Professional Services

The Weiser Agency

Insurance Agency
Santa Barbara, California

“Finally, a marketing firm that really wants to understand the core business before putting together a marketing strategy. Love working with this creative, responsive and organized team. Only been a few months and I already feel Clever Punch is a vital member of our business strategy and growth.”

Kelly L. Weiser | Managing Partner

1. Brand Guidelines

Services include:

The Weiser Agency is a comprehensive insurance agency serving a discerning clientele based in Santa Barbara and Montecito. Our team did not make any changes to their logo but instead compiled brand guidelines that convey Weiser’s high-caliber capabilities. Also included:

  • Creating a mood board based on what we knew about the client's desired look and feel.

  • Organizing a final logo set (including primary, secondary, icon, and wordmark logos in all formats).

  • Selecting a distinct font family to coordinate with the client’s branding.

  • Choosing a color palette for the website and other marketing materials.

2. Website Transfer

theweiseragency.com | Services include:

Our client at The Weiser Agency didn’t want to make any changes to their website; they only wanted to get it on a platform for their marketing team to manage on an ongoing basis. Our work included:

  • Transferring website content as-is onto Squarespace’s platform

  • Mobile and SEO optimization

  • Coordinating with the client to make any adjustments

  • Website launch and ongoing management

3. Social Media

Services include:

Our strategy for Weiser’s social media was to produce high-quality images and discerning, educational copy. Consistency is the key to creating a cohesive online presence that turns viewers into customers. The process includes:

  • Regular check-in calls to discuss strategy and projects

  • Batching content to fill the 9 spots on the grid

  • Custom copywriting in distinct brand voice

  • Client approval of every image and caption before posting

  • Weekly stories featuring company updates, insurance tips, and more.

4. Blogs & Email Campaigns

Services include:

We created ongoing marketing materials to engage Weiser’s audience and convey their expertise. Monthly email newsletters include:

  • Industry insights & updates

  • Team member spotlights

  • Educational articles & information

Graphic Design Samples

Print Materials

Professional Photography

Email Signatures

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