Packaging
The Promo Bundles are an affordable, all-in-one solution designed to provide financial advisors with pre-written content and customizable templates. These bundles are crafted to help advisors create branded materials for various stages of their business. Recognizing the need for cost-effective options, we've developed this package to assist newer businesses in establishing their brand and effectively communicating their message, giving them the tools they need to jump-start their success.
Type:
Austin, TX
Date:
2020
Goals
• Provide an all-inclusive option for
• Prewritten relevant content for
• Quicker tuner around for inhouse
• Cost efficient option for starter businesses
Skills acquired
Collaboration
Targeted Design
Financial Reaserch
Pricing Strategy
I was responsible for developing the templates for Options A and B across all five bundles, creating two distinct design styles to match different company brands. The challenge was to ensure these templates were both visually appealing and versatile enough to address various business needs effectively.
Working closely with our Art Director, we structured fair and accessible pricing options, especially for newer clients. Additionally, we partnered with a printer to set up a fully operational marketing department, providing a seamless design-to-print experience. This collaboration streamlined the process and positioned us as a comprehensive solution for all our clients' marketing needs.
Tools & Softwares
OneNote
Content planning
and editing
Workfront
Task and Project Workspace
Adobe InDesign
Content and ayout alignemnt workspace
Adobe Illustrator
Illustration and design workspace
The Tasks
01.
Industry Research
Studied the industry and developed content that works for various businesses.
02.
Develope Templates
Designed and crafted two distinct style templates (Options A and B) across four bundles, ensuring each template effectively catered to different company brands and industry needs.
03.
Structured Pricing
Analyzed market trends and client needs to establish fair and accessible pricing options. Tailored these options to be especially advantageous for newer clients, helping them access quality marketing materials within their budget.
04.
Formed Strategic Partnership
Engaged with a reputable printing partner to streamline the production process. This partnership enabled a more efficient workflow, ensuring that high-quality materials were delivered promptly to clients.
05.
Launched Marketing Department
Contributed to the creation of a fully operational marketing department, integrating design, printing, and distribution services. This initiative provided clients with a seamless, end-to-end marketing solution, enhancing their overall experience and satisfaction.
The Results
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