Form Object

Marketing Challenges Met

Local Bank Adds $3.1 Million in Deposits

A community bank needed to increase their deposits so they could make more loans.

We asked a few questions and showed them how they could go against the grain and gain new deposits quickly. We also knew competing banks would think they were crazy and not even try to duplicate their actions. The attorneys approved it. The new service was added to their banking system. Employees were trained. A simple brochure and a unique 'ad' brought people into the bank immediately. The bank began making new loans and by the end of the year had over $3 million in new deposits.

In the CEO's words: "You'll never know all the ways you were a help to me."

--- Paul Perregaux, CEO, Siwooganock Bank

 

CPA Firm Enjoys Steady Success

A CPA wanted an expanded presence and more clients. As with most small businesses, they had a combination of marketing and management issues.

Over the years, we've met their challenges in hiring, managing (including delicate issues and tough ones), coaching employees, creating an online presence, attracting new clients, serving existing clients on a deeper basis, and facilitating company retreats. We've employed proven strategies for ads, websites, employee motivation, management practices, hiring, market focus, and client strengthening.

In the Partner's words: "Annie serves as our marketing, strategic planning, and human resources executive, all in one package.  She is keenly attuned to our specific needs as a firm, as well as to how my partner and I both think and to our strengths and weaknesses.  Not your typical consultant, Annie is always thinking about us, as though she had an ownership stake in our firm, and makes sure we’re considering things we may not have considered that, ultimately, are very important to our success.  From developing marketing materials, coaching us on employees issues, strategizing new lines of business, and even facilitating team retreats, Annie has one priority:  Do whatever is in our best interests.  She's a critical member of our team and can take partial credit for our success."
--- Donald Crane, Partner, Crane & Bell, Certified Public Accountants (www.craneandbellcpas.com)

 

Local Insurance Agency #1 in Google

A local insurance agency wanted an online brochure style website. When we showed them how to turn the site into a lead generation tool, they agreed. After several years, the site remains #1 in Google for their keywords. No tricks or gimmicks. Just proven strategies.

In the Partner's Words:   "We've worked with Annie Bartlett, The Company Doctor, for many years. She developed our first website several years ago, and recently we had her do a complete redesign to a more contemporary look. She has always performed at a level that is above and beyond, with particular attention to detail. At one point, we attended a seminar conducted by e-commerce gurus, thinking we might be missing something. We were pleased to discover that Annie already had us doing most of what they recommended. Our new website has been a great success and we are most excited by the increase in activity which ultimately leads to greater profits for our company. Thank you, Annie, for your role in helping us achieve a notable presence in the e-commerce arena."
--- Jeff Gilman, Senior Partner, Geo. M. Stevens & Son Insurance Agency (www.geomstevensinsurance.com)

 

Entrepreneur Redefines Her Business

When author-entrepreneur Andrea Patten wanted to start a new business, she turned to The Company Doctor to get a clearer focus. Our clients frequently tell us that we help them think, and that's the role we played here.

In Her Words: "Annie listens, asks questions, and listens more. When she speaks, I listen, because she has a way of getting right to the core of an issue and shedding light on it so I don't waste time tracking non-productive thoughts and ideas."
--- Andrea Patten, author & performance improvement coach (www.andreapatten.com)

 

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