Tartan already has an established brand voice and visual identity. Phase 1 isn't about building a brand from scratch, it's about checking current materials against that existing standard and building the design system your new sales playbook needs to run on. By the end of Phase 1, you'll have a clear picture of where materials are on brand and where they're not, a design system ready to produce future playbook modules quickly, and the first module completed as proof. Phase 2 picks up from there as an ongoing partnership, scoped once we know the real pace and volume.

About 50 people across the organization sell today through relationships and memory, backed by one broad one-sheet. Where that falls short, reps have started making their own materials, and they don't reflect the brand you've built. The playbook fixes the knowledge gap. This program fixes the material gap behind it. Every product gets a piece of collateral that looks like it belongs next to the Tartan platform.

Your internal design team works across a wide range of priorities, from the app to loyalty to store promotions, and evergreen sales collateral naturally has to compete for time on that list. That's not a knock on the team, it's just the reality of a shared resource supporting a lot of different needs at once. The playbook rolls out in stages, so the collateral need arrives in waves, tied to whenever Heather finishes the next piece. This work needs to move on her timeline.

We start with a focused Phase 1: check current materials against Tartan's brand standard, build the design system the playbook runs on, and deliver the first finished module as proof. Once that foundation is in place and we both have a real sense of pace and volume, Phase 2 continues as an ongoing partnership, scoped from actual data instead of a guess.

• A review of current materials against Tartan's existing brand voice and visual guidelines
• Working alongside Tartan's internal brand team to stay aligned throughout
• Writing the core Tartan story, for both internal and customer-facing use, built on your approved brand guidelines
• Building the overall design system the playbook will run on
• Completing the first playbook module, including diagrams and visuals for a complex step-by-step process

Outside this scope: video, photography, printing, large campaigns, or extensive copywriting beyond the core narrative. These are natural next steps as the relationship grows, and we'll scope and price them separately when they come up.

The partnership runs in two phases.

One clear price for Phase 1. Phase 2 is scoped once we have real data to price it against.

Phase 2, the ongoing partnership, is investment TBD for FY26-27. Once Phase 1 shows us the real pace of the playbook rollout and the actual volume of collateral needed, we'll bring you a clear number for that.