Tag: presentations

  • Bringing a Brand to Life: A Case Study

    Bringing a Brand to Life: A Case Study

    Amongst the rolling foothills of Boise, Idaho, a new brand has been launched: Foothills Capital Advisory. Nabil, its founder, has a background in both law and finance, and he stepped out on his own with a passion for helping business owners succeed. Foothills Capital’s primary mission is to connect businesses facing cash flow constraints with the capital they need, even after the banks have turned them down, regardless of whether that’s to grow their business, to refinance existing debt, or just to provide a bridge and keep the lights on until they can qualify for traditional financing. 

    Together, Nabil and I worked on a few key initiatives:

    • Logo & Brand Identity
    • LinkedIn Optimization
    • Business Stationery
    • Website Design
    • Promotional Materials

    This project was exciting because Nabil had already walked away from a steady job to pursue an entrepreneurial path, creating a true start-up from scratch. He didn’t have any existing clients or income, but he didn’t lack the confidence that they would come his way. We jumped on each initiative as quickly as possible, and there were a lot of conversations had in a small amount of time to make it happen!

    When Nabil was referred to me, he already knew that he wanted to name his business Foothills Capital Advisory. After recently transplanting to Boise from Seattle with his family, he found that he enjoyed the slower lifestyle and the view of downtown Boise and the foothills from his back deck, finding peace in the tranquil surroundings. So, we leaned into that.

    Together, we explored a modern approach to his logo, leveraging hand-drawn line art ranging from abstract, to artsy, bringing in soft curves, and eventually landing on a geometric approach to the view he’s so fond of. 

    The final version is a beautiful balance of colors found in nature. 

    animated image depicting the progression of the logo design

    Coupled with a brand overview guide and some accompanying assets – like a social media profile graphic, a brand pattern, and branded assets like a Zoom background and email newsletter template, Nabil was off to the races with his new brand.

    Since so many of Nabil’s clients come to him from referrals, we needed to make sure his LinkedIn profile was an accurate representation of what he does, while we worked on his website behind the scenes. 

    While we were developing his brand initially, Nabil had put a little “coming soon” message in his experience section, and we were able to quell the anticipation by refreshing that and premiering his new brand identity.  

    Screenshot of the LinkedIn Company Page for Foothills Capital Advisory

    Though a little out of order from how a typical brand identity project goes, time was of the essence! Nabil was looking into attending a conference where he’d have the opportunity to meet a lot of great business contacts, so instead of doing his website next, we jumped on creating something he could hand out and leverage – his business cards. In a relationship-heavy industry like Nabil’s, business cards are definitely still an expected touchpoint. 

    Since the designs generally tie together very nicely, Nabil’s business cards were delivered alongside letterhead (both something he could print, and a Word document template he could type right into), a notecard that he could use to write thank you notes, and a couple of envelopes to send it all in should the need arise.

    Stationery pieces for Foothills Capital Advisory

    For his stationery, we wanted to continue to lean into the geometric look we established with his logo, and incorporated diamonds with icons to share his contact information. The addition of a watermarked background helped everything to feel modern and put together.

    From there, Nabil and I started working on his website. He already had a foundation laid, as his daughter had helped him build a Squarespace site. Instead of starting over, we leaned into that framework and updated it to be something that was more in line with his new brand identity. 

    The content was mostly done, but Nabil had supplied a few additional pieces, and we collaborated on updating his bio to be something a little friendlier and easier to read. We used stock photography of sun-kissed foothills and Boise cityscapes to accent each page.

    Website mockup for alternative finance professional

    The final site is clean and slick, with the basics front and center, and the ability to get started obvious on every page. A large majority of Nabil’s clients are referred via industry relationships, so we were sure to include a page that spoke directly to those referral partners.

    With the website wrapped up, the rush to get this brand out the door slowed down a little – Nabil had what he needed to be successful, found online, and to communicate with new and existing referral partners.

    The next thing he needed was something that his referral partners could use to share with their clients. Nabil asked if we could put together a one-pager that could be shared digitally or printed. It needed to cover the key things that he can offer, his process, the fees, and how someone can get started working with him. It was a lot of information, and we wanted the piece to look and feel very intentionally designed. 

    This one-pager helped to get people in the door, but what then? Nabil was preparing concise summaries of his clients’ stories, financials, and projections so that he could quickly solicit commercial lenders on his clients’ behalf, and he needed those to be beautiful, easy to use, and quick to customize. The next thing we collaborated on was a presentation template that was designed in Powerpoint.

    For this project, I started by looking at a presentation that Nabil had already put together to get an idea for the types of content he was using, and then I got to work building out templates that made sense for that type of content. By inserting photos that we had used on the website and leveraging his color palette, we were able to make something both beautiful and functional. The best part is that he can use this same template for anything, and it’s near impossible to overwrite it – every time he opens it, it forces him to save it with a new name. 

    I truly enjoyed working on this brand launch with Nabil, and he and I have continued to stay in touch for future opportunities while he’s nurturing several new client engagements. His business launched with a bang, and he’s been enjoying having pieces he’s proud to show off and leverage as he continues to build. 

    If you enjoyed this case study, and are interested in exploring how we might collaborate on your next big idea, schedule your absolutely free, no-commitment Idea-to-Execution consult today!

  • 3 Reasons Why You Should be Templatizing Your Business

    3 Reasons Why You Should be Templatizing Your Business

    When it comes to running a small business, your greatest asset is your time. If you’re feeling like there’s never enough hours in the day to get things done, maybe it’s time to see what’s really eating up your focus and energy. 

    One of my favorite hacks is the use of templates. Creating and leveraging reusable assets (aka templates) can eliminate redundancies in your business, saving you precious time and contributing to brand consistency and professionalism; ultimately boosting your business and attracting more clients. Here are three reasons why templatizing your business is a game-changer:

    facebook post mockup

    Having templates is a sure-fire way to save you time. Consider the use of Canva templates for social media, for example. By creating (or hiring a graphic designer to create!) Canva templates, you can just “plug-and-play” when it comes to getting your beautiful ideas and knowledge out to your audience. 

    Not only does it conserve your valuable time, but it also guarantees uniformity across all your deliverables. By utilizing templates decked out in your brand assets, (colors, logos, and fonts) you ensure a consistent and professional presentation across every touchpoint with clients and prospects. They’ll appreciate the professionalism and attention to detail, which contributes to having a brand people trust.

    interactive fillable form for a business broker

    Scaling your business shouldn’t mean sacrificing quality or spending hours on admin tasks. Take, for instance, the use of standardized forms (like intake forms). By templatizing your intake process, you streamline client onboarding, ensuring that vital information is captured efficiently without unnecessary back-and-forth. This not only contributes to the professionalism of your operation, but also frees up valuable time and resources that can be redirected toward nurturing client relationships or pursuing new opportunities. Standardized forms also minimize the risk of errors or oversights, leading to smoother transactions and a more positive overall experience for both you and your clients.

    presentation deck template for a forensic psychology agency

    You may be thinking that templatization could stifle your creativity, but when you have the basics covered, it frees up mental capacity and time to allow you to focus more energy on innovation and value-adding activities. 

    Here are some additional templatizing projects to consider:

    • Email Templates: Standardized email templates can streamline communication with clients, leads, or team members. Whether it’s for initial outreach, follow-ups, or project updates, having pre-written templates can save time and ensure consistency in your messaging. (Just make sure you read them before sending to make sure your canned language is still relevant!)
    • Proposal Templates: Creating proposals for clients can be time-consuming, but using templatized proposal formats can make the process much smoother. Preparing a template with sections for project scope, deliverables, timeline, and pricing can help you quickly customize proposals for different clients while maintaining a professional look. (And it’s been my experience that sending a proposal faster, while the client is still excited and thinking about the project, can help you close more deals!)
    • Tailored Business Resources (e.g. Training & Onboarding, Sales Presentations and Prospect Engagement): When bringing new employees or clients onboard, having templatized materials can ensure that everyone receives consistent information and guidance. This could include training manuals, onboarding checklists, or presentation templates for orientation sessions.
    • Invoice and Billing Templates: Simplify your billing process by using template invoice formats. Whether you use accounting software or create your own templates in Word or Excel, having a standardized format for invoices can help you get paid faster and keep track of financial transactions more efficiently.

    The key here is to identify repetitive tasks or processes in your business and create templates that can streamline those activities, saving time and improving consistency and efficiency. It’s all about working smarter, not harder, and giving your business the boost it deserves. So, whether it’s branding your social media with Canva or simplifying with forms, templatizing your business is the way forward when it comes to growing your business. 


    If you need help with identifying template opportunities or creating some for your business, schedule your (absolutely free and zero commitment) Idea to Execution Consult!