SUMMARY OF REQUEST
Aaron Clubb
Clubb Search Partners
312-607-7665
After a decade working with True Search and Heidrick & Struggles, you have founded Clubb Search Partners - a retained executive search firm focused on the investment
management industry. This new venture needs a logo, corporate brand, and a website.
Key points from intro call:
1) You have been working with someone on developing the logo, but communication has not been expedient. Due to these delays, I think the optimal situation would be for the original designer to complete the logo design. (Since we spoke, you have secured drafts of several logo designs.)
2) The corporate brand would include fonts, color palette, and design elements as well as templates for presentations and pitch decks.
3) The website will explain your area of focus and show that you are credible, experienced, and trustworthy. It will also explain the process firms will take to secure your services.
4) The website could also have a section for showing different career opportunities to local youth.
In your written response to the questions of another prospective designer, you indicated the style of the site would fall between formal "Wall Street feel" of industry leaders and the casual feel of True Search.
You also provided ideas for functionality for the website. (which I wouild want clarification on.)
ABOUT ME
Alexis Brown
DH Solutions
505-467-9857 (c)
alexis@deerheartconsulting.com
https://www.dhsolutions.agency/

I am a freelance business consultant and website designer based in Taos, New Mexico with clients located across the U.S. and Canada. Over the course of my 25-year career, my work has centered on nonprofit and small business development and marketing. My primary areas of expertise are:
strategic planning
systems improvements
communications and design
I have done this work in many roles, including:
Volunteer
Community Activist
Director of Development & Communications at 3 nonprofits (for over 13 years)
Member of 7 nonprofit Boards of Directors (over the course of 20 years) in the roles of Director, Committee Chair, Secretary, Vice Chair, and Chair/President.
Freelance Consultant and Designer (over 14 years)
Federal grant application Peer Reviewer at 5 federal agencies (5 years)
Wix Partner (5 years)
Visit my About page if you are interested in learning more about me, my background, and my experience.
My Approach
As a creative strategist, there are three factors that I keep in mind throughout the project. Every decision I make for the site's design must support one or more of my project goals:
1) Ensure my client's needs are met, your goals are achieved, and your expectations are considered.
2) Make sure the audience's questions are answered, their needs are met, and their unique perspectives are considered.
3) Triple check that the tools I use or create are effective, efficient, and accurate and will ensure an ease of use by the end user.
Merely designing a nice looking website is insufficient for achieving strategic goals. And so, I incorporate valuable business development tools throughout the design process.
1) Strategy development: This can include finding clarity in vision, brand improvements or brand development, creating or improving your value statement, and market research on the industry, target audience, and competition.
2) Form and function: I decide how the website structure will look and which tools I will use. And I begin writing or editing the written content.
3) Build the structure: This is when I employ the technical skills to build the web pages, databases, etc.
4) Design & page formatting: I create graphics, optimize photos, and add the design to the site structure.
5) Review and refine Read, edit, review, repeat.
I provide a little more detail about my approach on my website.
Work Samples
Because my work is varied, I have three different portfolios. There are examples of my work in each category you might be interested in seeing:
This project appears on all three portfolios because it was an expansive project involving research, writing, graphic design, and website design. This was done for the 43 New Mexico County and Tribal Health Councils and their partners.
The Graphic Design Portfolio shows a range of logo design as well as other graphic design projects.
If you'd like to look at any other projects, here are the links for my:
While I generally do not share all 3 at once, there are projects in each category that you may be interested in seeing.
Also, there is one expansive project that has landed in all three categories.
SCOPE OF WORK
Intro
Before I go into the scope of work, here's an overview of what a brand identity is.
A corporate brand is more than the visual elements (logo, fonts, colors, etc). It is actually an array of interconnected elements that help you develop and communicate your business identity - and that helps you connect with customers, forge new partnerships, and hire the right team members.
A strong brand identity is built with a strategic intention to cultivate a certain brand image in consumers' minds. The tools used to develop and communicate a brand identity include:
BRAND VALUES - the core principles that shape your company culture, drive operations, and influence customer interactions.
BRAND PERSONALITY - the way a brand is personified, often using human characteristics and traits that consumers relate to. (Ex: Loyal, Rugged, Sophisticated"
BRAND DESIGN - visual elements (such as logo, fonts, color palette, graphic design, photos, etc) that help evoke specific emotions and ideas.
BRAND VOICE - the tone and style used in all verbal and written communications - such as your pitch decks.
BRAND STORY - the narrative you craft around your brand. Rather than just describing your products or services, it helps communicate why your business exists, the journey you’ve been on, the values you uphold, and what you envision for your future. This is where you show authenticity and can be a valuable tool for building an audience.
BRAND POSITIONING - your value statement, which highlights the benefits you provide and helps differentiate you from competitors
It may seem imposing to try to tackle all of that, but developing a brand identity doesn't need to be difficult or time consuming.
Part 1: Brand Development
STRATEGY
Phone Discussion:
Using strategic questions to learn about you and your business.
First step for crafting the narrative around your work; your history, technique, perspective, process, motivations, values, perspectives, etc.
Second Discussion
If the scope of work includes more than Brand Design, we would have a brainstorm session using 1 oe 2 tools/methodologies to help define key aspects of your brand.
Market Research:
Some research on target audience to better understand what they are looking for, how they make "purchasing decisions," etc.
FORM + FUNCTION
Design Mock Ups:
Rouch concepts to get feedback
Potential cost variable if extra edits/revisions are necessary
Pitch Deck Template:
Creating these templates will help finalize the design elements used on the website and in future print assets.
Part 2: Website Design
STRATEGY
Compile Existing Content
Market Research, cont:
Industry research on best practices, site functionality, site content, etc.
More research on target audience
Basic SEO research
FORM + FUNCTION
Site Design:
Start planning how brand design will translate to website design
Website Accessibility:
Content can be viewed by all users by ensuring adequate color contrast, font size, etc.
Essential Functions & Special Features
Define what the site must accomplish and what would be nice to have
STRUCTURE
Site Map / Navigation:
Define what pages will be included, how they will flow, etc.
Start mapping out format / layout for each page
Potential cost variable based on what content is still needed and who will create it.
Build Base Structure
PRESENTATION
Site Design:
Start adding the graphic elements, icons, photos, etc.
Select animations and scroll effects to make site engaging but which do not distract from the message.
Photo/Graphic Optimization:
Adjust files to reduce size but maintain image quality
Mobile Optimization:
Ensure the site is well-formatted for viewing on all devices
Site build can include:
Three Forms
Three Automations
One Lead Collection Pop Up
Social Media Links & Connections
SEARCH ENGINE OPTIMIZATION
Onsite-SEO to help improve site appearing in search results
Off-Site SEO Recommendations (backlinking i.e. connecting with other websites)
LAUNCH
Connecting domain
Testing site functionality and appearance on a variety of devices
Connect Google Search Console
Connect Google Business Profile
Ensure all Settings are accurate and complete
Run tests on SEO, Accessibility, Site Speed
Two Round of Revisions
Two-Weeks of Support After Launch
Step-By-Step Instructions on how to do basic edits
If either of us want to add pages or features beyond this scope of work, we will first discuss the details then either update our agreement or create a second agreement for the new tasks.
Part 3: Secondary Website Function
I like the idea of including a section to expose youth to new career ideas. But, because we want to get the branding and website done ASAP, I suggest tabling this until after the main site is launched.
Your Commitment & Responsibility
Here are examples of your commitments and responsibilities which are required to complete this scope of work at the quoted price rate:
Responding to requests in a timely manner
Providing new or updated written content, as needed
Providing detailed feedback on design concepts
Reviewing all pages, testing all functions, and providing content edits.
Working with me to create a timeline for project completion. (Significant delays can result in additional fees.)
TERMS
Timeline
I think it is feasible that brand development can be completed in under a month - potentially even quicker.
The timeline for the website build is dependent on how much content needs to be created, but a rough estimate is 60-90 days.
Quote for Parts 1 & 2
$2,610
A separate quote will be provided for the second aspect of website.
Payments
Payment Schedule
50% paid prior to work commencing.
25% paid 30 days after start of project
25% paid when project completed.
Invoices are due upon receipt but include net-14 due date as a courtesy.
If there are changes or additions to the original Scope of Work or timeline after the deposit is paid, DH Solutions will either create a new contract for the new tasks or bill at an hourly rate of no less than $75 per hour.
Payment Methods
DH Solutions will send invoices via email. Payment is due upon receipt, though invoices include a 14 day window as a courtesy.
Clients may pay their invoice with the following payment methods:
Using the link included with the emailed invoice
Paypal (to @deerheartconsult)
Venmo (to @deerheartconsult)
CashApp (to @deerheart27)
Checks are accepted with prior approval only.
Terms + Conditions
Please review my Terms and Conditions prior to signing any agreement. These Terms and Conditions include topics such as Late Payments, Third Party Fees, Disputes, Intellectual Property, and Confidentiality.
NEXT STEPS
Client's Preferred Next Step
Today's Date
Your Name
Signature
Please consider this proposal the start of a conversation. If you have any questions about the Scope of Work, have concerns about the price, timeline, or payment schedule, or if you wish to make any other changes, please let me know. We can easily adjust the scope of work and ensure we have an agreement that works well for both of us.
This proposal is valid until Friday, March 7, 2025.
Please use the form below to let me know how you respond to this proposal.
If you have any questions, please let me know. I look forward to hearing back from you!

