Stepping Stone Partners Client Testimonials

"When we set out to develop an Executive Customer Advisory Council, we didn't want to just execute a series of one-off events randomly throughout the year - we wanted to orchestrate an approach that would allow us to create a long-term program that we could replicate across our other business units as needed.

With this in mind, Sherri helped develop an approach that focused on gathering specific feedback in key areas and worked with Sun to devise an action plan and process to guide future customer marketing communications and meetings.

Our customers were very pleased with the format and discussions and felt that Sun was taking an important initiative in listening to customer feedback and strengthening relationships at the strategic business level. Our customers also gave us high marks for the level of interactivity and engagement throughout our Executive Customer Advisory Council meeting."
Ryan B., Customer Marketing Manager, Sun Microsystems

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“As a growing company delivering a new kind of behavior therapy solution to the healthcare market, it is critical that we understand who we are selling to and why. Sherri took on the task of focusing us in on several different market segments to determine the unique needs of each one and to prioritize our marketing efforts to these segments.

Sherri’s research enabled us to climb into the minds of our customers so we could clearly understand the benefits of our solutions and more importantly the potential barriers to adoption, from their perspective.

Sherri not only helped us capture needed insight but also interpret this information to recommend the direction for our product, partner and marketing plans. Working closely with Sherri on this important strategic initiative, we found that she was thorough and enjoyable to work with.”
Chris P., National Director Customer Marketing, Co-Founder, BodyMedia
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'We are an unusual company: a telemedicine practice catering to people and places out of touch with their regular medical care. Defining our market clearly and figuring out what we need to do to succeed was a major challenge. Sherri Dorfman took on the task of developing our messages, and applying them in the context of a new overall strategy. Interviewing potential customers in detail for their preferences and motivations, Sherri developed a message platform that we could build on. Ultimately, her efforts culminated in a major overhaul of our website, a change in direction for our marketing efforts and a very clear idea of what our potential customers would find compelling. Our efforts to date, based on her work, have significantly improved our ability to successfully market and sell.

Sherri is diligent and her attention to detail is extraordinary. As a CEO of a small growing company, I found her direct manner refreshing and very time efficient. Be ready to be challenged on every assumption, and don’t get to comfortable in what you think the customer wants; Sherri will tell you exactly what and why your customer will buy.”
Dr. Dan Carlin, CEO, WorldClinic
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"As a research organization, we continually strive to gain an understanding of market perceptions, dynamics and influences. By partnering with Sherri, we benefited from her strong ability to explore the underlying objectives of our efforts, as well as creative solutions for meeting them.

From a business perspective, she helped us expand the reach of our research without increasing costs and provided an outside perspective that further defined our focus. In the end, Sherri delivered value to our own organization as well as to the clients we serve.

It was both a very enjoyable and rewarding experience working with Sherri Dorfman."

Rob Scheschareg, President, Intuitive Care Advisors
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"Sherri's depth of knowledge of the small business market and research experience has helped us to achieve great success in understanding the purchasing behavior and needs of selected industry segments within the mainstream small business market.

Over the past three years, she has played a key role in helping to shape and execute our focus group research. At critical points, she has been able to come into the planning process, identify what we need to know and has helped us use the research findings to refine our product roadmap for our different small business segments.

Sherri has contributed across a broad range of activities including: strategy development, concept development, planning, project management, analysis and focus group facilitation. Sherri has helped us exceed our project objectives on time and on budget.

Sherri has made a big impact and is a great addition to our team."

Peter V., Area Vice President, Product Management, Interland (acquired by Web.com)

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"With her small business experience and extensive customer relationship marketing expertise, Sherri hit the ground running and made immediate contributions within our product development area.

She conducted research with small businesses to gain insight into their needs and interests with email marketing. Armed with this knowledge, Sherri injected the voice of the customer into business strategy, channel program development and product development throughout our company.

From a business development standpoint, she led the identification, evaluation and prioritization of small business service segments. She defined the key influencers to target in order to penetrate these customer segments.

She not only brings the breadth and depth of business strategy and internet marketing experience, Sherri is also a team player who is flexible and interested in taking on new challenges. We are thrilled to have her on our team."
Randy P., Founder, CTO Roving Software (now Constant Contact)

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