Property Finance Brand Refresh

Integrated Marketing Solution

  • Client: UK-based SME

  • Sector: Property Finance

  • Service: Marketing Audit, Strategy & Roadmap Development, Brand Refresh, Junior Staff & CEO Mentorship

The Challenge

The CEO and founder of a renowned boutique property finance company approached us with a pressing need. After a decade of successful growth, the business had expanded rapidly, leading to structural inefficiencies. The CEO wanted to refresh the brand, break into the ultra-high-net-worth (UHNW) sector, and elevate the business to the next level while stepping back from day-to-day operations to focus on business development and expansion.

Our Solution

  • Comprehensive Audit: Conducted a thorough audit of sales, marketing, and organisational structure.

  • Strategic Planning: Collaborated with the senior management team to develop a 6-month plan to refresh and relaunch the brand, build a stronger network, and enhance the revenue pipeline.

  • Bridging the Gap: Acted as an intermediary between the founder and the business, establishing new boundaries and providing insights to the senior team.

  • New Corporate Structure: Implemented a new organisational structure with a focus on relevant data and metrics.

  • Integrated Strategy: Developed a strategy that combined CRM systems, business development, and key auctioneers, aligning these with the marketing team to maximise value through a well-curated events calendar.

  • Support and Mentoring: Provided a neutral sounding board for the CEO during the company’s transition, helping him navigate personal and professional changes.

  • High-Impact Relaunch Event: Culminated the year with a 10-year anniversary relaunch party at an elite Mayfair members’ club, integrating the restructured brand with current and new network engagements.

  • Corporate Training: Delivered targeted corporate training and high-impact "power sessions" across the organisation.

Results

We successfully executed a comprehensive brand refresh and organisational restructure, enabling the company to access new market sectors previously out of reach. The business saw a threefold increase in marketing generated leads, a pipeline that grew 2.3x, and laid the groundwork for continued growth. The founder was also able to embrace a new lifestyle, enjoying the benefits of his revitalised business.

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