YellowFin Digital

BACKGROUND

Please describe your company and position.

I am the Owner of Brad's Pool Service

Describe what your company does in a single sentence.

Reliable and professional pool service offering cleaning, maintenance, and repairs to keep your pool sparkling and safe year-round. We ensure your pool stays in perfect condition with personalized care and attention to detail.

OPPORTUNITY / CHALLENGE

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

• Increase operational efficiency
• Enhance marketing and visibility
• Improve customer experience

SOLUTION

How did you find YellowFin Digital?

• Online Search
• Referral
• Clutch Site

Why did you select YellowFin Digital over others?

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

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

2-5 Employees

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

1. **Routine Pool Maintenance** 
   • **Weekly/Bi-Weekly Cleaning**: Regular cleaning of the pool, including skimming debris, vacuuming, brushing walls, and cleaning tile lines.
   • **Filter Cleaning**: Periodic cleaning or replacement of filters to ensure optimal water circulation.
   • **Water Testing & Chemical Balancing**: Testing pH, chlorine, alkalinity, and calcium hardness levels and adding necessary chemicals to ensure balanced, safe, and healthy water.
2. **Equipment Inspection and Repair** 
   • **Pump and Motor Inspection**: Regular checks on the pool pump, motor, and other mechanical equipment to ensure they are functioning properly. Repair or replace malfunctioning components as needed.
   • **Heater and Filter Inspection**: Ensuring the pool heater and filter are in good working condition. Any repairs or replacements will be carried out as required.
   • **Automation System Checks**: Inspection and optimization of pool automation systems to maintain ease of operation and energy efficiency.
3. **Opening and Closing Services** 
   •  **Seasonal Opening**: Removing covers, cleaning, and ensuring all systems are properly set up for the swimming season.
   • **Seasonal Closing**: Properly shutting down the pool, adding winterizing chemicals, and covering the pool to prevent damage during off-season months.
4. **Specialized Services (As Needed)** 
   • **Algae Treatment**: Removal and treatment of algae infestations, including shock treatments and algae control measures.
   • **Leak Detection and Repair**: Identifying and repairing leaks in the pool structure or plumbing to avoid water waste and property damage.
   • **Tile, Coping, and Plaster Repair**: Minor repairs to pool surfaces to maintain aesthetic appeal and structural integrity.
5. **Customer Support and Reporting** 
   • **Maintenance Reports**: After each service, a detailed report will be provided outlining the work performed, any issues detected, and recommendations for additional repairs or services.
   • **On-Demand Customer Support**: Quick response to customer inquiries and scheduling of urgent repairs or additional services outside of regular maintenance.

RESULTS & FEEDBACK

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

1. **Customer Growth & Retention**
   • **New Clients Acquired**: Track the number of new clients Brad’s Pool Service gains during a specific time period (monthly, quarterly).
   •  **Client Retention Rate**: Measure how many clients continue using the service over time, indicating customer satisfaction and loyalty.
   •   **Repeat Business**: Track the number of existing clients booking additional or recurring services (e.g., repair work, specialized treatments).
2. **Service Efficiency**
   • **Reduced Response Time**: Monitor the time it takes from a customer’s initial request to service delivery. Decreased response time indicates improved scheduling and workflow management.
   • **Job Completion Time**: Measure how quickly regular pool maintenance and repair jobs are completed. More efficient service delivery shows better resource management.
   • **On-Time Service Rate**: Percentage of appointments completed on or before the scheduled time. Higher rates reflect strong operational performance.
3. **Financial Metrics**
   • **Revenue Growth**: Track total revenue increase from new clients, upselling additional services, or streamlining operations to increase profitability.
   • **Cost Reduction**: Monitor reductions in operational costs, such as fuel, supplies, and equipment maintenance. This can be achieved through optimized routing, bulk purchasing of supplies, or other efficiencies.
   • **Profit Margin**: Track any improvement in profit margins due to increased efficiency or reduced costs, while maintaining or growing revenue.
4. **Customer Satisfaction & Feedback**
   • **Customer Satisfaction Surveys**: Implement regular surveys to measure client satisfaction after each service, focusing on quality of work, professionalism, and communication.
   • **Net Promoter Score (NPS)**: Measure the likelihood of customers recommending Brad’s Pool Service to others. A high NPS score indicates satisfied clients and potential for organic growth through referrals.
   • **Customer Complaints**: Track and aim to reduce the number of complaints or issues reported by clients, especially regarding service quality or timeliness.
5. **Operational Improvements**
   • **Service Automation**: Implement scheduling software or automated systems to streamline booking, invoicing, and customer communication, improving overall workflow.
   • **Employee Efficiency**: Track the productivity of service technicians, measuring the number of pools serviced per day and adherence to safety standards and quality.
   • **Reduced Equipment Downtime**: Monitor how effectively pool service equipment is maintained and repaired to minimize downtime and delays. 
6. **Marketing and Brand Visibility**
   • **Website Traffic & Lead Generation**: Track website traffic growth and leads generated through digital marketing efforts (e.g., social media, SEO, or advertising).
   • **Conversion Rate**: Measure the percentage of inquiries or leads that convert into paying customers, showing the effectiveness of marketing and sales processes.
   • **Referral Program Success**: If a referral program is implemented, track how many new customers are brought in through client referrals.

By monitoring these measurable outcomes, Brad’s Pool Service can clearly see progress in operational efficiency, customer satisfaction, and financial performance, demonstrating the success of the business

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

The project management was well-organized, with clear milestones and deadlines established from the beginning. The team maintained consistent communication, providing regular updates on the status of the tasks and ensuring that all parties were aligned throughout the project:

• **Timeliness**: The team delivered most of the scheduled items on time, such as pool maintenance, cleaning, and repairs. For larger or unexpected tasks, they proactively communicated any potential delays, along with reasons and solutions to stay on track. Overall, deadlines were respected, and the project was completed as per the agreed timeline.

What was your primary form of communication with YellowFin Digital?

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

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

What stands out most about YellowFin Digital is their **tailored approach to digital marketing and web design**. They take the time to deeply understand their clients' businesses and goals, which allows them to create highly customized solutions rather than using a one-size-fits-all strategy. This level of personalization is both impressive and rare.

Another unique aspect of YellowFin Digital is their **expertise in both design and functionality**. They not only produce visually stunning websites but also ensure that these sites are optimized for performance, user experience, and conversion. Their ability to seamlessly blend creativity with data-driven strategies sets them apart.

Additionally, their **commitment to ongoing support** and their emphasis on building long-term relationships with clients really stood out. Even after project completion, they continue to offer insights, updates, and optimizations to help clients succeed, making them more of a strategic partner than just a service provider.

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

No I am completely satisfied with everything that they did. 

BACKGROUND

Please describe your company and position.

I am the Chiropractor & CEO of a medical company

Describe what your company does in a single sentence.

Chiropractic Clinic

OPPORTUNITY / CHALLENGE

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

• Local SEO
• Google Ads

SOLUTION

How did you find YellowFin Digital?

• Online Search
• Clutch Site

Why did you select YellowFin Digital over others?

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

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

2-5 Employees

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

We brought on YFD to help with improving our local position for Chiropractor. They helped optimize our google business profile, website, adding pages, meta tags, links, and overall making the site faster. They also built backlinks with local businesses. On top of that we paid for Google Ads, the process there was a bit more difficult - to find keywords that work to bring in patients vs. just traffic. Once that was figured out we were able to get a consistent flow of leads that we worked to convert into patients.

RESULTS & FEEDBACK

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

We achieved top ranking for our desirable terms and our Google ads delivered pretty qualified leads that we were able to convert into patients. Overall we are very happy not just with the results but also with their ability to clearly communicate what they were focusing on and what to expect. We received an excellent return on our investment and felt that it was the best agency experience we had so far.

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

Work was delivered as promised, we had many questions in the beginning and they were patient with us, explained why text needed to be added to the site and why certain things had to be set up in Google Ads. We received weekly updates via email and did calls via zoom when needed.

What was your primary form of communication with YellowFin Digital?

• Virtual Meeting
• Email or Messaging App

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

Their team, the results are great too - however, working with a poor team while getting results would not be possible. Great work ethic. Most importantly, doing what they said they would when they said they would.

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

Ask about how much info we need in the beginning. We didn't know a lot and it felt like we were always trying to catch up. At least for the first month. After that we told them, please explain it like we're five, things got better. But that's a small hiccup and doesn't take away from the results we recieved.

BACKGROUND

Please describe your company and position.

I am the Owner of Law Office of Kayla McMains

Describe what your company does in a single sentence.

Corpus Christi based law office primarily focusing on criminal defense.

OPPORTUNITY / CHALLENGE

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

• Design and build a website
• Sales pitch drafting

SOLUTION

How did you find YellowFin Digital?

Referral

Why did you select YellowFin Digital over others?

• High ratings
• Close to my geographic location
• Referred to me

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

2-5 Employees

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

Yellowfin designed and built a website for my law practice. They assisted in every step of the process from teaching me how to acquire a domain name to recommending how I best market my new site. They were invaluable in creating the sales pitch and other content for the site. They communicated with me thoroughly throughout the project and quickly implemented my feedback.

RESULTS & FEEDBACK

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

A complete website was designed and built in less than a month including drafting content for the site.

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

Yes, everything was delivered on or before the expected dates and the team consistently updated me on progress.

What was your primary form of communication with YellowFin Digital?

Email or Messaging App

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

Not only are they capable of building high quality websites but they were also able to meet me where I was - a complete lack of web technology and necessary inputs - to be able to create an impressive online presence for my business that I would not have been able to accomplish without their help.

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

None

BACKGROUND

Please describe your company and position.

I am the Executive Director of Wings of Texas

Describe what your company does in a single sentence.

Wings of Texas is a nonprofit organization that helps individuals with disabilities to be active and engaged members of the community. We strive to make the Coastal Bend a more inclusive place to live, work, play, and learn!

OPPORTUNITY / CHALLENGE

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

• New Website Development
• Accessibility Integration
• Automation of Volunteer & Event Functions

SOLUTION

How did you find YellowFin Digital?

Referral

Why did you select YellowFin Digital over others?

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

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

2-5 Employees

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

Custom WordPress website - focus on user functionality, calendar of events/sign-up, handicap accessibility, and strong donation call-to-action

RESULTS & FEEDBACK

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

• Completion of the website to our satisfaction
• successful integration of the accessibility functions
• Implementation of key automation functions

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

Wonderful project management & customer service experience! All communications and project deadlines were met on time and I never felt like I needed to follow up or push

What was your primary form of communication with YellowFin Digital?

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

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

Yellowfin Digital was just a great fit for our project. Everyone we dealt with was fully committed to the success of the initiative and they even took the time to ask questions about the organization itself. Great team!

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

Nothing. 

BACKGROUND

Please describe your company and your position there.

I am the President of a Marketing Agency focused on the wine and craft alcohol vertical.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire YellowFin Digital, and what were your goals?

From time to time, projects come our way that does not fit within our wine and craft beverage niche. For this project, our client had a side business in the home services sector based in Texas. they wanted to increase their local exposure when somebody searches for their service online. We partnered with Yellowfin digital to implement a local seo strategy for them. Yellowfin knows Texas SEO.

SOLUTION

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

Yellowfin prepared a local SEO marketing strategy for our client and worked with us to implement it.

Describe the scope of work in detail, including the project steps, key deliverables, and campaigns.

The first step was a strategy call between Yellowfin and myself. They asked the right questions which allowed them to come up with a plan that fit within our client's budget. Once the plan was approved they worked with us to implement it.

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

We worked directly with the project manager.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

Our client is very happy with the campaign. They are seeing a measurable uptick in phone calls from search inquiries and website traffic.

Describe their project management style, including communication tools and timeliness.

Communication was very organic spanning zoom calls, emails, and phone calls.

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

Aside from the fact that these guys know the Texas market, they work hard to stay within budget.

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

Nope.

BACKGROUND

Please describe your company and your position there.

The owner of a marketing agency specializing in custom web design and development.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire YellowFin Digital, and what were your goals?

We hired YellowFin to help with multiple PPC campaigns which were started in the fall of 2021 and we are currently working together with plans to introduce additional campaigns.

SOLUTION

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

We met within a professional development group for agency owners and have developed a good relationship over the last couple of years. I could see their values and work ethic closely aligned with that of our agency.

Describe the video(s) and the process in detail, including the project steps and all stages of production.

We start with a project questionnaire to establish the goals, needs, and target audience/demographics. Then an initial kickoff meeting between the two teams to discuss in more detail. Lastly, it was just a matter of getting access all set up. Once a campaign is up and running, we have regular status updates.

Who did you work with and what was the feedback process like?

We mainly work with Keith and Joann. They have been great to work with and are very responsive, both with email responses and even hopping on a call to discuss project questions/details.

RESULTS & FEEDBACK

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

We've seen click-through rates more than double within the first couple of months as well as a direct increase in landing page form conversions.

Describe their project management style, including communication tools and timeliness.

Mainly email with automated reports which works with our schedule as well. Then if anything needs to be discussed, they are quick to schedule a call. All project notes are done using Google Docs.

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

The people behind the company have been great to work with, and we can tell that they genuinely care. We've worked with other ppc agencies before that are not transparent and you are left wondering what are they actually doing, that is not the case here.

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

Not at all, everything has been pretty seamless.

BACKGROUND

Introduce your business and what you do there.

I’m the president of Diamond B Tractors and Equipment, and we’re a Mahindra tractor and Bad Boy tractor and mower dealer.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with YellowFin Digital?

I needed somebody to handle 100% of our digital presence because I don’t know anything about the digital world. I wanted to hire someone local to come out and see us, get to know what we’re about, and visit from time to time to become familiar with the market in which we live.

SOLUTION

What was the scope of their involvement?

I’m not sure what they used but they handled website development and design for us. I didn’t have anything to do with building the website, YellowFin took care of all of it. Towards the end, they asked for my input on things. They kept me up to date on what they were doing, show me mockups from time to time, and communicating how close we were to launch.

They looked at what our competitors were doing, not just locally, but also other successful firms in this industry.

What is the team composition?

Keith is the CEO and Allison was in charge of web design. There are other people in the background, but I mainly deal with Keith and Allison.

How did you come to work with YellowFin Digital?

I simply searched for a local digital marketing team.

How much have you invested with them?

We’ve spent about $60,000–$70,000 USD at this point.

What is the status of this engagement?

We started working together in late 2020 or early 2021, and the partnership is ongoing.

RESULTS & FEEDBACK

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

We’ve seen more people coming in thanks to their work. I simply instructed them to make the phone ring and people come in the door. They have a dashboard to track the numbers, but everything seems to be going fine from my point of view.

How did YellowFin Digital perform from a project management standpoint?

They’re really good at this. We talk daily about what they’re doing, either through text, phone calls, or email. Keith also comes out to visit us often, which is my favorite thing about them.

What did you find most impressive about them?

The fact that they’re local and that they respond quickly is what impresses me most. We’ve dealt with other companies that would take days to respond to our requests, but YellowFin Digital is very responsive and fast in acting in whichever direction we decide to go.

Are there any areas they could improve?

I have no complaints. I think they’re wonderful.

Do you have any advice for potential customers?

I would recommend hiring them — just don’t be in my industry.

BACKGROUND

Please describe your company and your position there.

My is Jordie and I am one of the owners of River Ruby Boutique. We are located in Three River Texas and have been in business 7 years. As the owner, I am hands on and oversee all aspects of the business from buying to customer support.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire YellowFin Digital?

After 7 years in business, we decided to rebrand. We hired YellowFin for everything. They redesigned our logo, rebuilt our website and are currently running social media ads for our company.

For the minute I talked to Keith on the phone, I knew they would be perfect for the project. We had a vision and they nailed it! We are also very pleased with our Ads results so far.

What were your goals for this project?

Our goals for the project are to create life and value to our brand. We are a family owned and operated business with a story and before hiring YellowFin Digital, no one ever saw that.

People want to buy from people and I am 100% sure people now see exactly how we are just by looking at our page for a few seconds. Another goal is to gain new customers around the nation through Facebook and Instagram ads.

SOLUTION

How did you select YellowFin Digital?

I researched several companies before I found YellowFin. When I went to their page and saw the success stories, I was sold. They spoke to me through their site and I knew they could make our vision come to life.

They also have a podcast which was refreshing to listen to because I could relate to so many of Keith's guests.

Describe the project in detail.

We hired YellowFin to rebrand our business. They created a new look from the logo down to the home page on our site. They completely revamped our site giving us a more uniform style and added touches to make it more professional.

Every page of website looks incredible and now tells a story. They helped guide us to make our pictures come to life. We are currently doing ads with them and have already seen great ROI.

What was the team composition?

The first person I spoke with was Keith. He is amazing and helped our vision come to life. Autumn was in charge our our logo, business cards and social media graphics and she nailed it!

We told her what we wanted and it came out better than we could have imagined. Alison has been our contact for the website and ads. She is great! She makes it so easy for me to understand and tells me exactly what they need for success.

The Yellowfin team is the best and we couldn't be happier with all they have done for us!

RESULTS & FEEDBACK

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

Our total sales are up 70% since the new website launched and our online sessions are up 41% to date! We have a 3.5% ROI after only one week of ads.

How effective was the workflow between your team and theirs?

YellowFin make the workflow so simple. Communication is key on projects like these and this team was on it! We emailed and chatted about various things for the website, logo and ads and everything was done right away.

They put my mine at ease because they involved me every step of the way.

What did you find most impressive about this company?

I found it to be the most impressive that everyone I worked/working with dominates their field! Autumn absolutely brought us the most amazing logo and design we could have ever dreamt of.

Keith told me exactly what would be happening and how we could get our business where I wanted it to be and Alison knows her social media ads! I am not an expert in any of these areas so hiring YellowFin has been the best decision ever!

Are there any areas for improvement?

Honestly, I cannot think of a thing. This team is great and exactly what we needed for our business. We look forward to continue working with them!

BACKGROUND

Please describe your company and your position there.

I'm the founder of a social media marketing company. So website development is out of our scope. My client is a landscape design company.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire YellowFin Digital, and what were your goals?

We hired YellowFin to complete a website project for our client. We needed to enhance the image of the client, keep some of the content, create a new design with WordPress and make it all easy for us to do!

SOLUTION

How did you select YellowFin Digital and what were the deciding factors?

We looked at a few places but YellowFin is to the point, demonstrated experience and expertise and inspired confidence.

Describe the scope of work in detail, including the project steps, key deliverables, and technologies used.

We redesigned and relaunched a website.

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

I worked with the project manager who is a very good communicator, with the owner on a couple matters, and a developer provided some insights and solved an API issue with a plug in.

RESULTS & FEEDBACK

Can you share any measurable outcomes of the project or general feedback about the deliverables?

The website looks great. We are all happy with it. The project was completed on time and on budget! and there are pleasure to work with!

Describe their project management style, including communication tools and timelines.

They used a combination of Slack, email, text messages and phone calls. They have a gentle reminder approach - this helped keep me on track with the project. They provide options and suggestions on a very timely basis. They met their deadlines and were on budget.

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

They are agile with their project management and great with communications. And they have a good team of project managers and developers. And Keith stays involved.

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

I think they did a great job. Nothing to add here.

BACKGROUND

Introduce your business and what you do there.

Roland Barrera Insurance is a small insurance broker primarily working in the employee benefits segment, including health, dental, and vision. We help employers get the best product available at the most reasonable cost. 

I’m the chief compliance officer of the company, and I’m a lawyer by trade. Because we’re a small company, I do a lot of other stuff, too, and that’s how I got to work with YellowFin.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with YellowFin Digital?

We wanted to gain a larger internet presence, and we needed to get some website work done. We had a network that we could tap into, but we were growing and wanted to continue to grow. We needed to push hard on digital marketing and generally having a presence on the internet.

SOLUTION

What was the scope of their involvement?

We initially just wanted a website that we could send to people. I’m not the biggest internet person, and I don’t know a whole lot about technology; however, Keith (President) gave me a bit of an idea about the other things we needed to be doing in order to increase our traffic. He explained the value of SEO and digital marketing to me.

We had an idea of whom we wanted to target, but YellowFin has helped us finetune those demographics and develop the most effective ad strategy for contacting those people. We’re targeting an older demographic, so YellowFin suggested we focus on Facebook and Google Ads.

What is the team composition?

We’re working with a project manager and a content creator from YellowFin.

How did you come to work with YellowFin Digital?

The company had hired someone from out of state before I came onboard, and that person was doing a terrible job. I’m big on supporting local businesses, and I asked the local chamber of commerce for recommendations. They gave us contact information for a couple of people, and YellowFin was the first team I called. They were perfectly happy to just put a website together for us, but they talked to us about our general goal of online branding.

How much have you invested with them?

We’ve spent $20,000–$25,000 with them so far, out of which $7,000 was for the production of the site and various pieces of content. The rest was for digital ad buys. We’re actively looking to increase the budget for the upcoming fiscal year.

What is the status of this engagement?

We started working with YellowFin in March or April 2020, and it’s ongoing. We’re planning to fully start SEO in January 2021, and we’re excited to see what else we can do. I’m looking to see how we can increase that budget in 2022. I envision working with YellowFin for quite a while.

RESULTS & FEEDBACK

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

We were a bit hesitant about digital marketing at first, but it was cool to see analytics on the demographics we were reaching. In our minds, a digital presence just meant having a website, but YellowFin helped us understand that it’s a multipronged ballgame. We also needed ways to get people to our website from searches.

We’ve gotten a lot of traffic and contacts just in the last couple of months. We definitely have traffic that we didn’t have before, from industries we hadn’t previously broken into. We’re getting inquiries from some larger employers, but most are from small companies, and that’s predominantly whom we work with anyway.

We use an internal database to track our prospects, with two categories: in-network and out-of-network prospects. Our goal was to increase out-of-network ones, or people who’d never come to us before. Those prospects have increased from zero to nine between March–September 2020. That may not seem like a lot, but it’s quite a bit for us. Many of these companies are small, but each has around 25 insurable employees, so just one new employer is a significant boost for us. This is really exciting and cool to see because we didn’t have it before. I don’t know anything about the internet, so it just looks like magic.

How did YellowFin Digital perform from a project management standpoint?

They’re 100% on top of it. I wear a lot of hats around here, so there have been times when I got behind on stuff. YellowFin keeps open communication, and they’re constantly reminding me about what I need to get to them.

There’s never been a time when I wasn’t able to get a hold of either their creative person or project manager. One of the things that’s endeared me to them is that they’re so responsive.

What did you find most impressive about them?

The issue with the first person we hired was that we were getting no response whatsoever. The main thing that has impressed me about YellowFin is their level of responsiveness. They make any content changes I want immediately. For example, when COVID hit, we wanted to put a banner on the top of our website, and the task was super seamless. I talked to their project manager and creative person, after which they gathered the material and delivered exactly what we wanted. That’s been extremely valuable because we have people coming to our site just for the COVID page.

They’re also receptive to our ideas. The other person we worked with just pushed what she wanted. YellowFin took what we wanted and made it happen.

Are there any areas they could improve?

The only hiccup we’ve had was getting a direct link to their account for payments, so we had to use a credit card. We’ve talked about that, and it’s a very small improvement point. It’s definitely not a deal-breaker.

Do you have any advice for future clients of theirs?

They should be receptive to what YellowFin has to offer. I know that business people can be concerned with cost, but business is all about cost, all the time. We really have to see what we’re doing with YellowFin as an investment into the future. When I talk about spending more money in fiscal years 2021 and 2022, I’m talking about an investment in the company’s future, so I don’t see that as cost. 

Anyone wanting to work with YellowFin should tell them what they envision for the business and let them take the wheel and make it happen. If you’re involved with them at every step of the way, they’ll be fully transparent with you and make sure you get what you need.