Aven Care Providers Brand Refresh Proposal
We understand that your current paper-based applications are causing stress and inefficiencies, especially as you aim to expand from California into Oregon and future states.
Our solution will streamline your processes through a digital-first approach, simplifying referral intake and caregiver applications. We'll also refresh your brand to better reflect the compassion and care central to your family-owned business. By creating a cohesive, multi-state website and updating your visual identity, we'll lay the foundation for future growth and franchising while maintaining clarity and ease of use.
What are the current obstacles?
Stressed out by the current paper applications that make processes clunky, inefficient, and outdated
Building out a digital first streamlined process through the website
Currently focused in the California market, and looking to expand into Oregon and future states
Inconsistent brand visuals, looking to streamline the overall brand identity and website to lock in for future franchising
How will we hurdle these obstacles?
Simplifying Workflow: We’ll create an easy online process for referrals and caregiver applications, integrating your CRM to handle everything smoothly and reduce paperwork stress.
Refreshing Brand: We’ll update your brand to feel more compassionate while keeping your established colors, and iconography while making it consistent and ready for future growth.
A Website Built for Expansion: We’ll design a straightforward website that integrates your CRM, supports multi-state services (starting with California and Oregon), and can grow with your business as you expand.
Brand Deliverables
Brand Refresh: Updated branding materials, including a logo with files, letterhead, business cards, and brochures, all reflecting a warm, compassionate, and consistent identity.
Multi-State Website: A straightforward website that accommodates services for California and Oregon, featuring easy navigation and resources tailored to state-specific needs.
Digital Forms and Resources: Accessible state and federal forms integrated into the website, ensuring compliance and simplifying the application process.
Training and Support: Guidance on using the new website and CRM features, including a brand guide for consistent application across all materials.
Project Milestones
| Milestone | Task | Week | Notes |
|---|---|---|---|
| Proposal Approval | Finalize project proposal | Week 1 | Review, revisions, and approval needed |
| Contract Signing | Sign contract, and provide down payment | Week 1 | 50% Deposit Due |
| Logo Refresh + Revisions | Present Logo Concepts | Week 2 - 4 | 3 Concepts + Up to 2 Rounds of Revisions |
| Website Structure | Outline web content + layout | Week 4 - 5 | Site layout, content development |
| Website Development | Build Website + Integrate CRM | Week 5 - 8 | Content upload, form setup |
| Testing & Feedback | Review functionality and design | Week 8 - 9 | Feedback and adjustments |
| Final Revisions | Final Adjustments | Week 9 | Final review of all details |
| Project Launch | Website goes live | Week 10 | Final balance payment due |
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1. Project Proposal Approval
Week 1
This proposal is based upon our Discovery Call meeting and how I can best help your brand. Read it over, and ensure we're all aligned. If you disagree with anything, I'm happy to get on a call to discuss. -
2. Contract Signing
Week 1
The boring contract step, required so all parties are protected in the event of disagreement or needed pivots. It keeps it clear what the expectations are from both parties.
Down payment of 50% due here -
3. Logo Refresh + Revisions
Week 2-4
The refresh will start here, I'll go back and take your current logo with the tower, and create new concepts while retaining the original message -
4. Website Structure
Week 4-5
This serves as the foundation of the website, understanding all of the content and layouts. We'll meet on structure before development begins. -
5. Website Dev
Week 5-8
This will serve as the main chunk of time learning and developing your website. We'll integrate your CRM software.
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6. Testing & Feedback
Week 8-9
We'll test all aspects of the website, any feedback provided for changes to be made. Ensure the CRM is connected and working well.
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7. Final Revisions
Week 9
Comb through the website with a fine tooth comb, looking at every link, form, button, detail that could be wrong. Any last changes, this will be it. -
8. Project Launch + Final Payment
Week 10
The exciting final day when the website is live, links are tested, CRM is connected, and providers and families can be united.
Final 50% due here
Client Responsibilities
Approvals
Having swift feedback and approvals on visuals and milestones will help keep us on track for completion.
Content Supply
Ensuring we have the proper content ready ahead of time will reduce need to go back and redo work. Let’s have text, images and anything else needed.
Communication
Keeping open communication will again allow us to work together as a team to push through projects. Video calls, and being available for meetings will keep us on track.
Project Quoting
Here’s a breakdown of the cost of deliverables we’ve discussed and the payment structure
Brand Refresh Development
$2,000
Web Development
$5,000
Sub Total
$7,000
Friends/Family/
Ex-Business Partner Discount
30% Off
Total
$4,900
Down payment due at contract signage
50%
Payment Due at launch
50%
Communication Commitments
You can contact me anytime for project questions. I’ll email weekly reports every Friday with status updates.
