Professional Services Case Study

Strategic Plan | Brand Identity

A Charlotte-based certified public accounting firm with skillful relationship marketing and high integrity had enjoyed considerable growth. It engaged Belgrave Associates for marketing and brand guidance that would help it achieve aggressive revenue goals.

Belgrave immediately provided strategic direction for marketing and public relations. For 10 months, Belgrave worked with the firm’s leaders to audit all marketing materials, conduct internal and client interviews, and research markets and competition. This resulted in client retention strategies that provided clear direction to realize the firm’s revenue targets, plus a Strategic FrameworkSM to chart a course for sustainable growth.

Most recently, Belgrave has delivered a responsive new website that intuitively helps visitors navigate the firm’s array of services, people and business sectors. Belgrave also has delivered an updated brand identity, featuring a logo and brand guide, collateral, talking points, as well as revamped vision, mission, vision and guiding principles and a PR plan with customized boilerplate copy. As the firm continues to grow, Belgrave is providing vision and direction with a communications plan to help it effectively reach new markets.

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