The Ebb and Flow of Prospect Management with Ruthie Giles

by | Feb 3, 2025 | Learning Edge Blog | 0 comments

Are you ever frustrated with the limitations of your database or don’t have enough database support? We have all been there! But Ruthie Giles, Prospect Management Rock Star, has news for you. You can still move forward and actively manage your prospect portfolio.

In this episode, Ruthie shares how she applied her project management and business education skills from her for-profit career to her early positions in research and prospect management. Now she uses all of her experience to help the University of New Hampshire, where she works during the day, as well as a variety of organizations she supports through consulting at Staupell Analytics.

According to Ruthie, there is no one-size-fits-all approach to prospect management. When she helps organizations build and improve their prospect management systems, she starts from where they are – and the database they have — and steps them through to where they want to be.

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I love your Master Class format – small group, clearly defined curriculum, solid professional information and resources and focus on discussion.  But most importantly I was impressed and delighted to see that you incorporated an additional and extremely practical layer of knowledge, through hands on experience with tools (pivot tables) or resources (Candid).  This adds real value to the educational experience you offer.

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Jen’s course on insider stock and compensation was informative, interesting, and well-thought out. Jen broke down the complicated material into digestible pieces. She showed us resources that I use in my day-to-day research that I wouldn’t have otherwise known about. Jen is always quick to respond and has been helpful even after the class has ended. She answers questions thoroughly and is always pleasant.

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The Capacity Rating Workshop was really useful. I was new to the prospect research field when I took the workshop, so it helped to demystify capacity ratings for me. The online classroom provided a great forum for interaction with the other participants and for a robust exchange of ideas. Beyond that though, Jen shared a wealth of information and resources about capacity ratings and other important aspects of prospect research. I highly recommend this workshop whether you’re new to the field or have years of experience in our profession.

David Lloyd, Prospect Research Professional, San Francisco, CA

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