Blogs

Streamlining Systems: Increasing Brand Visibility with Cloud-Based Lead Tracking

Challenge

Not all leads are created equal. The path to purchase—the journey a user takes across channels and campaigns to convert from a prospect to a customer—is different for every organization, and in our current digital age, leads can funnel in from more touchpoints than ever. A common challenge we have identified for our clients is the management and tracking of inbound leads whether it’s an insufficient lead registration system or a lack thereof. With a nonoptimal or nonexistent lead tracking process, our clients were missing opportunities to maximize lead touchpoints and conversions. So, we sought to implement an effective lead tracking system that would enhance their lead quality, revenue, and sales strategy, without being overly complex.

The Big Question

How can we create a simple yet effective lead tracking process that clients can easily adapt to the specific needs of their organization?

Solution

The simplest solution is almost always the best. To avoid clients wasting time and resources on deadends and focusing instead on high-quality leads, we had to create a lead registration process that was straightforward yet customizable. Through cloud-based collaborative documents, designed with organization members in mind, we implemented a system of spreadsheets capable of capturing and monitoring the details of every lead. By fully integrating the lead tracking system into existing communication channels like email marketing lists, we were able to maximize lead retargeting opportunities. Increased visibility meant that teams could more easily plan their workflows, and newly improved lead analytics powered new marketing and sales strategies. Most importantly, the ease of use of our cloud-based system offered clients a way to freely adapt the spreadsheets to their brand’s unique metrics and goals.

Result

A streamlined lead tracking system can lead to impactful results. With a simple yet powerful process in place, our clients were able to easily integrate a lead registration system that they could customize to their brand’s specifications, creating a more organized internal operation overall. Now, team members can easily identify prospective customers, closely monitor the customer journey, and take ownership of active leads. By empowering our clients to do more with less, they improved their lead tracking, strengthening conversion and retention rates.

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Implementing a strategic, yet simple lead management and tracking system can make a world of difference on a business’s bottom line. By adding straightforward sales tracking processes to our client’s internal systems we can give businesses the direction, tools, and workflows they need to ramp up their sales game, without overwhelming them or bogging them down with sophisticated systems. We know firsthand how inextricably tied the marketing and sales process is, and the closer these two departments can work together, the greater their chances of success.

Conquering the Stagnation Cycle: How Implementing an Action Plan Led to Record-Breaking Sales

Challenge

Planning is an essential internal business process that charts a course for innovation and expansion. One brand, in particular, understood that the future growth of their company lay in the potential insights of in-depth analysis, so they proceeded to outsource a compressive audit of their operation.  

Years later, a now decade-old analysis of the company identified significant growth opportunities for the brand, but an action plan was never set into place. Stuck in a cycle of stagnation, their growth strategy was hindered by just one thing: executing it. Without the actual application of the growth plan, sales plateaued, yet, the possibility for exponential growth lay just out of reach.

The Big Question

How can we take actionable steps towards realizing our growth potential without the proper methods of execution? 

Solution

There is a delicate balance between planning and execution, and it’s one that BryteBox knows well. Upon acquiring the client, we conducted our own reporting, determined to identify and fill the gaps that had hindered the business from generating larger profits, expanding its workforce, and increasing sales. We made strategy updates, created an action plan, and moved forward with putting it into play, a crucial step that the business could not implement on its own. 

With a detailed course of action, and the necessary tools and resources to finally get down to business, BryteBox gave the company the means and the motivation to accomplish the significant growth that seemed unattainable for so long.

Result

BryteBox added a layer of accountability and execution that had been the brand’s missing link. We delegated responsibilities, assumed all of the marketing tasks, and established standard operating procedures, freeing up the company to focus on its core competencies. Through recurring meetings and open lines of communication, we now operate as an extension of the brand, continuously improving workflows and optimizing strategies as we go.

Finally, after years of static growth, the company had a record-breaking sales month that exceeded its quota. Newly structured roles and responsibilities, and hard-earned employee promotions have boosted workplace morale and engagement.

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The foundation for quality client relationships is built on mutual trust. When we began working with this client, it was evident that they had entrusted us to find the best course of action for their unique situation, and we felt confident that we could deliver. It’s their open-mindedness, drive for innovation, and transparency that allowed us to work in tandem with their team. Through this genuine collaboration we’ve successfully invested in their growth and they in ours.

Supporting Coastlines, Online: Optimizing a Non-Profit’s Digital Presence to Expand the Impact of their Grassroots Volunteer Network

Challenge

Community and communication are key for the Surfrider, an organization steeped in local activism and leadership opportunities for volunteers. The website is a touchstone for current and future volunteers to find timely information about current campaigns, programs, and events from beach clean-ups to dune restoration. With their sights set on the coastlines, Surfrider’s Miami Chapter needed support online, but reliable web developers were few and far between among their network of water and wave enthusiasts. A backlog of updates and communications had become a bottleneck, limiting the organization’s reach and growth opportunities. The site was in desperate need of streamlined web content but without the technical know-how, these critical updates were long delayed.

The Big Question

How can we maintain the most up-to-date web content to encourage volunteerism and expand the Surfrider network, without the internal know-how?

Solution

Essential web updates had been long accumulating, so BryteBox developed a strategic approach to tackling the overdue to-do list. They took a hands-on approach, promptly commencing real-time, optimized web updates to the layouts, plugins, and backlinks. Through their efficient communication process, BryteBox easily tracked and prioritized all incoming tasks requested by Surfrider.

Result

By completing critical web updates, BryteBox refreshed the chapter’s current programs and campaigns and maximized the website as a go-to communication tool for the organization. With this newly improved content, the Surfrider Miami chapter can reliably promote its initiatives and serve as a source of timely information for volunteer and leadership opportunities, while continuing to bring together people who love the ocean and work hard to protect it. 

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BryteBox is a staunch supporter of organizations such as Surfrider Foundation that champion the world’s oceans, waves, and beaches. We are happy to offer our services for the advancement of a philanthropic cause that fosters a network of powerful leaders and creates a global ripple effect through science, community, and respect. Thank you for all that you do, Surfrider Foundation!

Conquering Paid Advertising: How One Franchise Cooked Up A Paid Advertising Strategy with Stellar Results

Challenge

Owning and operating their local food-based business, the owners knew they were missing out on the secret sauce of paid advertising. Like any business owner focused on growth, they rolled up their own sleeves and began creating and placing ads to promote their service to the local market. Day-to-day operations soon took priority, and the duo realized understanding the ins and outs of the world of paid advertising took more time than they had available. Overwhelmed by months and months of money spent, they recognized their digital advertising budget dollars simply weren’t yielding the sales they hoped for. In fact, they weren’t even sure their ads were reaching their ideal audiences which added to their concern. Expertise and strategy were the missing ingredients and one question loomed on their minds…

The Big Question

How can we get in front of the right customers with the right offering?

Solution

Deciding they couldn’t carry on another month spending their advertising budget without results, the owners reached out to the BryteBox team for an initial conversation. Together with the duo, BryteBox reviewed previous paid advertising campaigns to identify successful keywords, audiences, and sales funnels. The team asked questions to identify the services that had the highest return on investment in order to boost advertising in those markets. From there, BryteBox created a custom advertising strategy that would provide peace of mind to the owners. BryteBox established new Google ad campaigns and segmented the different services by ad groups. This segmentation enabled the owners to effectively target different audiences and solicit services unique to their needs. During the follow-up monthly meetings, ByteBox reported results using established KPIs and optimized the strategy on an ongoing basis, giving time back to the owners to concentrate on operating their business.

Result

Transitioning from ad hoc paid advertising to a multi-faceted Google ads campaign was a profitable pivot for the franchise. By localizing and leveraging high revenue services, the ad campaign appealed to a broad range of customers seeking their services in the target market. By segmenting each of their services into different ad groups, BryteBox included language and landing pages that best fit exactly what the user was looking for which leads to a higher conversion rate. In the last 6 months, the owners have seen a 640% return on their advertising investment! Inbound leads and sales, specifically measured through Google metrics and tracking, have increased significantly with harder to reach segments now engaged by the franchise online. As an added benefit, the BryteBox team ensured the strategy was agile to allow the franchise to do seasonal advertising to promote holiday events and summer camps.

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When we ask clients how their paid advertising is going, we are usually met with one of two replies: a look of bewilderment or utter frustration. We get it! Clicks, conversions, funnels… It’s another world of lingo that requires investment, expertise and customer response testing that most business owners don’t have the time or interest to do themselves. Here at BryteBox, we’ve honed strategies that provide significant advertising ROI, completely outsourced ad oversight and the all-important peace of mind.

Telling the Business Story: How One Start-up Maximized Their Blog To Authentically Connect

Challenge

When design and build experts Gaston and Norma Galella decided to leave their corporate roles, they knew their next endeavor would require their full attention, energy, and expertise. While they had strong personal reputations in their trade and a respected network of vendors, the duo still needed help launching their high-end concierge renovation firm, Duoma Atelier. BryteBox came alongside Gaston and Norma in their launch, creating social media channels and developing a state-of-the-art website to attract Duoma Atelier’s discerning prospective clients. With the backend systems in place, one key question remained…

The Big Question

How can we authentically tell our personal and professional story in such a way that clients are eager to connect with us?

Solution

With the firm’s market launch around the corner, BryteBox developed a comprehensive communications strategy, with the Duoma Atelier blog at the heart. The BryteBox team sat down with and interviewed Gaston and Norma to hear their story in their own words, documenting not only the facts, but their tone and motivation to provide families with luxurious and lifestyle-forward places to call home. The team also researched industry and geographic trends to find the marketplace pulse and to position Duoma Atelier’s outreach at the forefront. Equipped with this key information, BryteBox developed a series of blogs to precisely introduce the Duoma Atelier brand story, allowing Gaston and Norma peace of mind to focus on their own expertise in launching the firm.

Result

With a monthly blog hosted and branded in consistency with their website as well as reflecting SEO best practices, Duoma Atelier is poised to speak the language and attract Gaston and Norma’s ideal clientele. BryteBox developed a blog creation and publication system that only requires ideation and creativity from the duo, eliminating the time-intensive aspects of running a successful blog. Fully integrated into all their communications channels including their newsletter and social media, the Duoma Atelier blog is a creative outlet for Gaston and Norma to truly tell their story, the details behind their designs, and showcase what is important to them. The content is resonating as visitors spend on average one minute and forty-five seconds on a single blog page, showing the audience is reading and engaging with their content.

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Translating our interview meetings with Gaston and Norma into content that is not only connecting, but selling their concierge services is a win for them and for our BryteBox team. The systems we have created and automated for their communications ensures they can do what they do best everyday: design and build remarkable spaces for families in South Florida!

Solving the Social Media Conundrum: How A Growing Design Firm Successfully Outsourced Their Social Media

Challenge

With their eyes set firmly on deepening their relationships with cruise industry leaders and designing innovative and luxurious spaces, the Studio DADO team was in high-growth mode. Though a new interior design firm, the four founders were industry veterans who knew what it took to gain industry recognition and were all hands on deck in driving the company quickly forward. As designers, they had a clear vision for their branding including print and digital collateral. And while the founders knew a well-branded social media presence was vital, their team members were fully tasked with time-sensitive client work. Occasionally, a DADO designer would share a spontaneous post, but no single team member held responsibility for the brand story uniquely translating to interested online followers and potential clients. One key question loomed…

The Big Question

Who is going to tackle and take over social media in our company?

Solution

Happily with no end to business growth in sight, it soon became apparent to Studio DADO that their social media must be fully outsourced. Such a shift was a clear benefit: DADO designers could focus solely on their expertise while a company with social media and branding expertise could integrate best practices and maintain its on-brand digital presence. BrtyeBox sat down with DADO founders to create a social media strategy that aligned with the larger organizational strategy and vision. With an integrated strategy in place, BryteBox and the team then discussed what operational processes around social media would enable the outsourcing to flow smoothly between the firms. BryteBox determined a bank of topics for consistent posting and created a workflow that collaborated on content drafting and approval with the client. Additionally, ByteBox hosted regular meetings to get updates and collaborate with the DADO team as well as coordinate all communication channels such as PR.

Result

In a very short amount of time, BryteBox enabled Studio DADO to shift from a sporadic social media post to a fully outsourced and well-branded social media strategy which included: 

  • An annual content calendar.
  • Monthly social media drafted content and approval process with 20+ posts per month.
  • An industry curated repository of content.
  • DADO team training to capture and forward any ongoing content.
  • Bi-weekly communication meetings.
  • Integrated information sharing amongst all communication channels.
  • Analytics monitoring of channels to identify and explore new opportunities.

With these action points overseen, scheduled and reviewed under Bytebox’s expert eyes, the Studio DADO team had peace of mind that social media was ongoing and consistent and integrated with whatever their work was producing. In the future, when they launched a new project or received a significant project award, they could rest assured distribution of news was automated and seamlessly triggered all communication channels to react. Within the first two months of working with BryteBox, Studio DADO’s social media total engagement and followers within the cruise and hospitality industry increased by 55%.

 

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Studio DADO’s story is easy to tell: high-achieving and personable founders, industry momentum and a hard-working team of talented designers. Translating their story and brand into meaningful short-form posts within a greater operational process was key. Social media is not a short-game and BryteBox positions its clients for the long-game of engaged followers, storytelling and thought leadership. Studio DADO achieved rapid increased engagement in the short-term as well as sustained followers engagement in the long-term. We couldn’t be more pleased and have replicated their success with clients in other industries!

Capturing Guests & Catching Waves: How One International Boutique Hotel Recognized A Key Opportunity During Pandemic Times

Challenge

Set in the enviable surf town of El Zonte, El Salvador, the boutique Hotel Michanti is synonymous with two things: adventure and community. With dozens of reviews on Booking.com, the surf-loving and entrepreneurial founder, Pablo Schildknecht, knew he was creating something special. A health-conscious restaurant menu, wifi available anywhere on the grounds, a hammock canopy and tropical pool deck all created an atmosphere that seemed to delight guests from around the world. Yet, the Michanti brand was so much more than hospitality. The founder, a native of El Salvador, was passionate to not only help guests discover the authentic beauty in their country, but also invite the community into the opportunities offered through guided tours and more. When the pandemic hit the entire hospitality industry, the founder quickly realized he needed to communicate not only their Covid-19 precautions as a hotel, but all the unique opportunities such as influencer retreats, surfing excursion trips, and more that they offered and made them truly themselves!

The Big Question

Looking to the other side of the pandemic, how can we best communicate with our past and future guests right now?

Solution

Knowing they needed to “deep dive” into their brand identity as well as create a workable guest communication strategy, the founders called on BryteBox. Through a series of in-person conversations and observing just how integrated the Michanti founder and employees were in the El Zonte business community, the BryteBox team went to work to create an authentic means of sharing not only who the Michanti brand was, but everything they had to offer to like-minded guests. 

First off, BryteBox sat down with the founder to document their current communications efforts and channels as well as determine who they were as a brand. A comprehensive communications strategy was created that incorporated all the channels (social and digital + local, national, and international) used for promotion. 

Next, BryteBox ensured that each team member knew his or her role in the Hotel Michanti communications flow. BryteBox set up Asana workflows for the team and provided full training. As part of the operational toolkit necessary for up-leveling the brand, BryteBox also created an email newsletter template and contact database with segmentation within the full content strategy.

Result

“Our meetings [with BryteBox] were highly interactive and they created a whole new relationship with the brand [and our guests]. Brad painted a clear picture of where we have to be and helped us get the ball rolling in that direction,” said Hotel Michanti Manager, Felipe Emura.

Building a solid communications strategy on the newly minted brand identity foundation developed with BryteBox, Hotel Michanti saw near-immediate results. Traffic to the website increased and converted into a notable increase in new bookings. Their contact list and email database also grew from visible opt-ins uniquely targeted to adventurers. Additionally, Hotel Michanti now had several touchpoints for departed guests and a strategy for return business.

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Pablo has instilled an incredible community-first culture at Hotel Michanti. And the guests experience it first-hand, time and time again. This type of leadership and employee comradery enabled the Brytebox team, as the storytellers of the brand, to produce quick key media and business wins for Hotel Michanti. We anticipate an even bryte-r future as their story continues to resonate with more and more travelers and adventurers!

Confidently Launching A New Business: How Two Industry Experts Went From Idea to Implementation

Challenge

With over 35 years of collective experience in building and design, Gaston and Norma Galella made a decision in this pandemic year that would change their legacy: to launch a design-build firm focused on family, community and concierge-level service. With the idea cemented in their minds and a clear market opportunity in South Florida, they determined their official launch date, took notes of who they would approach with their announcement, and created the name Duoma Atelier to reflect their ideals of home and high-end attention to detail. And they also realized that in order to launch successfully and with the level of excellence they were known for in their own industries, they needed expert go-to-market advice and support. Confidently presenting their business to their former colleagues, vendors and potential clients was their highest priority. 

Just a few months out from their end of the year launch date, Norma and Gaston had gone as far as they could and remembered their fellow business owner friends who had successfully gone to market and were, in fact, steadily growing. These friends were long-time BryteBox clients who assured them to ask for the support they needed by reaching out to the team.

The Big Question

Who can help us confidently and expertly bring our new business to market?

Solution

The BryteBox team sensed Norma and Gaston’s excitement and went about translating their energy into a comprehensive launch strategy. In the Duoma Atelier Discovery Workshop, Brytebox identified four core goals: to establish marketing, to enter the market, to generate buzz, and to develop consistent branding and messaging through a value-driven communication approach. With this in mind, the team implemented a phased launch strategy and a succinct timeline for peace of mind. The initial phases were key foundational work including an engaging brand story, competitive analysis, and go-to-market strategy based on best practices for their industry and location. The subsequent phases flowed easily with launch communication across channels paired with creative seasonal marketing.

Result

Preparing a clearly defined timeline for execution and holistically approaching all the launch components, BryteBox became fully integrated into Duoma Atelier’s ethos and was able to precisely craft the brand’s entrance into the world and web. By launching a high-impact website, setting up and managing all social media channels, developing print collateral and more, BryteBox ensured they had peace of mind as their public image had been reflected with both authenticity and expertise. With the team skillfully handling all things brand and launch, Norma and Gaston were free to focus exclusively on their sales and business development strategy. As a result, they not only professionally launched to extremely positive feedback, they also immediately began realizing qualified, targeted leads for their services.

“As creatives often wearing many hats, it is hard to recognize when we need to outsource services to help our business thrive. When we decided to launch our business in the middle of a pandemic, we knew right away we needed help from an experienced PR and Marketing team to make the right first impression. Brytebox performed beyond our expectations creating a successful launching strategy from the comfort of our homes.  They have become an integral part of our team and we look forward to continued collaboration for years to come” – Norma and Gaston Galella

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Behind every successful brand launch are both the ideators and the implementers,” said Juliana Ruiz, President & Founder of BryteBox. “The dynamic duo of Duoma AtelierGaston and Norma, came to BryteBox with a clear idea of how they could offer their expertise to the South Florida market. Our job as implementers was to position them for maximum ‘out of the gate’ success and exposure and we are thrilled at the response to our collaboration so far!”

Webinar-Worthy: Elevating One Organization’s Profile in the Marketplace Through Digital Event Expansion

Challenge

The HealthCare Executive Group (HCEG) is a robust, 32-year old membership organization with a two-prong focus: to provide touchpoints for C-suite healthcare executives to discuss industry challenges and to connect, both physically and digitally,  these executives from across the country. Until 2015, the organization was known only for hosting the HCEG Annual Forum, a highly anticipated event. In 2016, HCEG acknowledged more could be done to contribute to the aims of both members and sponsors as well as raise HCEG’s industry profile. With the help of BryteBox, they began expanding event offerings to include the HCEG Webinar Series.

Executives are bombarded regularly with webinar and virtual event opportunities, and while they are useful, it can be challenging for an organization to set their own webinars apart from the masses, effectively promote it, and deliver trusted educational content (instead of thinly veiled sales pitches posing as educational content.) HCEG envisioned top-notch webinars that would provide value to its sponsor and members. Knowing that developing compelling content, rolling out a solid marketing strategy, and illustrating the ability to draw repeat attendees is key to webinar success, they knew they needed help in executing a successful series of webinars.

The Big Question

How can we leverage webinars to elevate our organization’s position in our industry?

Solution

The HCEG Webinar Series, hosted monthly with sponsor partners, included thought leader and member participation. Working closely with the Executive Director and the Board of Directors, BryteBox developed a turn-key webinar development and execution process that encompassed the organization’s value proposition of providing a uniquely intimate learning environment for professional growth and development. The goal of the HCEG Webinar Series became clear: to raise the profile of the organization by connecting with members where they were (online) and to earnestly discuss topics pertinent to their organizations and the healthcare industry as a whole.

BryteBox utilized the project management software Asana to customize a workflow and key task schedule for the webinar production. Coordinating multiple stakeholders including the sponsors, marketing teams, presenters and attendees, BryteBox’s production team provided presentation coaching, landing page creation, registration management, branding and collateral development,  multi-channel webinar marketing and all the details in between.

Result

Over what became a six year professional relationship, HCEG and BryteBox produced 28 webinars and successfully reached thousands of health plan executives across the country. The success of the HCEG Webinar Series raised HCEG’s profile with sponsors who valued greater engagement within their customer base. The no-headache webinar systems were easily replicated time and time again with exceptional participant response.

“Juliana and her team at BryteBox are terrific partners with us at the HealthCare Executives Group,” said Ferris Taylor, Executive Director of HCEG. “Her business acumen and great professional personality make every interaction a delight. I can’t give a higher recommendation for Juliana as an executive and she is surrounded by a great team.”

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“Working with HCEG in the development of their HCEG Webinar Series was an excellent opportunity for us to marry our digital and project management expertise with their member engagement and brand exposure goals,” said Juliana Ruiz, President & Founder of BryteBox. “Our team custom-created pre-webinar, day-of and post-webinar systems for HCEG’s array of stakeholders. Their investment yielded a high-quality, repeatable digital experience for all and certainly garnered positive industry regard!”

Growth Gone (Nearly) Wild: Acknowledging Growing Pains While Celebrating Success

Challenge

On the heels of the 2008 economic downturn, financier Nathaniel Korn was scoping the Miami market for his next profitable business venture. With what Korn calls a cocktail of good fortune and business intuition, he soon launched IMAIM CAPITAL to identify, acquire and manage commercial real estate opportunities for institutional/accredited investors and family offices. Concurrently, Korn launched two additional complementary businesses: IMAIM LEASING and IMAIM PROPERTY to service the investment portfolio. He enjoyed rapid success but like many high growth firms, there was little time to develop or implement systems for his growing team.

The Big Question

How can I put a system around this? And how can I delegate responsibilities to others by setting expectations and designing roles they are proud of?

Solution

In order to develop solutions to IMAIM’s two big questions, the BryteBox team invested time meeting onsite with the team to understand their day-to-day business operations. Identifying key roles and the activities that ran the business was the first step to seamlessly streamlining workflows. The second step entailed the BryteBox team creating standard operating procedures, an organizational chart, and methods for organizing and managing tasks. Finally, and perhaps most tactically for the IMAIM team, BryteBox customized Salesforce and trained all employees in how to best use the software for their particular role whether for property management or investment deal flow.

“The ‘before-BryteBox and after-BryteBox’ of how we do business has been transformational on a daily basis to say the least,” says IMAIM founder, Nathaniel Korn. “Not only am I able to solely focus on higher level growth opportunities, my team is enabled and empowered to serve our clients the way I had envisioned from day one of the firm.”

Result

IMAIM CAPITAL and its two sister companies transitioned from the disorganization of high growth into the stability of a data-driven firm. The team now makes informed decisions on data received from their customized Salesforce application. Equipped with a system for documenting their conversations, each employee holds full ownership of their vendor and client relationships. As a result, the firm’s relationships have notably strengthened through clearer communication.

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“Nathan created a business to reflect his own ideals: “capitalism for good,” consistent improvement and employee development. Our role was to create the bridge between these ideals and daily operations so employees would truly be empowered in their lives and in their role, which were both important to Nathan. From the start, we built solutions alongside the IMAIM team by brainstorming, creating, testing and tweaking at every step. The buy-in was truly built-in. The rapid positive results for the team speaks toward the collaborative approach that clients recognize BryteBox for.” – Brad Wells