Rebrand marketing proposal

1. BRANDING STRATEGY THIS ISN’T YOU,
BUT IT WILL BE.
Jason C. Smith

2. WHAT WE HEARD / WHAT WE KNOW
THE ASK: You’re looking for a nimble and
precise marketing agency to brand you as
the #1 Wealth Management Advisor in the
Western PA region. To do this, we will walk
you through our recommended road map
to success, and show you the individual
projects & deliverables along the way to
get you there.
We will also show you some ways that we
can support your brand moving forward
on an on-going frequency, so that as your
brand scales, we’ll be right there with you
to support the ever changing digital needs,
and to stay ahead of your competitors in
the digital space.
THE SCOOP: When a consumer makes a
decision that involves risk, like purchasing your
services, he or she is often more influenced by
intuition than deliberation. This intuition is driv-
en by the brand’s perception as it exists in the
eyes of the market.
That’s right. Things like website aesthetics,
modern trends in design & UX, positive brand
interactions, reviews, and other visual brand
elements that suggest trustworthiness can be
more instrumental in winning over new clients
and keeping existing ones—than materials like
consumer reports and case studies.
Jason C. Smith

3. TRAITS FOR YOUR BRAND PERCEPTION
HOW WE’LL POSITION YOU
PUTS HIS SOUL & LOVE INTO HIS WORK
TRUSTWORTHY WITH PERSONAL INTERACTIONS
TRUSTWORTHY IN BUSINESS
CONFIDENT, NOT COCKY
HIGHLY SKILLED / HIGHLY SOUGHT AFTER
“ROCKSTAR” IN THE INDUSTY, YET HUMBLE & GROUNDED
NOT ABOVE ANYONE, A PART OF EVERYONE
FAMILY MAN THAT PROMOTES FINANCIAL SECURITY
MULTI-TALENTED, “REGULAR GUY”, NOT JUST A SUIT
ASPIRATIONAL LIFESTYLE, YET RELATEABLE FUNDAMENTALS
Jason C. Smith

4. OUR RECOMMENDED ROADMAP
LOGO / BRAND PERSONA
We’ll start with the brand story, and evolve options
for a visual logo / mark treatment that connects to
the brand story. This creates the launch pad for all
visuals and tones that will come from the brand. It
all starts with your “Why?”.
Jason C. Smith
PHOTOGRAPHY
We would then move into creating photography
work of you and your practice. Capturing you in
context, showcasing you as the brand, in a modern,
stylish, and trendsetting way. You are your brand,
so let’s make sure you look like a million bucks.
FULL WEBSITE
With the visuals created for the brand, and the
tone of the language in place, plus photography
content, we’ll have the pieces needed to build you
an engaging, best practice, user friendly website
that will act as your content hub, HQ, and landing
place for digital & traditional ad campaigns.
ON-GOING CONTENT / SOCIAL MEDIA
With your web presence now established and looking
a hell of a lot better than the competition, a content
calendar can become a great weapon. We can create
this on-going content that populates your website,
social channels, and paid ads.
PAID MEDIA SUPPORT
With all pieces of your brand firing in unison, we very
highly recommend putting some paid media spend
behind some of your content, so that it can reach
more people and generate more qualified leads.
DIGITAL ADS MANAGEMENT / ANALYTICS
We can pinpoint your client demographic using our
CROSSHAIR
™data targeting system, and analyze your
market’s online trends, tendencies, and personality
make-up. This data will influence the on-going con-
tent, so that we can adjust tactics, A/B test creative
& targeting variables, all with the goal of converting
your leads.

5. SCOPE OF WORK TIERS
TIER I:
BRAND CREATION
$3,000
• Logo lock-up
• Brand persona and tone
• Brand guidelines
• Photoshoot
TIER II:
BRAND CREATION
WEBSITE DEVELOPMENT
$7,000
• Logo-lock up
• Brand persona and tone
• Brand guidelines
• Photoshoot
• Website discovery session
• Website UX & design
• Website copywriting
• Website development
• Integrate data collection
• SEO optimization
TIER III:
BRAND CREATION
WEBSITE DEVELOPMENT
MONTHLY CONTENT CREATION
ADS MANAGEMENT
$6,000 (Brand Creation & Website)
$2,000 Monthly Retainer + Paid Media
Spend Budget (3 Month Trial)
• Everything from Tier 2
• Monthly content creation and content
management
• Social Media management & posting
• Digital ad management
• Data and analytics reporting using our
CROSSHAIR
™ data targeting system
Jason C. Smith

6. OUR AI LEARNING SYSTEM
CROSSHAIR™
TARGETING SYSTEM
• Identity Resolution
- Always know who’s on your website and in your
sales funnel
• AI Machine Learning
- Know exactly who’s in the market for what you sell...
in real time
• Selling the Sale
- Other agencies sell you “marketing” services... we
sell you the sale
• How do we have access to this software? Firstly, it’s only available to digital agencies
as the developers don’t want their tech in the hands of those that don’t understand
how to use it. Secondly, we pay for for the license.
• CROSSHAIR is able to take data from your website visitors, their browsing habits, so-
cial profiles as well as keywords related to your business/product and churn back out
an extremely targeted list of warm leads rather than starting to build your list cold. In
the race to find paying customers this is like getting a massive head start while every-
one else is stuck at the beginning.

7. NEXT STEPS:
Jason C. Smith
•We’ll answer any questions to our response that you may have, and adjust
services as needed based on further discussion
•We’ll send you a scope of work for that agreed upon tier of services, for your
signature to begin work
•Kick-off work with a discovery session (The “Why”)
•A full project timeline will be provided to get us from kick-off through final
deliverable (along with a monthly content development schedule to show
what the monthly retainer process will look like)