YEN LEE, CREATIVE DIRECTOR
PHONE: (816)3921892 | EMAIL: LEEYENMING@GMAIL.COM
TAKING A
BRAND TO MARKET
Expected Outcome
Deliverables
Estimated Budget %
MONTH 0 - 3
Discovery & Research
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Brand Strategy Development:
Workshops, consulting, or research to finalize the brand’s identity.
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Customer/Market Research:
Surveys, focus groups, and data tools to validate the brand direction.
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Competitive Analysis:
Benchmark against competitors.
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Define Clear Competitive Advantage:
Identifies and highlights unique value propositions to distinguish the brand from competitors.
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Customer-Centric Strategy:
Uses research to understand customer needs and refine messaging for greater relevance.
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Vision-Led Growth:
Establishes a clear direction and adaptability for long-term organizational success.
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Persona Map
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Buyer’s Journey Analysis
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Competitor Analysis Report
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Market Research Summary
-
Brand Strategy Framework
~10-15%
Design & Production
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Logo and Visual Identity:
Defining the logo, creating a color palette, typography, and iconography.
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Brand Guidelines:
Comprehensive documentation for internal and external use.
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Asset Creation:
Templates for presentations, email signatures, and other collateral.
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Messaging:
​Define tone of voice, vision, unique value prop
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Establish Brand Personality:
Ensures brand visual identity and tone of voice come together to create the personality of the organization.
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Cohesive Brand Alignment:
Ensures all communication channels are consistent and aligned with the brand’s personality.
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Logo & Visual Identity
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Brand Guidelines
-
Core Asset Library
-
Design Systems
-
Messaging Framework
~20-25%
MONTH 4 - 6
Web & Digital
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Website Redesign:
Development, design, and content updates to align with the new brand.
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SEO and Analytics:
Optimization to maintain traffic and measure performance.
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Digital Assets:
Updated ads, social media visuals, and banners.
AI
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Enhanced Brand Presence:
Updated website and digital assets ensure the brand remains modern and visually engaging.
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Optimized Customer Experience:
Streamlined navigation and automation (e.g., customer support) improve user satisfaction.
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Website
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SEO Audit & Strategy
-
Refresh Digital Assets
-
Setup Analytics
~20-25%
-
CustomGPT:
Use customGPT to help perform specific function more specific to our organization
Such as-
Automating Customer Support
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Generating Content
-
Data Analysis
-
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Data-Driven Performance Improvements
SEO and analytics provide actionable insights for continuous optimization.
-
Operational Scalability
Automation tools (e.g., CustomGPT) reduce manual work and enhance productivity across functions.
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CustomGPT Implementation
-
Content Automation Framework
-
Build Data Repo for LLM Learning
**Insufficient historical data for reliable estimates.
MONTH 7 - 9
Internal Launch
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Employee Training:
Workshops, webinars, or brand toolkits for internal education.
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Brand Merchandise:
Swag like branded apparel, notebooks, or onboarding kits.
-
Internal Communications:
Videos, presentations, or posters to drive excitement.
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Cultural Integration
Branded merchandise fosters pride and reinforces the brand internally.
-
Engaged Workforce
Internal communication materials create excitement and alignment around the brand vision.
-
Employee Training Module
-
Brand Launch Kit
-
Internal Comms Campaign
~10-15%
External Launch
-
PR and Media Outreach:
Press releases, media kits, and outreach campaigns.
-
Advertising:
Paid media campaigns (e.g., PPC, display ads, social ads).
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Content Marketing:
Videos, thought leadership articles, and social campaigns to introduce the brand.
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Events and Activations:
Launch events, webinars, or industry conferences.
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Public Awareness
PR and media campaigns amplify the brand’s presence and build credibility in the market.
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Targeted Outreach
Paid advertising ensures the brand reaches specific audiences with measurable impact.
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Thought Leadership
Content marketing establishes the brand as an authority in its industry, building trust with customers.
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Market Engagement
Launch events and activations connect the brand with stakeholders, driving awareness and interest.
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PR and Media Kit
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Paid Media Campaign
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Content Marketing Plan
-
Launch Events
~20-30%
DESIGN PROCESS & MANAGEMENT
STREAMLINING THROUGH DESIGN COLLABORATION
CUSTOM-DESIGN
Overall Results
Delivering consistency, efficiency, and quality while prioritizing designer well-being.
100%
eNPS
Fostering a positive work environment.
99%
On-Time Rate
Projects consistently meet deadlines.
0
Churn
Ensuring team stability.
Delegate
Projects assigned based on capacity, balancing internal and outsourced resources.
Review
Each project undergoes a thorough review cycle for accountability and quality.
Connect & Collaborate
Research & Learn
Produce
Deliver
Design Systems
Streamlined, reusable components ensure consistency and scalability across all projects, reinforcing brand cohesion across platforms.
Components & Library
Canva
Design
brand portal
Solution Architect Toolkit
Outsourced
Internal
Update & Mantainance
Curated graphics to be integrated into design system
High-impact, tailored solutions that focus on creativity and unique brand experiences.
​SELF-SERVICE
Empowers teams with instant access to essential assets, speeding up workflows.
Archive and Storage
Projects are tagged and stored for quick, organized access.
Performance Tracking
Success measured by key metrics like NPS, CSAT, Engagement, and Retention.
Performance Feedback
Insights drive continuous improvement and elevate design quality.
BRAND
COMPLIANCE
UNIFYING CONSISTENCY ACROSS THE ORGANIZATION
Design element are intentionally built for cross-organizational use, ensuring brand consistency, equity, and a unified visual language. A single source of truth streamlines updates, allowing seamless implementation across all touchpoints.
Overall Results
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Elevated brand consistency beyond corporate marketing to include product design and sales teams.
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Streamlined processes, enabling the sales team to create their own diagrams without relying on the design team.
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Improved efficiency across departments by providing a unified design system.
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Strengthened alignment between brand identity and product UI, fostering a cohesive experience.
Customer Success & Enablement
Templates ensure on-brand consistency, accelerating quality and minimizing effort.
Sales, Engineers, & Product Designers
Visual toolkits help technical teams communicate complex ideas with brand-aligned clarity.
Demand Generation & Digital
Reusable ad templates drive rapid, cohesive campaign launches that stay true to our brand.
Marketing & Web
Scalable web components create a unified digital presence, boosting brand recognition.
Product Marketing & Product
Modular design aligns product messaging with brand, delivering cohesive communications.
Design Systems & Autonomy
Easy-to-use templates empower teams to create consistent, on-brand content independently.
DESIGN SYSTEMS
SOLUTION ARCHITECT TOOLKIT
A comprehensive library of visual elements to help teams across the organization create consistent and cohesive diagrams. By standardizing icons, regions, path taxonomies, and product services, the toolkit ensures alignment in visual language, promoting clarity and uniformity across all diagrams. Serving as a single source of truth, it eliminates discrepancies and encourages efficiency by providing predefined, reusable components for consistent diagramming practices.
Users & Device Cards
Product Services Cards
Regions
Path Taxonomy
Diagram Example
PRESENTATIONS & STORY TELLING
CRAFTING CAPTIVATING & MEMORABLE NARRATIVES
Crafting keynotes with a story-driven approach ensures seamless storytelling and efficient development, starting with a structured story arc and refining the narrative with visuals to align with the presenter’s vision.
Overall Results
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Delivered more engaging and consumable presentations, keeping the audience captivated.
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Increased audience curiosity and participation during Q&A sessions.
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Significantly improved follow-up meeting rates compared to previous events.
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Reduced audience attrition during presentations, ensuring sustained engagement.
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Streamlined presentation development, making the process simpler and more efficient.
1
Clarify Vision
One-on-one sessions to capture the CEO’s vision and message.
2
Map the Story Arc
Developing a structured story arc for smooth narrative flow.
3
Test Key Messages
Fine-tuning essential talking points for audience impact.
4
Enhance Visuals
Clever design reduces the need for copy, letting visuals drive the message.
5
Simplifying with Animation
Using subtle animations to reinforce core ideas.
6
Refine and Finalize
Polishing visuals, ensuring consistency, and final test runs.
SIMPLIFYING COMPLEXITY
TRANSFORM COMPLEX CONCEPTS INTO CLEAR ENGAGING VISUALS
Thoughtful design paired with a clear narrative can simplify complex ideas, making them more engaging and easier for executive thought leaders to confidently communicate their vision.
Challenge
Delphix’s value proposition—combining data automation, compliance, and discovery—was so innovative it seemed almost unbelievable.
This created a challenge in clearly communicating its value, with early attempts resulting in overly complex presentations that confused audiences.
Old slides with confusing and redundant information
Overall Results
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Simplified complex concepts into clear, digestible visuals.
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Enhanced audience engagement by reducing distractions.
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Empowered executives to effectively articulate focused, purpose-driven visions.
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Strengthened clarity and alignment in presentations for high-level decision-making.
Solution
We spent countless hours understanding how customers perceive information. By simplifying our approach to first principles, we visually prioritized key elements, using color to guide attention while removing unnecessary iconography, redundant paths, and text. Through repeated iterations, we refined the design into a clear, focused diagram.
This solution not only reduced the sales cycle but also drove measurable business impact. Its success surprised the executive team and highlighted the undeniable power of design in driving outcomes, proving its long-term value across the organization.
Updated slides with new visual narratives