Brand Strategy
Design Proposal

Thank you for choosing ABX Studios for this strategic development project. Welcome to your proposal!

Hello Kim Winters & Tim Davis,

We look forward to working with you!

During our meeting, we identified a number of goals and needs necessary for the large undertaking of establishing a nationwide lending enterprise.

Our job is to ensure for a smooth transition to this new mortgage lending enterprise with powerful branding systems that will propel success.

In this proposal, we'll explore outcomes, services, scope, and timelines for your brand strategy design project.

Target Outcomes & Impact

What we aim to achieve with strategic branding.
Close

$0.5B

in 12 months
Serve

1k+

families in the US
PHASE 01

Brand Direction & Positioning

Project phases, deliverables and processes

Beliefs & Values

Beliefs precede emotions and actions. By defining company beliefs and values we can craft a message and create a company culture.

Demographic Targeting

Orients the entire direction of the brand identity. We'll create user personas to empathize with our market and hone in on their wants and needs.

Interviews & Research

Results require research. We'll carefully examine clients, competitors, and referral industries to strategically position your brand.

Competitive Advantage

Arguably the most crucial component to building a brand. We'll hone in on exactly how your brand poses and presents its distinct value.

Brand Feel

A brand is a ultimately the way your clients feel about your company. Our goal is to intentionally craft that feeling.

Social Impact

Larger enterprises gain momentum and longevity from a social impact mission; it brings the human quality to the brand.

PHASE 02

Strategic Messaging

Project phases, deliverables and processes

Mission Statement

The mission statement sets the tone and approach to brand messaging and is based on company goals and beliefs.

Voice & Tone

The emotions evoked by your brand depend on the way you  communicate to customers, both with copy and speech.

Keywords

A pivotal aspect of brand strategy often left out. Keywords are how people find you in the digital space via search engines & media.

Taglines & Phrases

We'll build an arsenal of taglines and catch phrases that give personality and memorability to your brand.

Marketing Strategy

We'll select one of the four fundamental marketing strategies pertaining to your market, industry, and service to set you up for long-term growth.

Copy Formatting

A detailed outline of writing styles and text formatting for all company communications.

PHASE 03

Visual Identity Design

Project phases, deliverables and processes

Logo Mark

The signature and face of your brand. Logo really deserves its own section on a proposal and can take months of development.

Typeface

The fonts your brand will use throughout all communication. Type requires a balance between personality and customer appeal.

Color Palette

Color design begins with emotions, then psychology, and then the palette. We'll provide you with the colors to use with a full set of guidelines.

Stylescape

A dynamic, all-inclusive visual scape of your brands identity. Includes a blend of all visual identity components.

Design Features

Shapes, layouts, stamps, icons, patterns, and frames to use throughout your brand.

Brand Collateral

This includes branded flyers, business cards, brochures, posters, and promo items - tailored to your brand's needs.

Scope of Work

What to expect while working with us
1.0
Brand Direction & Positioning
1.1
1.2
Brand Direction & Positioning

We'll start with what your company believes in, and how those beliefs can influence market decisions. We'll facilitate emotional deep dives into the desired future state for your clientele using custom user profiles. Then, we'll use this information to craft a set of five core values for your company to tightly hold true to. This is a 1 hour session with you and your team, allowing us to start building strategy diagrams for reference going forward.

$10,000
Market Targeting, Interviews, & Research

This is where the strategy begins. To be outcome oriented, we must be research & evidence based. After a session with you and your team on the history of you business activity, we'll put together a research and interview plan to understand your referral network, existing customer base, and future clientele. This is a 1 hour session with  two weeks of competitor research, client interviews, and market research.

Competitive Advantage & Brand Feel

This is leverage. We'll facilitate a collaborative brainstorm to get specific about the exact brand component(s) that your company will create leverage with. We'll hone in on how your company serves customer needs and identities in a radically different way. With this a selective competitive position in mind, we'll begin crafting the Brand Feel using word lists and research data. This will be a 1 hour session with up to five days of data organizing and strategy building.

* Can be completed in segments or all at once as a phase one discovery session

2.0
Strategic Messaging
2.1
2.2
Mission Statement, Voice & Tone

We'll carefully craft your four-sentence mission statement that communicates what you believe, your value proposition, and your impact mission. Then, we'll strategically dial in on the personality in the voice of your brand and how it influences communication styles. This is a 1-2 hour session.

$10,000
Catchphrases/Taglines, Language, & Formatting

A brand needs a compelling tagline and memorable catch phrases to stick to the minds of people in the target market. We'll examine over 50 taglines and catch phrases and narrow down on the ones that resonate. We'll present our ideas and guidelines after a week of research during a 1 hour session with you and your team.

Keywords & Go-to-Market Strategy

This is where we start to think for the long-term future. In a live session, we'll actively research keyword rankings and volumes to select your top 3. Then, we'll present a go-to-market approach for future growth and expansion. This will be a 1 hour session for covering our data.

* Can be completed in segments or all at once as a phase two messaging session

3.0
Visual Identity Design
3.1
3.2
Stylescape - Color Palette, Typeface, & Features

The visual part we all look forward to. Our job is to translate your brand into a visual identity system that lasts. After carefully choosing a style direction, we'll make research-based color, type, and design choices for your ultimate stylescape. 2-3 weeks of design & up to 3 revision sessions as needed.

$12,000
The Logo Mark

After researching competitor logo styles and other brands that appeal to your target market, we'll begin crafting your logo. When we design logos, we don't stop until it's perfect. We'll showcase a broad selection of logo concepts to your team, and then hone in on one through revisions and development. This can take anywhere from 2-6 weeks of design and development on our end. Unlimited revisions.

Brand Collateral

Before launching your company, we'll equip your team with essential brand collateral designed based on the entire brand process. This includes cards, flyers, posters, signs, brochures, and merchandise, tailored to your brand's needs. Additional brand collateral may be billed separately.

* Sessions will completed in segments to allow space for revision and examination

Final Deliverables
1
Logo Mark: all formats and variations

We'll deliver a logo file package with variations of size, layout, color, and format for you to use for all future design needs. We'll also include a simple guide to trademarking your logo to legally protect it.

Brand Styleguide: digital and print document

A full set of visual guidelines, rules, and tips that will help you communicate our values, actualize your vision, and reinforce the brand. This guide includes all resources and materials designed during the Visual Identity Design phase. This will also go in-depth on when and how to use the brand logo mark in a variety of situations.

Brand Collateral: the essentials

A package of the essential materials to get your enterprise ready for take off. This includes business card template, email signature, and letterhead.

Brand Handbook: digital and print document

The compass and manual for your company's brand, and an in depth review of all of our strategic brand development. A document of all resources and data discovered during the Brand Direction & Positioning phase, as well as all materials and information from the Strategic Messaging phase.

2
3
4
Total
All Project Phases

The complete project investment for a successful launch.

$32,000

Timeline & Deliverables

A projected outline of milestones and project duration.
Estimated Timeline: 5 months

Your deadlines are our finish lines. Our goal is to meet every milestone on time and exceed every expectation. The timelines contained within are purely estimates based on past work. We will work with you to develop more concrete deadlines during the project planning and discovery phase.

Approval & Agreements

Ready to get started?
Agreements Overview
MSA | Master Service Agreement

Governs future transactions upon the agreement of terms reached between parties.

SOW | Scope of Work

Defines project-specific activities, deliverables, and timelines for outlined services.

You may preview the proposal agreements by clicking the links above.

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