On A Mission For Good: How One Client Utilized Boldly’s Team of Specialized Talent After Experiencing a Boom in Growth
On A Mission For Good
Jeremy Gregg is the CEO and founder of Gregg Partners, a grant writing and consulting firm that assists non-profits in their fundraising efforts. After raising approximately $40 million for the organizations he served as a fundraiser, in 2014, he created Gregg Partners, leveraging his experience to help multiple organizations increase their fundraising, and thus, their impact.
A Strong Right Hand
When first launching his business, Jeremy’s mission was clear, but his knowledge of running a consulting practice was muddy.
“I needed somebody who would be my right-hand person,” he says.
Through Boldly, Gregg was matched with AnnMarie, who has an extensive background in growing emerging businesses and nonprofits through attention to operational structure, process improvement, customer service, employee and volunteer development, and marketing. Her 17+ years of experience includes work in several industries including retail, non-profit, and industrial. She also holds a double bachelor’s degree in marketing and business management/law. It was a perfect fit, and AnnMarie was initially brought on board to handle Gregg’s prospecting, research, and editing. She quickly earned Jeremy’s trust and was able to dive into taking additional items off his plate to free up his focus.
“She was able to coach me on how to use her services so that I could grow my business,” Gregg says.
Growing Business, Growing Needs
The growth happened quickly. With AnnMarie’s help, Gregg’s company grossed 5-6 times the amount it did the first year. In addition, his portfolio of clients grew to include charities across the country, not just in North Texas.
With this high level of growth, Gregg soon realized he needed more help in running the backend of his business, and got in touch with Boldly for some additional resources to help with bookkeeping and project management.
Tapping Into Boldly’s Talented Team
Boldly matched Gregg with Alex, a skilled auditing and accounting professional with 20 years of experience in both bookkeeping and project management. Due to Alex’s level of experience and commitment to 5 star service, she was able to jump on board and very quickly build trust with Gregg and the rest of his team.
Though Gregg originally began with Boldly on a plan of 10 hours a month, he quickly realized the impact of the investment and bumped his plan up to 50 hours a month, allowing himself time to plan strategically for the growth of his company.
Over the last 3 years, Gregg’s team (along with his Boldly support specialists) have helped him grow from a brand new business, to now having 5 employees responsible for attaining millions of dollars in grants for various non-profits focused on youth education and families in need.
A Dream, Realized
By utilizing Boldly’s talented team for executive assistance and then expanding to encompass bookkeeping and project management , Gregg says he successfully saves himself at least 50 hours per month in additional work (probably more given efficiencies), which has allowed him to focus on successfully growing his consulting firm to reach more than 100,000 people per year.
“I made a commitment to myself and to the business. AnnMarie and Alex take on a variety of things so that I can focus on what I do best – helping organizations bring in funding,” Gregg said.
“I want to become the strongest possible partner that mission-driven organizations can have to augment their capacity to help others.”
Updated on July 19th, 2018