OWC Lead industry research

Summary

Try to get Upgraded Digital Presence service into the real estate market

Client
Assigned To
Eli Weldon
Status
In Progress
Start & Finish Date
February 7, 2024
Needs Review

Objective:

Impact:

Alkaline Advisors Brand GuidelinesAlkaline Advisors Brand GuidelinesAlkaline Advisors Branding Guidelines

Prompt 1:

We're going to create brand guidelines for the business Alkaline Advisors. Before we create the brand guidelines I want you to research how to create brand guidelines that any business owner can follow and that can be used to generate persuasive copy that effectively communicates a business unique value.

Prompt 2:

Ok now we want to create the brand guidelines. Below, under Brand Guidelines To Create, we have detailed the information we need to create to fill out our brand guidelines template. The bold item is what needs to be created and it is followed by the description of the item and what purpose the item is supposed to serve. Then under Business Information we have the answers the business owner gave when asked to detail information about the business. Use this to create all items listed under Brand Guidelines To Create.

Brand Guidelines To Create

The Driving Factor (Mission Statement) A mission statement is important for a business as it clearly defines the company's purpose and goals, guiding decision-making and aligning the efforts of the team towards a common objective.

Your Something Bigger (Vision Statement) A vision statement is crucial for a business as it provides a clear and inspiring long-term goal, motivating the team and shaping strategic planning to achieve future success.

Personality Business personality decides what kind of character your business would be in a story, it helps position you closer to the feelings you want people to have about you.

Tone Business tone chooses the right voice you’d have in a story; it helps convey the emotion you want your words to carry.

Positioning Statement Brand positioning statement’s answer the question: Do people understand who I am, my benefits, my personality and the something bigger I will represent? It acts like a roadmap, guiding everything your business does so that customers can easily recognize and remember what makes it special.

The Thing You Own You have the ability to own one thing in your customers mind, what is that thing? Businesses that have successfully positioned their brand own a specific word in a customers mind. Ex: For cars Honda is ‘reliability,’ Mercedes is ‘luxury,’ Tesla is ‘innovative.’

The Feeling You Resolve Customers will forget what you said, but will never forget how you made them feel. Deciding on one feeling to own makes it easier to reinforce that feeling to customers.

Your Services & Their Value Customers need consistency, especially when speaking about the values your services provide. Outlining them now ensure consistency.

Business Information

In one simple sentence tell us what your business does.

We provide real estate financial modeling expertise

What's the one thing that makes your business different?

We are outsourced, so clients are not required to salary someone with our services

What gives you the authority / credibility to be the best at what you do?

background as investment bankers, in private equity, and brokerage. Current insight into deals across the US

What’s the story you tell people about how your business started?

Started it on the side to make extra money as I built a philanthropic consulting firm. Realized there was a huge need for our skillset on a "use us when you need us" (fractional) basis.

What guides your business to do what it does? What are the principles that matter to you?

"Integrity is what you have when no one is looking"Looking to build long term relationships with good hearted, hard working groups.

What's your big dream for your business? In 10 years what do you want it to be?

Own $5B of real estate

Who are you trying to help or serve with your business?

Developers

Family Offices

Private Equity Shops

lenders

Investors

Brokers

What problems do they have that you want to solve?

need technical assistance understanding the project:

1) How much money does it require,

2) how much money will it make them, and

3) when is the cash coming in / going out?

How do you think the problems they're experiencing cause them to feel?

frustrated

What services do you offer to solve these problems?

We are their financial arm.

How do you want your customers to feel after using your product or service?

relieved, excited, safe. confident