Clay Purdy Consulting

BACKGROUND

Please describe your company and your position there.

I am the Founder / CEO of CAPTEL -- a leading national fundraising and membership development firm founded in 1997 serving associations, non-profit and public policy organizations.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Clay Purdy Consulting?

Development of a new service offering for our national non-profit clients.

What were your goals for this project?

Expanding our engagement with existing clients to provide strategic, consultative services to enhance current fundraising service offerings.

SOLUTION

How did you select this vendor?

I have known and worked with Clay for many years, and he has consistently delivered exceptional creative and strategic insights which have increased the revenues of the various organizations which I have managed.

Describe the scope of their work in detail.

Development of creative and strategic platforms; copyrighting and creation of presentation materials; execution of new service offering sales outreach

What was the team composition?

Working directly with Clay, my senior management team and I have developed an effective marketing plan to take the new service to both existing clients and prospective clients.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

Two existing clients have added our new service to their 2020 budgets. This was accomplished in less than two months.

How effective was the workflow between your team and theirs?

Seamless integration of work between Purdy and our senior managers..

What did you find most impressive about this company?

They exhibit depth of experience in non-profit fundraising, strategic planning, and creativity.

Are there any areas for improvement?

n/a

BACKGROUND

Introduce your business and what you do there.

I’m the vice president of administration at an investment advisory firm.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Clay Purdy Consulting?

We needed to rebuild our website and develop new marketing collateral.

SOLUTION

What was the scope of their involvement?

Clay Purdy Consulting used WordPress to rebuild the entirety of our website, redesigning written and graphic content for the platform. They also developed and edited copy for our print marketing campaigns.

What is the team composition?

We worked primarily with Clay (Consultant, Clay Purdy Consulting), but his partner worked as a consultant for the project.

How did you come to work with Clay Purdy Consulting?

I’ve known Clay for years. Given my familiarity with his work and his collaborative style, I knew it would be a positive partnership. We looked at other firms, but we decided Clay Purdy Consulting was the best fit.

How much have you invested with them?

It was about $67,000.

What is the status of this engagement?

We collaborated from June 2015–June 2017.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

We’re highly satisfied. The team incorporated engaging images, creating a cohesive design for our website. It looks great and flows nicely.

How did Clay Purdy Consulting perform from a project management standpoint?

The team was responsive throughout the project, quickly implementing our feedback. They communicated edits to the design and copy materials through phone calls, emails, and in-person meetings.

What did you find most impressive about them?

The team owned the entire redesign process with a commitment to satisfaction. They made the effort to develop an understanding of our firm’s identity and culture, which they incorporated into copy materials. They wanted to do the job well.

Are there any areas they could improve?

I don’t have any recommendations for them to improve.

Do you have any advice for potential customers?

The team will not disappoint.