Caddy Payroll

Caddy is a payroll service based in Texas. USA. Lead by Carla Newman, Xero ambassador, she had identified an opportunity amongst business owners to offer support services for payroll. Her team of experts are on hand for friendly advice, support or managing the entire payroll process. The brand is about expressing the personality and ease that Caddy offers.

Services:

  • Research and strategy
  • Naming
  • Brand design
  • Copywriting
  • Web design
  • Email newsletter
  • Stationery

Investigate & strategy

The initial part of building a brand strategy, we looked at the following via interview and desk based research:

  • Product/service information
  • SWOT analysis
  • Problem diagnosis
  • Key audience/s
  • Customer touch points

The results from the investigate stage show opportunities and areas to avoid with regard to business positioning. This enables a unique standpoint to build the brand from, and shape the customer experience going forward.

Troika develop a strategy snapshot which is a one page summary of key business attributes. This works to help the brand team, but also very accessible for the client team.

POSITIONING STATEMENT
PAYROLL WITH PERSONALITY
TONE & MANNER
EXPERT EASY FRIENDLY FREEDOM CONCIERGE
KEY MESSAGES
1. REMOVING PAIN POINTS FROM PAYROLL
2. A PEOPLE DRIVEN BUSINESS
3. WE SPECIALISE IN PAYROLL – IT’S OUR FOCUS

Naming

The strategy set the foundation for the naming process. The name needed to reflect the attributes of this new business.

Creative

The results from the investigate stage show opportunities and areas to avoid with regard to business positioning. This enables a unique standpoint to build the brand from, and shape the customer experience going forward.

“I can’t say enough about how great it was working with Troika. The team is great with the separate parts you each play to make the whole branding process work so well.
You facilitated in helping this analytical accountant’s brain of mine leap over into the creative world, while guiding me along the way to come out the other side with a beautiful branding for Caddy.
I came to you with the business concept for a new payroll bureau and you helped me create a brand and give it life!”

– CARLA NEWMAN FOUNDER & CEO, CADDY