Marketing Solutions Targeting Your Needs
Custom Logo Consultation & Creation
We can discuss name ideas, URLs, taglines, color preference, name relevance to your target audience, and more.
You'll get 6-10 initial design mockups for review, then we narrow down from there.
Final deliverable includes logo iterations for use-specific cases (ie. black-only version for client statements, tall vs. wide version, etc.)
"Brand Guide" sheet that outlines fonts and color mixes.
The beginning-to-end process can take as little as a week up to a couple of months (timeframe depends on multiple factors).
Need something unusual?
Do you have a marketing need that you don't see listed here? If it's a service I can't provide, I'm happy to refer you elsewhere — so just shoot me an email and ask!
Click here to meet Cory, your Marketing & Design alchemist.
Click here to see a few examples of designs we've created.
Tailored Marketing Collateral
Need a "welcome kit" for new clients? A leave-behind for prospect meetings, or hand-outs for a seminar? A targeted mailing to attract new prospects? Items you might consider having in your tool belt:
Brochures (standard tri-fold, large tri-fold, half-fold, multi-page booklet) discussing your firm's value, what differentiates you, the benefits of independence, the importance of planning, etc.
Flyers like a services menu, planning process diagram, bio sheet, first meeting document checklist, pricing sheet, etc.
Pocket Folders can make a great impression while helping clients keep important documents together.
Postcards are an economical way to announce something, introduce a service, and touch a broader audience.
Stationery is important; let's discuss envelopes, business cards, letterhead, notecards, and notepads.
Miscellaneous: pop-up banners, tabletop displays, coffee mugs, pens, calendars, embroidered shirts... Let's explore the ways we can promote your brand!
Social Media
Let's have a discussion about social media. Is it right for you? Are you working the platforms but nobody's engaging with your content? There are so many questions and so many ways to get frustrated.
What's the right frequency?
What's the right messaging?
Let's make sure your masthead image, profile image, and business profile info are on-brand & on-message.
We'll analyze what's working (and what's not) and strategize a path forward.
Website Support
We're experienced working within both FMG and Broadridge platforms and can review your content to see if it's missing important elements. We can provide a suggested revised site diagram only, and/or write new custom content (wording) for your site. You can implement the site updates yourself, or we can do that for you. Let's:
ensure your site's content targets & attracts your core audience,
includes the proper triggers like calls to action and "what's in it for me" statements,
implements flow-through links to improve navigation and length of visit,
uses important keywords and phrases
and promotes the benefits you provide.
Consultation Services
Are you suffering from "paralysis by analysis"? It can feel overwhelming to contemplate all the different (and necessary) components of a successful marketing strategy. Sooooo many things to do, and no time to do them. Our consultation services provide knowledge, insights, and recommendations so you can hone in on what's important and minimize the rest of the "noise." Let's get started!
Are you using a CRM?
If so, what types of client segmentation are you doing?
Is your messaging hitting the right notes with your recipients?
Are you trying to be all things to all people, or honing in on the best clients FOR YOU?
Is social media really necessary?
How can you "surprise and delight" your top clients?
How often should you update your website?
