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  3. Execute it (start with ONE section)

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Before (Prospect)

1. My Target Market

Primary Target Market Summary

  • Founder-led SMEs and growth-stage brands needing senior creative execution without agency overhead or junior handoffs.
  • They want a tailored team, fast communication, founder involvement, and work that reflects their vision.

Audience Type

  • B2B
  • Founder-led small businesses
  • Marketing decision-makers in SMEs
  • Startups preparing for growth or repositioning
  • UK firms with cross-market needs in the UK and Philippines

Industries (if B2B)

  • Professional services
  • E-commerce and consumer brands
  • Hospitality and lifestyle brands
  • Health and wellness brands
  • Technology startups and SaaS
  • Education and coaching businesses

Needs – Primary Buying Considerations

  • Senior-level creative quality without full agency costs
  • Project-specific specialists, not generalists
  • Direct access to the people doing the work
  • Fast response times and clear communication
  • A team that listens and understands the brand deeply
  • Transparent scope, revisions, timelines, and pricing
  • Confidence the work will be referral-worthy

Demographics

  • Age Range: 28-50
  • Gender: All genders
  • Geography: United Kingdom primary; Philippines-linked and international-facing firms secondary
  • Income Level: Mid to high business income; able to spend $1k-$5k monthly on creative work
  • Profession: Founder, Managing Director, Marketing Manager, Brand Manager
  • Business Size (Optional. Only include in ouptput if B2B Audience): 2-50 employees

Psychographics

  • Lifestyle: Busy operators balancing growth, sales, and brand perception with lean internal teams
  • What they value: Quality, trust, responsiveness, fit, clarity, and personal attention
  • Pain Points: Agencies feel slow, expensive, generic, and disconnected from their brand vision
  • Buying Behavior: Referral-led, research online, compare options, and choose based on trust and fit over lowest price
  • Decision-Making Roles (Optional. Only include in ouptput if B2B Audience):
  • Primary Decision Maker: Founder, owner, or lead marketing decision-maker
  • Secondary Decision Influencers: Co-founders, internal marketers, operations leads, business partners
  • Support Roles: Admin, project coordinators, finance approvers

Secondary Target Market (only if applicable)

  • UK or Philippines-based agencies and consultants needing a trusted white-label creative partner for specialist delivery.
  • They value reliable execution, senior talent, and a single point of contact across both markets.

2. My Message to My Target Audience

Refined Elevator Pitch

  • Maven Studio provides growing brands with senior creative teams built for their brief,
  • through a personally curated network, so they feel seen and get agency-level work without the bloat.

Understanding Their Pain Points

  • Their brand no longer matches the quality of what they sell
  • They need strong creative, but big agencies feel slow, costly, and distant
  • They fear paying premium rates for junior execution and generic thinking
  • They are tired of repeating themselves just to feel understood
  • They need a partner who can move fast without sacrificing quality

Transformation

  • A brand that finally reflects the quality of the business behind it
  • The right specialists matched to the project from day one
  • Clearer direction, smoother delivery, and fewer costly missteps
  • Confidence that the people pitching the work are doing the work
  • Relief from feeling overlooked, rushed, or handed off
  • Pride in a brand they can share, scale, and stand behind

Unique Selling Proposition (USP)

  • Curated teams, not whoever happens to be available
  • Every creative is personally vetted and trusted by the founder
  • Proven chemistry means better collaboration and stronger output
  • Senior talent stays on the work from pitch to delivery
  • Teams are built around the brief, not a fixed agency structure
  • Founder-led communication and quality control on every project
  • UK and Philippines insight through one creative partner
  • Referral-led growth shows the work earns trust and gets talked about

Brand Values & One-Liners

  • Agency-quality work without agency baggage
  • Built around your brief, not our org chart
  • The people you meet are the people who do the work
  • Senior creative talent, minus the handoff and overhead
  • Filipino at heart, global by design

Tone

  • Sharp, warm, and thoughtful. Clients should feel understood, confident, and in capable hands.

Hero Text Idea

  • Flag Text: UK brands, global reach
  • Main Headline: Senior creative teams, built specifically for your project.
  • Sub Headline: Maven Studio handpicks trusted specialists for every brief. You get agency-level output without the overhead, handoff, or runaround.
  • CTA: Book a discovery call

3. The Media I Will Use to Reach my Target Market

Website

  • Refine homepage to lead with curated senior team model and founder-led delivery
  • Keep Squarespace for now; low cost, fast edits, enough for early-stage lead gen
  • Add industry pages for SaaS, wellness, hospitality, e-commerce, professional services
  • Add white-label partner page for agencies and consultants needing delivery support
  • Add founder story page to sell trust, curation, and UK Philippines advantage
  • Add mini case studies with problem, team mix, deliverables, outcome, testimonial
  • Add Calendly booking above the fold and on every service page
  • Add lead magnet: brand audit request or creative fit consultation
  • Track form submits, discovery bookings, proposal downloads, email clicks, scroll depth
  • Track source tags for referral, LinkedIn, organic search, podcast, partner, direct
  • Prioritise desktop first; B2B buyers research on laptop during work hours
  • Ensure mobile pages are fast; many first visits will come from LinkedIn mobile

Social Media

  • Focus on LinkedIn as primary channel for founders and marketing decision-makers
  • Use Instagram as proof-of-taste channel for visual work and founder personality
  • Skip TikTok early; low priority for UK B2B creative buyers at this budget
  • LinkedIn post 3x weekly: founder POV, case insight, brand teardown
  • LinkedIn comment 15 mins daily on posts by founders, marketers, agency owners
  • Publish 1 LinkedIn article monthly on agency alternatives and brand fit topics
  • Instagram post 2x weekly: project snippets, process slides, visual before afters
  • Instagram Stories 3x weekly: work in progress, polls, studio notes, founder voice
  • Share short video 2x monthly: Veronica explaining how teams are curated per brief
  • Create recurring series: Brand mismatch of the week on LinkedIn and Instagram
  • Feature client questions as carousel posts: budget, revisions, timelines, handoffs
  • Showcase team chemistry stories without oversharing confidential client details

Paid Advertising

  • Avoid broad paid social early; budget is too low for cold B2B acquisition
  • Run branded search ads only after organic and referral traffic grows
  • Test LinkedIn retargeting later for site visitors and proposal viewers
  • Use Meta retargeting only for warm traffic from social and website visitors
  • Start with boosted LinkedIn posts only for best-performing founder POV content
  • Goal for paid should be discovery calls, not followers or generic traffic

Content Recommendations

  • Why good businesses outgrow their branding before they realise it
  • What clients really mean when they say our brand does not feel us
  • Agency quality without agency baggage: what that actually looks like
  • Curated team vs fixed agency team: which works better for your brief
  • The hidden cost of junior handoffs in creative projects
  • How to brief a branding project so you get useful creative back
  • Signs your website looks smaller than your business really is
  • When to hire a studio vs a freelancer vs a full agency
  • Brand audit examples for founders in wellness, SaaS, hospitality, e-commerce
  • UK brand, Philippines audience: what to adapt and what to keep consistent

Podcasts

  • Pitch The Futur Podcast for creative positioning and alternative studio model
  • Pitch Agency Dealmasters for founder-led agency growth and referrals
  • Pitch Confessions of a B2B Marketer for branding and creative buying insight
  • Pitch Everyone Hates Marketers for anti-fluff positioning and brand honesty
  • Pitch The UnNoticed Entrepreneur for founder story and trust-based growth
  • Pitch The Diary of a CEO only long term after stronger case studies and traction
  • Start a light video podcast later: Seen and Built for founders fixing brand gaps
  • Keep episodes 20 mins with founders, marketers, and specialist creatives

Directories

  • Optimise LinkedIn Company Page with services, portfolio links, and discovery CTA
  • Create Clutch profile once 3 plus testimonials or case studies are ready
  • Create DesignRush profile for studio visibility and authority signals
  • Join The Dots for creative network visibility and partnership leads
  • Join Creativepool to attract collaborators and credibility with UK buyers
  • Set up Google Business Profile if serving from a real UK location
  • List on Sortlist after refining service categories and portfolio examples
  • Build a profile on Contra for white-label and specialist project inquiries

Publications

  • Pitch Creative Boom with founder story on curated teams vs agency bloat
  • Pitch Its Nice That for perspective on collaborative creative delivery models
  • Pitch Marketing Week with insight on brand fit and founder-led creative work
  • Pitch Campaign on agency alternatives for SMEs needing senior execution
  • Pitch The Drum on cross-market creative between UK and Philippines
  • Contribute thought pieces to Startup Magazine for growth-stage brand challenges
  • Submit practical articles to UKTN for startup branding and launch readiness

Partnerships & Outreach

  • Partner with UK brand strategists who need design and rollout support
  • Partner with web developers needing trusted brand and design specialists
  • Partner with copywriters serving founders who need visual identity upgrades
  • Partner with fractional CMOs for project-based creative execution
  • Partner with PR consultants whose clients need stronger brand presentation
  • Partner with Shopify developers serving DTC brands needing creative refreshes
  • Partner with startup accountants and legal firms serving new founders
  • Build referral swaps with photographers and videographers for launch projects
  • Target boutique agencies needing overflow or white-label specialist teams
  • Join local chambers and startup hubs in London, Manchester, Bristol, Leeds
  • Offer partner-only creative audit sessions for consultants and agency owners

SEO and Content

  • Target service pages around brand design studio UK and creative studio UK
  • Build pages for branding for startups UK and SME brand design agency UK
  • Create page for white-label creative partner UK for agencies and consultants
  • Target long-tail terms around agency alternative for small business branding
  • Publish monthly case-led articles tied to target verticals and buyer pains
  • Add FAQ blocks on pricing, timelines, revisions, founder involvement, team model
  • Optimise page titles around curated creative teams and senior design support
  • Build internal links from insights to services and booking pages
  • Ask every happy client for a named testimonial with industry and project scope

Offline and Local Media

  • Attend London Tech Week side events for startup founder and marketer networking
  • Attend Marketing Week Live for in-house marketing decision-maker access
  • Attend BrightonSEO for content, brand, and agency partner networking
  • Attend local Chamber of Commerce events in your nearest UK city
  • Join Enterprise Nation events for founder visibility and workshop opportunities
  • Speak at coworking spaces on brand audits for growing businesses
  • Host small breakfast sessions: Does your brand match your business yet
  • Print a one-page capabilities sheet for meetings, referrals, and partner handoffs

Online Events

  • Run monthly 30-minute webinar: Is your brand underselling your business
  • Run quarterly live brand teardown for 3 volunteer businesses on LinkedIn Live
  • Co-host webinars with copywriters, web developers, or fractional CMOs
  • Offer post-event audit slots with limited spaces to create urgency
  • Use webinars to collect emails and book discovery calls within 48 hours

Online Networking

  • Be active in LinkedIn groups for UK founders, marketers, and startup operators
  • Join Indie Hackers to connect with startup founders needing brand upgrades
  • Join relevant Reddit threads in entrepreneur, smallbusiness, marketing
  • Participate in Women in Marketing communities for decision-maker access
  • Join Enterprise Nation online community for UK SME founder conversations
  • Use The Dots for creative collaboration and partner discovery
  • Comment in Facebook groups for founders only if value-led and non-spammy

Cold Outreach

  • Target founders of 2 to 50 employee firms after funding, hiring, or repositioning
  • Target marketing managers at firms with dated branding and growing teams
  • Target boutique agencies needing overflow design, brand, or presentation support
  • Build a 3-email sequence offering a quick brand gap observation, not a hard sell
  • Personalise first lines using launch news, hiring pages, or recent campaigns
  • Use LinkedIn voice notes sparingly after a connection accepts your request
  • Offer a 15-minute creative fit call, not a full free strategy session
  • Follow up with one relevant teardown or insight on their brand touchpoints
  • Prioritise sectors named in ICP: SaaS, wellness, hospitality, e-commerce, services
During (Lead)

1. My Lead Capture System

Lead Magnet

  • Brand Gap Scorecard for founders who feel their brand looks smaller than the business
  • PDF checklist with 10 brand trust signals across web, pitch deck, and socials
  • CTA: get score + book a 15-min Creative Fit Call
  • Homepage Brand Audit Request with 3 tailored findings sent by email
  • Best for warm referral, LinkedIn, and partner traffic
  • Creative Brief Starter Kit for teams planning a rebrand or launch
  • Includes brief template, scope checklist, and timeline planner
  • Fits founders and marketing managers with clear projects but fuzzy briefs
  • Curated Team Fit Guide: studio vs freelancer vs agency vs Maven
  • Helps buyers self-qualify before booking a call
  • White-Label Partner Checklist for agencies needing overflow creative support
  • Covers handoff, QA, comms, and margin-safe delivery questions

Tripwire Offer

  • £95 Brand Clarity Mini Audit with Loom review and top 3 fixes
  • Deliver in 48 hours to show speed and senior thinking
  • Credit fee toward first project if they sign within 30 days
  • £149 Homepage First Impression Review for service brands and SaaS sites
  • Includes CTA, trust, messaging, and design feedback
  • Partner-only option: £99 White-Label Delivery Fit Call + workflow checklist

Welcome Sequence

  • Email 1 immediately: deliver asset, set expectations, invite 15-min fit call
  • Email 2 day 2: explain curated team model and founder-led process
  • Email 3 day 4: share mini case study with problem, team, outcome
  • Email 4 day 7: teach one brand mistake tied to their lead magnet topic
  • Email 5 day 10: invite discovery call with limited audit slots
  • If referral source known, add thank-you email mentioning shared contact
  • If tripwire bought, trigger faster sales follow-up within 24 hours

Segmentation

  • Tag by source: referral, LinkedIn, website, partner, podcast, direct
  • Tag by audience: founder, marketing manager, agency partner, consultant
  • Tag by service need: brand, web, video, campaign, white-label, unclear
  • Tag by market: UK, Philippines-linked, cross-market, international
  • Tag by industry: SaaS, wellness, hospitality, e-commerce, services, education
  • Tag by urgency: now, 30 days, 90 days, researching
  • Tag by budget band: under £1k, £1k-£5k, £5k+
  • Lead score green flags: clear pain, timeline, budget, quality-first, referral
  • Lead score red flags: price-only, vague brief, enterprise-scale, ghosting

Chatbot and Automation

  • Replace generic contact form with multi-step qualification form
  • Ask project type, goal, budget, timeline, referral source, website URL
  • Route high-fit leads to Calendly after form completion
  • Route low-fit leads to lead magnet or partner referral page
  • Add sticky CTA on all pages: Book a Creative Fit Call
  • Add hidden fields for page source and campaign tracking
  • Auto-create CRM record for every form, booking, and manual inquiry
  • Send instant internal alert for green-flag leads within 5 minutes
  • Use canned same-day reply for LinkedIn and email inquiries
  • Add thank-you page with case study, FAQ, and booking CTA

CRM and Tracking

  • Create one pipeline: New Lead, Qualified, Discovery, Proposal, Won, Nurture
  • Log every inquiry in one CRM, including DMs and referral intros
  • Make required fields: source, service, budget, timeline, industry, owner
  • Add lead source reporting to prove referral and LinkedIn value
  • Track conversion rates from lead magnet to call to proposal to close
  • Track time-to-first-response and keep under 24 hours
  • Review monthly: top lead magnets, top sources, no-show rate, close rate
  • Use simple UTM links on LinkedIn, partner emails, and audit CTAs
  • Add referral source field to every form and call booking page

2. My Lead Nurturing System

Marketing CRM

  • Current CRM: other platform; centralise all leads into one system
  • Best fit: HubSpot Starter for forms, email, pipeline, and meeting links
  • Lower-cost fit: Brevo if email-heavy and budget must stay under £50/month
  • Keep Squarespace site; connect forms to CRM via native app or Zapier
  • Required fields: source, service, budget, timeline, industry, owner
  • Tags: referral, LinkedIn, website, partner, founder, agency, urgency
  • Lead score green flags: budget, timeline, clear brief, referral, quality-first
  • Auto-create records from forms, Calendly, LinkedIn DMs, and email inquiries
  • Internal alerts to founder within 5 mins for high-fit leads
  • Dashboard: response time, call rate, proposal rate, close rate by source

Sales CRM

  • Use same CRM for sales to avoid handoff gaps at this stage
  • Pipeline: New Lead, Qualified, Discovery, Proposal, Follow-Up, Won, Nurture
  • SLA: same-day reply on weekdays; max 24 hours on all inquiries
  • Discovery booked leads get pre-call form and reminder sequence
  • Proposal stage includes task prompts for day 2, 5, and 10 follow-ups
  • Lost deals tagged by reason: budget, timing, fit, no decision, ghosted
  • Add referral source field to measure who sends best-fit clients

Automated Follow-Ups

  • Post-opt-in sequence for Brand Gap Scorecard or Creative Brief Starter Kit
  • Email 1 immediately: asset delivery, what happens next, fit call CTA
  • Email 2 day 2: curated team model and founder-led process
  • Email 3 day 4: mini case study by industry or project type
  • Email 4 day 7: teach one brand mistake tied to their pain point
  • Email 5 day 10: invite discovery call; mention limited audit slots
  • Referral leads get custom intro email mentioning shared contact
  • Tripwire buyers get founder reply within 24 hours plus booking CTA
  • Proposal follow-up day 2: confirm receipt and offer walk-through call
  • Proposal follow-up day 5: send relevant case study or Loom observation
  • Proposal follow-up day 10: ask timing status and move to nurture if no reply
  • No-show sequence: 1 hour after missed call, then 24 hours later with rebook link
  • Reactivation every 90 days for stale leads with new case study or teardown
  • Trigger nurture when lead says not now, timing changed, or budget pending

Newsletter

  • Frequency: 2x monthly email newsletter
  • Audience split: founders, marketing managers, white-label partners
  • Pillar 1: brand mismatch insights for growing businesses
  • Pillar 2: case studies with problem, team mix, deliverables, outcome
  • Pillar 3: buying education on timelines, revisions, and team fit
  • Pillar 4: founder notes on process, curation, and UK-Philippines work
  • Include one CTA per send: book fit call, audit, or webinar seat
  • Send vertical variants for SaaS, wellness, hospitality, and e-commerce

Retargeting & Ads

  • Do not run cold paid ads yet; budget is too low for efficient B2B acquisition
  • Install Meta pixel and LinkedIn Insight Tag now for audience building
  • Retarget site visitors only after 500+ monthly visits or steady warm traffic
  • LinkedIn retargeting priority: pricing page, service page, and proposal viewers
  • Meta retargeting use: website visitors from Instagram and referral traffic
  • Ad goal: book discovery call or buy mini audit, not traffic or followers
  • Creative: founder video, case-study carousel, brand audit CTA
  • Cap frequency tightly to avoid overexposure on small audiences

Social Media and Content

  • LinkedIn: 3 posts weekly aimed at founders and marketing decision-makers
  • Content mix: founder POV, case insight, brand teardown, objection handling
  • Comment 15 mins daily on founder and marketer posts to stay visible
  • LinkedIn article: 1x monthly on agency alternatives or brand fit topics
  • Instagram: 2 posts weekly for proof-of-taste and process visibility
  • Instagram Stories: 3x weekly with WIP, polls, founder voice, FAQ
  • Short video: 2x monthly on curated teams, revisions, timelines, handoffs
  • Recurring series: Brand mismatch of the week
  • Repurpose newsletter insights into carousels and short LinkedIn posts
  • CTA focus: Creative Fit Call, mini audit, webinar registration

Webinars and Events

  • Monthly 30-min webinar: Is your brand underselling your business?
  • Quarterly live teardown for 3 volunteer brands on LinkedIn Live
  • Co-host quarterly sessions with copywriter, developer, or fractional CMO
  • Event follow-up: replay same day, CTA to audit or discovery call
  • Tag attendees by topic interest and urgency for later nurture

Other Nurture Channels

  • Calendly for Creative Fit Calls with routing by service and timeline
  • Multi-step form on Squarespace to qualify before booking
  • Questions: project type, goal, budget, timeline, website, referral source
  • Thank-you page should show FAQ, case study, and booking CTA
  • WhatsApp only for active opportunities after discovery, not cold leads
  • Loom used in follow-ups for personalised brand observations
  • Zapier or Make to sync Squarespace, Calendly, CRM, and email automations
  • Dedicated Slack or shared channel only after client signs, not in nurture stage

3. Sales Conversion Strategy

Sales Process

  • Define 7 pipeline stages in CRM from inquiry to referral-ready client
  • Add mandatory fields: source, service need, budget range, timeline, decision maker
  • Reply to all inbound leads within 24 hours, same day where possible
  • Use a first-response template with 2 qualifier questions
  • Ask budget comfort and timeline before booking discovery
  • Route low-fit leads to a polite decline or partner referral template
  • Run 30 to 45 minute discovery calls with a fixed question framework
  • Ask what failed with past agencies and what must feel different now
  • Confirm who signs off, budget owner, and launch deadline on the call
  • End each call with a clear next step and proposal delivery date
  • Send tailored proposals within 48 hours while urgency is high
  • Keep proposals to 4 pages max with scope, team, timeline, investment
  • Include a Why Maven page in every proposal to answer trust concerns
  • Add 3 follow-ups: day 2, day 5, day 10, then move to nurture
  • Use day 5 follow-up to send a mini brand insight or relevant case study
  • Add a proposal expiry date of 14 days to avoid stalled decisions
  • Make close frictionless with short agreement, deposit invoice, kickoff date
  • Send welcome email and intake form within 2 hours of signed agreement
  • Introduce assigned specialists in onboarding to reinforce curated team model
  • Ask for referral intro after first clear win, not only at project end

Sales Assets

  • Create inquiry response SOP with examples for referral, web, LinkedIn leads
  • Build discovery call script with budget, fit, urgency, and authority prompts
  • Create a qualification scorecard using fit, budget, timeline, and complexity
  • Build proposal template with client goals restatement on page 1
  • Add a curated team slide showing roles chosen for that exact brief
  • Create one-page capabilities sheet for referrals and partner handoffs
  • Build objection-handling script for budget, timing, and agency comparison
  • Create a one-page Why Maven asset with 5 differentiators
  • Create case study template: challenge, team mix, process, outcome, quote
  • Build onboarding checklist to start every project the same day it closes
  • Create a follow-up email bank for proposal nudges and nurture re-entry
  • Prepare a pricing explainer to show value vs traditional agency overhead
  • Add FAQ asset covering revisions, timelines, founder involvement, comms
  • Create a white-label partner deck for agencies and consultants

Testimonials and Case Studies

  • Start with referral quotes from past collaborators and trusted clients
  • Ask for testimonials at 2 moments: first win and final delivery
  • Prompt for specifics: speed, feeling heard, senior talent, no handoff
  • Use a simple 3-question testimonial form to reduce friction
  • Collect video testimonials when possible from founder-led clients
  • Build a Wall of Love page on the website once 5 quotes are collected
  • Place testimonials beside booking CTA, proposal pricing, and service pages
  • Add one proof point in every follow-up email after proposal is sent
  • Turn each project into a mini case study with outcome and team structure
  • Feature founder involvement and project-specific team in every case study

Conversion Rate Insights

  • Baseline current funnel now since revenue is at zero and process is new
  • Track inquiry to discovery call booking rate weekly
  • Track discovery to proposal rate to measure lead quality
  • Track proposal to close rate as primary conversion KPI
  • Track average days from inquiry to signed agreement
  • Track close rate by source: referral, LinkedIn, website, partner
  • Track top 5 objections lost deals mention and review monthly
  • Target first milestones: 70% reply rate, 60% call book rate from warm leads
  • Target proposal to close rate of 30% to 40% from qualified leads

Urgency and Offers

  • Use capacity-based scarcity: limited founder-led project slots each month
  • Offer priority kickoff for clients who sign within 7 days of proposal
  • Add quarterly brand audit sprint with limited spaces for warm leads
  • Use launch-tied urgency: sign by date to hit launch or campaign window
  • Offer a fast-mover bonus: post-project brand guidelines at no extra fee
  • Offer creative brief development as a sign-this-week bonus when fit is high
  • Use proposal language: team availability held for 7 days, then released
  • Tie urgency to client goals, not artificial countdowns

Guarantees and Risk Reversal

  • Offer a paid discovery or audit credited toward project if they proceed
  • Promise direct founder oversight from kickoff to delivery
  • Offer revision policy transparency before signing to reduce hidden-risk fear
  • Include milestone approvals so clients stay in control during delivery
  • Add a 7-day post-kickoff alignment check to confirm direction is right
  • Promise no junior handoff at any point in the project
  • Use a satisfaction checkpoint before major production begins

Shock and Awe

  • Send a personalised Loom review with 3 brand gaps before proposal review
  • Mail a handwritten welcome note after signing for UK-based clients
  • Share a custom moodboard or inspiration swipe file after discovery
  • Send a small coffee gift card before proposal walkthrough for decision makers
  • Include a tailored first-90-days brand priority checklist after kickoff
After (Customer)

1. How I Deliver a World Class Experience

Onboarding Experience

  • Send a founder-led welcome email within 2 hours of signing
  • Include kickoff date, timeline, contacts, and what Maven needs first
  • Share a 1-page "How Maven Works" guide with roles and response times
  • Send a branded intake form that captures goals, tone, blockers, and approvals
  • Create a dedicated Slack or WhatsApp channel within 24 hours
  • Record a 3-minute Loom walking through the project plan
  • Introduce each specialist with photo, role, and why they were chosen
  • Share a milestone map so clients can see progress at a glance
  • Confirm revision rounds, review windows, and file delivery upfront
  • Ask, "What does a great client experience look like for you?"

Communication Cadence

  • Set one weekly status update on the same day each week
  • Use short Loom updates for visual work in progress
  • Send milestone recaps after each major review meeting
  • Reply to client messages within one business day
  • Flag delays early with a revised plan, never after a missed deadline
  • Use one central thread for decisions to avoid scattered feedback
  • Offer a 15-minute founder check-in at midpoint for alignment
  • End each week with next steps, owners, and due dates

Client Education

  • Include a pre-kickoff checklist to speed approvals and content gathering
  • Share a simple guide on how to give useful creative feedback
  • Provide a brand audit summary with top 3 quick wins
  • Give clients a review checklist before each presentation round
  • Add short FAQ answers on timelines, revisions, and handoff files
  • Record handoff Looms explaining how to use final assets
  • Deliver post-project brand guidelines to keep work consistent

Personalized Touches

  • Handwrite a thank-you card after project kickoff
  • Mention the referral source in the welcome note when relevant
  • Celebrate launch day with a custom social caption or email snippet
  • Send a small local gift for major milestones, capped and practical
  • Mark client anniversaries with a quick founder check-in message
  • Share a behind-the-scenes note on why their team was handpicked
  • Congratulate wins like funding, launches, or awards on LinkedIn
  • Send a "1 month later" check-in with one helpful improvement idea

Visuals and Documentation

  • Use clean client-facing decks with decisions clearly highlighted
  • Keep a live timeline with status, blockers, and upcoming milestones
  • Archive all approved files in a tidy folder structure
  • Label versions clearly to prevent review confusion
  • Provide before-and-after snapshots for brand improvements
  • Summarize feedback into action points after each review round
  • Deliver a final wrap-up deck with outcomes, assets, and next uses

Feedback and Proactive Support

  • Send a 2-question pulse check after kickoff and midpoint
  • Ask for a quick rating on clarity, pace, and confidence
  • Review any score below 8 with a same-week recovery call
  • Track common friction points in the CRM for process fixes
  • Run a post-project debrief to capture wins and missed expectations
  • Ask for testimonial feedback only after confirming satisfaction
  • Add satisfied clients to a light-touch nurture list with useful insights

Guarantee or Promise

  • Promise founder oversight from discovery to final delivery
  • Promise no bait-and-switch team after signing
  • Promise transparent scope, revisions, and pricing before kickoff
  • Promise a response within one business day
  • Offer a fit-first policy if scope reveals a better specialist setup
  • Include a 7-day post-handoff support window for minor adjustments

Operational Excellence

  • Start all meetings on time with agenda and desired decisions shared early
  • Send proposals within 48 hours of discovery whenever scope is clear
  • Limit active projects to protect quality and response times
  • Use standardized templates for briefs, updates, and approvals
  • Keep all client materials branded, polished, and easy to scan
  • Confirm meeting notes and action items within 12 hours
  • Build internal pre-review checks before anything reaches the client
  • Maintain a visible approval path to avoid decision bottlenecks

2. How I Increase Customer Lifetime Value

Renewals & Contracts

  • Offer 3 month, 6 month, and 12 month creative retainers
  • Price 6 month retainers 8% below monthly project pricing
  • Price 12 month retainers 12% below monthly project pricing
  • Include quarterly planning call in all 6 month plus contracts
  • Add 30 day renewal review at month 2 for 3 month clients
  • Add 60 day renewal review at month 4 for 6 month clients
  • Use rollover hours up to 10% monthly to reduce cancellation risk
  • Convert project clients to retainer before final delivery meeting
  • Offer prepay option with 5% savings for quarterly upfront payment
  • Include priority scheduling for clients on 6 month plus terms

Upsells & Cross-Sells

  • Add monthly design support blocks for past branding clients
  • Add social asset packs after brand identity projects
  • Add pitch deck design after brand strategy or visual identity work
  • Add landing page design after messaging or brand refresh projects
  • Add brand guideline expansion after initial guideline delivery
  • Add campaign creative retainers for product launches and promos
  • Add video editing and motion graphics to brand rollout projects
  • Add founder personal brand kit for SME founder led businesses
  • Add white label creative support for agency and consultant partners
  • Offer quarterly brand audit as an ongoing advisory add on

Bundling & Packaging

  • Create Brand Foundation package for audit, brief, identity, guidelines
  • Create Brand Launch package with identity, landing page, social assets
  • Create Growth Partner retainer with monthly design and brand advisory
  • Create Cross Market package for UK and Philippines brand localisation
  • Bundle strategy, design, and rollout assets under one fixed scope
  • Build Good Better Best tiers with clear deliverables and timelines
  • Add VIP sprint package for urgent 2 week high priority projects
  • Package revision rounds upfront to protect margin and increase clarity

Custom Services and Personalization

  • Offer founder led kickoff and midpoint review on every premium package
  • Add white glove onboarding with stakeholder interviews in week one
  • Build custom creative pods by industry for repeat client sectors
  • Create brand voice guide add on tailored to internal team usage
  • Offer executive presentation support for investor and sales meetings
  • Add monthly office hours for marketing leads needing fast feedback
  • Provide post project roadmap with next best creative priorities

Pricing Strategy

  • Raise project rates 10% after three strong case studies are published
  • Keep founder led premium visible as a price justification point
  • Set minimum project fee to protect margin and screen low fit work
  • Charge rush premium of 20% for timelines under two weeks
  • Price retainers by outcome and access, not by hours alone
  • Reserve best effective rates for 6 month plus commitments
  • Review 3 UK boutique agencies quarterly to benchmark pricing
  • Increase rates if close rate stays above 35% for 60 days
  • Add scope menu pricing for extra revisions and add on deliverables

Customer Data and Insights

  • Track client source, project type, close rate, and renewal rate in CRM
  • Add project end survey with NPS and upsell interest question
  • Log reasons for lost renewals to spot pricing and delivery issues
  • Tag clients by industry, spend, service mix, and referral likelihood
  • Create 90 day post project check in task for every completed client
  • Monitor utilisation by service to spot highest margin retainer offers
  • Build simple health score using response speed, feedback, and delays
  • Flag clients with low engagement by week two for founder outreach
  • Report monthly on average project value, LTV, and repeat purchase rate

3. How I Orchestrate And Stimulate Referrals

Referral Incentives

  • Referrer reward: £250 credit on next project after signed referral
  • Alternate reward: strategy session or mini brand audit for non-clients
  • Referee reward: free brand audit before proposal
  • Referee reward: priority kickoff slot for referred leads
  • White label partner reward: 10% referral fee or project credit
  • Reward only after deposit is paid to protect margin

Shareable Assets

  • Create a one page referral brief with who Maven fits best
  • Build a referral landing page with short form and source field
  • Add prewritten intro email clients can forward in 30 seconds
  • Add LinkedIn message template for warm business introductions
  • Create a simple PDF case study deck for easy sharing
  • Design digital referral cards in Squarespace and Canva
  • Add thank you page with calendar link after referral form submit

Timing and Triggers

  • Ask after first clear win or positive feedback moment
  • Ask at project delivery when results and emotion are highest
  • Ask after testimonial submission while trust is fresh
  • Ask 30 days post project with a quick check in email
  • Ask when client says words like impressed, relieved, or seamless
  • Add CRM task at delivery, testimonial, and 30 day follow up
  • Include referral ask in offboarding and quarterly check in emails

Client Success Stories

  • Capture one short client story at end of every successful project
  • Use a 3 question format: problem, process, outcome
  • Highlight being seen, founder involvement, and right fit team
  • Turn each story into LinkedIn post, PDF, and website snippet
  • Add client quote cards that referrers can share privately
  • Feature stories from UK and Philippines linked projects
  • End each case study with who Maven is best for

Partner or Affiliate Programs

  • Build a small partner circle of consultants, dev shops, and marketers
  • Target brand strategists, web developers, PR, and media buyers
  • Offer tracked referral codes or unique intro links per partner
  • Give partners a co branded one pager and service fit guide
  • Create a white label option for agencies needing specialist delivery
  • Review partner performance quarterly and deepen top relationships
  • Keep partner group curated and invitation only

Thank-You Experience

  • Send a personal thank you note within 24 hours of each referral
  • Record a short video thank you for high quality introductions
  • Mail a thoughtful gift after first successful referral closes
  • Publicly thank referrers on LinkedIn if they are comfortable
  • Create a Founding Referrer list for early advocates
  • Give top referrers first access to new offers or pilot services
  • Track top advocates in CRM and nurture them quarterly

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