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Strategy
Are You Ready To Take The Plunge Into Greatness?
These collaborative work sessions led by a facilitator helps everyone gain a deep understanding of your brand. This approach accelerates the strategic process in general, and builds consensus throughout the entire engagement.
Together we define and prioritize user needs, create desired user journeys, define the brand surface actionable insights, make strategic recommendations, and produce tangible tools & steps that can be deployed within your organization.
In non-robot terms…
You’re company has a problem, hence why we’re talking. We help you figure out the root cause (it may not be what you think). Then we help figure out the perfect solution as well as all the steps in between to actually get you there.
We do this through a proven process that’s fast and engaging.
Timeframe
In non-robot terms…
Generally speaking three factors determine how quickly we can move through the process. Those three factors are: How many people are involved, how much time we have for each meeting, and how quickly the group moves through the materials/exercises.
We done this with corporate boards of 25+ people in two days…and we’ve taken 7 days for smaller groups consisting of 4 people… it just depends on your business and what problems we are solving. At minimum we suggest preparing at least 8 hours of dedicated meeting time.
Investment Cost
Professional fees for the service is a total $20,000 for the project approach outlined in this proposal.
Services will be billed on a flat project-fee basis and the estimated professional fees are based on the objectives, scope of work, activities, deliverables and timeline as described in this proposal.
As the pricing for digital projects heavily depends on scope and features, a final scope of work document will be crafted and delivered based on our facilitated discovery session.
The goal of the CORE discovery session is to determine what the correct solutions are for your organization. The execution of those solutions would fall under a different scope of work.
In non-robot terms…
The strategy session does not include implenting the solutions. Right now we are just figuring out the root cause of the problems and how to fix them the correct way. After that, you can determine to work with us to implement those solutions or not.
The real cost however is
THOUSANDS OF HOURS AND DOLLARS
spent by not addressing the needs you have.
What’s Included:
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Discovery: On-site facilitation (2-3 Days)
A live, in-person facilitated discovery phase where we uncover deep insights about your customer base and internal stakeholders, as well as project-specific goals and benchmarks. Typically mini discovery sessions last about 3 hours.
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User Profiles
Let’s get to know each other. Here we will define your primary and secondary customers, surfacing their jobs, challenges, and pain points.
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Business Goals
Your side of the story. Our job is to craft platforms that align your goals with your customers needs. This is where we dig into your objectives for that platform.
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Brand Story
We’ll facilitate your team to define the brand through key attributes including: voice & tone, look & feel, value proposition, customer/tribe and cultural trends.
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Feature Matrix
Bringing the pieces of the puzzle together makes the full picture. In this facilitated phase, we will not only start to bring the pieces together, we’ll do it in such a way that it will make sense why we start with the “corner pieces” first.
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Three (3) Stylescapes
A visual encapsulation of your brands voice/tone and look/feel filtered through three prompts. This essential step will help us set the broad compass direction for the visual identity, and allow you to collaborate with our process at a very early stage.
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Summary $20,000
A comprehensive summary document which combines all of our facilitation and research insights, the brand story and voice, and user profiles. We’ll organize this visually and return with stylescapes.
Case Studies
CASE STUDY
IAOMT -
Rebrand/Revision
CLIENT
International Academy of ORal Medicine & Toxicology
DELIVERABLES
Strategy
Identity Design
Messaging
Collateral
Web Design & Development
Goals
The International Academy of Oral Medicine and Toxicology (IAOMT) needed a re-brand and a new website. They’d been around for almost 20 years and operated with the same marketing material they started with. They had a few websites but they were in disarray.
Proposed Solution
Re-brand the company. Same name, but a new logo and color scheme along with a new website with an emphasis on easily displaying products, making sales simple, and boasting an amazing customer portal.
Result
After a few weeks of designing and planning the new site, we provided the solutions that allow them to save over $23,000 a year and increase customer conversion by 3%!
At this current rate that means instead of bringing on 1 new client every 5 weeks, they’re bringing in 1 new client every 3 days. The executive team at the IAOMT had this to say:
"The new process has surpassed all my expectations. What you've been able to do is worth a million dollars". (Amanda A. IAOMT Executive Team)
Approval Process
If you would like to join us and become a client then we’d be delighted to have you.
Next steps
1. Click “Accept Quote” below to start the process. We will send over the Scope of Work agreement that details specifics like, domain name, project start date, etc.
2. We’ll arrange the initial interview where we’ll gather all the details we need.
3. FLRSO already has a user portal on our website (Kylie has the info). All of this and more will be available on the portal.
We are ready to go ...are you?
Terms & Conditions
Note these are general terms to begin the process. Your specific terms and conditions will be on the Scope of Work to be sent.
Summary
You, [WonderHere] are hiring [Polk Technology Solutions, Inc.] to faciitate their “CORE Strategic Workshop” for the total price of [$10,000] outlined in our previous correspondence.
As our customer, you have the power and ability to enter into this contract on behalf of your company or organization. You agree to provide us with everything that we need to complete the project including text, images, fonts and other information as and when we need it, and in the format that we ask for. You agree to review our work, provide feedback, and sign-off approval in a timely manner and are bound by any deadlines that we set together. You also agree to keep to the payment schedule set out in this proposal.
We have the experience and ability to perform the services you need and we will carry them out in a professional and timely manner. We will endeavour to meet all the deadlines set but are not responsible for a missed launch date or a deadline if you have been late in supplying materials or have not approved our work on time at any stage. We will also maintain the confidentiality of any information that you give me.
Details of the works
We will create designs for the look, layout, and functionality of your website. This contract includes one main design and two opportunities for you to make revisions to the final design. If you are not happy with the design at that point, We will provide you with an additional quote for extra design work needed. If instead, you wish to cancel our agreement, you may do so and I will retain the initial payment for the work completed to date.
Legal
We are not liable to you or any third party for damages, including lost profits, lost savings, or other incidental, consequential or special damages arising out of the operations of or inability to execute or not execute all or any solutions, features, etc.
If any provision of this agreement shall be unlawful, void, or for any reason unenforceable, then that provision shall be deemed severable from this agreement and shall not affect the validity and enforceability of any remaining provisions.
Payments
As agreed, our payment schedule will be as follows but may be revised based on further conversations between us.
[4%] of total fee upon initial workshop: [$800] (Due 5/15/22)
[4%] of total fee on the 15th of each month for 23 additional months: [$19,200] (Due 6/15/24)
Interest accrued if payment is more than 14 days late. We reserve the right to add 5% of any outstanding balance every 7 days, starting from the 15th day after receipt of the finished product.
You cannot transfer this contract to anyone else without my permission. This contract stays in place and need not be renewed. If for some reason one part of this contract becomes invalid or unenforceable, the remaining parts of it remain in place.