The
DISCOVERY
Process

We believe in the power of branding and the key to uncovering your story is asking the right questions and truly listening to you and your advisory team. It's remarkable how few people listen and are more focused on what they are going to say next. ​This is why we are great at what we do.

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You might wonder how we can understand your team and uncover meaningful brand themes within just a few hours.

 

The answer is simple: we ask the right questions, listen intently, and take the time to explain the “why” behind every concept we present.

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The client experience process outlined:

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1. Complimentary Consultation

• Share your background, goals and brand objectives.

• Overview of the MasterPoint Branding Program.

• Determine if the program is the right fit for your team.

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2. Proposal Meeting

• Present a customized program based on your objectives.

• Review examples, value and expected outcomes.

• Discuss timelines and next steps.

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3. Discovery Meeting

• Meet with your team virtually or in person.

• Uncover your business personality, strengths and value.

• Gather insights to shape your brand themes and compelling story.

 

4. Client Interviews

• Identify ideal clients and gain permission to connect.

• Uncover meaningful emotional connections and perceptions.

• Develop business personality insights and testimonials.

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5. Brand Development

• Develop your brand themes, messaging and positioning.

• Explore naming opportunities if applicable.

• Refine the direction of your overall brand identity.

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6. Compelling Story & Corporate Identity

• Present your compelling story and corporate identity.

• Explain the strategy behind your logo, messaging and visuals.

• Provide imagery and creative direction aligned with your brand.

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7. Brand Guidelines Document

• Deliver a complete brand guidelines document for your team.

• Establish consistency across future TouchPoints and communication.

• Support long-term alignment and brand growth.