ARE YOU TAPPING EVERY MARKET?

MARKETING & DESIGN

IN PERSON.  IN PRINT.  ONLINE.   ALIGNMENT.


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POSITIONING OVERVIEW

Redefining The Company
The Challenge, The Session, The Result

CASE STUDY

The Challenge
Innovative and exciting products always ignite the need for innovative and exciting product presentations. As is often the case, the challenge is that we are so close to our offering we have a difficult time thinking about it objectively. We need someone, from the outside, to guide the thinking. 

The Solution
Take the time to do the 'due diligence.' Understand the real challenges people are dealing with, what's causing it, how it affects them, what are the repercussions if these challenges are not dealt with effectively. Then provide solutions that meet those needs, without getting in to the minutia as to how its done. 

The Execution  
Select the right people, dedicate the time necessary, establish clear objectives, and execute 'the plan.' In 1.5 hour segments, follow a proven process and chop away at the 'chapters' that comprise 'The Playbook.'  

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“We did kill it! We took Nationwide New Heights from #24 to number #3 in FIA sales. The Message Consulting Project you facilitated and the presentation we created were huge contributors.”
— Mitch Waters, President at Annexus Distributors

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PORTFOLIO OVERVIEW

A Bold Initiative
The Challenge, The Solution, The Execution

CASE STUDY

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The Challenge
In the face of increasing competition, traditional thinking, and slow growth this client boldly went where no large institution had gone before. The target audience was smart, sophisticated, and influential. So influential, that much of the prospective growth could fall heavily on the existing client base and their qualified referrals.

“Success in increasingly competitive markets requires leadership and teamwork. Winning requires each of us to be at the top of our game. Scott Hays knows what it takes and shows us how to get there. Having worked alongside Scott on a major client’s behalf, I experienced firsthand the power of a well conceived presentation and the process by which to get there. Scott’s disciplined and charismatic approach is a sure-fire Confidence builder. His passion and commitment is infectious, turning clients into evangelists.”
— Lionel Gadoury, Principal, Creative Director, Context Creative

The Solution
The strategy the client took was to rethink their philosophy with regard to helping clients. The client tapped a well known industry consultant with a unique perspective. This innovative way of working with their clients needed to be portrayed in a presentation they could deliver to prospective clients.

The Execution
We used our proprietary preparation process to help us quickly craft then storyboard our message. Using muted color photography with some selective animation of charts and graphs we were able to effectively showcase this novel approach to portfolio selection. Lastly, we created marketing materials to compliment and support the presentation. 


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PORTFOLIO OVERVIEW

A Changing Environment
The Challenge, The Solution, The Execution

CASE STUDY

The Challenge
Disruption is prevalent in today world. Change is everywhere. Change is uncomfortable, threatening. Dealing with it rationally can be difficult. How do we deal effectively with change?

The Solution
Take the time to assess the situation. Completely. Get a good handle on it. Talk to the players. Let them tell you what their thinking, what they like and what they struggle with. Invite them to be part of the solution. Then think unconventionally. Seek to solve through open, honest, clear communication.

The Execution
Build a presentation that incorporates your findings, your conversations, their ideas, and lays out an action plan and invites them to actively participate. Deliver this message in a town hall meeting setting. Invite 15-20 people only. Engage them. Make it more of a 'guided conversation.'  Do 20 of these.

 

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“I’ve worked with Scott Hays since 1999 on various projects focused on communications and message consulting. He is an outstanding professional and, in my opinion, without parallel in his area of expertise.”
— Managing Director, Wealth and Investment Management
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PORTFOLIO OVERVIEW

Where Access Meets Opportunity
The Challenge, The Solution, The Execution

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CASE STUDY

The Challenge
Like many client companies, their products were stellar, their processes were solid. The client wanted to improve the quality and clarity of messaging around each unique offering. As a part of that, they needed to redefine what they should expect to gain from the messages they project.

The Solution
Invite a diverse group of people to play an active role in this all important project. Hold pre-project phone calls to inform the invitees as to the purpose, solicit their thoughts as to what’s needed and what’s not, and ask for their full engagement.

The Execution
Introduce the project, set the goals, identify the minefields, and gain their commitment. Facilitate the process. Five times for
five products. Begin building 'The Playbook.’

 
“Scott and Trivium Performance was hired by my firm to help us develop and deliver better messaging to our distribution partners. Scott’s attention to learning about our goals and needs, combined with his proven ability to teach us how to build better story lines, has not only resulted in better presentations and delivery...but also improved how we define what we expect to gain from the messages we project.”
— Patrick Clifford, Sr. Vice President, Annuities at Incapital