Unlocking Client Insights: How We Are Refining Our Brand and Messaging by Learning From Our Clients

by: Claire Curry & Brandon Curry

The Situation:

In 2024, we worked to strengthen our brand awareness and to better communicate our points of differentiation to current and potential clients. We wanted to approach this in the same way we would advise our clients, including a practical diagnostic to learn from our clients’ experience with our services and delivery. By doing this, we aimed to grow awareness and support for inbound opportunity flow, optimize our brand’s messaging, communicate our differentiated value proposition, and ultimately be the easiest partner to work with and refer. Here, we’re sharing our process, what we learned through the process, and to exemplify how we work – applied to our services.

The Work:

We started by reaching out to select customers we have completed projects with and asked if they would be willing to provide feedback on their experience working with us. After they agreed, we sent a short request with some prompting questions (shared below) and requested either a reply or a short call to discuss their responses.

After receiving the group of responses, we reviewed them for themes and created a series of case studies and testimonials. 

The Results:

These cases and testimonials will share the experience and view of our customers through a series of posts that both illustrate our body of work and honor the privacy of our clients.

We also fed the responses into Gemini AI, asking for it to draft a summary of the testimonial themes. With the help of Gemini, we created the following summary:

Since completing this work, we have been leveraging what we learned from this project to deploy learnings across our Work Arts social media feeds, our website, service summaries, and proposal templates, and we plan to make this process a part of our ongoing account management process.

Organization Design in M&A | August 11 – HR M&A Roundtable Session

In August, Brandon Curry of Work Arts moderated a conversation for the HR M&A Roundtable about the role of organization design in M&A, with organization designers Molly Maymar and Lorraine Damerau, from Kates Kesler. They shared their experiences helping clients navigate org design challenges in M&A contexts and facilitated an interactive round table discussion.

Key Topics:

  1. What is Organization Design
  2. The important role org design plays in a successful M&A
  3. Designing the integrative layer of an organization
  4. Best practices for engaging stakeholders from real-life examples

Full Event Playback:

We Sign Tomorrow – Inside A Tech Acquisition

We Sign Tomorrow? Inside a Tech Acquisition | A Paddle Documentary

In February, I met the team at Paddle to explore contributing to their acquisition of – and integration with – ProfitWell. It’s not common to be able to share much about the work we do in due diligence, organization design, and integration. This is an exception.

The team at Paddle (inclusive of ProfitWell) is amazing. I am very proud to work closely with the team, of the work that’s being done, and of the organization that’s developing! In their efforts to be the most helpful brand in SaaS, they filmed the journey to share their experiences as an insider’s view of a tech acquisition.

Julian Chender in Work Arts Interview – June 2021

This Work Arts interview highlights my June discussion with Julian Chender, talking all things Organization Design & Development. We discuss where we’ve come from, where we are going, as well as the foundation of social science and management/business science that shape what we know as organization development.

Julian shares some backstory on the historical foundations of the recent ODReview published article, OD in Times of Disruption, he co-authored with Corrie Voss, MOD, Ed.D. With enduring social science, we continue to appreciate and apply the work of original thinkers like Kurt Lewin, Edgar Schein and Jay R. Galbraith, from the early work in the OD field. On the management/business side, we continue to evolve as organizations face new challenges, leading to the need for both scale and agility. Finally, Julian shares insights on what he is learning as a part of the Fellowship Program at Kates Kesler.

Julian Chender is an Organization Development and Design practitioner and scholar. He oversaw Leadership Development at the National Institute of Allergy and Infectious Disease during the global Ebola and Zika outbreaks and then at Veldhoen + Company helped organizations align their culture, technology and physical space to meet strategic goals. He is now a Fellow at Kates Kesler Organization Consulting, part of Accenture, where he consults on large organization design projects. Julian is Founder of the OD Salon and was the 2020 recipient of the OD Network’s Emerging Practitioner Award.

Arts We Like is a series of posts spotlighting great thinkers, ideas, products and partners that we share to help enable remarkable performance through more effective and engaged organizations. Contact Us about how to deploy these solutions as a part of a broader HR Strategy or engagements to develop your organization, capabilities and talent.