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Position Wealth LLC

hero image position wealth

position wealth llc

A Textbook Case for a Successful Brand Launch

Toolbox Studios partnered with the Position Wealth LLC (Position) team in 2019 to define their brand, create their website, and strategically launch their new brand through TruClarity Wealth Advisors’ (TCWA) guidance.

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web design

social media

content management

digital marketing

THE CHALLENGE

The now-owners of Position, Cary and Danny were financial advisors under Merrill Lynch, but wanted to become independent. They began their journey by reaching out to TCWA to help with their departure, who then introduced Toolbox Studios. With this being a unique brand launch, we worked closely with the Position and TCWA team to maintain compliance standards, while launching a new brand that would attract attention, grow their clientele into new markets, and eventually, increase their number of employees and branches.

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THE SOLUTION

Toolbox Studios, the Position team, and TCWA team worked together to develop:

  • A defined brand guide that reflects the personality and mission of the  Position team through their tagline, mission and vision statement, and imagery
  • The tagline, Discover Your Value, that alludes to Position’s attitude towards  empowering their clients and providing the tools to discover their value
  • Collateral items such as business cards, pocket folders, letterhead, email  signatures, envelopes, notecards, notepads, PowerPoint presentation  template, and a presentation cover that fit the brand and remain compliant  with TCWA standards
  • A site map and website that responds to mobile and desktop displays,  allows the Position clients to login to their unique portal, and is unique to  the financial industry through design and animation
  • A launch strategy that instantly connects to Danny and Cary’s contacts. This strategy included social media launch, a Why Brochure that explained why Cary & Danny decided to become independent advisors, a postcard, email blast, and text message that was sent to introduce Position Wealth LLC and team on the day of launch
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THE RESULTS

Position launched their brand and website on September 19, 2019. Since then, the team has very successfully grown their Assets Under Management and client base and has added a new advisor to the team. Position now has offices in the Woodlands, TX, Austin, TX, and Salt Lake City, UT. With the success of Position, the management team has initiated the process of developing Position Property under their holding company. This will be one of many tuck-in companies that will launch over the next year. Toolbox Studios continues to work with Position on website maintenance, advertising strategies, social media management, and all branding efforts for the new tuck-in companies.

"Toolbox was instrumental in helping us successfully create and launch our brand, and their work never stops. Their entire team is always one step ahead of us in implementing new strategies that help keep our company on the map. We look forward to Toolbox continuing to support us as we grow and expand into new ventures."

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J&D Labs / CAPTEK® Softgel International

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j&D Labs / CAPTEK® Softgel International

J&D Labs / CAPTEK® Softgel International

Toolbox Studios began working with J&D Labs in 2014. It was a dream project to partner with this 25 year old privately-owned manufacturing company and develop new marketing plans, website, or trade-show strategies that helped take their business to the next level.

BRANDING

STATIONERY

ADVERTISING

TRADE SHOW DESIGNS

WEB DESIGN

E-COMMERCE

SOCIAL MEDIA

SEO

DIGITAL MARKETING

THE CHALLENGE

Toolbox Studios collaborated closely with the owners to develop a full brand including logo, photography, voice/tone, and all brand collateral including signage, print pieces, stationery, brochures, sell sheets, etc. We then built their custom website, developed a multi-year marketing strategy, implemented an aggressive marketing plan, maintained their social media and SEO, launched a new service offering (NutraStock®), and developed their trade show strategy.

In the ensuing years, J&D Labs sales skyrocketed, the value of the company doubled, and in 2017 they were purchased by CAPTEK® Softgel International through the private equity firm, Swander Pace. A key component of the sale was the strong market presence and well-developed brand. CAPTEK® opted to keep Toolbox Studios as their new marketing firm.

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With the industry’s largest trade show looming, Toolbox Studios quickly reworked the J&D Labs trade show strategy to an industry announcement of CAPTEK’s purchase. The strategy included pre-show print and digital ads, geo-fencing the event which garnered 136,096 impressions with 401 clicks, and a 4,188 Facebook pin drop reach with 57 clicks. Additionally, we ran a highly successful lead generation campaign via a WIFI sponsorship that garnered a reach of 7,219 and 100 leads requesting to meet during the trade show. Toolbox Studios had staff on-hand at the trade show to handle all last-minute details and schedule appointments.

We then successfully transitioned all previous media buys, facility signage, print collateral, social media, and website content. At the same time, Toolbox Studios worked closely with CAPTEK® to develop our relationship, understand their objectives, and then initiated a marketing strategy that made sense for their international business.

In the following years, we built and launched CAPTEK’s new website, developed an e-commerce site for their NutraStock® bulk ordering service, and completely re-designed their trade show booth from a 20×20 configuration to a 30×30 island. We developed relationships with industry news outlets, orchestrated interviews, distributed press releases, and maintained a strong international presence via well-developed marketing, trade show, and social media plans.

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THE RESULTS

Toolbox Studios maintains close relationships with all of the people involved on these projects. Their recommendations have led to amazing long-term partnerships in the fitness and supplement sector.

"It was a pleasure working with the Toolbox Studios team. They took a deep dive approach to get to know our business, culture, and ideal audience—and ultimately become the marketing arm of our company. Their comprehensive approach made it easier for us to focus on growing our business while they handled all aspects of the brand, website, and marketing strategy. Partnering with Toolbox Studios definitely helped take our business to the next level."

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Granite Supplements

GRANITE SUPPLEMENTS

Re-imagining the Brand.

Toolbox Studios partnered with Granite Supplements to define their already established brand, to appeal to a broader audience and widen their target demographic.

BRAND REFRESH

PACKAGING

PRINT

WEB DESIGN

E-COMMERCE

MARKETING STRATEGY

SOCIAL MEDIA MANAGEMENT

THE CHALLENGE

Granite Supplements was created as a niche company to provide supplements to a target group of aspiring and professional bodybuilders. They started off strong but had to re-evaluate their strategy in 2019 with changes in management that sought to broaden the market and appeal. Our challenge was to pivot a brand with a strong website, social media presence, and packaging already in place.

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THE PROCESS

Toolbox Studios slightly softened the brand, defined fonts and colors, and created photo standards and messaging consistency. We established a brand guide that defines Granite Supplements’ goals, mission, and values. It also formed the basis for developing guidelines for the ambassadors associated with Granite Supplements.

We designed and built a custom WordPress site with robust e-commerce capabilities within Woo Commerce. We integrated subscription emails, a loyalty program, and implemented four specific content themes to help the audience understand the variety of potential for these products (Weight Management, Fat Loss, Muscle Building, and Performance). Once the website was complete, we worked with Granite Supplements to develop content for blogs, launch email campaigns through their newsletter; develop social media posts on Instagram, Facebook, and LinkedIn; digital and social advertisements; and a marketing strategy that increased website traffic and improved sales. Our goal was to establish an educational user-experience that promotes the products, while incorporating keywords that would assist in Search Engine Optimization.

The Granite Supplements packaging was due for reprint, so our team strategically pitched an entirely new design to completely break from the previous bodybuilding-only focus. The new packaging moves from a bulky tub to a convenient bag. It takes up less space in the gym bag, has a wider opening for easier access to the product, and is environmentally friendly.

MEASURE OF SUCCESS

Toolbox Studios continuously reviews the website, campaigns, and social media metrics to tweak, brainstorm, design, maintain, listen and interact with the audience. We have built an extremely loyal and diversified following.

The Granite Supplements website is a living, breathing, vital part of the company, especially, with the e-commerce portion. We implemented a heat map that pulls data on the areas of the website that receive the most attention. We use that information to update pages, improve the performance on mobile devices, as well as adjust our goals for displaying products.

Toolbox Studios is the Marketing Department for Granite Supplements. After years of overhauling the brand, we are their trusted partner to maintain and broaden their customer base.

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"I have been very impressed with the Toolbox team's responsiveness, creativity, and overall effort to take our business to the next level. I feel as if they are invested stakeholders that work hard to help us, which means a lot to me. I look forward to our continued dealings with them!"

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Branding Iron

BRANDING IRON HOLDINGS

Thick-N-Juicy Marketing

Branding Iron Holdings (BIH) is a meat products company for both B2B and B2C. It was initially two different companies, Holten Meats, and Rochester Meats, which came together as one in the Food Service Industry. Both manufactured individual quick freeze (IQF) beef patties and an array of other meat products that institutions purchase to prepare delicious items for their menus.

WEB DESIGN

WEB DEVELOPMENT

SEO

MARKETING STRATEGY

SOCIAL MEDIA MANAGEMENT

THE CHALLENGE

Toolbox Studios helped BIH overcome several challenges. 

  • With the newly combined companies, Toolbox Studios helped the sales teams come together by developing an actionable database.
  • As Branding Iron Holdings grew in the marketplace, a strategic decision was  made in 2018 to enter into the B2C retail arena with the introduction of Chop House Steak Burger.
  • BIH had a portfolio of six brands; however, there was no real emphasis put into each brand’s website.

THE PROCESS

Toolbox Studios helped BIH step into content marketing, B2C retail, and develop a strong brand.

  • We developed a video to educate chefs on the attributes of the Thick-N-Juicy Hamburger Patty. The sales team showed the video via their iPads during sales calls, and then accessed a landing page developed by Toolbox Studios to collect orders and contact information.
  • Toolbox Studios worked on package design, event booth, social media, web  content, and point-of-sale publicity.
  • Toolbox Studios provided an in-depth analysis of each site. BIH hired Toolbox Studios to manage the websites and to rebuild three of the six. The study included content management, design & user experience (UX), lead generation, Search Engine Optimization (SEO), and security and programming. The three sites launched in 2019 and Toolbox Studioscontinues to maintain, optimize, and keep content fresh.

SOLUTIONS

Toolbox Studios has been working with Branding Iron Holdings since 2014. We have built a mutually trusting relationship in which BIH can come to us with virtually any marketing and business development goal, and we help them figure it out. We take the time to proactively “check in” to make sure they have everything they need to continue to thrive.

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"Toolbox has been a great partner to our team for the last 4 years. They are creative, professional, and always up for any challenge we throw their way!"

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Corridor Funding

CORRIDOR FUNDING

Branding the Way.

Corridor Funding was established to build a bridge between traditional money lending and hard money lending. Corridor Funding was struggling with how to portray their brand since the hard money lending industry was typically considered less reliable than that of traditional money lenders, but traditional money lenders tended to have downfalls such as long draw periods. Toolbox Studios partnered with Corridor Funding to define their already-established brand and update their website to incorporate key words that will drive traffic to their website through Search Engine Optimization.

BRAND REFRESH

STATIONERY

WEB DESIGN

MARKETING STRATEGY

SEO

SOCIAL MEDIA MANAGEMENT

THE PROCESS

We worked with Corridor Funding to create a brand that included a logo, an updated brand icon, more differentiating color scheme and brand guide that portrayed the goals of Corridor Funding. In addition to the brand, our team developed a site map that improved the readability of the site and emphasize the unique products that Corridor Funding had available to their customers.

MEASURE OF SUCCESS

HubSpot has a tracking mechanism that follows the users directly from initial interaction with the Loan Officer to navigation throughout the website, to becoming a hot lead. This provides data to our team that we use to adjust website content, as well as our marketing techniques for HubSpot.

Our digital team integrated HubSpot to the website, as an on-going marketing strategy. We are working on the email-flows, which will be launched June 2020. 

"We have found great value in our partnership with Toolbox who have proven to be experts in creating marketing content and helping us measure and maximize our return on investment with the marketing dollars we deploy. Corridor Funding enjoys this relationship and values the diverse marketing and creative expertise that makes up the Tool Box team!"

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Mosaic

Mosaic Human Capital Solutions (Mosaic HCS)

A Textbook Case For Website Optimization

Toolbox Studios partnered with Mosaic Human Capital Solutions to improve their website user experience, content, and design to increase traffic to their website.

WEB DESIGN

WEB DEVELOPMENT

SEO

PHOTOGRAPHY

THE CHALLENGE

A website was already designed and built, however, Google had blacklisted their domain, and the owner of their domain was holding it hostage, Not only was this preventing Mosaic’s website from showing up on Google, but also prevented Mosaic from redirected their domain to a new webiste. Mosaic wanted control of their website, and the ability to independently manage their website, as well as needed a more effective website that could be resubmitted to Google and would improve website traffic.

THE PROCESS

  • Our design team defined the Mosaic Human Capital Solutions brand and goals for the website.
  • Toolbox Studios adjusted the design of the website to be in-line with the newly defined brand and developed a site map that promotes an enjoyable user experience
  • Our team art directed a team photoshoot and incorporated the custom photography thoughout the website
  • We delivered content on the website in a variety of forms: custom infographics, custom photography, blogs, vlogs, and copywriting
  • Toolbox Studios submitted the website to Google for review and continues to monitor the success and traffic of the site via Google Analytics
  • We completed a website tutorial to the Mosaic Human Capital team, which provides their employees the ability to monitor and edit the siteas they choose

SOLUTIONS

We developed a site map that would respond well to mobile and desktop displays. We improved the user experience through a more organized navigation, and reworked the messaging and imagery to speak to working adults, seeking solutions to their Human Resources. Our goal was to establish consistency throughout the site, while incorporating key words that would assist in Search Engine Optimization.

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"Mosaic Human Capital Solutions used Cece Smith and her team at Toolbox Studios to develop and launch our new website and we're very pleased with the result. Cece and her team really did a great job understanding our business model and listening to our core values. They contributed relevant insight and creative perspective throughout the project. Our teams worked well together and the project timeline was well executed. I consider Toolbox Studios to be a valued partner."

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