CLA Consulting Mortgage Broker
The first step implied creating a brief by performing a lengthy study on the company’s features and recognizing the goals they aspired to achieve in the next 12 months.
Brief Conclusion
CLA was destined to be different.
Nearly every industry has changed in the past 20 years, while consulting firms have stayed the same. They propose every project with a one-size-fits-all approach, charging by the hour. That’s good for the firm, but is it suitable for their client's project and company?
We knew we could do better. For two decades, we have engaged with our clients differently, customizing plans and proposals at our own expense. CLA agreed with our strategy for success and began redefining the values needed to support each of their projects. Their goal was to create a new brand identity and generate new clients for mortgage brokerage.
The goal was to create a new business brand and generate new clients for CLA with the main focus on mortgage brokerage period.
CLA Consulting Mortgage Broker
The second step was branding.
We developed this business's brand by recommending and creating the ideal image to attract their target client.
Brand guidelines
1- Logo Options and Process
The logo and visual identity we created for CLA are coherent with its niche target audience and the attributes they identify with.
The figure symbolizes connection and the community value CLA wants to uphold. The font and color palette represents communication, trustworthiness, and confidence.
Proposal A
Font
Montserrat
The font choice represents clarity and professionalism, which are vital qualities for the company’s image.
Colors
- F29100
- 3772B7
- 6AC4CD
Concept
Our goal was to create a legible logotype with the addition of a connection symbol recognized in consulting businesses.
CLA Consulting Mortgage Broker
Brand guidelines
1- Logo Options and Process
As we do for all our clients, we provided multiple logo options before encouraging a final decision. We based this option's theme on consistent progress. Our team conveyed this using the cycling arrow and graph incorporated into the business's name.
Proposal B
Font
Montserrat
The font choice represents clarity and professionalism, which are vital qualities for the company’s image.
Colors
- F29100
- 293380
Concept
Our goal was to depict progress and success while incorporating the brand name legibly.
CLA Consulting Mortgage Broker
Brand guidelines
1- Logo Options and Process
As we do for all our clients, we provided multiple logo options before encouraging a final decision. We based this option's theme on consistent progress. Our team conveyed this using the cycling arrow and graph incorporated into the business's name.
Proposal B
Font
Montserrat
The font choice represents clarity and professionalism, which are vital qualities for the company’s image.
Colors
- F29100
- 293380
Concept
Our goal was to depict progress and success while incorporating the brand name legibly.
CLA Consulting Mortgage Broker
Brand guidelines
1- Logo Options and Process
As we do for all our clients, we provided multiple logo options before encouraging a final decision. We based this option's theme on productive communication. Our team conveyed this using the cycling arrow and message bubbles incorporated into the business's name.
Proposal D
Font
Montserrat
The font choice represents clarity and professionalism, which are vital qualities for the company’s image.
Colors
- F29100
- 0033A1
Concept
Our goal was to depict success and communication while incorporating the brand name legibly.
CLA Consulting Mortgage Broker
Brand guidelines
2- Business Cards and Landing Page
CLA representatives wanted to skyrocket their following on social media platforms, so we designed a landing page according to their needs using the brand guidelines we created.
The same went for their business cards, in which we highlighted the desired content and contact information with the selected design principles in mind.
CLA Consulting Mortgage Broker
Website development
2- Website Design
CLA desired a professional yet lively design for their website. So, that's what we provided them with using videos, beautiful images, the brand's color palette, and a user-friendly interface that gets straight to the point.
CLA Consulting Mortgage Broker
The Third Step
We then began the client acquisition process by running a custom marketing campaign to promote positive reputation management and qualified prospects’ generation.
Social Media presence
1- Social Media Posts
The social media strategy developed for CLA Consulting consisted of optimizing their social profiles and posting promotional content that educates readers and persuades them to find out more about how CLA can help them boost their financial and commercial situation.
CLA Consulting Mortgage Broker
7- Marketing Campaigns and Analytics
We met with CLA’s representatives and learned which services they wanted to promote through social media ads. We portrayed those services in graphic pieces and proceeded to configure ads on Facebook.
As shown in this picture, we generated 22 leads through one month of Facebook Ads.
CLA Consulting Mortgage Broker
The Fourth Step
Finally, we created a customized workflow for CLA’S customers so the business could stay in touch with their needs, offer them the best results, and never let them miss out on promotional rewards.
We developed an easy-to-use CRM design for CLA’s needs so they could easily manage their clients and prospects and put all our marketing efforts to great use.
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