Strategy
How I scope a campaign, sequence it, price the tiers and tell a client where the risk sits before any of it starts.
Strategy deckFintech Series A
Series A fundraise media strategy
The deck I presented to win and run the HomePace Series A announcement. Sixteen slides covering project goals, a six week execution timeline broken down week by week, a tiered reporter target list across national, specialized and local outlets, and a candid read on what could go wrong. The campaign that followed earned seven placements, including Business Insider and Axios.
Individual reporter names and the pricing slide are withheld in this public version.
ProposalHoskin Capital
Public relations and social media strategy proposal
A full engagement proposal for Hoskin Capital, covering four pitching lanes from consumer to cryptocurrency, a set up timeline, month by month process steps, a four month pitching theme calendar built around real financial observances, target events and awards, and three retainer tiers scoped by deliverable.
Retainer tiers show deliverables without the dollar figures.
ProposalRadlett Capital
Public relations strategy proposal
A leaner freelance proposal for Radlett Capital. Quarterly coverage goals stated with an honest caveat that coverage is never guaranteed, a six week ramp, a volume commitment of 50 pitches and applications a month, and a tiered reporter target list across national, industry and local outlets.
Reporter names and the hourly rate are withheld.
FrameworkDemonstration piece
Messaging and positioning framework
The document that keeps a product's story consistent everywhere it appears. Positioning statement, call to action, tagline, then the same argument at 50, 100 and 150 words, plus messaging pillars, audience beliefs, competitive framing, and the words we use and avoid.
Written from scratch for an invented product, since the ones I build at work belong to my employer.
Strategy planHoskin Capital
Social software strategy, a six week stand up
A founder led firm with a fast growing following and no infrastructure behind it. A sequenced six week plan to choose a platform, configure monitoring, and get calendar and analytics templates running, with a costed vendor comparison and the logic for choosing between tiers.
Strategy planWealth management
Social media strategy update for a $2.8B RIA
Reopening a plan that COVID and a summer of social unrest had put on hold. Two recommendations came out of it. Get employees sharing on LinkedIn inside a compliance framework they trust, and make the firm's expertise visible instead of implied.
Client anonymized.