SHAREHOLDER DISCOVERY: Developing an

effective strategy begins with understanding your

objectives and situation. The engagement begins with a
one-hour interview with the project lead to discover what
you want to accomplish, who your customers are, and the
key features of your brand. The output of this meeting is
a facilitation plan to make the most efficient use of
shareholder time and ensure the relevant issues are
addressed.
(1 hour, up to 3 people)
SHAREHOLDER FACILITATION: You and your
key personnel give life to your brand every day. We
believe no agency can ever know more about your
business, your customers, and your market than you will.
In this stage, we facilitate you and your key personnel to
clarify what your brand is today and align your message
with what your customers want and need.
(estimate provides for one two-hour session, for one
brand, one audience, and one core service)
BRAND PERSONALITY ARCHETYPE: The most
recognizable and effective brands each have a distinct
personality that customers intuitively understand. Using
psychological archetypes, we work with you to engineer
that personality to be both true to who you are and
magnetic to the customers you desire to attract.
(75-minute meeting)
BRAND AUDIT: We audit your visual, written, and
digital communications, evaluating your current brand
and sales communication in light of your goals, brand
personality, story architecture, and strategic direction.
This phase determines which messages and tactics you
should keep, which you should change, and what new
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 tactics and messaging might be necessary to achieve your
goals.
MARKETING STRATEGY: A Marketing Strategy
creates a clear course of action. It’s the bridge between
Brand Strategy and Tactic Creation. Each plan is
specifically tailored in light of your strategy and brand
audit to achieve your objectives. Strategies and tactics
are identified to reach the right audiences with the right
messages at the right time. Budgets are created. The next
steps are planned.
LOGO AND BRAND MOCKUP: After selecting your
archetype and formulating your brand strategy, it’s time
to bring your brand to life. That process begins with
refining and creating a logo to represent your brand.
Your logo will be designed with typography, colors, and
design elements that are created to align the overall
brand look and feel of your brand with your archetype.
The design is presented on its own as well as mocked-up
in the context of executions anticipated in your
marketing plan to validate the expressiveness of your
new brand across the full range of applications.
Placeholder images and illustrations incorporated to
show the general visual direction
(estimate provides for one concept and two rounds of
revision)

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