SUCCESS STORY: INSITE STRATEGIES

THE CHALLENGE
To build an authentic, solid brand foundation to support and nourish Insite Strategies’ growth.

Ashley Morgan-Dann, successful founder of AM Financial Services, approached us with the concept for a new business. Having been in the mortgage industry for many years, she was ready to move forward with something that was more fulfilling; something that would allow her to take all the knowledge and experience of her past, and add to it her passion to offer a buyer more than just a mortgage. To offer a buyer an actual positive, valuable buyer experience. She requested our help to package this idea into an authentic, unique brand experience that supported her vision and the growth of this budding, new enterprise.

THE PROCESS
We began our process with a BrainWerx™ Session designed to allow us to dig deeper into Ashley's goals and help her uncover and further define core values, her purpose behind her passion for this new business concept, and the difference this business offers. From this we began to build a foundation from which to create a brand story. We also facilitated defining a strategic sales process to identify brand touchpoints (every contact a business makes before, during, and after the sales process), as well as discovering her brand attributes (characteristics that make up her brand personality) to gather enough information to move forward and give the entity a name that would enable Ashley and her team to work with purpose, unity and focus.

THE RESULT
A polished and contemporary business name, Insite Strategies, along with an extensive, upscale brand identity package. Focusing on resort developers and sales firms as ideal clients, the source of the name was inspired by Ashley’s passion to help her clients by connecting the dots and illustrating the value through solid and sound strategies (insights); as well as her work ethic of becoming an actual part of her clients' teams (on site). In addition, all Insite Strategies services are part of an “it makes sense” theme which offers a positive impact on several levels. It makes sense through seamless team integration, services that fill the gap, increased customer experience, and winning strategies and solutions.

Feel free to contact us today to learn more about our process and how we can help.