Wise Digital Partners

BACKGROUND

Please describe your company and position.

I am the Managing Principal of DeBlanc, Murphy & Murphy, LLC

Describe what your company does in a single sentence.

DeBlanc, Murphy & Murphy, LLC is a full-service accounting firm capable of providing clients with a wide range of financial services, including tax planning and preparation, audit & attestation services, accounting & bookkeeping, business consulting, personal financial planning, IRS representation, litigation support, business valuations, fraud prevention & detection, expert witness services, cryptocurrency consulting, and family office services.

OPPORTUNITY / CHALLENGE

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

• Build an amazing website.
• Develop and execute a marketing strategy.

SOLUTION

How did you find Wise Digital Partners?

We found a website that we loved, and found out Wise Digital Partners created it.

Why did you select Wise Digital Partners over others?

• High ratings
• Pricing fits our budget
• Great culture fit
• Good value for cost
• Company values aligned
• Their work is impeccable.

How many teammates from Wise Digital Partners were assigned to this project?

2-5 Employees

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

Build a website from scratch, including two complex pricing calculators and a client portal. Develop and execute a marketing strategy, including SEO, blog posts, Google PPC, and clean up our web presence.

RESULTS & FEEDBACK

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

Complete and functional website. A consistent stream of leads with a high conversion rate.

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

There were some hurdles in the project that we needed to collaborate on to overcome. But they were very responsive and attentive to our concerns.

What was your primary form of communication with Wise Digital Partners?

• Virtual Meeting
• Email or Messaging App

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

They are great people to work with. Great track record of success.

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

Not to my knowledge. They were great. 10 out of 10.

BACKGROUND

Please describe your company and position.

I am the Owner of The Mini Donut Company

Describe what your company does in a single sentence.

We make and sell delicious mini donuts :)

OPPORTUNITY / CHALLENGE

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

• Increase traffic, catering leads, and online purchases through building a custom website

SOLUTION

How did you find Wise Digital Partners?

Referral, Other

Why did you select Wise Digital Partners over others?

High ratings, Close to my geographic location, Pricing first our budget, Great culture fit, Good value for cost, Other

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

Wise built an entirely new custom website. While design was/is important, my biggest concern was all the under-the-hood stuff like SEO. I highly doubt many of our competitors are doing this so I see it as a competitive advantage to lean into it. Deliverable here would be to see our rankings increase in the short- and long-term.

We also want to increase our catering business substantially, so one of the deliverables was to break out our different catering businesses: office catering, party catering, wedding catering. The hope was/is to see an increase in these larger orders as well as an increase in inbound interest/questions/contacts/etc. We're expanding geographically, so having different pages for our different locations was/is important.

RESULTS & FEEDBACK

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

• Amount of inbound leads via online contact form
• Sales increase MoM
• "Better looking" website than what I built on Squarespace

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

I was happy with the timeframe of the project as a whole and always received timely responses when I had questions or comments.

What was your primary form of communication with Wise Digital Partners?

Virtual Meeting, Email or Messaging App

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

Going from a $25 Squarespace website I built myself in a couple hours to a custom site that cost 1,000x more was a big jump for me investment-wise. The biggest reason I chose Wise was because some of the team was local and I knew one of the founders. I felt confident that despite not knowing the first thing about wed development or SEO best practices I would be happy with the result both aesthetically and the under-the-hood stuff that you can't see.

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

No, I was happy with the process and the outcome.

BACKGROUND

Please describe your company and your position there.

GET MY FUNDS helps businesses secure Employee Retention Credit (ERC). GMF has helped over a thousand companies receive over $300 Million in pandemic-related funding by leveraging our expertise to optimize the process and maximize funding. ERC eligibility requirements and calculations are complex. Our CPA Partners have the experience and expertise required to accurately prepare your ERC filings and optimize your amount.

Our Funding Specialists and our CPA partner are experts in all aspects of ERC eligibility and will maximize your ERC funding. I lead our marketing team and initiatives.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Wise Digital Partners?

We moved into the ERC business and are investing significantly in advertising our services. We needed to level up our website aesthetic and functionality.

SOLUTION

How did you select this vendor and what were the deciding factors?

We have a long-standing relationship with WISE, as they are our performance advertising agency of record. They understand our business and we have great communication.

Describe the project in detail and walk through the stages of the project.

This was a fast project, by any standard. Because WISE knows our business and personality, they were able to hit the ground running. The scope of the project was website design (delivered in Figma) and website copywriting (delivered as a Google Doc).

How many resources from the vendor's team worked with you, and what were their positions?

WISE provided a team of 4-5 resources, including a project manager, lead designer (Figma), copywriter, and senior management (CEO) oversight.

RESULTS & FEEDBACK

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

The final product of the design is amazing and exceeded my aspirations. WISE's designer moved fast and was able to land on an aesthetic we loved while creating a very functional feeling website. The mobile designs were also provided and look great.

How effective was the workflow between your team and theirs?

The project had an initial wireframing phase, which moved quickly into the design. I provided 2 rounds of comments on the design phase and the designer quickly implemented excellent solutions.

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

They operated this project at breakneck speed (per our requirements) and delivered an excellent, world-class design. What more could you ask?

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

No, we are completely satisfied with the results of this project. Feel free to reach out to me for more information.

BACKGROUND

Introduce your business and what you do there.

I’m the VP of principal development for Dark Horse CPAs, a nationwide accounting firm.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Wise Digital Partners?

The accounting industry as a whole has a very lackluster online presence from a digital advertising standpoint, so we were looking to improve that through digital marketing and the development of our website.

SOLUTION

What was the scope of their involvement?

We hired Wise Digital Partners for a complete website overhaul with some branding elements and content expansion for a stronger SEO strategy.

We wanted to showcase our team, the industries we worked in, and our specialties as a company, so they’re helping us reposition how our firm looks, how the website flows, and how the user journey looks like. 

They then scoped out the work, the number of pages they need to accomplish, and decided on the design and creative elements they were going to implement.

They also run our entire Google Ads campaigns nationwide, and they work in tandem with our web development team to ensure that what we’re publishing is reflected on our website correctly.

What is the team composition?

We primarily work with a lead designer, lead developer, SEO strategist, and website strategist.

How did you come to work with Wise Digital Partners?

We connected with Wise Digital Partners through a referral from a friend.

How much have you invested with them?

We’ve invested over $100,000.

What is the status of this engagement?

Our ongoing partnership started in May 2021.

RESULTS & FEEDBACK

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

Since partnering with Wise Digital Partners, we’ve increased our overall monthly traffic and engagement from 1,850 to 11,220, so we’ve had quite a substantial traffic improvement.

Moreover, we’ve closed over $1.5 million in revenue from new and recurring clients, and just this past quarter, we’ve closed over $375,000 in sales that came directly from the website.

How did Wise Digital Partners perform from a project management standpoint?

They perform well from a project management standpoint, as they’re highly flexible in keeping our project on track and just keeping up with our requirements and change requests.

We manage the projects through Figma, and we typically communicate through email.

What did you find most impressive about them?

We’re impressed with their level of professionalism and understanding of what is needed from a creative standpoint. They took the time to understand our company to know what needs to be done to create an impact.

Are there any areas they could improve?

I’m quite happy with the entire process, so I don’t have any constructive feedback.

Do you have any advice for potential customers?

If you want your project done right and on time, then I advise you to hire Wise Digital Partners. What we have with them is completely transformative, innovative, and worth the investment.

BACKGROUND

Introduce your business and what you do there.

I’m the CEO of Real Synch, a company that does software integrations for real estate property systems.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Wise Digital Partners?

We needed someone to help us update our brand and website to improve our UX.

SOLUTION

What was the scope of their involvement?

We started the project with a discovery phase that’s focused on the branding of our company. They developed a logo and its color scheme that best represents what we do.

After that, they updated all our content and presented them in a transparent and understandable way.

Once the website launches, they’ll be continuing to provide us with ongoing support and hosting services throughout the rest of the year.

What is the team composition?

We mainly work with a project manager, a graphic designer, and a content writer.

How did you come to work with Wise Digital Partners?

I knew the CEO from a networking group I was part of in San Diego, California. I’ve built trust with him after working on several projects in the past so when the time came to hire someone for this particular work, it was an easy decision to make.

How much have you invested with them?

We committed to $3,600 a month for 12 months, so we’ll probably spend around $43,000 for the entire year.

What is the status of this engagement?

Our ongoing partnership started in January 2022.

RESULTS & FEEDBACK

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

The website isn’t live yet so there’s no metric to measure, but I will say that it looks awesome and I can’t wait for it to launch.

How did Wise Digital Partners perform from a project management standpoint?

They exhibit great communication and they consistently stay on top of issues to resolve them. The process has also been really smooth, transparent, and highly organized.

They have forms that make the data gathering process streamlined and they have all the tools and collateral to accomplish their tasks.

What did you find most impressive about them?

What Wise Digital Partners does with flying colors is implement transparency, set appropriate expectations, and meet deadlines.

Are there any areas they could improve?

I don’t have any constructive feedback at the moment.

Do you have any advice for potential customers?

When Wise Digital Partners asks you to do something, I advise you to do it. For us to improve what we’re doing, we need to keep communications with their team open, so I would suggest you also make time and commit to the project.

BACKGROUND

Introduce your business and what you do there.

I’m the owner of Avalon Laser, a medical spa.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Wise Digital Partners?

We were hoping to improve our SEO rankings, the look and feel of our website, and its navigation.

SOLUTION

What was the scope of their involvement?

Wise Digital Partners revamped our website, focusing on improving its navigation and aesthetics. They also migrated our site onto their platform, called NEST. We gave them content, and they helped us develop some, too. 

They’ve also helped us with paid advertising on Google. Additionally, Wise Digital Partners has taken over our SEO; they set up keywords so our site can rank better on Google.

What is the team composition?

We have 1–3 primary contact points, one of whom is an account manager.

How did you come to work with Wise Digital Partners?

I’ve known the owner for a long time and had previously worked with him on another project. I chose Wise Digital Partners because they did an analysis of our website that confirmed many of the concerns I already had. 

How much have you invested with them?

We spend roughly $6,000 a month with them.

What is the status of this engagement?

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

RESULTS & FEEDBACK

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

Wise Digital Partners has helped significantly increase our business and revenue. They do a really good job of keeping track of our leads and conversions; the team gathers intelligence to assess how we and our leads are functioning. Additionally, their platform is much more secure and efficient than our previous provider. We’re satisfied with our site’s new look and feel, too.

How did Wise Digital Partners perform from a project management standpoint?

They’re excellent at project management. We mostly communicate through phone calls and email. 

What did you find most impressive about them?

Wise Digital Partners’ responsiveness and honesty set them apart. The team tells it like it is; they say what they mean and mean what they say. 

Are there any areas they could improve?

There isn’t anything they need to improve. 

Do you have any advice for potential customers?

Listen to Wise Digital Partners because they know what they’re talking about. Try to approach them with humility; business owners often don’t like to give up control. Wise Digital Partners is very good at what they do.

BACKGROUND

Introduce your business and what you do there.

I’m one of the owners of a general practice law firm.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Wise Digital Partners?

We needed help in digital marketing.

SOLUTION

What was the scope of their involvement?

First, Wise Digital studied our existing digital footprint. From there, they’ve taken over our PPC and SEO campaigns — we are targeting several keywords over multiple practice areas. They’ve also managed our Google Ads and other social media accounts. 

In addition, Wise Digital redesigned our website, implementing improvements on UI/UX and adding analytics functionality. They’re currently maintaining and hosting the website. 

What is the team composition?

We work with Patrick (Founder), Daniel (Director of Paid Media), and Zachary (CTO). 

How did you come to work with Wise Digital Partners?

I knew Patrick from university. 

How much have you invested with them?

Initially, we’ve spent about $50,000 on the website redesign. We’re currently paying around $15,000 a month for their services.

What is the status of this engagement?

We’ve started working together in October 2021, and it’s ongoing.

RESULTS & FEEDBACK

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

We’ve significantly improved our organic search positioning within the first couple of weeks of launching the website. We’ve been quite happy with Wise Digital’s work — we like the site’s look and feel. 

How did Wise Digital Partners perform from a project management standpoint?

Wise Digital is great at project management. We’ve had a tight timeline that overlapped with the holidays and challenges from our old marketing company. We’ve managed to get the site live on time despite all that. 

What did you find most impressive about them?

We’ve cycled through several marketing companies over the years, and Wise Digital has an excellent handle on marketing law firms online. They’ve done an outstanding job actively managing our online presence. 

The other vendors we’ve worked with are only interested in taking their management fees and doing minimal work. Meanwhile, Wise Digital really digs in and works to improve our keyword ranking.

Are there any areas they could improve?

I can’t think of anything.

Do you have any advice for potential customers?

Have a point person in your company that can communicate with Wise Digital’s team.

BACKGROUND

Introduce your business and what you do there.

I’m a partner at a trust and estate law firm called Brierton, Jones, & Jones.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Wise Digital Partners?

A lot of our businesses were referral-based, and we knew that’s not going to be sustainable in today’s digital world. We needed to adapt to this age, so we hired them for SEO and PPC support. The goal is to help us better reach our target audience and promote our services online.

SOLUTION

What was the scope of their involvement?

Wise Digital Partners handles all of our SEO and PPC efforts. They manage the SEO of our website, including the content strategy, and run ad campaigns across Google and LinkedIn. They create our map listing as well.

We plan to collaborate with them in redoing our website.

What is the team composition?

We primarily work with Daniel (Director of Paid Media) and Patrick (Founder & CEO), who’ve both been very helpful. We also work with Carlo (Director of Organic Strategy) and Patricia (Digital Account Manager) for SEO-related matters.

How did you come to work with Wise Digital Partners?

I found out about Patrick and his team through a mutual friend.  

How much have you invested with them?

We started working with them in November 2020, and our engagement is still ongoing.

What is the status of this engagement?

We’ve spent about $28,000 so far.

RESULTS & FEEDBACK

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

We’re still in the process of finalizing our year-end numbers, but Wise Digital Partners’ efforts have helped us bring in new clients. In fact, we actually made $45,000 from just one case.

How did Wise Digital Partners perform from a project management standpoint?

We’ve never had a problem with them in terms of communication and meeting deadlines. If anything, we’re the ones who need to keep up. We mainly interact through phone calls, email, and sometimes Zoom.

What did you find most impressive about them?

We’re really impressed with their work, which has given us great results. Their whole team has also been very patient and nice — they do a good job of explaining what we need and why we need it.

Are there any areas they could improve on?

No. I don’t have any complaints at all. 

Do you have any advice for potential customers?

Make sure to utilize their team and make the most of the time they offer you — they’ve really helped us maximize our success. 

BACKGROUND

Introduce your business and what you do there.

I am the owner of E 3, a mortgage brokerage. 

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Wise Digital Partners?

We wanted to establish a digital footprint and improve our online exposure.  

SOLUTION

What was the scope of their involvement?

Wise Digital Partners developed our website from scratch and then integrated it with our CRM. At the beginning of the development phase, they asked key questions to nail down our branding, goals, and company mission. Their team then crafted some content to add to the site. The website development was a very collaborative project — we had several meetings with Wise Digital Partners before finalizing the website. 

Currently, Wise Digital Partners leads our SEO efforts to expand our digital footprint. The next phase of our partnership will focus on digital marketing, including social media marketing and PPC efforts. 

What is the team composition?

We work with five teammates from Wise Digital Partners, including Patrick (Founder & CEO), Patricia (Digital Account Manager), a project manager, and SEO and marketing teammates. 

How did you come to work with Wise Digital Partners?

We started researching digital marketing firms, and after a quick online search, I came across a few companies that Wise Digital Partners had worked with. I was familiar with the improvements those companies experienced with Wise Digital Partners, so I figured they could help my company. Also, their understanding of my industry and focus on delivering custom content set them apart — that is why I decided to hire them.  

How much have you invested with them?

So far, we’ve invested $6,000–$8,000 with Wise Digital Partners.  

What is the status of this engagement?

I began working with Wise Digital Partners in September 2021 and our engagement is ongoing. 

RESULTS & FEEDBACK

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

Our website has only been live for about a week, so there isn’t much data to report — the SEO work Wise Digital Partners is doing right now won’t return positive results for a while. Once we start on the PPC work, I think we’ll see a lot more engagement. However, everyone who has seen the website is very impressed with it. 

How did Wise Digital Partners perform from a project management standpoint?

I am impressed with Wise Digital Partners’ project management — they follow through on their promises to deliver. The project manager ensures the project runs smoothly and our deadlines are met. The Wise Digital Partners team delivers materials via Google Docs, and we usually communicate through email. 

What did you find most impressive about them?

The fact that Wise Digital Partners follows through on their promises sets them apart from other companies I’ve worked with. Wise Digital Partners puts in the effort to understand my industry so we can have an effective partnership. 

Are there any areas they could improve?

I can’t see how Wise Digital Partners could do anything differently — I wouldn’t change any of their processes. 

Do you have any advice for potential customers?

I would advise any customer to ensure that Wise Digital Partners understands their industry and takes the time to understand their company.

BACKGROUND

Introduce your business and what you do there.

I’m the owner of Flavor Chef Catering, a full-service catering company. We have food trucks, and we do weddings, corporate events, and private dinners.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Wise Digital Partners?

We needed a modern website and SEO services that would get us visible online.

SOLUTION

What was the scope of their involvement?

We explained to Wise Digital Partners how things work in our business. Among their team, they have a person that guides me through the process to help me understand what they're doing regarding the creation of our site. They also throw out ideas and tell us what our most significant competitors are doing to help us strategize.

What is the team composition?

We've been working with three people from their team throughout the project, including Patrick (Founder),

How did you come to work with Wise Digital Partners?

They were referred to me by someone who had a great experience with them — he said they were a game-changer.

How much have you invested with them?

We've spent $15,000 with them so far.

What is the status of this engagement?

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

RESULTS & FEEDBACK

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

We just started different programs this month with the ads. Also, the leads within the last couple of months have doubled, and the quality is better. I’ve seen a significant number of inquiries — people are now finding us and converting over to communicating with us more straightforwardly.

How did Wise Digital Partners perform from a project management standpoint?

It's streamlined and not chaotic; they explain what each person does, and strategies and explanations behind things are excellent. They’re also hands-on with communication; we reach out to each other via Zoom calls and in-person meetings.

What did you find most impressive about them?

They're collaborative in creating content for our site — they always find something that blows my mind. It would be perfect. Wise Digital Partners understood the vision and personality of our business and is to articulate it way better than other providers.

Are there any areas they could improve?

I don't think there's anything they can improve at the moment — they exceeded my expectations.

Do you have any advice for potential customers?

Understand what your business is, its personality, and how you want it to be perceived. Just know your business model and what you’re trying to sell — it will save a lot of time.