KlientBoost

BACKGROUND

Please describe your company and your position there.

I oversee and advise on growth for B2B SaaS companies that are looking for anything that is performance-related. My job is to experiment at a high tempo and find partners/solutions/resources to help accelerate the speed of growth.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire KlientBoost?

We hired KlientBoost (and still work with them) for their paid advertising and conversion rate optimization experimentation.

What were your goals for this project?

We wanted to accelerate our own learning to understand what audiences, creative, and offers perform the best. KlientBoost has been there to continue to do more than we expect and surpass the goals we set.

SOLUTION

How did you select KlientBoost?

We did a lot of research and decided to work with the agency with the strongest track record. The number of case studies + reviews and SaaS experience made them a very low-risk agency to try out.

Describe the scope of their work in detail.

Pretty simple and straightforward to be honest. They help us with ad account management, ad creation/creative, and landing page design and testing. They’ve seen opened their doors for new services that we have yet to try out but that we anticipate using.

What was the team composition?

Dedicated account manager and dedicated designer. Behind the scenes, they have a person that oversees all experiments across their clients and helps prioritize future tests. They also have directors who help with strategy and execution.

RESULTS & FEEDBACK

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

Quite a bit yea. They’ve worked with 3-4 B2B SaaS companies that I currently advise for and while there are always some things to work out, they’ve continued to deliver and go above and beyond. Goals get hit on time or sooner. They also help educate the internal marketing teams which is a big plus.

How effective was the workflow between your team and theirs?

Very simple. They actually give you access to their project management tool so you can see all activity and winning/losing experiments while also seeing which futures testing ideas are in the pipeline.

What did you find most impressive about this company?

They walk the walk. What they say and what they do are the same thing. It also seems like they run their agency as if it was a software startup. They move quickly, are scrappy, and creative. They hustle like champs :)

Are there any areas for improvement?

I’ve known them and worked with them for so long that this question doesn’t have an answer. I’ll tell you that in the early days there were some things to improve, but they’ve improved a lot over the years and obviously the sky is the limit!

BACKGROUND

Introduce your business and what you do there.

Citron Hennessey Therapy is a mental health therapy practice with over 30 employees. We’ve moved into the online space and are operating as a boutique startup. I’m the CTO of the company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with KlientBoost?

We wanted more traffic to the website. We’ve recently revamped it, and we were trying to move away from other booking platforms in mental health or healthcare in general. There are some bigger players that we’d have to go through, and we wanted to form our own online presence.

SOLUTION

What was the scope of their involvement?

We hired KlientBoost to take care of the Google Ads side of marketing. We began with conversations on what exactly we were looking for. The goal was to increase traffic and have more clients book online through our website, so that we wouldn’t have to give half our revenue to someone procuring the lead, which is what a lot of the booking platforms on the market do.

KlientBoost did keyword research for us, looking at what competitors were doing. They tried to either challenge or find unused relevant words within Google Ads, which we could focus our energy into. They targeted specific areas based on what we advised them.

KlientBoost developed a way for us to track where people were going and ending up on the site, and who the most popular therapists were. We created a system for managing this data, which hadn’t existed before. It wasn’t necessarily beyond their scope, but they were helpful in places where they didn’t have to be, providing information that wasn’t really in their remit.

It would’ve been very expensive to build a custom booking software, and we’re at the mercy of HIPAA laws. There are many things that we can’t do, that normal companies can, whether it’s marketing or where we store data. The provider has to sign a BAA and has to be certified up to a certain level in terms of security. We’re currently using Acuity Scheduling.

What is the team composition?

Matt (Senior Growth Strategist) was our first contact and the person who pitched to us. The person I’m dealing with on a weekly basis is Kimball (Account Manager). We catch up, talk strategy, and make sure we’re still heading on the right track.

Every three months, Graham (Team Director) checks in with me to have a conversation and see how everything’s going. He asks if there’s anything more they could do, and where they failed and succeeded. They’re feedback junkies and love to be told what is and isn’t working.

I get regular emails from Kim (VP of Client Services), with surveys on how we’re doing and what’s going on. It’s the first time I’ve had a company actively seek out to learn what our experience is.

How did you come to work with KlientBoost?

I’m a research junkie, so I went through every reputable review site and anecdotal blogs to see which names come up over and over. I used Clutch and other general review sites found on Google. The choice was between KlientBoost and two other companies, and I sent an email to all three. Nobody got back to me except for KlientBoost.

Matt was great at laying down what they do and how they conduct themselves. KlientBoost made it clear early on that they’re all about transparency and clarity, which is something we didn’t have with a lot of other companies we’d worked with previously. Our two founders aren’t the most tech-savvy people, but Matt provided them information in a digestible way. KlientBoost gave us an honest assessment of where we were and what it would take to get to where we wanted.

I also hired an SEO agency through Clutch, which was voted best boutique agency of 2018–2019. They help with the organic traffic.

How much have you invested with them?

Not including our Google Ads budget, the cost of their work so far is around $14,000.

What is the status of this engagement?

We started working with KlientBoost in May 2020, and it’s ongoing.

RESULTS & FEEDBACK

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

The biggest goal for our work with KlientBoost is increasing website traffic, and it’s gotten better month by month.

Success for us was a client seeing an ad, going to the website, booking an appointment, and confirming it. Once someone books, we need to call them, get their insurance information, and quote them. We look at who actually confirms and walks into the office or takes a Zoom call, and we measure the CPA of a client based on that.

We’ve essentially created a system made from various different HIPAA-compliant cloud software, and we’re interconnecting everything to work as we need it to. We’ve gotten more confirmed appointments through Google Ads every month, and that was essentially all we were looking for.

How did KlientBoost perform from a project management standpoint?

The overall communication is excellent. In terms of project management, I like to micromanage in the beginning, so that everyone knows what we want, and then trust the people we’ve hired to know what they’re doing. I leave them to it and check in every now and again.

There haven’t really been hard deadlines, other than listing what we’re looking for and aiming to improve month over month. KlientBoost is doing keyword research and A/B testing, and they do everything they say they will, before we’ll have our next conversation. As long as I see an upward trend on how things are progressing, I trust that what they’re doing is working.

What did you find most impressive about them?

We love KlientBoost’s constant attention in making sure we’re taken care of in the way we want to be. We’re not fitting into their system. They look at how they can cater it to us, and how they can work with us to make the experience better. That constant request for feedback could get annoying for some companies, but, as a small-to-medium business, we love that kind of attention, and we feel we’re getting value for money when we see it.

Some companies want us to trust them, and it is what it is. KlientBoost wants us to trust them, but they’ll explain things from the very basic to as advanced as we want, and they’re always there for any questions we have.

Are there any areas they could improve?

One suggestion I gave them, which they said was the exact opposite of what most clients want, was to rotate account managers or people, so that we could get a different perspective every now and again. I like to get lots of different opinions, as long as we’re moving in the same direction.

They could also meet up and discuss clients with each other, but I don’t know how feasible that is during COVID.

Do you have any advice for future clients of theirs?

Clients should be honest and open in what they want, and have KlientBoost determine if it’s possible. From my experience with them, they’re a company of honesty, integrity, and full transparency, and I trust them when they say that something’s possible or not possible. Someone looking to work with them should squeeze them for all their knowledge.

BACKGROUND

Please describe your company and your position there.

I operate a medical facility that specializes in men's health. Our treatments are all elective and big ticket items. We operate in a niche market as well.

OPPORTUNITY / CHALLENGE

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

My company targets a very specific audience of men and our product discusses a topic most men do not like to confront. KB helped us to identify our market and the way in which we engage these prospective patients.

SOLUTION

How did you select KlientBoost and what were the deciding factors?

I had used three other PPC companies prior to KB. In these past experiences, I learned of all the many limitations that other companies have. At KB, their team was able to provide rational and data driven answers for me about how to best invest my marketing dollars.

Every week, I see improvements. Their team took the time to become educated about my product and market. This helps tremendously so they can bring me fresh ideas and not only rely on me to provide ideas.

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

KB provided: Landing page builds tagged site tagged microsites Integrated CRM with their systems Run tests with specific KPIs and strategies Offer new strategies bi-weekly based on weekly results

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

5 separate team members from account managers, to sales, to design, to the CEO

RESULTS & FEEDBACK

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

Our PPC programs are profitable and produce a substantial amount of patients every week. These efforts have also lead to more brand awareness.

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

Punctual and concise. They only deliver usable information to me which is amazing because I just don't have the time to review or analyze more data than I already have to.

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

They are transparent and took the time to understand what excactly my company does before ever making any recommendations. Their experience with other clients has also served us well as they share insights from all sorts of campaigns that we benefit from.

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

Nothing to date.

BACKGROUND

Please describe your company and your position there.

I was the chief marketing officer of this startup handling all marketing related activities.

OPPORTUNITY / CHALLENGE

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

I hired them to help us kickstart our marketing campaigns for PPC advertising and to drive conversions/sales.

SOLUTION

How did you select KlientBoost and what were the deciding factors?

We selected them based on their pitch and their previous case studies that they walked us through showing success from similar companies.

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

We started off with a kickoff call that went deep into discovery and showed us exactly what the opportunities were and what we needed to improve in order to drive sales. They also laid out their entire strategy for building the funnel and enabling cost effective PPC tactics.

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

I worked with primarily one account manager who was supported with a design team. The CEO/founder was also very responsible and touched base with us along the way.

RESULTS & FEEDBACK

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

We saw some great early success in drawing attention to the product and saw some a large ramp in sales come through, about 150% increase from the start of our product launch.

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

They were very responsive to us and were able to go to great lengths to get the job done. They kept the lines of communication open with us and they were very fun to work with. Amazing sense of design was something that separated them from others and they have a ridiculous amount of knowledge when it comes to paid marketing.

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

The amount of testing and tweaking that they do. They understand the market is dynamic and that it requires a data driven approach.

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

Not really for me.

BACKGROUND

Please describe your company and your position there.

Partner in a Private Equity Group

OPPORTUNITY / CHALLENGE

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

I've known Johnathan for many years and have used his team for a variety of paid search campaigns, primarily Google Adwords. For each of the portfolio companies the goals are similar, Targeted & Profitable Growth. KlintBoost has been able to produce consistent results and provide the expertise we've been able to trust.

SOLUTION

How did you select KlientBoost and what were the deciding factors?

Johnathan Dane is a thought leader I've followed for a long time, I've always enjoyed working with him and we've developed a high level of trust over the years. More importantly he knows how to build teams where he's able to disseminate that knowledge down to the campaign level.

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

Probably the most important thing that's done on the campaign level is the A/B and multivariate testing. KlientBoost does an incredible amount of landing page optimization. I've always appreciated the proactiveness in making suggestions based on the keyword research all the way down to the testing of different conversion ideas. Plus, everything they do on the design side is always beautiful.

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

Of course the main point of contact is going to be your account manager, but there are touch points during the process where you get to interact with the design team and I always make Johnathan keep tabs on our accounts. 

RESULTS & FEEDBACK

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

Since they work on a few different accounts the best metric I can give is that we haven't ever quit using them. We've been able to achieve all of our growth and conversion goals.

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

KlientBoost is incredibly proactive, which we appreciated. They are always there if I have questions and of course we have our scheduled meetings too. They are super like minded individuals and have been able to integrate with the tools we were already using like Slack and Unbounce.

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

Agencies are difficult, generally because the founder is the real wizard. Amazingly this genius has trickled down to the account level.

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

There are always areas to improve. I love month-to-month agreements when dealing with any marketing agency, but I understand why some companies don't do them. Ultimately it didn't matter for us in the long run.

BACKGROUND

Please describe your company and your position there.

I was the marketing manager of LemonStand, an eCommerce platform, when we hired KlientBoost.

OPPORTUNITY / CHALLENGE

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

Our main goal was to generate new leads and customers from advertising. It was a new channel for us and we didn't have any in-house expertise.

SOLUTION

How did you select KlientBoost and what were the deciding factors?

KlientBoost seemed the most knowledgeable about the space and also were willing to guide us. Since we didn't have any PPC experience, we needed someone who could show us the way and they did exactly that.

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

The work was creating and managing Google Ad campaigns. KB came up with the strategy, figured out the keywords, wrote the ad copy, set up the campaigns, and managed them on a daily basis. They also gave us in-depth reports and guidance each week.

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

We worked directly with the founder - Johnathan Dane, and a couple of others.

RESULTS & FEEDBACK

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

We didn't have a very large budget but even then, KB were able to get us high-quality leads and customers at a low cost per acquisition. This is in an industry where the CPCs are very high.

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

They are very communicative. They gave us reports each week and got on a call to walk us through the campaigns and also shared ideas for other marketing activities.

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

Their proactiveness and personal touch stood out to us. With most agencies, you're just one of many clients and they do only what's required of them. KB went above and beyond so we always knew we were in good hands. They were creative and came up with their own ideas, which is refreshing.

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

Can't think of anything.

BACKGROUND

Please describe your company and your position there.

Ascent Cloud offers a suite of solutions for sales and customer facing teams to provide context to their CRM data. I am the Marketing Director here and head up the marketing efforts for Ascent Cloud and its two Salesforce applications, Geopointe and LevelEleven.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire KlientBoost?

We were ready to branch into Google advertising but did not possess the skills in-house to effectively execute any type of digital advertising. We researched and had conversations with a few digital agencies before deciding KlientBoost would be the best option for our organization.

What were your goals for this project?

Simply to generated more leads for our two Salesforce applications, Geopointe and LevelEleven. Digital advertising was something we'd want to try for awhile and, with the impact of COVID, we were in need of new lead sources with in-person events being cancelled.

SOLUTION

How did you select KlientBoost?

I visited sites such as Clutch to compare various agencies offering the services we were looking for. I narrowed down my top 3 or 4 choices, reached out to each and set up calls.

At the end I had narrowed it down to my top two choices and the gentlemen I worked with at KlientBoost, Matt, did a superior job with the presentation he sent over to me with all the information I needed to present to my leadership team. KlientBoost was also able to offer a little bit more for us, even though we are a small client we were (and still are) treated like a larger organization.

Describe the scope of their work in detail.

I've worked closely with our Account Manager to not only identify what our solutions offer and their key audiences, but as the year has progressed, so has the use of our solutions. Our Account Manager was always ready to shift and come up with new ideas to advertise these new uses of our solutions.

We have also been given great guidance on the set up of our landing pages (we opted to not include content creation in our contract due to budget) to help increase our conversion rates.

What was the team composition?

I have had the pleasure of interacting with a handful of individuals at KlientBoost; our Account Manager, his team lead, one of their VPs and the initial Account Executive I spoke with. Beyond that I am not familiar with the rest of the team.

RESULTS & FEEDBACK

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

We have definitely brought in qualified leads and closed deals from those leads. We've found the leads to follow the same patterns of any of our other inbound leads as far as length of sales cycle and value of the opportunities.

How effective was the workflow between your team and theirs?

My Account Manager and I meet biweekly which has been a great cadence for the needs we have as a customer. I also know I can reach out anytime and he will respond if something comes up between meetings. There was one point when our Account Manager was on vacation and I was provided no less than 3 names of individuals I could reach out to if I needed anything in his absence.

What did you find most impressive about this company?

1. They are continually looking for new ways or ways to improve what's already been successful to bring us in more leads.
2. We are a small organization but I don't ever feel like I'm treated like a small organization. Having so many people from KlientBoost show a vested interest in our success absolutely makes me want to invest more with them.

Are there any areas for improvement?

No

BACKGROUND

Introduce your business and what you do there.

I’m the co-founder of an organization called Feeling Swell, which is a surf brand with a mental health foundation. We sell t-shirts to raise money for charities.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with KlientBoost?

As an inexperienced team, we needed to consult with experts on Facebook Ads. We realized there was potential to generate revenue through Facebook advertising.

SOLUTION

What was the scope of their involvement?

At the moment, KlientBoost’s work focuses on Facebook Ads. Their team created the creative content for the first campaign. We now produce the creative copy and manage the analytics for our campaigns.

What is the team composition?

We primarily work with Michael (Account Manager). Earlier in the partnership, we worked with Kelvin (Conversion Designer) on the creative content and 2–3 other individuals.

How did you come to work with KlientBoost?

We found KlientBoost through online searches.

How much have you invested with them?

We’ve spent about $9,000 on their services.

What is the status of this engagement?

We started the partnership in October 2020, and our relationship’s ongoing.

RESULTS & FEEDBACK

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

We switched to a consultation relationship because we wanted to relieve them of liability and control our account. At this point, we have a conversational relationship. KlientBoost knowledgeably answers our questions. We’ve seen increased traction and understanding of our program on a broader scale from our Facebook Ads campaigns.

How did KlientBoost perform from a project management standpoint?

We have a weekly call during which they give us advice while looking into our account. They’re organized, responsive, and flexible.

What did you find most impressive about them?

They’re collaborative and flexible. KlientBoost bent the structure of the partnership to meet our needs.

Are there any areas they could improve?

They threw a lot of information at us as partners at the start of the engagement. It was a lot to process.

Do you have any advice for potential customers?

Be honest with them and tell them what you’re thinking. They’ll work with you to build a good partnership.

BACKGROUND

Please describe your company and your position there.

We are a financial services firm specializing in the life sciences. I am the CEO and founder. I oversee all operations.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire KlientBoost?

We hired KlientBoost to help us improve and scale our paid digital advertising efforts, in addition to our organic marketing efforts. KlientBoost helped optimize and elevate our existing strategies by increasing traffic to our site and improving on CPA and ROI of our marketing spend.

What were your goals for this project?

Our goals were to increase site traffic, decrease spend, and increase the quality of the traffic. We knew going in that this would be difficult to achieve, but KlientBoost definitely achieved these goals which resulted in substantial growth for us.

SOLUTION

How did you select KlientBoost?

I selected KlientBoost after having used their winning strategies (published on their site) over the years on my own . When I decided to bring KB on, we vetted 2 other companies, but KlientBoost was the clear winner. We also reference checked KB and they received glowing praise. KB was a cultural fit with us and were also the most knowledgeable.

Describe the scope of their work in detail.

KlientBoost helped us with paid and non-paid marketing on Google and LinkedIn primarily. My team and I have weekly strategy discussions with KB, and they seamlessly executed. They were also very adaptable and were able to pivot on the fly with us as market dynamics changed.

What was the team composition?

There were four primary team members who worked face to face with us. Two on the paid side and two on the organic side. However, there were numerous KB team members in the background who were working on our project, but weren't interfacing with me regularly. Their support team continued to grow as our needs grew.

RESULTS & FEEDBACK

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

We increased our traffic over 10x. Our CPAs decreased by 20-25%. Our revenues and profits grew 6x. These metrics continue to improve over time. It's really been that simple.

How effective was the workflow between your team and theirs?

Our workflow has been seamless. We have weekly meetings, and are talking with each other via email, chat, and Asana as well. KB handles feedback really well, and also know when to push back on our feedback. It's a fantastic working relationship and their communication has been spot-on. They manage expectations well and we never feel like they lead us on.

What did you find most impressive about this company?

Friendly culture, expertise, adaptability, and laser focus on ROI. I couldn't ask for more really.

Are there any areas for improvement?

To be honest, no. They keep exceeding my expectations.

BACKGROUND

Please describe your company and your position there.

I was Marketing Manager at an industrial automation software company. I led the effort to strategize and launch awareness and lead gen campaigns to promote the brand in the NA market.

OPPORTUNITY / CHALLENGE

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

We were looking for an agency to support our overall marketing goals by launching and managing PPC campaigns.

SOLUTION

How did you select KlientBoost and what were the deciding factors?

I was referred to Klientboost by someone from my previous role. They stood out during our evaluation by demonstrating their expertise in CRO management and landing page design, and delivering great customer service.

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

Before we began the project, KlientBoost asked us fill out a self-evaluation form detailing target markets, key strategies, and campaign goals, which made the onboarding process easier. They then worked with us to define keywords, build landing pages, and launch our first PPC campaign. From there, we continued to create several campaigns targeting at different audiences.

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

We primarily worked with the account manager and a designer. The director sent regular surveys asking for customer feedback.

RESULTS & FEEDBACK

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

They helped build our PPC campaigns from almost scratch that soon became one of our main lead gen vehicles. The account manager kept a constant watch on our account and managed to increase our lead quality over time.

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

They excelled at direct communication by having bi-weekly calls with my team. On a day-to-day basis, we communicated via emails and Asana.

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

KlientBoost valued customer feedback and had always been professional, responsive, and helpful.

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

It would have been helpful if the designer and account manager alike were part of our onboarding training, so that the designer also gained some knowledge of the client's business and marketing goals.