Introduce your business and what you do there.
I’m the director of marketing at an environmental consulting group.
What challenge were you trying to address with Heirloom Agency?
We were wondering if our company name was helpful or hurtful in communicating what we do to our customers. We had heard from some internal teammates that our name was limiting because it was very specific. Thus, we needed external help to understand our name's impact.
What was the scope of their involvement?
We asked Heirloom Agency to assess our company name. We wanted them to do an analysis and provide us with recommendations on whether we should proceed with changing our name or keeping it as is.
What is the team composition?
We worked with Rob (Principal) and Elaine (Account Manager).
How did you come to work with Heirloom Agency?
I found them on Google while looking for brand agencies, creative agencies, and market research firms. We were specifically looking for someone with experience in renaming companies. As part of these results, I found Rob to be a thought leader in this matter. Thus, I looked him up, learned more about him, researched his company, and reached out to them based on what I had read.After reaching out, I had a conversation with Rob about what I was looking for, and he shared a brief overview of what they had understood and what the next steps would be. We also compared his proposal to other firms' proposals with which I had had similar interviews. We ultimately selected Heirloom Agency, and we had a kick-off call to start the project.
How much have you invested with them?
We spent $10,000–$15,000 with them.
What is the status of this engagement?
I initially reached out to Heirloom Agency in April 2023, but we didn't kick off the project until December 2023. We completed this project in February 2024, but we'll continue to work with them on other things.
What evidence can you share that demonstrates the impact of the engagement?
Heirloom Agency did exactly what we asked them to do and shared a lot of data about why our name was effective in some ways and not as effective in others. They also gave us recommendations, which we're currently exploring implementing. Overall, their work was beneficial in helping us move to the next step of our decision-making.
How did Heirloom Agency perform from a project management standpoint?
Heirloom Agency delivered on time and on budget, and their team communicated very well with us. They were very good at helping me stay on task to make sure that we were getting things done at the right time. I appreciated their follow-up skills.Moreover, Heirloom Agency was extremely communicative. They were always checking in with me, so I always knew where we were and what we needed to do. Their response time was also outstanding, so everything was very positive overall.We mainly communicated via email and had a couple of phone calls. During the kick-off and information-gathering processes, Heirloom Agency had phone calls with me and our CEO. Between our initial calls and the final presentation of their recommendations, there was a lot of email communication.
Are there any employees from the service provider's team that you would like to give a shout-out to in this review?
Rob has really made a name for himself in this space, which seems to be pretty niche. When I looked up firms that could help with a renaming process, Rob emerged as the leader in this area, so I knew I wanted to work with him specifically. I chose to work with Heirloom Agency basically because that's where he was.
What did you find most impressive about them?
Heirloom Agency did what I was hoping they would do: to compare our company name against industry benchmarks, other organizations in our peer group, and our competitors, which I really appreciated. The team was able to show us real data on which we could rely to make a case back within our organization. As engineers, we like to have data to back up our decisions. Heirloom Agency gave us the right amount of background information needed to move confidently forward with our process.
Are there any areas they could improve?
Our engagement was very straightforward and clear-cut, so there were no areas of improvement. They told me what they would do, and they then did it on time.
Do you have any advice for future clients of theirs?
Be really honest about your needs and willing to look critically at your organization so that you can communicate the full picture and get honest and better results. We were honest about our shortcomings, concerns, and challenges, which helped Heirloom Agency understand better the value they could bring us.
