Deepening Client Relationships
Franklin Templeton’s sales forced wanted to strengthen their client relationships, as well as reach out to potential ones. However, their main challenge was one of resources; there simply were not enough sales people to establish the meaningful, in-personal connections with potential clients while managing their existing relationships. Therefore, the project approach was generate a weekly email with high-value content for clients to help close the gap.
Overall User Experience Design Process
- Reviews with stakeholders and of industry reports. UX team collaboratively held discovery sessions with project stakeholders, identified relevant industry reports (Marketing Sherpa) findings and mapped them back to project’s objectives.
- Wireframes. Led by UX architect, participated in concept brainstorm sessions and revisions. Also, outlined design presentation and co-facilitated client presentation discussions.
- Visual Design Comps. Led visual design discussions, visual direction, client presentations and design-to-development presentation build. Also led art direction for weekly maintenance of email program and established content formatting templates for business.