David Newman, Marketing Director at Chase de Vere Investments said: “This was a business opportunity not to be missed but it came at the end of the tax year, our busiest time of year, when the marketing and management team were fully committed to business as usual activities. We needed support to get this vital partnership off the ground and Second Opinion had the right combination of marketing and project management experience.

A project team was formed, a detailed timetable and project plan agreed and everyone pulled together to ensure a successful start to what is a very significant partnership for Chase de Vere. Copy had to be written, edited, amended and turned around very quickly, having a project manager able to pick up this aspect of the project allowed us to meet a very challenging print schedule and ensure the guide was published on time.

Everyone at Chase de Vere and all of the partners involved in the project were delighted at the assistance given by Teresa Harris, Second Opinion’s Managing Consultant. From a business point of view, the ISA guide generated a significant amount of incremental business for Chase de Vere, achieving the business targets set”.

Teresa acted as project manager, coordinating activities for the client across all areas of the business, including call centre briefing, business processing, IT systems changes, as well as taking charge of writing and editing copy, and managing the design and production of the guide.