Background information
Organization name
Wagon Wheel Financial
Description of the organization and its target audience
I serve retirees in financial services.
Industry
Accounting & Financial
Content details
Content to include in the template
I would like a PowerPoint that I can edit to send for marketing purposes.
I would like the PowerPoint to have the following characteristics:
1. I would like the prospects name to be customizable at the top right. I want this to be VERY LARGE so they can see that we customized it to them.
2. I would like the main text in the middle of the page to be on brand but read, “Thank you for following our page.”
3. I would like my “Relationship Manger’s” picture to be in in the lower right corner. With her name: “Amanda” and title “Relationship Manager” I have attached some images for you to use.
My company will be customizing this in PowerPoint then saving the image and sending it to prospects. I have included some other infographics for your review to make sure you are on-brand. You can also review my website at http://www.wagonwheelfinancial.com for brand ideas.
Please let me know if you have other questions.
Other
Stock images
Client requested you avoid using stock for this contest.
Stock images are licensed photos and vector files. Please tell the client before you submit designs using stock images
Other notes
Contest deliverables
1 x Powerpoint template
Final files
If you use fonts that require a license, confirm with the client they're ok with it. For licensing reasons, it is better to provide your client with information on how to acquire the font rather than providing the actual files.
The client will need the fonts to edit slides.