Client Clouds

BACKGROUND

Please describe your company and position.

I am the Owner of EMC Contractors Removal, LLC

Describe what your company does in a single sentence.

EMC contractors is a home remodeling company in the city of Houston TX, with more than 15 years of experience.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Client Clouds to accomplish?

• Branding
• Website Design
• Social Media
• Consulting

SOLUTION

How did you find Client Clouds?

• Online Search
• Referral

Why did you select Client Clouds 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 Client Clouds were assigned to this project?

2-5 Employees

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

CRM (Customer Relationship Management): For EMC Contractors Removal, the scope of CRM work might include: 

• Identifying and segmenting target customer groups, such as residential or commercial property owners in need of asbestos removal services 
• Collecting and organizing customer data, including contact information, project details, and any relevant regulations or permits required for each job 
• Analyzing customer behavior and feedback to identify trends, pain points, and opportunities for improvement 
• Developing and implementing strategies for customer acquisition, retention, and referral generation, such as offering discounts for repeat business or incentivizing customers to leave positive reviews 
• Customizing and automating customer communications, such as sending email updates on project progress or follow-up surveys to gauge customer satisfaction 

Key deliverables for CRM work might include:

• a centralized database of customer information
• detailed customer personas
• a clear plan for customer engagement and retention

Web Design: The scope of web design work for EMC Contractors Removal might include: 

• Developing a modern, mobile-responsive website that showcases the company's services, expertise, and values 
• Conducting keyword research and optimizing the site's content and metadata for search engine visibility 
• Designing a user-friendly interface that makes it easy for visitors to learn about EMC's services, request a quote, and contact the company 
• Integrating the website with third-party tools, such as a CRM or scheduling software, to streamline lead generation and project management 
• Ensuring the website is compliant with relevant regulations and industry standards, such as those related to asbestos removal and environmental health and safety 

Key deliverables for web design work might include:

• wireframes and mockups of the site's layout and features
• a fully functional and optimized website
• ongoing maintenance and support to ensure the site remains up to date and secure

Branding: The scope of branding work for EMC Contractors Removal might include: 

• Developing a brand identity that reflects the company's mission, values, and competitive advantage 
• Creating a brand style guide that outlines the company's visual and messaging guidelines, including logo design, color palette, typography, and tone of voice 
• Conducting market research and competitor analysis to identify opportunities for differentiation and brand positioning 
• Creating branded collateral such as business cards, brochures, and marketing materials that convey the company's services and values 
• Implementing consistent branding across all touchpoints, such as the website, social media, and email communications 

Key deliverables for branding work might include:

• a brand identity package
• marketing materials
• ongoing support to ensure the brand remains consistent and relevant

Consulting: The scope of consulting work for EMC Contractors Removal might include: 

• Conducting a business analysis to identify areas of opportunity and improvement within the company's operations, marketing, and customer service 
• Developing a strategic plan that outlines specific goals, timelines, and tactics for achieving those goals 
• Providing expert guidance and advice on best practices and industry trends related to asbestos removal and environmental health and safety 
• Offering training and development opportunities to help EMC employees stay up to date on relevant regulations, technologies, and customer service skills 
• Conducting periodic audits and evaluations to track progress and adjust strategies as needed 

Key deliverables for consulting work might include: 

• a comprehensive strategic plan
• customized training materials
• ongoing support to help EMC achieve its business objectives

RESULTS & FEEDBACK

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

CRM: 

• Increased customer retention rate: By implementing targeted customer engagement strategies, EMC Contractors Removal may have been able to retain a higher percentage of customers for repeat business. 
• Improved customer satisfaction ratings: By gathering and analyzing customer feedback, EMC Contractors Removal may have been able to identify areas for improvement and implement changes that led to higher customer satisfaction ratings. 
• Increased number of customer referrals: By incentivizing customers to refer their friends and family, EMC Contractors Removal may have been able to generate more leads and increase business through word-of-mouth marketing. 

Web Design: 

• Increased website traffic: By optimizing the website for search engines and improving user experience, EMC Contractors Removal may have been able to attract more visitors to their website. 
• Increased lead generation: By designing a user-friendly interface and integrating the website with third-party tools, EMC Contractors Removal may have been able to increase the number of leads generated through the website. 
• Increased website conversion rate: By optimizing the website's content and calls-to-action, EMC Contractors Removal may have been able to convert a higher percentage of website visitors into customers. 

Branding: 

• Increased brand awareness: By creating a consistent and compelling brand identity across all touchpoints, EMC Contractors Removal may have been able to increase awareness of their services and values among target audiences. 
• Increased brand differentiation: By conducting market research and competitor analysis, EMC Contractors Removal may have been able to identify areas of differentiation and develop a brand positioning that sets them apart from competitors. 
• Increased brand loyalty: By creating a strong emotional connection with customers through consistent branding and excellent customer service, EMC Contractors Removal may have been able to increase customer loyalty and retention. 

Consulting: 

• Increased revenue and profitability: By identifying and implementing process improvements, cost savings, and revenue generation strategies, EMC Contractors Removal may have been able to increase their overall revenue and profitability. 
• Increased employee satisfaction and retention: By offering training and development opportunities and creating a positive work environment, EMC Contractors Removal may have been able to increase employee satisfaction and reduce turnover. 
• Improved compliance and safety standards: By providing expert guidance and training on asbestos removal and environmental health and safety, EMC Contractors Removal may have been able to improve compliance with regulations and reduce the risk of safety incidents.

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

Yes, they deliver items on time and allow us enough time to review them and provide feedback. They responded to my needs in a timely manner. They managed timelines, budgets, and resources to ensure that deliverables are completed on time and within budget. Client Clouds project management also involved effective communication and collaboration with stakeholders to ensure that the project meets our needs and objectives.

What was your primary form of communication with Client Clouds?

• In-Person Meeting
• Email or Messaging App

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

What we find the most impressive or unique about Client Clouds is their innovative strategies; they've provided creative and innovative strategies to help us achieve our marketing goals. This includes staying up-to-date with the latest digital marketing trends and technologies. 

They also customized their approach. Client Clouds tailored its approach to the specific needs and objectives of our company. They took the time to understand our business and target audience before developing a marketing strategy.

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

No, Client Clouds is fantastic.

BACKGROUND

Introduce your business and what you do there.

I’m the owner of a credit counseling company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Client Clouds?

They designed our website.

SOLUTION

What was the scope of their involvement?

Client Clouds designed the website and developed our content. I answered their questionnaire about what I wanted to include on the site, and they sent back a preliminary draft. After addressing my concerns and the changes I wanted made, they developed the final layout and the content.

What is the team composition?

I primarily worked with one person — a designer.

How did you come to work with Client Clouds

I was referred to them by an industry colleague. They were my choice because I liked their quick, individual response, and I always spoke with the same person. Their designer was specifically assigned to me.

How much have you invested with them?

The cost has been about $1,000. 

What is the status of this engagement?

We worked with them from April–May 2022.

RESULTS & FEEDBACK

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

They exceeded my expectations.

How did Client Clouds perform from a project management standpoint?

They were excellent in this regard, giving me approximate timelines and communicating updates on progress over text and email.

What did you find most impressive about them?

Their affordable customer service stands out, as well as their process of dedicating specific designers to their clients.

Are there any areas they could improve?

No, not that I can think of.

Do you have any advice for potential customers?

Be patient and trust their process.

BACKGROUND

Please describe your company and your position there.

I am the Owner and CEO of a financial Consulting Firm. WE educate people on finances, credit, and other financial matters as well.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Client Clouds?

I wanted a very attractive, well designed and up-gradable website that fit into the Financial Services niche to positively showcase our services and expertise in the financial space. We also needed room to grow our website and services offered with minimal issues in the near future.

SOLUTION

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

I looked for designers in this space on the web and in some niche groups. One group in particular had very high, positive comments about Client Clouds. After speaking to some other designers, I contacted Client Clouds and the communication was very clear, my thoughts and ideas were well received. What work was to be done was communicated clearly and concisely, and I found the price reasonable for the work to be done.

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

We had 2-3 meetings to discuss what I wanted and how I'd like it set up for future ease of expansion and end user friendliness. We discussed logos design, brand board choices, and the overall feel of the project. We had quick meetings during the design phase to tweak the project. We also had a couple of quick meetings during the project review process and any changes were made immediately to the site.

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

4 I believe. 1 that managed the emails back and forth. And 2 designers. And the owner of client clouds as well.

RESULTS & FEEDBACK

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

We love the way the site is set up and is user friendly for us on our side of the site as well as very clear and easy to use for the end user. The site integrates with our CRM and other software's just as we wanted it to do. The site just went live May 2, 2022 at approximately 9PM CST so, I cannot report traffic yet. However, I am hopeful that traffic will be coming soon.

How effective was the workflow between your team and theirs?

The project manager was just a text away and very communicative. Most texts were answered within minutes and none more than an hour or so.

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

This has been a very positive experience for me. I have worked with other website designers in the past with not very positive results. Client Clouds has been efficient as well as knowledgeable in aspects of my business that helped in the design process.

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

I don't think so. I am very happy with their work to this point.

BACKGROUND

Introduce your business and what you do there.

I’m the owner of a credit repair company. We specialize in servicing clients for their credit repair needs pertaining to removing negative items from their credit reports. Additionally, we provide counseling on how to improve their credit score.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Client Clouds?

I needed help creating a CRM interface for my company.

SOLUTION

What was the scope of their involvement?

Client Clouds has built and implemented a cloud-based CRM interface for us. When they finished it, they walked me through it to show me how it worked, and the transition to using it was very easy.

This CRM system helps us with our customer service and daily operations, and among its functionalities are client management and text messaging marketing management. Additionally, Client Clouds helps us design marketing campaigns to keep people interested in our services in the loop, helping us convert more leads into clients.

What is the team composition?

I’ve worked with two people from Client Clouds: Web (COO & Founder), who helped onboard me, and Luis (Web Designer), who is involved in the technical side of things and teaches me how to use the different CRM functionalities.

How did you come to work with Client Clouds?

I met Web through Instagram, where we kept in contact. When he found out that I was getting into the space, he advised me on how his company would help me take my business off the ground. He showed me what Client Clouds did, and it looked very sophisticated.

How much have you invested with them?

I paid around $400 for the CRM system, and I now pay a $250 monthly fee.

What is the status of this engagement?

We started working around May 2021, and our engagement is ongoing.

RESULTS & FEEDBACK

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

Our CRM system has made our day-to-day experiences excel tremendously, and I’ve seen money and time savings since we started using it. It has streamlined our different processes and improved our attention to detail, helping us become a successful company. Our customer experience has also improved drastically because the system helps us have easier and constant communication with clients. Overall, I’m more than satisfied with Client Clouds’ work, and they’ve exceeded my expectations tremendously.

How did Client Clouds perform from a project management standpoint?

Client Clouds’ project management has been absolutely exceptional. Both people I work with are very close friends of mine, and I can text them whenever I want. However, I usually email them to keep our engagement professional.

What did you find most impressive about them?

Client Clouds is exceptional at nurturing relationships. Other providers deliver the product and stop supporting their clients, but Client Clouds prioritizes consistent communication with their clients to ensure that they’re satisfied with the product. Additionally, they solve any questions we have, so our experience with the product only keeps getting better.

Are there any areas they could improve?

I can’t think of anything that Client Clouds could improve on; they’ve provided us with a great system.

Do you have any advice for potential customers?

You might need multiple bank accounts because, once you work with Client Clouds, the incoming money you’ll see will be difficult to keep track of.

BACKGROUND

Introduce your business and what you do there.

I’m the CEO of Amplify Financials, and we help people achieve financial literacy. We also provide assistance with establishing a budget and the importance of credit.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Client Clouds?

I needed someone to build my website.

SOLUTION

What was the scope of their involvement?

I hired Client Clouds to develop and design my website. Their primary focus is to ensure my growth and expansion, as well as provide my customers with content updates in a family-friendly manner.

They built everything from scratch through WordPress and they’ve been making adjustments and updates since launch to make sure the site runs smoothly.

What is the team composition?

I’m mainly in contact with a project manager.

How did you come to work with Client Clouds?

I came across Client Clouds’ work through a mutual contact’s website, so she then referred me to their company. I decided to hire them because I didn’t want to do the website myself, and it was important for me to have a really good-looking website.

How much have you invested with them?

We’ve invested about $600.

What is the status of this engagement?

Our ongoing partnership started in November 2011.

RESULTS & FEEDBACK

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

Before I launched the site, I received great feedback from friends and customers. Client Clouds delivered a well-organized platform and as a result, it makes it easier for my customers to gain new information and it saves me a lot of time explaining everything in detail.

How did Client Clouds perform from a project management standpoint?

Client Clouds perform well from a project management standpoint, as they deliver their tasks in a timely manner.

We typically communicate through Facebook, email, and phone.

What did you find most impressive about them?

We’re impressed with their knowledge and experience in my industry. They definitely save me a lot of time because there are aspects of the project I don’t have to do myself.

Are there any areas they could improve?

We have a good working relationship so we’re just planning on maintaining that.

Do you have any advice for potential customers?

I highly recommend you to utilize Client Clouds for their workshop, because they do a really good job of maximizing interactions and responding in a timely manner.

BACKGROUND

Please describe your company and your position there.

I’m the owner of a credit consulting company founded in 2021

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Client Clouds, and what were your goals?

Our website designer was founded in on online Facebook group. Polanco was recommended by several different people and ultimately took on the task to create my website, design logo and provide domain for my company.

SOLUTION

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

It was ultimately the recommendations of the people that were in the group on social media that highly suggest Polanco’s work. I’m glad I made that decision he’s been a pleasure to work with.

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

We scheduled a phone call to discuss my vision in what I wanted/needed the website the look like. There was a form sent to include everything that the website needed to include from verbiage, pricing, FAQ etc. We worked hand in hand to design my vision of how I wanted my logo to look. He wanted to make sure it was perfect and was satisfied.

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

My only communication with was Polanco. He was the person behind everything that I needed to handle to get things done.

RESULTS & FEEDBACK

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

Since launching I’ve been given feedback that the website is very user friendly. Very professional, easy to navigate, I’ve gain some clients and you can access it on your mobile device.

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

Any time day or night I had an issue, concern or problem I had no issue waiting to have my issue address. Very prompt always professional.

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

I don’t have anything negative to say about Client Clouds. I’ve been super impressed since day one. They were really a blessing and godsend. I’ve referred a few people I know in need to use them.

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

I can’t name 1 thing that I would change.

BACKGROUND

Introduce your business and what you do there.

I'm the owner and operator of DLBLF Financial Counseling. We help people prepare and purchase residential properties to create generational wealth. We're based out of Los Angeles, California.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Client Clouds?

We hired Client Clouds for a web development project.

SOLUTION

What was the scope of their involvement?

We had been using a funky website template prior to this project, so Client Clouds developed a new WordPress website from scratch. We went through several meetings to discuss what I didn’t like about our past website, what we wanted the new one to have, and what integrations we would like to see. I then provided them with our logo, color scheme, photos, and vision, and they created a design according to that. 

Client Clouds looked into what our company does and what kinds of clients we were serving as well. Their development team incorporated a site widget that displays how many current customers we have at any given time. They integrated a cloud-based CRM system that automatically sends messages to our existing clients and allows anyone to book appointments on my calendar.

They haven’t done any marketing for us, but we’re planning to have them provide those services this year. They’ve just finished maintaining our website and have moved our hosting from GoDaddy to their own servers. 

What is the team composition?

I worked closely with Luis (CEO).

How did you come to work with Client Clouds?

The owner of Client Clouds and I are good friends; we used to be in the same credit repair space. When he established his web development company, I saw his talent and decided to be their first client.

How much have you invested with them?

I have spent about $3,000 to date. We pay $200 monthly for the CRM, while the website development cost about $800.

What is the status of this engagement?

We started talking around October of 2020. The website was developed in December 2020 and completed by January 2021. We have an ongoing partnership as they are still hosting and maintaining our site. 

RESULTS & FEEDBACK

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

I had previously been spending $1,200 a month just to disrupt our industry. With Client Clouds’ CRM system integration, I’ve been able to save about 70% and take that expenditure down to only $400 a month. Our transition to the CRM system has been very easy as well. Their team has guided us with video tutorials and live support. 

The CRM system has helped us keep track of our customers and their payments and automate messages so that we don’t have to reach out to every single one of them. Just yesterday, for example, I was able to remind about 130 clients to keep their credit in line for the new year. That task would’ve taken hours in the past, but with the CRM system in place, it only took a few seconds.

I’m also very happy with the outcome of the design. Client Clouds has customized our website such that all of the photos we’ve sent them are incorporated in the pages. 

How did Client Clouds perform from a project management standpoint?

I am 300% satisfied with their work. They exceeded our expectations and were open, supportive, and forthcoming. They even helped me save on costs; my original budget for the website was $1,500, but I only ended up spending $800 with them. I only have good things to say about Client Clouds.

We communicated via phone calls, emails, and Zoom during the development. 

What did you find most impressive about them?

Their honesty and creativity really stood out to me. 

Are there any areas they could improve?

No, I don't think there is anything for them to improve on. They’re ahead of a lot of other agencies out there. 

Do you have any advice for potential customers?

Take advantage of the opportunity to work with Client Clouds because their company has grown. I've been with them since their inception, so I would say, just pull the trigger. Us business owners and entrepreneurs are hesitant to make investments most of the time, but with Client Clouds, my only regret is that I didn't work with them sooner.

BACKGROUND

Please describe your company and position.

I am the CEO of Royalty Credit

Describe what your company does in a single sentence.

Change lives by reducing debt and increasing credit scores.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Client Clouds to accomplish?

Build Website

SOLUTION

How did you find Client Clouds?

Online Search

Why did you select Client Clouds over others?

High ratings, Good value for cost, Referred to me, Company values aligned

What was your primary form of communication with Client Clouds?

Email or Messaging App

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

A new website was created from scratch in addition logo, business cards, and etc. The time frame and open communication was amazing.

RESULTS & FEEDBACK

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

• Great outcome

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

The company was very attentive to my needs and wants I desired. Effective communication throughout the entire process on all changes being made. Highly recommend services to others. I will be using their services again in the future.

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

How they took my vision and turned it into a reality.

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

My experience working with Client Clouds was enjoyable.

BACKGROUND

Please describe your company and position.

I am an Executive of Move Forward Credit

Describe what your company does in a single sentence.

We are a credit repair agency

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Client Clouds to accomplish?

• Complete a website landing page
• Integrate email support

SOLUTION

How did you find Client Clouds?

Referral

Why did you select Client Clouds over others?

Good value for cost, Other

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

I needed a website created for my buisness and a clean landing page was delivered. Communication was excellent. Any issues that I saw were addressed quickly.

RESULTS & FEEDBACK

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

• Great landing page to inform clients about service

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

Project management was great, Items were delivered on a good schedule according to what was needed to build the website. All of my needs were handled adequately.

What was your primary form of communication with Client Clouds?

Email or Messaging App

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

Good communication and price of services.

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

N/A

BACKGROUND

Please describe your company and your position there.

Credit repair and I am the owner

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Client Clouds?

Web Design, Automation, Merchant Services

SOLUTION

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

Client clouds were highly recommended

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

Design, Content, visual, functionality

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

I worked with one person exclusively

RESULTS & FEEDBACK

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

The project was a success. It turned out exactly how I envisioned it.

How effective was the workflow between your team and theirs?

The project manager was helpful. I was kept in the loop the entire process

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

I was astounded by the knowledge they had in different areas of the project. Their willingness to teach and go the extra mile was priceless.

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

I wouldn't change anything. They deliver good service and good products