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Business Info

Business Name

The Legacy Companies

What do you do?

The Legacy Companies provides advanced process, coaching, consulting and support for top financial advisors.

How many pages of print design do you need?

1 page - 2 sides

List the size requirement(s) for your print design

US Letter Size 8.5 x 11"

Target Audience

What is your industry?

Financial Services

Describe the target audience for your print design

We are creating a 1 page briefing/introductory piece for a large insurance company with whom we wish to do business.

What 3 things would you like to communicate to your audience through your print design?

1. We have "solved" how advisors should have the right conversation with a potential client.

2. We have quantifiable measurements that show a major increase in sales when an advisor uses our process.

3. We are credible, skilled and have been doing this with successful advisors for over 15 years.

Style and Concept

What print design styles do you like?

See www.legacyboston.com to get a sense of our design style.

What colors do you want to see in your print design?

See www.legacyboston.com to get a sense of our colour pallette.

What colors do you NOT want to see in your print design?

See www.legacyboston.com to get a sense of our colour pallette.

What adjectives should best describe your print design?

Solid, professional, creative.

How will you use the print design?

This will be used to provide a simple briefing to senior decision makers.

What content must be included in the print design?

Attached we have a Word document with the copy we'd like to use, a sample diagram or two, and our current logo file.

Materials

Contract
Files

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