Define the hierarchy
Lock the recurring structure so important information stays clear.
A practical Canva and Figma system for proposals, email, social and everyday sales materials.
Start a similar projectThe situation
The right system protects hierarchy and brand cues while leaving enough flexibility for real content.
This concept organises the formats an advisor uses most into one practical library with clear rules and reusable modules.
Define what stays fixed, what can change and how each template adapts across common advisor use cases.
Proposal pages. Itinerary modules. Email graphics. Social posts and stories. Presentation slides. Campaign and supplier-offer formats.
Why it works
Lock the recurring structure so important information stays clear.
Build around real weekly tasks rather than an abstract component library.
Use controlled choices that preserve quality without slowing the user down.
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The format can adapt to your workflow, brand, niche and preferred platform.