As a boutique agency, we cater our approach to each client’s individual needs and preferences, but the below 5-step process works well and is utilized for the majority of our design projects.
Step 1: Consultation Call
On this preliminary call, you’ll tell us a little about you and what services you might be interested in, and we’ll tell you about us and how we may be of assistance to you. The call typically lasts 20-30 minutes, and when we’re done, we’ll provide you with a cost and timing estimate for the services discussed.
Step 2: Kickoff Call
When you’re ready to move forward with a project, we’ll start with a kickoff call where we’ll get to know you in depth, learn about your clients and target market, and discuss your marketing, branding and design ideas. We’ll ask a lot of questions, and by the end of the call, we’ll have all the information we need to get started. On our side, this call is with CEO Kelly Edwards, and on your side, you can include any staff members and third-party marketing partners you desire.
Step 3: Design & Development
Whether we are creating a website, a logo, a brochure, or something else, we’ll begin designing it in this stage based on what we learned on the kickoff call. We’ll keep your target market in mind to make sure that what we create will appeal to them, and when we’re done, you’ll review it and give us your revisions. We’ll complete them, show it to you again, and go back and forth like that until you love what we have created for you.
Step 4: Compliance Management
Whenever you’re ready to finalize everything, it will be sent to compliance. Some companies allow us to work directly with compliance, and others require the advisor to be the submitter, but either way, you can rest assured that we will take care of as much of the compliance process as we can. We have great relationships with compliance reviewers, and they appreciate the fact that we thoroughly understand the industry rules and regulations that advisors must abide by, and although we push boundaries for the sake of good marketing, we never cross the line.
Step 5: Ongoing Support
Once we’ve completed your project, we’re still here for you anytime you need us. Some advisors hire us on a monthly retainer basis to be their outsourced marketing department, and others just need our help on occasion. Either way, we’re here to support you in whatever capacity you need us to.