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prepared for ccg advisors
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A brand, a website, and a content engine, built to match the firm.
Brand • Website • Content • LinkedIn
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our read
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This proposal brings together everything CCG needs to market with the clarity and credibility it has earned, from the first visual touchpoint to the way your principals show up online.
Our read on where you stand
What we're building together
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03
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scope
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The work stays in three practical phases: first the brand foundation, then the website built from that foundation, then the content and presence engine that keeps CCG visible month after month.
Phase 1
Brand Strategy & Positioning
Discovery and research, stakeholder interviews, competitor audit, audience mapping, positioning, messaging, values, voice and tone, and the complete 20-page brand guideline book.
Phase 2
Updated Website
A 12+ page credibility-first rebuild with strategy, IA, UX, design, development, conversion copywriting, SEO, AI-search optimization, hosting, security, ADA compliance, and launch support.
Phase 3
Content & Presence
On-site photography and video, Google Business Profile management, LinkedIn content, collateral and graphic design, and the recurring content engine that keeps the new foundation active.
Phase 1
Brand Strategy & Positioning
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Responsible
The Production House
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Timeline
Month 1 foundation, finalized through early Month 2 revisions
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Stage 1
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Discovery & Research
Stakeholder interviews with CCG leadership and team
Review of current website, collateral, and brand materials
Competitor audit across middle-market M&A and green-industry advisors
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Stage 2
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Strategy & Positioning
Audience definition for owner-sellers and buyers
Positioning, messaging, values, voice and tone
Green-industry expertise made the centerpiece
Revision rounds with the CCG team until it is right
Practical rules for how the brand shows up across touchpoints
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Stage 3
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Brand Guidelines & Handoff
Complete 20-page brand guideline book
Logo, color, typography, hierarchy, and usage rules
Photo/video, icon, chart, banner, and media direction
Phase 2
Updated Website
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Responsible
The Production House
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Timeline:
Beta design in 21 days, 7-day revision window, launch-ready in about 4 weeks
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stage 1
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Strategy & Wireframes
Website strategy, information architecture, UX, and conversion planning
Page map and wireframes for a 12+ page site
Customer acquisition funnels for buyers, sellers, and referral partners
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stage 2
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Design & Build
Credibility-first visual design using CCG's refreshed brand
Conversion copywriting and full responsive design
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stage 3
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Development & Launch
Framer development, hosting, security, and launch support
SEO, AI-search optimization, and Core Web Vitals setup
ADA and legal compliance review before launch
CMS handoff so the CCG team can manage content
Ongoing updates and revisions included
Phase 3
Content & Presence
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Responsible
The Production House
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Timeline:
Month 1 production for website and brand imagery, then Month 2 onward recurring content engine
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stage 1
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Photography & Videography
Atlanta production trip for website and brand imagery
Executive portraits, office details, team and brand photography
Short-form video clips and visual assets for website, LinkedIn, and collateral
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stage 2
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LinkedIn & Google Profile
LinkedIn company page and principal profile optimization
Four LinkedIn posts per week with scheduling and engagement management
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stage 3
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Collateral & Ongoing Content
Marketing collateral, sector one-pagers, firm overviews, and pitch decks
Google Business Profile cleanup, management, posts, and reviews
One or two ongoing production days depending on final cadence
Trade-show graphics, signage, banners, and recurring design support
Monthly content production, edits, scheduling, and reporting
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04
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how we work
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A clear, four-stage process. Each stage produces something concrete for CCG to review before we move forward, so the work stays focused, documented, and tied to the business.
Discovery & Research
Interviews with leadership and team, current-materials review, competitive audit, and a clear map of CCG's owner-seller and buyer audiences.
Strategy & Positioning
Positioning, messaging, values, voice, and tone are shaped with your team through revisions until the standard feels right.
Design & Build
Identity application, website design and development, and the collateral system move in parallel once the brand direction is set.
Capture & Activate
On-site photography and video create the launch assets, then recurring content, LinkedIn, and Google Profile management keep momentum after the foundation is live.
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05
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06
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This isn't a design expense. It's the construction of three strategic assets that will keep working for your brand long after we're done — before every meeting, during every demo, and after every contact.
A brand that earns trust before the pitch
Your visual identity becomes a silent credibility argument. Clients, partners, and investors perceive the seriousness of your product before hearing a single word.
An interface that makes adoption feel inevitable
The UI stops being a utility and starts being a differentiator. Every interaction reinforces why your product is the right choice — and reduces the distance between first use and habit.
A website that qualifies leads while you sleep
Three audiences, one site, zero confusion. The right message for the right person — converting attention into pipeline around the clock, without you in the room.
An overview of the deliverables.
Total Deliverables
Brand, UI, Website, CMS, and more.
Weeks of Work
Kickoff to Go-Live.
Specialists
Strategy, Design and Dev.
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07
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No retainers. No surprises. Every line item is tied to a real deliverable — and the total is fixed from day one.
Visual Identity
Logo system, brandbook, final file pack
30 days
$10.000
Product UX/UI
High-fidelity UI, component library, dev handoff
20 days
$25.000
Website
Multi-page, CMS, SEO, responsive, training + BONUS 1yr hosting
35 days
$15.000
Total Investment
$50.000
Three payments. Three milestones. Each one tied to something we actually delivered — not a date on a calendar.
1ª
40%
Contract signed. Kickoff scheduled. Work begins.
$20.000
2ª
30%
Visual Identity approved. Final files delivered.
$15.000
3ª
30%
Website live. CMS training completed.
$15.000
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08
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Three moves to get started. The timeline begins from our digital handshake.
01
Say Go
Reply to this proposal confirming your approval and payment preference. Any final questions — this is the window.
02
Sign & Start
We send the contract for digital signature and payment details. Once done, your spot in our schedule is locked.
03
Kickoff
We run the Immersion Session, share the project workspace, and officially start. Day one of the timeline begins here.
Additional Information
Our suggestion
Don't wait for the perfect moment to get started. The best time to lock the scope, the team, and the timeline is now — before the calendar fills up.
Proposal validity
10 calendar days from receipt.
Out of scope
Copywriting, photo and video production, domain registration, and third-party hosting fees (except the 1-year bonus included in the Website phase).