YODO

BACKGROUND

Introduce your business and what you do there.

I'm the CMO of a wealth management firm that helps families align their financial strategies with their values.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with YODO?

We needed help with website edits and updates that required custom coding.

SOLUTION

What was the scope of their involvement?

YODO has been helping us with rebranding and updating our website elements to a new theme, colors, logo, and more. The team has been working on specific areas, including our blog, custom graphics, and system pages.

What is the team composition?

I'm unsure about the number of teammates from YODO assigned to our project.

How did you come to work with YODO?

We found them on Fiverr and chose them because they had high ratings, and their pricing fit our budget.

How much have you invested with them?

We've spent less than $10,000.

What is the status of this engagement?

We started working with them in February 2026, and our engagement is ongoing.

RESULTS & FEEDBACK

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

YODO's work has resulted in a great-looking website that functions well. For example, our economic dials move based on the input we give to the page, and the information is accurate.

How did YODO perform from a project management standpoint?

YODO's project management is good. We communicate via email and messaging apps.

What did you find most impressive about them?

YODO's responsiveness is impressive.

Are there any areas they could improve?

I don't think there's anything they can improve on.