KingFish + Partners

BACKGROUND

Please describe your company and position.

I am the Marketing Manager of BTB Security/Netrix Global

Describe what your company does in a single sentence.

At Netrix Global, we are passionate about solving problems through technology. Whether you need our experts to consult on how best to leverage your existing resources, extend the capabilities of your team to complete a specific project, or manage your environment 24x7, we can step in whenever and however you need us to.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire KingFish + Partners to accomplish?

• Rebranding Initiative, Logo Development, Design, Messaging and Launch
• Digital Content Design and Supporting Marketing Campaigns
• Digital content tracking and data analyzes
• Video content development, services & brand

SOLUTION

How did you find KingFish + Partners?

Referral

Why did you select KingFish + Partners over others?

• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from KingFish + Partners were assigned to this project?

2-5 Employees

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

• Brand development
• Custom content
• Digital solutions

Deliverables include, but not limited to: full rebranding for both BTB Security and Netrix Global. Brand strategy, design, communication and digital execution. Web design, driving sales through brand recognition and thought leadership to support expertise in technology/cybersecurity. Kingfish + Partners developed, designed and measured our success with digital and marketing campaigns and provided insights into audience and reach. 

RESULTS & FEEDBACK

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

• Increased website traffic
• Search engine and keyword development and measurables
• Rebranding and Digital marketing that met and exceeded expectations
• Marketing initiates to support rebrand and improve outreach

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

• Consistently met and exceded project expectations
• Exceded marketing deliverables
• Exceded design and digital marketing concepts to execution 
• Rebranding was innovative and deliverables across all formats, print, digital, web integration, etc.

What was your primary form of communication with KingFish + Partners?

In-Person Meeting

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

The people made this experience top tier. The expertise KingFish + Partners brought to every project set them apart, providing realtime feedback to track success and prioritize prospecting and brand identity. Kingfish successfully executed on marketing initiatives to build trust, clarity and consistency. 

Are there any areas for improvement or something KingFish + Partners could have done differently?

I have no criques for improvement, Kingfish met all expectations. 

BACKGROUND

Please describe your company and position.

I am the Directory, Segment Marketing of NYLIM

Describe what your company does in a single sentence.

Provides insurance and investment products and services

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire KingFish + Partners to accomplish?

• create brand awareness
• marketing campaign to educate NYL Reg Reps on investments
• promote our products and services

SOLUTION

How did you find KingFish + Partners?

Other

Why did you select KingFish + Partners over others?

Pricing fit our budget

How many teammates from KingFish + Partners were assigned to this project?

2-5 Employees

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

One of the strategic initiatives is to onboard and develop newer registered reps within the New York Life Agency channel. The core goal is to establish relationships early and deliver value through structured training, education, and ongoing support.

Deliverables:

• Welcome Kit & Touchpoints — A structured cadence of outreach to introduce new reps to New York Life Investments, nurture relationships through milestone recognition and maintain "always-on" marketing engagement. 

• Training & Education — Early access to foundational resources, including educational flyers, e-books and Boot Camp training modules on investment concepts like asset allocation and value-added concepts so reps can have client conversations and incorporate investments into their practice. 

RESULTS & FEEDBACK

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

Collectively, the initiatives increased Reg Rep awareness and engagement, strengthened relationships with our sales team and drove greater adoption of our funds. We also introduced the "Circle of Success" video series featuring top producers and an effort that was highly praised in the field. Kingfish played a key role in shaping the strategy and execution. In addition, we developed the Boot Camp "Foundations of Investments" training series, which remains in use today as a valuable resource and effective entry point for our sales team to engage with advisors in general offices. Our first project "Keep Building" Welcome Kit campaign received a Silver Davey Award in 2018 for creative which says a lot working that Kingfish.  

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

They are highly responsive and consistently met tight deadlines while maintaining strong attention to detail. Their disciplined project management approach ensured clear prioritization and seamless execution of tasks. We maintained regular virtual check ins and ongoing email communication which helped quickly resolve questions and keep projects moving forward efficiently.

What was your primary form of communication with KingFish + Partners?

• Virtual Meeting
• Email or Messaging App

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

What stands out most with Kingfish is their ability to pair strong execution with a highly collaborative approach. Also, the team is personable, proactive and a genuine pleasure to work with.

Are there any areas for improvement or something KingFish + Partners could have done differently?

I believe our design team had issues with the native files provided by Kingfish. The files were not created in a way that could easily be updated and had to recreate some of the files. It seemed as if their designer was piecing items together in Illustrator rather than building them correctly in InDesign.

BACKGROUND

Please describe your company and position.

I am the Executive Director of For Kids Only Afterschool

Describe what your company does in a single sentence.

For Kids Only Afterschool (FKO) provides high-quality out-of-school time programming that keeps children safe, inspires learning, supports working families, and helps young people build the skills and confidence they need to thrive.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire KingFish + Partners to accomplish?

• Re-branding
• Website Development

SOLUTION

How did you find KingFish + Partners?

Other

Why did you select KingFish + Partners over others?

• Great culture fit
• Company values aligned

How many teammates from KingFish + Partners were assigned to this project?

2-5 Employees

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

Kingfish partnered with FKO on a full organizational rebrand and website redesign project. At the time, our logo and branding was outdated and did not reflect the energy, professionalism, and heart of our organization. From the very beginning, the Kingfish team took the time to truly get to know FKO, including our mission, our values, the children and families we serve, and the vision we had for our future.

The scope of work initially focused on redesigning our logo and creating a comprehensive brand identity and style guide. However, the project evolved into much more than a traditional rebrand. Through thoughtful conversations and deep listening, Kingfish helped us articulate who we are as an organization in a way we had never fully done before. One of the most meaningful outcomes of the process was the creation of the phrase “What’s Your Heartprint?” This message has since become deeply embedded in FKO’s culture and mission and continues to guide our work with children, families, and staff every day. 

Following the rebrand, Kingfish designed and developed a new website for FKO using WordPress. The website was intentionally built to be visually engaging, easy to navigate, and manageable for our internal team to maintain and update independently.

Key deliverables included a redesigned logo, brand standards guide, messaging support, custom website design, WordPress development, and training/support to ensure long-term usability for our organization. The final product was not only beautiful and professional, but deeply personal to who we are as an organization. Kingfish gave us more than a new logo and website. They helped us find the language and identity that continues to shape our organization years later.

RESULTS & FEEDBACK

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

From an external perspective, FKO experienced increased website traffic, stronger community visibility, and greater overall brand recognition. The updated website provided a much more professional and engaging online presence for families, school partners, funders, and community members, while also making it easier for prospective families and employees to learn about our programs and connect with our organization.

Internally, the impact was even more significant. The new branding gave FKO a clearer and more unified identity that our staff, children, and families genuinely connected with. In particular, the phrase “What’s Your Heartprint?” became far more than a marketing message. It evolved into a meaningful part of our organizational culture and is now regularly incorporated into staff training, program activities, family engagement, and organizational messaging. It gave us language that reflects the heart behind our work and created a stronger sense of belonging and shared purpose across the organization. 

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

Kingfish’s project management was exceptional from start to finish. They utilized Basecamp throughout the project, which made communication, timelines, feedback, and deliverables incredibly organized and easy to manage. At every stage of the process, the Kingfish team was responsive, proactive, and transparent about next steps and deadlines.

The King Fish team consistently went above and beyond to ensure that our needs were met. What stood out most was how thoughtful and collaborative they were throughout the entire experience. They listened carefully, welcomed feedback, and made us feel like true partners in the process rather than just clients. 

Beyond their professionalism, the entire team was genuinely a joy to work with. They brought creativity, positivity, patience, and kindness to every interaction. We always felt supported, understood, and valued by their team.

What was your primary form of communication with KingFish + Partners?

• In-Person Meeting
• Email or Messaging App

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

What impressed us about KingFish + Partners was their ability to understand and capture the heart of our organization, despite not coming from the out-of-school time education field themselves. They took the time to learn about our work, our mission, and the impact we strive to have on children and families every day. They listened carefully, asked thoughtful questions, and immersed themselves in understanding who we are as an organization and what makes our work meaningful. That level of care and intentionality was felt throughout every interaction and reflected in every deliverable they created. 

Are there any areas for improvement or something KingFish + Partners could have done differently?

Honestly, there are no areas of improvement that comes to mind!  Our experience with KingFish was so positive from start to end. 

BACKGROUND

Please describe your company and position.

I am the Co-Founder of GoldCoast Mortgage Service Inc.

Describe what your company does in a single sentence.

We are a licensed mortgage corporation  in MA, NH and ME since 1999.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire KingFish + Partners to accomplish?

• Bring a current contemporary flair to our online presence
• Revise stale Meta code with product-specific searchability

SOLUTION

How did you find KingFish + Partners?

I observed their product in the marketplace and sought them out

Why did you select KingFish + Partners over others?

Output quality and industry knowledge

How many teammates from KingFish + Partners were assigned to this project?

6-10 Employees

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

Extensive consulting to wireframe the project. Then two (seperate) teams internal to KingFish each received the assignment and individually crafted output and tangables. Each tandem run production was provided with (nearly) unlimited draft rounds and enhancements.

RESULTS & FEEDBACK

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

It was literally a 2.0 reboot of our company. The project completed, we were able to solve problems for future customers that  we would never have met without KingFish's debut of our final sculpural quality digitial represenation. 

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

It was like an internal race between the two teams and a competition to generate the highest quality output. I confessed that I felt bad about the "design not chosen" but I remain in contact with the designer of the non-chosen output. 

What was your primary form of communication with KingFish + Partners?

Virtual Meeting

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

I'm looking for a way that Clutch can allow me to upload a photo or video. Instead I'll describe  one of many of the creative outputs that had a startling effect on me: we are proud of our hand-created logo (a seaplane buzzing by a cliff-side mansion). Dylan thought to capture the image and turn it into an opaque watermark that crosses our digitial output in floating manner; ironic becuase a seaplane is also referred to as a float plane. This was just one of many over-the-top accessories created in the project.

I'll intro KingFish whenever I see someone isn't shopping for the lowest price but is instead seeking a partner to achieve goals that in other cases may be unobtainable, at any cost.

Are there any areas for improvement or something KingFish + Partners could have done differently?

Sure.

I could have met them 10 years earlier.

If I had done so, the resulting revenue from the work they did for my company would have arrived sooner and allowed me to pay for my kids college with less loans and for me to retire earlier. 

BACKGROUND

Introduce your business and what you do there.

Cannabis cultivation, product production, retail, and wholesale.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with KingFish + Partners?

Our goal was to create a presentation to help a nonprofit raise money for a special project called GIFT (Green Industry Funded Training).

SOLUTION

What was the scope of their involvement?

KingFish + Partners was engaged to develop a persuasive, entertaining, and professionally designed investor presentation on behalf of Alchemy League to support fundraising efforts for GIFT. GIFT was established as an educational platform dedicated to preparing the next generation of cannabis entrepreneurs and industry professionals. The program was designed to provide comprehensive, real-world training across all facets of the legal cannabis industry, including cultivation, manufacturing, retail operations, compliance, marketing, business development, and entrepreneurship.KingFish + Partners' role extended beyond presentation design. The team worked to distill Alchemy League's vision into a compelling narrative that clearly communicated the organization's mission, market opportunity, social impact, and long-term sustainability. The presentation was crafted to resonate with potential investors, strategic partners, and community stakeholders by balancing business fundamentals with the broader goal of creating pathways to success within the rapidly growing cannabis sector.The resulting presentation highlighted GIFT's unique position as both a workforce development initiative and an entrepreneurial training program. It demonstrated how the organization could help address industry talent shortages, create economic opportunities in underserved communities, and foster a new generation of responsible cannabis business leaders. Through strategic messaging, engaging visuals, and a clear fundraising narrative, KingFish + Partners helped position GIFT as an innovative educational model with the potential to generate meaningful social and economic impact while supporting the continued growth of the legal cannabis industry.

What is the team composition?

2–5 teammates

How did you come to work with KingFish + Partners?

Referral

How much have you invested with them?

The project cost is confidential.

What is the status of this engagement?

We worked together from April to June 2021.

RESULTS & FEEDBACK

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

Alchemy League was delivered a spectacular investor presentation. Exactly what they asked for and exactly what KingFish + Partners promised. Funds were raised. The presentation was the engine of the project. It brought the project to life, made it real, and people took Alchemy League seriously.

How did KingFish + Partners perform from a project management standpoint?

Totally professional. They delivered on time.

What did you find most impressive about them?

Their creativity and ability to use it to achieve our objective.

Are there any areas they could improve?

No, there aren't any.

BACKGROUND

Introduce your business and what you do there.

I'm the president and CEO of WorldCare International, Inc. We provide expert medical second opinions for serious and complex health conditions, partnering with insurers and employers to offer these services as part of health benefit plans, life insurance and critical illness insurance worldwide.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with KingFish + Partners?

When I joined the company, we needed to both overhaul how we talked about ourselves and physically we needed to overhaul an aging website in 2020 on old infrastructure. While not rebranding, we also needed to develop new brand messaging while improving the scaffolding underneath. It has since been completely overhauled again, but served us well during the pandemic and beyond.

SOLUTION

What was the scope of their involvement?

KingFish + Partners designed new materials and wrote and sharpened content for our website, social media, sales collateral, and RFP response support.

What is the team composition?

We worked with 2–5 teammates from KingFish + Partners.

How did you come to work with KingFish + Partners?

I was familiar with the leaders of KingFish + Partners. We chose them over other options because they were a great culture fit, offered good value for the cost, and had company values aligned with ours.

What is the status of this engagement?

We worked together from January 2020–April 2025.

RESULTS & FEEDBACK

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

KingFish + Partners' work helped strengthen and deepen our relationships with our clients and set the stage for our continuing evolution and growth.

How did KingFish + Partners perform from a project management standpoint?

KingFish + Partners delivered on time and under cost. We communicated via virtual and in-person meetings.

What did you find most impressive about them?

KingFish + Partners' flexibility, creativity, and commitment.

BACKGROUND

Please describe your company and position.

I am the CMO of a digital banking services

Describe what your company does in a single sentence.

Our company is a leading digital banking, lending, and core processor for community and financial institutions.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire KingFish + Partners to accomplish?

• Modernize website, improve user experience, and increase reach/engagement to convert visitors into leads.
• Refresh brand to bring all solutions that accumulated through acquisitions together into one succinct positioning.

SOLUTION

How did you find KingFish + Partners?

Other

Why did you select KingFish + Partners over others?

• Pricing fit our budget
• Good value for cost
• Other

How many teammates from KingFish + Partners were assigned to this project?

2-5 Employees

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

Consisted of market research to gain perspective on user journeys to inform how to improve user experience as well as internal stakeholder interviews to guide updates to brand voice.

RESULTS & FEEDBACK

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

Increased organic website traffic by 25% and conversion rate by 30%. 

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

The team worked diligently to meet or exceed timelines. Weekly status meetings helped ensure alignment and real time updates. Our lead contact was always available to discuss any potential concerns that occurred and helped the teams navigate resolution.

What was your primary form of communication with KingFish + Partners?

• Virtual Meeting
• Email or Messaging App

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

Approach to research to inform decisions. 

Are there any areas for improvement or something KingFish + Partners could have done differently?

I was very pleased with the work and outcome of the project.

BACKGROUND

Introduce your business and what you do there.

I’m the head of marketing at Systech. We deliver digital identification and traceability software for packaging and supply chains, helping global brands ensure compliance, brand protection, and digital transformation with real-time insights and expert support.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with KingFish + Partners?

We needed help with an integrated program combining the design of a print asset with fulfillment and tracking.

SOLUTION

What was the scope of their involvement?

KingFish + Partners provided copywriting as an SME and print coordination. The team created multiple versions of a mailer in five different languages.

What is the team composition?

We worked with 2–5 teammates from KingFish + Partners.

How did you come to work with KingFish + Partners?

Someone referred KingFish + Partners to us. We chose them over other options because they had high ratings, a great culture fit, and good value for the cost.

What is the status of this engagement?

We worked together from August 2023–August 2025.

RESULTS & FEEDBACK

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

KingFish + Partners’s work resulted in $100,000 in sales pipeline directly attributed to the mailer campaign. We also tracked QR code scans at a trade show as part of the program, and KingFish + Partners met our expectations for engagement.

How did KingFish + Partners perform from a project management standpoint?

KingFish + Partners delivered on time, under budget, and with attention to detail. We communicated via in-person meetings, virtual meetings, and email or messaging apps.

What did you find most impressive about them?

KingFish + Partners' industry expertise was outstanding.

Are there any areas they could improve?

There’s nothing we can come up with.

BACKGROUND

Introduce your business and what you do there.

I’m the chief of staff at HouseWorks. We provide personalized in-home care for older adults across the Northeast.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with KingFish + Partners?

We needed help with our company’s rebranding efforts.

SOLUTION

What was the scope of their involvement?

KingFish + Partners helped us create five new logos and brand guidelines for five of our companies. The main goal was to create refreshed logos that were previously dated.

What is the team composition?

We worked with 2–5 teammates from KingFish + Partners.

How did you come to work with KingFish + Partners?

We found them through an online search. We reviewed many local companies via online search efforts and chose KingFish + Partners because they had high ratings, were close to our geographic location, had pricing that fit our budget, and were a great culture fit.

What is the status of this engagement?

We worked together from May–August 2024.

RESULTS & FEEDBACK

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

Since this was a branding project, the measurable outcomes were continuing to hone and align on the various logo redesigns. It was impactful to relaunch our brands, websites, and internal resources with our new logos. It added a refreshed feeling that we were evolving.

How did KingFish + Partners perform from a project management standpoint?

KingFish + Partners’ project management was excellent, with clear communication and regular and productive meetings. We primarily communicated through virtual meetings. Moreover, they delivered within our timeframe.

What did you find most impressive about them?

KingFish + Partners was a creative and enjoyable group of people to work with. They listened to our needs and helped push us in new directions we weren’t considering, but they did so in a very professional manner.

Are there any areas they could improve?

There’s nothing they could have done better.