nailed the messaging and the refinement of our value proposition.

How did The Weinbach Group perform from a project management standpoint?

We typically communicate through email, phone, Zoom, and Microsoft Teams. I have monthly meetings with them which generally go for like an hour to an hour and a half. We recap what we’re doing, what our goals are in a month, and what our campaigns are.

What did you find most impressive about them?

We’re impressed with their creativity and responsiveness. The other night they published a blog that was very timely based on an event that was happening at that time. They did a wonderful job in writing and putting their own creative spin on the topic. Through their understanding, they were able to convey the correct message to the market with our input. We wrote the basic outline of it, and they continued it with their creativity.

The other thing we found impressive was what they did at the outset of our engagement. They had a series of questions that they asked to understand the essence of our company. They had a very unique way of doing that, as opposed to a straightforward approach. The Weinbach Group seeks to connect on a personal level.

Are there any areas they could improve?

I don’t know if I have anything to say that they could do differently — we’ve been very pleased with everything that they’ve done.

Do you have any advice for potential customers?

My advice is if you want good results, be clear and succinct in what you want to accomplish. The Weinbach Group does a lot of prodding and qualifying to make sure that they understand what you want. Outline your objectives as clearly as you possibly can.

Introduce your business and what you do there.

I’m the president of 2CY, Inc. We conduct market research and provide strategic planning services. I’m the sole employee of the company so when I receive larger engagements, I go ahead and use subcontractors to complete the work.

What challenge were you trying to address with The Weinbach Group?

We brought them on for collaboration purposes.

What was the scope of their involvement?

We fill the market demand and analysis pieces, and The Weinbach Group provides the creative piece. Our engagements have been collaborations where clients have wanted to understand what the most current trends are and how to go about effectively marketing for those trends.

The Weinbach Group had a large pharmaceutical company they were doing work for. We came in and did market research around some of the things they were trying to accomplish, which then got incorporated into the company’s creative.

What is the team composition?

I mainly work with Dan (President & CEO). I’ve interfaced peripherally with some of the other team members several years back.

How did you come to work with The Weinbach Group?

I came across them through my former role; they won an RFP.

What is the status of this engagement?

The engagement started in January 2017, and it’s ongoing.

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

We increased our brand awareness, both for Dan’s company and mine, through the collaboration. We helped people understand an incoming trend and explained it wasn’t something they had to be fearful of. Here I am as a small entrepreneur, and we ended up with a national audience. It was really through Dan’s efforts. That was absolutely terrific.

How did The Weinbach Group perform from a project management standpoint?

Their project management is very good. We worked together to make sure our presentation was crisp, and we were all presenting things that were coherent. They’re able to operate and get things accomplished in an efficient way.

What did you find most impressive about them?

They really understand the nuances of healthcare. When talking about a specific type of provider, they understand what it is and what drives their business. They understand payment models and changes in healthcare policy. What’s more, they’re very data-driven. Those two factors differentiate them from other advertising and PR firms.

Are there any areas they could improve?

No, I can’t think of anything.

Do you have any advice for potential customers?

Be aware of your internal knowledge of your business and what you want to accomplish. Come in and tell The Weinbach Group your past history, objectives, and where you want to go. Next, understand that you’re working with a knowledgeable partner within healthcare. Be open to working collaboratively to get the most out of their knowledge.

Introduce your business and what you do there.

I used to be the chief of staff and chief development officer at a 16-billion dollar community bank and leading institution in Florida.

What challenge were you trying to address with The Weinbach Group?

There was an initiative throughout the bank to enhance the efficacy of our client-facing employees’ sales processes.

What was the scope of their involvement?

The Weinbach Group provided structure and education to help our client-facing employees better serve their customers. They developed two tools: a sales playbook and a management guidebook.

Our first focus, developing the sales playbook, took around 3–4 months. They then produced the management guidebook in a month or two after that.

It was an iterative process, where we began with a conversation about what we needed. We provided feedback at every step of the way to ensure that our corporate communications properly addressed all the appropriate audiences.

Additionally, they supported us in one-off projects developing our presentations and collateral. They essentially served as our outsourced marketing team on a larger scale.

What is the team composition?

I worked with Dan (President & CEO) and his team of 4­–5 people. He had creative teammates that would feel free to call me directly, and we’d go over production aspects together. That way, we could collaborate to ensure the best creative output.

How did you come to work with The Weinbach Group?

I’ve known Dan for over 20 years, and we’ve worked together at various organizations over the years.

How much have you invested with them?

We spent somewhere around $50,000.

What is the status of this engagement?

This particular project began in November 2018 and wrapped up in April 2019.

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

The Weinbach Group produced playbooks that improved the efficacy of our sales process, which was indicated various KPIs. We saw an 18–20% increase in productivity, measured by dollars (deposits raised, or loans made under bank terms.) Their work ultimately improved our revenue producers’ ability to build relationships.  

Our internal and external stakeholders were thrilled with how their work came together. We were able to maintain very positive relationships internally, since they were so pleased with the work produced.

How did they perform from a project management standpoint?

They were great. I’m a little bit old-school with my PM techniques, so Dan and I mostly utilized email and excel spreadsheets. He did a great job of delegating tasks. We did have a project manager who was particularly effective in laying our timeframes and deliverables. We were always on the same page.

What did you find most impressive about them?

Dan and his team listens to your business needs and effectively addresses them in their marketing or design solutions. While they’re a creative team, they’re able to understand your needs from a business perspective. Dan’s team is able to put your strategic and financial goals first, which truly differentiates them from others.

Are there any areas they could improve?

This advice applies to any outsourcing company, but they could be more proactive about reaching out to their client base to see if there are any opportunities. I’d encourage them not to be shy, and to reach out to me more. There are always bound to be projects they could help me out with, so I’d appreciate a proactive — rather than reactive — approach.

Do you have any advice for potential customers?

Take the time to have an initial meeting to discuss your needs. Even if you spend a half-day talking about your business, you’ll get that investment of time back in spades. He’ll be able to bring real value.

Introduce your business and what you do there.

We’re an eating disorder treatment center for adolescent girls and women. We have 19 locations nationwide, including two residential areas. I’m in the marketing coordinator role.

What challenge were you trying to address with The Weinbach Group?

We began working with them for their design services as well as their direct mail services.

What was the scope of their involvement?

They do a large portion of our design, from concept to creation, production, and print. As well as direct mail services. For example, we have an annual conference and they’ve been a major part of creating our annual brochure. We generally have 500 attendees, so they definitely help us market that conference each year.

They’ve also helped with branding. We’ve been around for 35 years, so they’ve modernized our branding and ensured that we are in line with our competitors.

They’ve helped us with everything from brochures, to flyers, to general campaigns

What is the team composition?

Claudia (Manger of Client Services) is my direct contact and she has been a pleasure to work with, She is extremely organized. I’ve also worked with the Dan (CEO). He is absolutely fantastic and he is extremely intelligent. Whenever we have any kind of kickoff call to discuss concepts, he asks extremely detailed questions. He really wants to get to know exactly what direction we’re leaning towards. He’s always spot-on.

How did you come to work with The Weinbach Group?

It was before my time, but both of our organizations are family-owned businesses, so we relate well.

What is the status of this engagement?

We started working together in 1996 and we still work with them.

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

They do a lot with our larger events, so we base success off of attendance. A lot of our annual roadshows are sold out, which is the ultimate goal. So, we’re thrilled.

They’ve been fantastic. They’ve helped us elevate our marketing as a whole Our brochure reaches all 50 states and Canada, and we’ve even had some international attendees. They’ve really delivered what we’re looking for. Every year, they help us meet our goal.

They’ve received seven different awards from the Healthcare Advertising Awards for their work with us, so we’re thrilled to be a part of that.

How did The Weinbach Group perform from a project management standpoint?

From a project management standpoint, they’re extremely organized. For each project, they provide us with a timeline and we haven’t had any issues meeting our deadlines. They’re always in touch throughout the week. Most recently, as we’ve begun working on our 2020 annual conference, they got us the cover concepts ahead of the scheduled date, which allows us to provide feedback very quickly. So, we’re really happy with the quick turnaround. They’re very timely.

What did you find most impressive about them?

Their general understanding of our mission. They really understand that they understand our community’s perspective. So, we market towards professionals who are treating patients as well as community members and potential patients. They have a clear understanding of who we are and who we’re looking to reach in our marketing services.

Are there any areas they could improve?

We’ve been thrilled with their services.

Do you have any advice for potential customers?

They should be clear on the marketing services that they’re looking for. So they have a broad range of services, but if you know what you’re looking for, you can clearly communicate that to them. They always execute perfectly.

Introduce your business and what you do there.

I’m a senior account executive at an insurance broker. I’m responsible for a group of 25,000 retirees for an airline. Their account is managed by a volunteer group of former employees, and I handle the daily management of the trust.

What challenge were you trying to address with The Weinbach Group?

Our group offers voluntary coverage. When people retire from a certain large airline, they can purchase group insurance from the trust we offer. Most people don’t have access to group insurance after they retire, but because the plan is voluntary there is no employer contribution. We’re offering our plan to healthy retirees, but there is lots of other competition.

It’s important that we keep enrolling new people because the plan needs young healthy folks to enroll as people keep turning 65 and aging. Our competition was stiff to enroll these healthy young retirees, so we hired The Weinbach Group for marketing assistance to compete with other plans who were poaching these young healthy retirees.

What was the scope of their involvement?

Their marketing endeavors were extremely extensive. They completed a survey that took place over several months. After that, they worked on our website and all of our communication pieces. Then, they started a social media presence for us, something we never had before.

They also tweaked our logo and helped with branding to make ourselves more clearly affiliated with the airline. The rebranding now gives us a completely different feel from our competitors.

This rebranding translates to the other marketing communications we run. This includes letters, 50-page benefit guides, mailers to our website, LinkedIn ads, Facebook pages and ads, and more.

What is the team composition?

We have one hands-on communication person. We also communicate directly with Dan (President, The Weinbach Group). Beyond that, we interact with web communications people, a creative writer, a designer, and a social media person. We interact with around six people, but because the process is so smooth we have no issues.

How much have you invested with them?

Last year we spent $185,000 with them. We pay to print our own materials, so that number is purely for design.

What is the status of this engagement?

We started in June 2018 and they continue to run all of our marketing. This is a long-term relationship. They’re working on our 2020 calendar right now.

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

I could talk for an hour about all the great things that they’ve done. Their impact funnels to every other thing that we do. The rebranding highlighting the airline partnership has increased our enrollments, website traffic, and meeting attendance.

They also started our social media presence. We had none before them. I have people tell me that they signed up because of our ads on Facebook. While I’m no expert at social media, our click rates are supposedly very high.

How did The Weinbach Group perform from a project management standpoint?

They’re very organized. They always send us a work overview whenever we begin a new project, even though we’ve been working together for a while. They’ll explain the project, what they propose we do, how long it will take, how much it’ll cost, and where they see any potential for things to change.

What did you find most impressive about them?

I could rattle off a long list, but I’ll narrow it down to two. One, they’re a really niche organization. They know health care extremely well and are able to bring us ideas targeted to the health care community. It would require a lot more effort if we had to explain to them our business and goals in detail, but they knew us without us having to explain ourselves.

They’re also big enough to get the job done but small enough where we don’t get lost in the shuffle. They’re the best of both worlds — they have the resources of a large team and the dedication of a small one.

Are there any areas they could improve?

There are always some small transactional things, such as the way they invoice us for a job. It is occasionally unnecessarily confusing. It also took them a little time to understand who did what in our organization, causing us to feel like we were tripping over each other.

However, those issues resolved themselves in the first six months and now I can’t ask for more from them. They do an amazing job.

Do you have any advice for potential customers?

I’d recommend starting off with a list of challenges. Do a brainstorm about what your goals are. But, don’t come in with a transactional perspective.

Take the time to understand your organization and what you can learn from them and what value they can add in ways they’re not even paid to. They ask questions we never expected them to ask, and I attribute that to the investment of time on our front end.

Introduce your business and what you do there.

I am the executive director of an organization called Be Strong International. We are a nonprofit organization that teaches healthy relationship skills to children and families through educational workshops and so forth.

What challenge were you trying to address with The Weinbach Group?

I initially hired them to help us with rebranding. We had received a capacity-building grant that would help us restructure our organization in certain ways, so I felt that the best way to start would be by rebranding our logo and giving us a new polished look.

What was the scope of their involvement?

They redid our logo and our website, which went really well, so from there they expanded into some print materials. Those included informational brochures, business cards, and promotional banners.

Beyond that, they really helped us to narrow down our target audience and make better use of MailChimp marketing to engage that audience by creating some really helpful templates for us.

What is the team composition?

I know of at least three members of their team who worked with us on the project. We had a main point of contact who we were always in touch with, but several others helped them with various tasks behind the scenes.

How did you come to work with The Weinbach Group?

We reached out to a few companies that we found online, and The Weinbach Group was one of the ones that came in and gave a pitch presentation to us. We were really impressed with their look and attitude overall, so once our funder approved the engagement, we contracted with them.

How much have you invested with them?

The engagement cost a little over $60,000 in total.

What is the status of this engagement?

Our work started in mid-2016 and we worked on a variety of projects with them between then and October 2019.

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

We don’t have a specific tracking system in place, but the website has received rave reviews from our audience. When we speak to larger agencies about partnerships and provide them with our informational materials, they are always impressed with the level of quality there, which has been a huge benefit to us.

How did The Weinbach Group perform from a project management standpoint?

They did an outstanding job of managing the project. They were always responsive and willing to listen to us, and they really invested in learning about our organization in order to be able to represent us in our materials. That level of dedication is what really took the project to the next level, and we really appreciated it.

What did you find most impressive about them?

Again, it comes back to their willingness as a company to work with a smaller nonprofit like us. They were willing to negotiate with us in a different way because they understood our purpose and what we were trying to do. Their team was never forceful with their recommendations, so we always felt incredibly respected while we were receiving a very high-level service at the same time.

Are there any areas they could improve?

I don’t think there is any room for improvement in their work. The partnership truly changed the trajectory of our program in the public eye.

Do you have any advice for potential customers?

Definitely have a lead contact on the project, because they are very responsive. You don’t want to drop the ball on your end in terms of communication about the project. On a more basic level, I also think that nonprofits should invest in their marketing budget because projects like this are almost always worth it.