kurtymcleod got their new other business or advertising by running a design contest:
Create a one-page fillable client profile for relationship management that is easy to revise.
Check out kurtymcleod's Other business or advertising contest…
Accounting & Financial
We provide full-service investment management and estate planning services to high net worth business leaders and their families.
What's your vision?
We are developing a one-sheet client communication piece -- a "wealth profile" -- that will describe the client's key characteristics, goals, and provide an inventory of our services they are currently using and which they have not yet engaged. This goals of this document will be to increase the effectiveness and efficiency of relationship management (reminding clients of their stated objectives and upcoming milestones and invite them to let us know if these have changed), to uncover business opportunities and increase penetration (reminding clients of our full breadth of complimentary services and additional product solutions), and also to increase engagement and referrals (invite clients to engage with all of our communications and content, and reminding them to provide referrals).
We would like this template to be clean and aesthetically pleasing, but we also want to be able to edit the copy and categories to suit our needs (both for filling in custom client information, and for changing the content as this piece evolves). PLEASE NOTE: attached are the Client Profile layout design itself, but also two other graphical pieces to give you an idea of what our design theme looks like. We would like something that is cohesive with our other materials.
CA$199 Bronze package
Every design category has flexible pricing for all budgets. Other business or advertising starts at NOK 1,799.
Full copyright with production-ready files for digital and/or print.
It all began with a design brief.
A quick, interactive guide helped them understand their design style and captured exactly what they needed in their other business or advertising.
Designers across the globe delivered design magic.
kurtymcleod collaborated with designers to refine their ideas
When design entries come in, you can rate them so designers know what you’re looking for in your logo design.
99designs has great collaboration tools so you can pinpoint and capture your ideas
And then… they selected a winner!
As always AVM Studio's work is immaculate, all specifications are fulfilled and completed in a very short timeframe.
Highly recommend AVM Studio
The Loyalty Zone
Along the way, they met lots of talented designers…
We think contests are a super fun way to get design.
Recently completed contests:
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