Josh Greenbaum

Book to rebrand

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The Top Line:

Josh Greenbaum built a successful financial consulting practice after making the leap from Big Four accounting. He entered 2021 ready to update his brand and website as he launched his first book. With a digital presence that shared only a fraction of what he was capable of, he wanted to position his services beyond that of a commodity and elevate his public profile as an industry thought leader. Never short on ideas, he needed a partner to provide structure to his vision and develop momentum for a year of exponential growth.

Josh Says...

“The unexpected surprise was the long tail value I took away from our work together. I found greater confidence and clarity when I describe and sell my service to prospective clients, which has attracted more ideal clients and allowed me to grow my company as I envisioned.”

The Bottom Line:

Knowing how easy it is for experts to use industry jargon, I focused on helping Josh make the technical accessible in his communications, profile, and sales conversations. Working closely with Me for We Design on his web redesign, we strategized his website architecture and user experience, making sure the verbal and visual messages matched up. Reimagining his bio, book title, LinkedIn profile, and website copy allowed Josh to share client outcomes in a way he hadn’t before, engaging those in his network and creating renewed interest in his services. Josh has accessed a new level of clientele, who see him as the only option, not because he’s the only one who can do the work, but because he’s leading the conversation on this work.


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