Workbooks and Pitch Decks

Workbook Design


This client wanted to create one, powerful and cohesive sales deck to use when he spoke with new prospects about his company's approach to wealth management. Our designers took all the existing materials he had, married it to his modern and active brand voice, and created this showstopping pitchdeck for his company to use in all future sales conversations.

What we did

1. Understanding the sales cycle.

2. Organized and consolidated the content according to the sales cycle.

3. Designed the workbook.

4. Worked in collaboration with the client until it was exactly as they wanted it.

5. Shared all native files for full ownership.

Today, this client uses this asset as a sales tool to discuss their company's proprietary processes, strategies, and philosophies with their own future clients.

Our Client

We are blessed to work with leading brands.

Ready to Level up Your Credibility?