Visually defining your print & online marketing brand

Do you want to establish a strong marketing brand, but don’t know the secret behind success in print or online?

 

Packages are created for those who:

  • Want to communicate the right marketing message and differentiate themselves from their competitors.
  • Looking to create a visual distinctiveness.
  • Current branding is not representative of your business or is not consistent across all media.
  • Don’t want the hassle of dealing with a generic marketing agency.
  • Know that a clear and cohesive brand will help attract the types of clients you want to conduct business with.
  • Most of all, know that their time is better spent working with clients while they let a professional handle the design and creative aspects of branding their business.

If this is something you’re looking for – then let me take care of it for you.

Set Your MeetingMeet Crystal

Brand Package

Designed to visually define your brand.

Website Package

Designed to establish your online presence

Online Package

Designed to expand your online presence.

Event Package

Designed to get maximum exposure for your event.

Hi, I’m Crystal!

After successfully working as an in-house marketing professional in the financial industry for over a decade, I have taken my experience and exceptional marketing insights and made them available to an exclusive group of business owners who need assistance with their design efforts. My goal is to help you define your marketing brand so that you can focus on the more important things in your firm and your life.

I am not just a marketing consultant I am also a graphic designer at heart. I enjoy creating stunning images that help convey a particular message to an audience. I have years of experience that covers areas from logo design, website layout, and print media just to name a few. I know what works and what doesn’t. I can use my experience to help you create the brand image you are looking for and give you the tricks of the trade to help it be successful.

Because of my experience, I have intimate knowledge of the unique marketing needs of the financial industry:

  • Best practices used by small businesses, financial advisers, and firms
  • Various tools & resources that have proven successful for other marketing initiatives
  • Financial adviser compliance guidelines & Compliance Max system

My design packages are specifically created to fit all types of independent financial advisers who want to take the next step in marketing their business. For a set fee, I will collaborate with you and your team to create and implement your brand’s image. I offer various package options that allow you to choose the one/s that fits your business needs.

Brand Package

Investment Starting at $2000

Logo
A new, modern version of your current logo in various formats for future use
Brand Style Guide
A PDF that identifies alternate logo, colors, patterns, type, and illustrations to complete your unified brand
Stationery Set
Letterhead, business card, standard envelope, notecard and envelope, and mailing label
Collateral
Two separate one-page flyers, featuring the firm and associate biography

Website Package

Investment Starting at $3800

Content
Defining the audience, call to actions, and site map to ensure that the layout is simple, clean, and user-friendly
Site and content will include: Home, About, Services, Client Login, Contact, Blog
SEO
Keyword rich title and meta descriptions on your website
Design
Custom design specifically tailored to your brand
Responsive desktop, mobile, and blog website design through Advisor Websites
Wordpress option available for additional fee

Not sure which package is right for you?

Need a customized option?

Online Package

Investment Starting at $1400

Design & Content
Custom header image, keyword-rich text, photos, information, experience, disclosures
Email Marketing
Set up and newsletter template design
Google Business Listing & Map
Creating, verifying via US Mail, adding photos and business information
Express Updates
Registering your business with local search engines
Social Media Marketing
LinkedIn Personal, LinkedIn Business, Facebook, Twitter
Social Media Archiving
Purchasing and connecting Erado

Event Package

Investment Starting at $1200

Save The Date
Email or Print
Registration Page
Online on Eventbrite.com
Invitation
Email or Print
“Last Chance to Register” Custom Email
Presentation
PowerPoint design and formatting
Client will provide content
Handout
A two-page handout recapping key points of the presentation for guests to take with them
Evaluation Form
A one-page handout for guests to complete and return to you
Name Tags
Template setup on myavery.com

What will happen during our collaboration?

When you work with Crystal Marketing Solutions, I become a trusted consultant for your business. I work to help build your marketing brand so you can focus on the activities that matter most to you and your business success.

Here’s what working with me looks like:

Online Project Management BoardInspiration Board
We will gather various pieces of inspiration that reflect the tone and feel that you are looking for in your new brand. I will use this information to design colors, patterns, textures, and photos for your project. This will ensure that we are conceptually on the same page.

Project Management
While we work together, we’ll use an online project board to keep communication open and transparent. This tool is also used during marketing meetings to ensure focus and to maximize our time together.

Liaison
I can serve as a liaison for most third party marketing vendors. While we work together, I represent a part of your team and work in your best interests. Note: all third party fees are billed to the client. Including but not limited to hosting, content library, email utility, social media archiving, business listings, and advertising.

Compliance
Submission and completion of any required changes.

Launch
I will showcase your business on the CMS blog and social media sites, and partner with you to generate excitement over the launch of your new brand.

Time Frame
Most project packages have an 8-week timeline, allowing 2 revisions. The website package is a 12-week timeline. Additional revisions are only available for a fee. After that, you will have the option to come on as a full-service client, if mutually desired, or you can select any of my other services that you may need.

I know this is a big decision

Investing in any part of your firm is an important decision to make and I understand that. That’s why I am here and happy to answer every question you may have.

How do I know I am ready for professional design services?

If you are not happy with the look or feel of your current logo, brand, website, social media, email, or events. If you think that your image is dated and not representative of the “face” you want to put out in front of clients or potential clients. If you know what you would like to see changed but have no idea where to start or how to make it happen. I’d also hazard a guess that if you are reading this, you are likely ready for a design expert to step in a lend a helping hand.

What is your availability?

Due to the time commitment involved with this process, I only partner with one project client at a time. This allows me to focus on each client individually rather than trying to divide my time and attention. At the end of the contract, you will have the option to come on as a full-service client, if mutually desired, or I may have other services you are interested in.

Next Steps

As an experienced marketing consultant focused on working with financial services firms, I have a proven track record of helping my clients increase their bottom line over the long term. To get started, here’s what happens next.

Discovery Meeting

During this meeting we will discuss your firm, get to know each other, and I will be able to answer any questions you may have.

Proposal

I will use the information gathered and send you a proposal outlining the services that would best fit your firm and your marketing needs.

Solutions Meeting

During this meeting we will review the proposal, I will receive feedback from you, discuss partnership details, and then review the next steps in your marketing journey.

Collaboration

Once the details have been agreed upon, we will then sign a partnership agreement, I will have you complete the new client online program, and schedule your first client meeting.

Don't Be Shy

Thank you for taking the time to look into my marketing services. If you still have questions, please feel free to reach out to me.