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Introduction
Dear Paul,
Thank you for the brief you shared after our last call. The below outlines how we would answer the brief.
The work splits across four workstreams: positioning and messaging, visual identity, website wireframes and copy, and collateral. Positioning is the foundation, with everything else building on it.
Before we get into the detail, there are two things from the conversations so far we want to touch on.
Section One
01
Before We Begin
1.1
Internal alignment
The written brief your sent after our second call is aligned with our first conversation. Positioning is the foundation. Visual identity, website and brand system follow from it.
That said, we noticed that the briefs on our first and second call were quite different. Call one focused on repositioning the business and bringing the product range under one story (Paul Kimani's ice cream flavour analogy). On call two, a different view came from the team: that the positioning is largely resolved internally and what is needed is execution.
This proposal is scoped against Paul Kimani's written brief, which aligns to the first call.
1.2
DIY vs agency
A view was also raised on our second call that much of this work could be done internally using tools like Claude. We respect your view, and if that is how the team sees it our recommendation is that you do the positioning work in-house and we support with bringing it to life.
Since we work very closely with clients, we want to ensure that your team believes this work is necessary and sees the value in it, or we will spend the entire engagement on the back-foot. We believe that you have to partner with your clients to make this work effective, so we just want to ensure that we are a good fit for your team.
Section Two
02
Our Approach to the Scope
The brief covers a wide range of work. A few items appeared more than once across different sections, sometimes phrased differently. Where that happened we made a judgement call on what was meant and consolidated.
We have also chosen not to scope every item. Some are too vague to cost responsibly without a proper brief (sales collateral, event branding, digital assets). Others sit outside what we do well (UX, conversion strategy, SEO, the web build). Some are already covered inside other line items rather than being separate workstreams.
2.1
On the order of the work
Positioning comes first because every other piece depends on it. Visual identity expresses the positioning. The website articulates it across pages. Pitch deck and social templates apply it across channels.
One adjustment from our standard process: we normally lead with customer interviews because customer perspective is the most reliable input to positioning. In Workpay's case, the repositioning is anchored on customers you do not yet serve at scale, so the existing base would tell us about the business you are moving away from. We have shifted the research onto the internal perspective: full-team survey, one-on-one interviews with senior leadership, and a workshop.
After positioning, visual identity and website work can run in parallel. The collateral comes last.
Section Three
03
Workstreams
1
Positioning & Messaging
The foundation of the engagement. We define how Workpay should be positioned, what it stands for, who it is for, and how it speaks.
- Brand strategy & positioning + messaging framework
- A full-team survey, 3-4 one-on-one interviews with senior leadership, and a half-day workshop. The output is a positioning strategy document covering competitive alternatives, unique selling points, customers, market and product architecture, alongside a messaging framework with objectives, pillars and supporting messages.
- Content strategy
- Workpay's tone of voice, content principles and content pillars, plus the creative concepts that bring the positioning to life across channels. This is where strategy meets creative.
- Launch strategy
- A practical plan for rolling out the new positioning internally and externally. Covers sequencing, key moments, channels and recommended priorities for launch.
2
Visual Identity
The visual expression of the positioning. Refinement or redesign of the Workpay logo, selection of a typographic system, definition of a colour palette and supporting visual rules. All packaged into a brand guidelines document the Workpay team and any external partners can apply consistently. Includes 2 rounds of revisions.
3
Website (Wireframes & Copy)
For each page, we produce wireframes that lay out the messaging architecture and write the full copy. These are handed to a web developer to build. We do not handle development. Priced per page so Workpay can choose the number and type of pages to include (homepage, product pages, landing pages). Includes 2 rounds of revisions per page.
4
Collateral
Templates that apply the finished brand across channels. Costed individually so Workpay can pick what is useful.
- Pitch deck template
- A 20-page presentation template designed in Canva, fully on-brand and editable by the Workpay team. Workpay briefs us on which section types to include. Includes 2 rounds of revisions.
- Social media templates
- A set of 15 templates designed in Canva, fully on-brand and editable by the Workpay team. Workpay briefs us on which formats to include. Includes 2 rounds of revisions.
Cost
Item
TIMELINE (APPROX.)
Cost
1 — Positioning & Messaging
Brand strategy & positioning + messaging framework
2-3 weeks
$9,000
Content strategy
2-3 weeks
$4,000
Launch strategy
1 week
$2,000
2 — Visual Identity
Logo, typography, colour, layout rules, imagery rules -> brand guidelines
2-3 weeks
$5,000
3 — Website (Wireframes & Copy)
Page wireframes and copy (per page)
4 days (per page)
$1,000
4 — Collateral
Pitch deck template (per 20 pages)
1 week
$1,500
Social media templates (per 15 templates)
1 week
$1,000
Payment terms: 50% on confirmation, 50% on completion of deliverables.
Costs exclude travel.
Section Five
05
References
Peter Wachira
CEO of Triply
pw@triply.coNaming, positioning for the holdco, brand architecture and launch messaging.
Simon Ellis
CEO of Jem
simon@jemhr.comPositioning, naming, branding, launch strategy and website messaging. Followed by a year-long retainer running social and strategy consulting.
Pulkit Agarwal
CEO of Strive
pulkit@strivemath.comPositioning, messaging, campaign concepts, product messaging strategy and website messaging.
Sam Tidswell-Norrish
Founder of OPUS
sam@joinopus.orgPositioning, naming, branding and launch strategy.
Section Six
06
Next Steps
Thank you for the opportunity. Once you have had a chance to review, let us know if you would like to discuss any of the above or move forward.
Klyne Maharaj
Head of Baobab Labs