Unlocking Audience & Brand Clarity to Scale
A client undergoing a major career shift on the path to become a certified financial planner, was seeking improved ways to talk about her work with potential clients as she grew her book of business.
The opportunity
There was an opportunity to hone in on her target audience in a way that helped her achieve her goals so that she could speak directly to their needs while showcasing her value. She needed a a way to connect the dots between her career as a recuiter and her new role as a financial coach.
How we helped
To take this client on a journey of self discovery and co-creation, we:
Crafted a questionnaire to tailor a workshop directly to her gaps, needs, and objectives
Crafted an interactive workshop experience to define her business vision, goals, audience, and story
Designed a workbook that allows for ongoing evolution and refinement of the brand
Crafted and practiced a sharp brand statement that she can share in networking and introductory conversations
Brainstormed thought leadership topics for networking events that would appeal to her target audience
Provided copy to update her company bio page and LinkedIn within finance compliance best practices
Organized story and brand guidelines to assist with the future development of brand messages and aesthetic
Provided next-step recommendations to assist with future business and brand development
How we made a statement
The client shared, "As a result of the personal branding workshop, I feel as though I have a clearer path forward with greater confidence around how to speak to my value. I also feel sharper about my ideal client and audience, which previously was challenging to narrow down and define. The whole workshop felt very purposeful while remaining flexible and adaptable to my needs."
