Context:
Bluevine's Business Owner Success Survey (BOSS) gathered insights to inform business owners about what is working for their peers, so they can better plan, budget, and perform to achieve the success they want for their own companies. The responses were gathered in partnership with Propeller Insights for the inaugural edition and Bredin for the mid-year edition.

This thought leadership piece is packed with lots of data and insights which needed to be showcased in a printed and digital PDF, email marketing, a standout landing page for PR placements, and various social content including Instagram posts and Pinterest pins.

Goal:

To promote the report, build credibility and lead the fintech industry with the concluded insight from the survey.

My role:

I collaborated with PR and the Brand team to kickoff a visual brainstorm for how the report could appear and we strategized on how many final assets were needed for this launch. Since we were tight on timing, final data and wireframing happened simultaneously and we kept in constant communication to arrive at an approved design direction. From there, I went on to complete a cohesive PDF, email marketing, landing page and social content.

Skills utilized: Visual Design, Wireframing, UI/UX, Social Content, and Email Design

Results:

The BOSS report was taken to capital hill and shown in meetings about public policy, while also gaining PR placements that drove traffic to the landing page. Survey responders were also sent a designed email inviting them to view the final report that they have contributed to. The overall impact of the report increased web traffic by 10% and helped position Bluevine as an industry leader.