Home Our Clients Jeremy Wells – Brand Strategy

Jeremy Wells – Brand Strategy.

How we helped his accounting firm gain a clear sense of what it stands for and who it serves, and lay the foundation for standing out in a crowded industry where everyone looks the same.

Where we started

Project Overview.

Jeremy Wells owns JWellsCFO, a tax and accounting firm devoted to helping knowledge workers and agencies. Jeremy’s industry is filled with competitors doing similar work, and he had no idea how to stand out or get clients to choose him over someone else. Jeremy said it was like “piloting a ship without a rudder.” When leads dried up and in-person networking vanished because of COVID, Jeremy knew he had to do things differently.

Identifying & Brainstorming

The Problem.

Jeremy didn’t know what his brand was, who he wanted to serve, or why his firm mattered more than those of his competitors. As he puts it, “It's difficult to differentiate in a field where we're all doing roughly the same technical work without a clear sense of who I'm helping, how, and why.” And if you look and sound like everyone else…why would anyone hire your firm?

The Steps we took

The Solution.

Step One

Analysis

During our consultation, we coached Jeremy on all the branding steps and helped him realize he wasn't talking to the right customers.

By targeting and speaking to too many different people and industries, he wasn't getting the traction he needed.

When Jeremy adapted the copy we worked on together, he gained clarity on who his ideal customers actually were.

Step Two

Strategy

We helped Jeremy express his brand verbally and visually so that it creates the right perception in the minds of his ideal customers.

Step Three

Training

We finished up our time together standardizing his business operations and coming up with an operations guide to help him stay on brand in every aspect of his marketing and work.

What we Delivered

Project Deliverables.

Brand Game Plan
Customer Blueprint
Customer Research Guide
Expert Brand Position
A Packaged & Scalable Offer
Brand Standard Operations

See The Difference

The Results.

A clearer, public-facing presentation of who Jeremy helps and how, which led to a 20% increase in revenue within 2 months.

A few weeks after working with Jeremy, SHFT helped him establish a clearer sense of what JWellsCFO is and why it exists, and gave him a much better idea of what branding actually is and where it comes from.

In his own words

What The Client Said.

It's difficult to differentiate in a field where we're all doing roughly the same technical work without a clear sense of who I'm helping, how, and why. And the Internet is full of marketing advice. I'd been following Jason for a while. I came across him after connecting with a client who had done some public speaking with Jason, and that's how I became aware of him. Thanks to Jason and SHFT, I gained a clearer sense of what JWellsCFO is and why it exists, and second, a much better idea of what branding actually is and where it comes from. I feel much clearer on who I help and how.

Jeremy Wells, Owner and CEO of JWellsCFO

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