This makes its development crucial to your company’s success. · design of your paper system. You will receive 1-2 layouts of your business card, letterhead and envelope designs

2007 West 91st Street, Suite 201, Leawood, KS 66206 Phone: (913) 649-5009 | Fax: (866) 565-2935 | www.ImpactCommunications.org

Helping Select Clients in the Financial Planning Industry Build and Enhance their Businesses Since 1988

This makes its development crucial to your company’s success.

A good brand reflects not only what a company does, but what it stands for. A brand should embody elements of a company’s trade or service while simultaneously conveying the attitude of the company. It should be simple and elegant consisting of one or two type styles and simple, easily recognizable elements that, when glimpsed again, will recall the company, its message and its business.

As with the marketing materials Impact Communications produces, your logo should interrupt and engage a prospect. This will ensure that your company’s name is the first that enters that prospects mind when they see your additional marketing materials or even similar advertising elements.

We offer our standard identity package for a flat rate of $2500. Our standard package includes a unique logo design and the “Basic Four” stationery items (letterhead, business card, envelope and mailing label design). Additional items, such as a brochure, a Web banner, note cards, pocket folder, bio one-sheet, etc. may be added at affordable rates – or get a full logo suite and any 10 stationery items for a flat rate of $3700.

Do a comparison and you’ll find that professional brand design and collateral creation with a comparable company will cost you between $3000 and $10,000. If you simply need a brand for your business or web presence, we offer a logo-only suite for $1500.

To get your project started:

1. Complete and Return the Identity Letter Of Intent.

2. Our print project coordinator will contact you within 48 hrs to schedule an initial creative consultation on your project. This consultation will consist of a Vision Call or meeting regarding your project, your goals and the look and feel you'd like to convey.

Once we've gone through our discovery process we'll provide you with a schedule for your project. From the start date we agree to, and providing proofing and revision time is kept to a minimum, your identity package should be completed within 3 weeks of initiating the project.

All proofing and revisions throughout the process can be done digitally (web and email) and discussed over the phone.

A Typical Process Looks Like This:

Identity Package (complete) 15-30 Days

Initial Logo Concepts (3-5) Day 10-14

Finalized Logo Design Day 14-21

Paper System Layouts & Proof Day 21-30



Logo Development We will provide you with 3-5 initial logo concepts, based on our discovery conversation. You are permitted 2 rounds of revisions to these concepts. At that point we select a final mark to be used as your identity. We will email you a suite of logos that will cover all your future needs (from flyers and ads to billboards and coffee mug placement).

Logo revisions made beyond the two round limit will be billed at $150/hr in 30 min. increments.

Paper System (A.K.A. Collateral Materials) After the logo suite has been emailed to you, we will proceed into the design of your paper system. You will receive 1-2 layouts of your business card, letterhead and envelope designs. Mailing labels are fairly standard; therefore only one layout will be provided. Once again you are allowed to adjust these designs 2 times.

If you would like to add an ala carte item such as an executive style note card and matching envelope, a notepad, a graphic for a postcard front, an e-banner, a pocket folder, etc. we charge $250 per additional item.

If you want your letterhead, mailing envelope and/or mailing label created in both Word (for in-office output and electronic use) and Quark (for a professional print shop’s output), we charge $150 per additional cross platform re-created item.

Or pick any 10 stationery items you want (e.g., pocket folder, e-mail banner, notepad, 9x12 envelope, mailing label, #10 envelope, letterhead, branded one-sheet, business card, note card) for just $3700 (includes full logo suite). (*Note: some items such as custom pocket folder, custom designed PowerPoint template, etc. count as 2 items)

If you want an ad layout, a brochure or newsletter template, etc., we are happy to provide these at our normal hourly rates.

Once we have reached a finalized design, printing and production of your paper system can be handled by us (ensuring you a first rate print job) at our standard hourly rates. Or, we can provide you with a CD containing all of the necessary files to have your package printed at a traditional print shop (such as Sir Speedy or Pip Printing); in this case, we would send either In Design or Quark files (whichever your print shop specifies) for professional output. If you would like to output your own materials on your in-office color inkjet or laserjet, we will email you Microsoft Word and/or Microsoft Publisher files.



Web Site and Electronic Files We produce custom banners, home page photos, and other digital graphics and documents. Please keep reading to learn more. Or, we can discuss the various options with you during our Vision Call.

Logo/ Identity Package Process 1. Sign and submit the 2-page letter of intent. 2. Remit the corresponding deposit to begin the design and creative process.

Mail checks and forms to: Marie Swift, Principal Impact Communications, Inc. 2007 West 91st Street, Ste. 201 Leawood, KS 66206

Make checks payable to: “Impact Communications, Inc.” To send Paypal:

Electronic Checks and Credit Cards accepted via www.paypal.com (it is free and easy to set up and account). You can Paypal your deposit to [email protected]. Then fax or email your forms to us. Please add 3% to cover the vendor’s service fees to us.

Upon receipt of the above materials, Impact Communications will review the information, assign a creative team leader and schedule a Vision Call to collect more information about your company, your preferences and ideals. All proofing and revisions throughout the process will be done digitally via email and discussed over the phone or email.

We look forward to working with you!

Contact: Impact Communications, Inc. 2007 West 91st Street, Ste. 201 Leawood, KS 66206

Phone: (913) 649-5009 Fax: (866) 565-2935 Email: [email protected]

Web site: www.ImpactCommunications.org



Sample sheet #1



Sample sheet #2



Sample sheet #3



Logo/Identity Package Letter of Intent – Page 1 of 2 In signing this document, you are verifying your intent to have a logo/identity package created by Impact Communications. To begin the process, we will need a signed copy of this Letter of Intent and the deposit check (or Paypal payment). For the quickest start, fax this form to: (866) 565-2935.

Date:_______________________________________

Name: _____________________________________ Credentials: ____________________________

Company Name: ____________________________________________________________(Inc.? LLC?)

Address: ____________________________________________________________________________

City/State/Zip: ________________________________________________________________________

Phone: (______) _____________________________ Fax: (______) ___________________________

E-Mail: __________________________________ Web site URL: _____________________________

Please circle the items below you wish us to produce for you:

• Deluxe Identity Package (Logo Suite plus “Any 10” stationery items*) ......................... $3,700.00 Deposit .......................................................................................................................... $1,850.00 (*some items such as custom pocket folders, PowerPoint templates, etc. count as 2 items)

• Standard Identity Package (Logo Suite plus “Basic 4” stationery items*........................ $2,500.00 Deposit ............................................................................................................................ $1,250.00 (* includes business card, letterhead, #10 business envelope and mailing labels)

• *Additional Business Cards with either package above ........................................... $50.00/each

• Archival CD (includes Fed Ex fee)(for all non-PC output) ................................................ $150.00 Billed upon delivery of item(s)

• Logo Only (includes Full Logo Suite of files) ................................................................ $ 1500.00 Deposit ........................................................................................................................... $1500.00

• A ‘la Carte Layout and Design (mirrored design, cross platform) ...................... $150.00 per item Billed upon delivery of item(s)

• A ‘la Carte Layout and Design (new design, either platform) .............................$250.00 per item Billed upon delivery of item(s)

• PowerPoint Design and Template ......................................................................... $250.00/flat fee

• Print Management and/or Personalized Consulting Services ...................... See hourly rates doc Billed upon delivery of item(s)

• Custom Web Graphics Package....................................................................................... $450.00 Custom Web Banner w/ Home Page Photo/Graphic and Navigational Icon Deposit .............................................................................................................................. $450.00

• Custom Web Banner (Banner only) ................................................................................ $250.00

• Team Photo Treatments (or Special Photo Treatments) .............................. See hourly rates doc

• Blog / Twitter Branding ...................................................................................... $150.00 / flat fee



Logo/Identity Package Letter of Intent – Page 2 of 2

• Web Site Set Up and Maintenance ............................................................... See hourly rates doc Billed monthly or at conclusion of project

• Search Engine Optimization ......................................................... ask us for our recommendation)

** Please Note: $2500 Minimum Initial Project Fee Required

Additional terms of agreement: Logo/Identity Package I understand the Turnkey Identity Process and agree to pay Impact Communications for providing the services circled above. Additional terms: Balances unpaid after 30 days shall accrue interest at the rate of 18% per month. If your account is turned over to a collection agency or attorney for collection, you will be responsible for reasonable collection costs and attorney fees. You agree that any disputes resulting from this agreement will be heard in the state court of Johnson County, Kansas (or the District Court of Kansas in Kansas City, Kansas if a federal issue is being litigated), and consent to jurisdiction in Kansas. Signature of Applicant ________________________________________________________________________ Print Name: ________________________________________________________________________________ Title: __________________________ Company name: ___________________________________________ Date: __________________________

Return completed Letter of Intent to: Impact Communications, Inc. 2007 West 91st Street, Ste. 201 Leawood, KS 66206

Phone: (913) 649-5009 Fax: (866) 565-2935 Email: [email protected]

Web site: www.ImpactCommunications.org



Logo/ Identity Package Deliverables The following materials and digital files will be provided upon completion of an identity or logo development project.

The Standard and Deluxe Identity Packages include one of the following:

Professional Printing files on CD* – Mac Format (Quark files for professional output)

o Adobe Illustrator EPS Logo for Mac Use (professional output – apparel, promotional items) o Color Logo for PC and Web Use: JPG, GIFF and TIFF o Black and White Logo for PC Use: JPG and TIFF o Adobe Illustrator EPS Templates for all stationery items designed o *A $150 service fee will be added to cover CD creation and Fed Ex fee

Self-Print or Quick Print files via Email – PC Format (Word or Publisher for inkjet or color laser output)

o Adobe Illustrator EPS Logo for Mac Use (professional output – apparel, promotional items) o Color Logo for PC and Web Use: JPG, GIFF and TIFF o Black and White Logo for PC Use: JPG and TIFF o MS Word and/or Publisher Templates for business card, letterhead, envelope, and mailing label

The Logo Only Package includes the following:

o Adobe Illustrator EPS Logo for Mac Use o Color Logo for PC and Web Use: JPG, TIFF, GIFF o Black and White Logo for PC Use: JPG and TIFF

Other Services Available Impact Communications is a full service marketing and public relations firm. We work solely with financial advisors and a limited number of allied institutions. We have produced hundreds of raving fans. Established by Marie Swift in 1993, Impact Communications works with a select group of advisors and financial planners to improve positioning, boost visibility and earn market share. Ms. Swift has been an entrepreneur for over twenty-five years. She has been working with financial advisors and Top Producers to produce business-building results since 1988.

In addition to the firm’s turnkey logo and corporate identity programs, comprehensive marketing and public relations services are available at the firm’s standard rates:

• Professional collaboration on: o Company Names o Business Structure o Business Model o Business Plan



• Development of: o Vision Statement o Mission Statement o Value Proposition o Positioning Statements o Company Tag Lines o Marketing Plan

• Coaching and PR Retainers: o How to be a better public speaker and more effective communicator o How to secure more client engagements and stimulate better referrals o How to network more effectively and increase your social capital o How to build better relationships and retain clients for life o How to gain better press coverage and position yourself as an expert in your field

• Development and Production of any and All Collateral Materials: o Post Cards, Ads, E-mail and Web Graphics, Brochures, One-Sheets o Signage, Trade Show Exhibit Materials o Branded Apparel and Promotional Products o Seminar Materials and Invitations o Branded Power Point and Newsletter Templates o Multi-Media Presentations o Web Sites and E-Communication Strategies o Content and Design - Newsletters and Special Reports o Marketing Magnets and Response Stimulators o White Papers and Books – Ghostwriting, Editing and Production o Book Proposals to Publishers and Agents o Sales Strategies and Marketing Campaigns o Media Relations and Press Kit Creation o News Release Composition and Targeted Distribution

• Seminars, Workshops and Keynotes: o Marketing Muscle Workshop: How to Make Better Strategic Decisions and Create a Magnetic

Brand that Attracts Ideal Clients. o Public Relations for Financial Advisors: Leveraging your Expertise and Personal Power to

Gain Share of Mind, Create Instant Buy-In and Get People Calling You. o Communication Skills that Get Results: How to be a Better Public Speaker and a More

Effective Communicator – Get the Results You Want by Mastering the Art of Communication and the Power of Persuasion.

o Best Practices of Top Advisors: Strategies of Long-Time Successful Advisors – Map On These Ideas and See Your Business Thrive.

o Customized Programs for your Group – 50 minutes to a full day. Prior topics have included How to Build a Better Web Site, Good Design/Bad Design – How to Tell the Difference, So You Want to Write a Book, Strategies for More Effective Networking, Outsource Solutions, How to Build Relationships that Stand the Test of Time, What Matters Most in Building a Long-Term Successful Practice.

Documents

This makes its development crucial to your company’s success. · design of your paper system. You will receive 1-2 layouts of your business card, letterhead and envelope designs