The challenge
An advisor may explain their service well in conversation while the written introduction feels scattered or difficult to revisit.
Service guides & onboarding · Portfolio concept
Introduce your service with clarity.
An 11-page service guide concept that brings your value, planning process and ways to work together into one consistent client document.
A self-initiated portfolio concept demonstrating the design approach.
The design brief
Help a prospective client understand how you work.
The approach
Bring the service overview, planning process and ways to work together into one considered guide with clear sections and a consistent reading rhythm.
What you can review
The complete 11-page service guide, plus a closer look at its opening, service categories and planning-process pages.
Inside the guide
A clear introduction, from cover to process.
Design decisions
Make your service easier to understand.
A considered opening
A restrained cover and travel imagery establish the tone without competing with the service introduction.
Scannable service categories
Clear headings and grouped content help readers find the support relevant to them.
A visible planning process
An ordered structure makes the stages of working with the advisor easier to follow and revisit.
Give new clients a clear, welcoming starting point.
Share your brand, the materials you use today and the next step you want clients to take. We can agree the scope, formats and timing before design begins.