GreyBox Creative

BACKGROUND

Please describe your organization.

We're a leading online provider of comprehensive analyses of private investments in public equity and equity-linked securities executed by public companies.

What is your role at the company?

I am the founder, president, and chief executive officer.

OPPORTUNITY / CHALLENGE

What business challenge were you trying to address with GreyBox Creative?

We needed help in branding a de novo [from the beginning] startup providing online financial research.

SOLUTION

Please describe the scope of their involvement in detail.

GreyBox handled all aspects of the branding, including creating a corporate image, developing a website, and producing marketing brochures and business cards.

How did you come to work with GreyBox Creative?

We explored several web development and corporate imaging groups and decided to work with GreyBox because of my high comfort level with their comprehensive service offerings.

Could you provide a sense of the size of this initiative in financial terms?

We have spent something more than $200,000 working with GreyBox.

What is the status of this engagement?

I don't recall the specific dates. There was a slight delay in launching the website based on my desire to rework some elements. Overall, GreyBox's adherence to agreed upon timelines was excellent.

RESULTS & FEEDBACK

Could you share any statistics or metrics from this engagement?

The website for the online research service – PrivateRaise.com – was successfully launched. The site was awarded the "Best of the Web" designation in the business-to-business category by Forbes magazine in 2002. PrivateRaise was acquired by DealFlow Analytics in 2008 and was subsequently acquired by The Deal in 2013.

What distinguishes GreyBox Creative from other providers?

I very much appreciated their willingness to work through my development "wish list" in a cost-effective manner. GreyBox Creative helped guide me in making efficient development choices based on a solid understanding of my ultimate objective. In contrast, I had discussed similar matters with other providers in which their typical response was just to do what they were told rather that fully discussing options and alternatives the way GreyBox did.

In hindsight, are there areas in which they could improve or things you might do differently?

Overall, it was an excellent experience – certainly not a perfect experience, but there were no issues that would rise to the level of constructive criticism. I would just encourage GreyBox to continue making every effort to understand fully the overall objectives of their clients, as they did with us, so that they can efficiently and bring to bear their deep and varied experience fully.

BACKGROUND

Please describe your organization.

LMCA is a 30-year old brand extension licensing agency. We take large consumer brands, primarily iconic legacy, or heritage brands, and we move them into new distribution channels by way of licensing. If a company has an opportunity to be in another business, they can leverage the equity that's in their brand to rent their brand out to someone who is already in that business.

What is your position?

I am the chief marketing officer.

OPPORTUNITY / CHALLENGE

What business challenge were you trying to address with GreyBox Creative?

We're a 30-year old company that really hadn't spent any time, effort, or energy on marketing. The challenge was to create a more updated, relevant, and current approach to marketing.

SOLUTION

Please describe the scope of their involvement in detail.

We started talking to GreyBox about a website design project, but ended up also asking them to redesign our logo because we were unhappy with the work we received from other agencies. We wound up using their design to kickoff a new look and feel for our online presence.

How did you come to work with GreyBox Creative?

We compared about five different agencies, some were referred to us and others we found on our own. After considering reputation, location, approach, and cost, we liked GreyBox. We were concerned that GreyBox may be too focused on the print aspect, but they actually have a deep understanding and focus on the design aspect, which wound up serving us really well.

Could you provide a sense of the size of this initiative in financial terms?

The cost was between $10,000 and $50,000.

What was the timeline of this engagement?

The timeline was between September 2015 and January 2016.

RESULTS & FEEDBACK

Could you share any statistics or metrics from this engagement?

We are getting a lot of web traffic because we have a new website and a new design. The results speak for themselves. Our previous website was purely text with very little visual appeal. GreyBox was able to put a very current, modern, and relevant spin on our case studies to a point where they tell a good story.

What distinguishes GreyBox Creative from other providers?

I've worked with a bunch of different web design agencies and GreyBox Creative's approach was pleasantly different in that they are copy-first rather than design-first. They figure out what you want to say and then make the design fit that and instead of the other way around. It made a lot of sense, and the results speak for themselves. It's a fantastic website that they were able to design for us.

Is there anything GreyBox Creative could have improved or done differently?

They probably could have had stronger communication surrounding what goes into the backend design. The time between approving the design and launching the website took much longer than we thought and probably a little longer than they thought, too. However, the good thing is that we now have a back-end system that anyone in the company can use because of the level of customization.

BACKGROUND

Please describe your organization.

My company is called Investment Professionals for Charity. We host three events a year to raise money that we then distribute to smaller charities.

What is your position?

I'm an administrator. I help coordinate and manage two of the three events.

OPPORTUNITY / CHALLENGE

What business challenge were you trying to address with GreyBox Creative?

We send more than 6,000 electronic invitations for our events, so I needed something creative that would both draw people's attention and help manage RSVPs.

SOLUTION

Please describe the scope of their involvement in detail.

GreyBox's creativity is unparalleled. They're amazing. It was very hard to choose a layout because they have such a variety of designs. They've set a standard for the two events that I manage, now people look forward to seeing the invitation we send out.

They provided end-to-end support that included designing the electronic invitation, hosting, and designing the web page, mailing print invitations, and managing the RSVPs.

How did you come to work with GreyBox Creative?

I worked at a large private equity firm in New York, who had used them in the past. I was looking for an upgrade from what I was doing and somebody in the marketing department there suggested I give them a shot. I had an initial phone call and really liked the vibe that I got from them. They were nice. After seeing their work the first year, I was sold.

Could you provide a sense of the size of this initiative in financial terms?

I would say the $10,000 to $20,000 range is my overall spend.

What is the length of this engagement?

They've done this for me for five years.

RESULTS & FEEDBACK

Could you share any statistics or metrics from this engagement?

I get a lot of positive feedback every year on GreyBox's invites. Even people who aren't able to attend will write back and complement the creativity of the package that they received.

What distinguishes GreyBox Creative from other providers?

Well, one, they're just nice people. I enjoy working with them not only because they do a great job, but because I like everyone on the GreyBox Creative team, both as business partners and as individuals. They're always super-responsive, and their creativity is unparalleled. In comparison to other invitations I've received and other projects that I have been a part of, GreyBox has the highest quality and does the best job.

Is there anything GreyBox Creative could have improved or done differently?

No. I wouldn't change a single thing.

BACKGROUND

Please describe your organization.

We're a real estate brokerage firm located in Hawaii. We also have a real estate development and property management arm of the company.

What is your position and responsibilities?

I'm the managing partner, meaning I'm involved with all areas of the company.

OPPORTUNITY / CHALLENGE

What business challenge were you trying to address with GreyBox Creative?

We were trying to grow our company. We started as a small brokerage firm, and we were trying to increase that business as well as take advantage of other areas of real estate industry. To that end, we purchased another small firm, and started trying to grow our services.

We wanted a new identity to represent this new era of the company's development. The main assistance we required was with our website, which was very antiquated, but we needed help with other aspects of our marketing as well.

SOLUTION

Please describe the scope of their involvement in detail.

It involved branding, Web design and development and, once the website was up, they did SEO [search engine optimization] and paid search as well.

The work started with just them redesigning our website but, as they did that, it opened our eyes to all the ways our brand was ill-defined.

They also took on some heavy back-end development work. A real estate website, like ours has an analysis system and multiple listing systems that need to feed data to multiple websites, so it requires some sophisticated technology.

How did you come to work with GreyBox Creative?

A former colleague who I worked with at a previous job recommended them. Before coming to Hawaii, I worked for Estée Lauder in New York and one of my contacts from there recommended them. He gave us a range of options he thought might be a good fit, based on quality and price. GreyBox was kind of in the middle of the range, but they fit exactly what we needed. The main reason we chose GreyBox was they fit exactly what we were looking for, in terms of their specialties and our needs. Every company has areas they specialize in, and to me GreyBox excels at the visual design aspect of marketing. In terms of branding, graphic design, and Web design they are some of the best I've ever worked with. Their development and SEO [search engine optimization] work is good, but a little weaker. However, we were more concerned with the design aspects, so it was just a great fit.

Could you provide a sense of the size of this initiative in financial terms?

If you would put it all together, we've spent in the range of $250,000 to $300,000 in 12 months. This ended up being a lot more than we thought we were going to pay. That's because we, as a client, expanded the scope and asking for a lot more.

RESULTS & FEEDBACK

Could you share any statistics or metrics from this engagement?

I don't know the numbers off the top of my head. Traffic increased, definitely, the click-through rate increased, and the leads conversion increased. The time spent on the page doubled, if I'm not mistaken. What is perhaps more important, but is also less tangible, is the fact that their work has increased our credibility and authority, not only in Google, but also in the market at large.

What distinguishes GreyBox Creative from other providers?

They're a relatively small company, and one thing I liked is I never felt like I got lost in the shuffle. I was always dealing with their senior management, and I think that ensured things were done well and quickly.

In hindsight, are there areas in which they could improve, or things you might do differently?

The SEO is not their emphasis but, on the other hand, it's a business decision on their end. We ended up getting another company to handle those services for us.

BACKGROUND

Please describe your organization.

We are a custom software development company.

What is your position and responsibilities?

I'm president and co-owner of the company.

OPPORTUNITY / CHALLENGE

What business challenge were you trying to address with GreyBox Creative?

Our firm's expertise is in backend development work. We partnered with GreyBox to build graphics design for websites. For these projects, we build the backend systems and then look to GreyBox to provide frontend design work.

SOLUTION

Please describe the scope of their involvement in detail.

Graphic design for websites has comprised the majority of their work for us.

How did you come to work with GreyBox Creative?

We originally met at a networking event, and I had them put together some visualization sketches for one of our customers at the time. I think that's basically when our venture started. We had talked to a number of different design firms, and their response was the one that we went with.

Could you provide a sense of the size of this initiative in financial terms?

The projects have ranged from small tasks, costing less than $10,000, to larger tasks for some of our enterprise clients that have been more than $100,000.

What is the timeline of this engagement?

We have done a few projects together, and the most recent one is wrapping up right now [July 2015]. It was actually for our own company website, which we had GreyBox do all the design work for. We got it live yesterday. The timeline for most of their projects has generally been anywhere between three and six months.

RESULTS & FEEDBACK

Could you share any statistics or metrics from this engagement?

I think they have a very good eye towards making things visually attractive and usable. It's a nice combination of the core graphic designs skills coupled with the knack for incorporating practical application in terms of UI/UX [user interface/user experience] skills. We've been very pleased with the results, and I think our clients have been as well.

Is there one thing you really enjoy about your experience working with GreyBox Creative?

One thing I like is that GreyBox Creative tries to understand the personality of the user, and what type of feel we're looking to create for a particular site. Other firms sometimes take a vision somebody may give them and just run with it without a whole lot of input.

In hindsight, are there areas in which they could improve, or things you might do differently?

No. Everything has been very smooth. We wouldn't continue to work with them if that wasn't the case.

BACKGROUND

Please describe your organization.

We're a small fund administrator and broker providing services to hedge funds, private equity, venture capital, fund of funds, family offices, and the like. We are headquartered in San Francisco, but have offices in New York, Halifax, and Singapore.

What is your position?

I'm the director of our somewhat limited (in terms of staff) marketing department. 

OPPORTUNITY / CHALLENGE

What business challenge were you trying to address with GreyBox Creative?

There were two major challenges. One is that we had just merged with another firm, and we were going through a significant rebranding exercise. The other challenge was that the senior management of our firm had never given much thought to marketing. In their mind, investment firms didn't really need marketing. If your firm made money, you got new clients. They thought it was that simple. Part of the challenge was just educating and informing them about what marketing is these days, how it operates, and why it's important.

SOLUTION

Please describe the scope of their involvement in detail.

The scope was a total corporate rebranding – a new logo and corporate identity work. We also needed a fully redesigned website. We have an internal technology partner who developed the website, but GreyBox did all of the graphic design work for it. There was also a digital marketing component of the project as well, which is ongoing.

How did you come to work with GreyBox Creative?

We received three or four bids on the project. Someone who had come from the company we merged with had used GreyBox for a small project and threw them into the mix. I set up a meeting with them, and their artwork really grabbed my attention, their attention to detail on the design styles. They were very fresh, and that was appealing to me.

Could you provide a sense of the size of this initiative in financial terms?

The brand and identity work was around $15,000 to $16,000. Then, the Web design work has been between $35,000 and $60,000, depending on what we're doing. 

What is the status of this engagement?

The branding work happened between March 2014 and April 2014. The Web design work has been a longer-term engagement and is still ongoing.

RESULTS & FEEDBACK

What are the results of the project, are there any statistics or metrics you can share?

The results have been very positive. Quantitatively, of course, we track everything. From an online perspective, GreyBox does monthly reporting for me, so I'm able to give good attribution for leads converted to sales from marketing activity. So, that's very helpful and important. It's not as easy as if everything was automated, or if you're using a marketing automation platform or something like that, but it's decent. I've been very happy with that.

In terms of feedback from senior management, the designs and the aesthetics of our marketing, they could not be more pleased, which means I could not be more pleased.

What distinguishes GreyBox Creative from other providers?

GreyBox has a wealth of experience with branding companies in the financial industry. This experience gave them a ready access to our business and allowed them to position us in a way that was both familiar to our customers but still differentiated us from our competitors. They do have other clients across other businesses, but it's nice that they understand our industry really well. The people on their team understood the nature of broker-dealers and the requirements that the SEC [Securities and Exchange Commission] has and that there are certain things we can't say in our advertising. I would say that was a bonus.

The other bonus for me was that they have people in other parts of the world, so things can get done overnight. The gentleman I worked with on digital space in Singapore, he seems to be on all the time. That's really helpful to me because changes can be made overnight and, by morning, I can present a new version.

In hindsight, are there areas in which they could improve, or things you might do differently?

I really can't think of anything.

BACKGROUND

Please describe your company.

We're an investment firm that raises capital for alternative fund managers.

What is your role and responsibilities?

I'm a partner in the company.

OPPORTUNITY / CHALLENGE

What were some of the challenges you faced prior to your work with GreyBox Creative?

While I have internal IT and marketing teams capable of handling this type of work, I've found that they tend to deliver the same type of work every time. By working with GreyBox, we're trying to get a fresh look in our marketing schemes.

What was the scope of your work with GreyBox Creative?

The work itself has ranged from the creation of professional marketing materials, including one-pagers, monthly reports, pitch books, and collateral materials all the way to full website design. I've only had positive experiences working with GreyBox.

SOLUTION

What was your process for selecting GreyBox Creative?

I've actually worked with GreyBox Creative for the past 15 years on a number of different projects with at least four different companies, ranging from small hedge funds to Morgan Stanley. I continue to go back to them because of the consistency of the work that they deliver as well as their knowledge of financial services marketing.

Can you give a sense of the size of the initiative?

It's ranged from small projects that are less than $5,000 to enterprise projects that have cost over $100,000.

When was the project completed?

It's difficult to speak about timelines since the work has been during the course of years. However, I've always been very satisfied with their timeliness.

RESULTS & FEEDBACK

What were the results of the project?

I've only had positive experiences working with GreyBox, whether it's work they've completed on their own or projects where we've brought GreyBox Creative in to collaborate with our marketing department. They've always delivered exactly what we wanted.

What differentiates GreyBox Creative from others?

I think they're great at taking their time, really understanding exactly what you're trying to accomplish and delivering creative ideas that still fit the conservative financial industry. Lastly, it's their integrity and honesty. They're just real people.

Looking back on the work so far, is there any area that you think they could improve upon or something that you might do differently?

Nothing comes to mind. Earlier in the relationship, I think at times they struggled to deliver on time; however, as they've grown that has stopped being a problem.

BACKGROUND

Please describe your company and position.

I am the Project Manager of a national trade promotion organization.

Describe what your company does in a single sentence.

Local branch office of a National Trade Promotion Organization

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire GreyBox Creative to accomplish?

• To showcase the overall image and industrial advantages of a country's enterprises at international exhibitions, and to enhance the recognition and awareness of the country
• Designing the exhibition logo and identity for the country pavilion when companies organize group participation in international trade shows

SOLUTION

How did you find GreyBox Creative?

Online Search

Why did you select GreyBox Creative over others?

• High ratings
• Company values aligned
• Able and willing to work according to RFP and requests

How many teammates from GreyBox Creative were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

(a) Two versions of the logos
(b) Exhibition visual images
(c) Identity guideline manual
(d) Other derivative design applications

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Completion of deliverables within budget

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Yes, the GreyBox team was responsive to our inquiries and actively kept in contact to help us track the progress of the project.

What was your primary form of communication with GreyBox Creative?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

We greatly appreciated GreyBox's willingness and ability to understand and accommodate requirements and processes needed for the project, which could be different from usual requirements.

Are there any areas for improvement or something GreyBox Creative could have done differently?

NA

BACKGROUND

Please describe your company and position.

I am the Executive Director of an education company 

Describe what your company does in a single sentence.

Talent pipeline, recruitment, and training for education.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire GreyBox Creative to accomplish?

• Website
• Blog

SOLUTION

How did you find GreyBox Creative?

Referral

Why did you select GreyBox Creative over others?

Referred to me

How many teammates from GreyBox Creative were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Designed and built our website.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Our website.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They were on time with all the deliverables and responsive to all our requests.

What was your primary form of communication with GreyBox Creative?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

The project leader took a real interest in our work and ensured we got what we needed at every step.

Are there any areas for improvement or something GreyBox Creative could have done differently?

We needed to really have a strong vision for our design they were primarily implementors of that vision.