A branding brief that revealed a service design opportunity

Timeline: 4 Weeks

Project Type: Service Design

Role:

Service Designer

CONTEXT

Rita Santos is an agile product innovation coach transitioning into personal coaching. As she was finishing her coaching certification, she came to me to build a website to onboard clients and establish her offer.


THE PROBLEM

Rita had coaching experience and a clear sense of the clients she wanted to work with: people navigating life and career transitions. However, her service offering was not yet defined. She had three variations of services she wanted to include from the start, which made it difficult to structure a clear offer. Without that clarity, building a website that could effectively reach the right clients and communicate her value would be difficult.


MY APPROACH

Through the brand discovery process, the user segment became more sharply defined, and two distinct user profiles emerged from our sessions.

Rather than advertising three services through her website as Rita had initially envisioned, I recommended focusing on a structured initial offering: one online package per user profile, that would give her a clear starting point without overwhelming her or her potential clients. 

To structure this further, I mapped the user journey and jobs to be done of both profiles through her service, uncovering opportunities to enrich the offering and informing the communication direction for her brand and website. A service matrix was also developed to show how the broader set of services Rita envisioned,  including future offerings like coaching in nature and group trips, could coexist within her brand without needing to launch all at once.


IMPACT AT A GLANCE

  • Realistic Business Baseline: Replaced a high-overhead launch plan with a manageable online MVP that fits safely around Rita’s full-time job.

  • Clear Market Positioning: Replaced a confusing multi-service offer with a single, clear website narrative tailored to her two user profiles.

  • Built-in Client Pipeline: Designed the online packages to act as a low-friction trust builder for her future hikes and travel trips.

  • Confidence to Move Forward: Eliminated decision paralysis by proving that a focused launch protects, rather than abandons, Rita’s long-term vision.

Discovery

The project began with a brand discovery session covering Rita's values, motivations, target audience and vision. This formed the foundation for the brand work: design direction, brand values, color palette and logo development.

When the project moved into the website phase, it became clear that the service offering wasn't defined enough to determine what the website needed to say. In a session focused on planning the website structure and content, Rita identified two distinct user profiles within her target segment of people navigating transitions: those who needed clarity on their direction, and those who had direction but needed accountability and momentum to act on it.

With this picture clearer, I gave Rita a set of structured questions to help her define her service packages, taking into account her available time, the needs of her two user profiles, and what a realistic initial offering would look like given that she had recently started a new corporate job. From this, two focused packages emerged, one for each user profile.

I also mapped the user journey and jobs to be done for both profiles through Rita's service to help shape the content and structure of each package, and to inform the website copy so that it spoke clearly to both user types without leaving either feeling unseen.

User journey for each of Rita Santos’s user segments

Solutions

Two service programs

Based on the two user profiles and Rita's available capacity as she settled into a new job, two initial service programs were defined as Rita's MVP offer:

Career Clarity & Confidence Reset — designed for clients who feel stuck or uncertain about their direction, and need space to gain clarity on what they want and confidence to pursue it.

Focused Job Search & Accountability Accelerator — designed for clients who know what they want but need structure, support and accountability to follow through consistently.

Both programs were designed to work independently or sequentially, reflecting that a client might move from one profile to the other as their needs evolved.

A view of Rita’s service offers on her website - 2 different programs, 1 for each of her user profiles. The programs can be taken separately or one after the other.

Website

The website was designed to guide both user profiles through a coherent and reassuring journey, answering the questions a potential client would naturally have when landing on a coaching website, in the order they would likely have them:

  • What is this service and is it for me?

  • Who is Rita and can I trust her?

  • Is coaching actually right for me?

  • What have other clients experienced?

  • What are my options and what would suit me?

  • What if I'm not sure yet?

The copy was written to keep both user profiles in mind throughout — ensuring that neither felt unseen or unaddressed at any point in the page.

Service sequencing framework

Later in the project, Rita expressed uncertainty about her offering and the desire to immediately launch her high-immersion, long-term service concepts (nature hikes and group travel) instead of the previously established MVP. Rather than treating this as scope creep, I utilized a service sequencing framework to map her service ecosystem into a single visual matrix. This showed that launching with two focused, digital-first packages was not a compromise, but a strategic phase containment. By aligning her future concepts as downstream extensions of her current brand DNA, the matrix validated her long-term vision while protecting her immediate operational viability given her full-time job. This artifact shifted her perspective from restriction to progression, providing the strategic clarity required to finalize the website.

Service sequencing matrix detailing the optimal stages for Rita’s service offers

Expected Impact

Because the website and brand are pre-launch, traditional metrics like conversion rates are not yet available. However, the service design intervention generated immediate, measurable impact on operational readiness and strategic positioning:

Realistic Business Baseline: By looking honestly at Rita’s limited time as she settled into a new full-time job, the service structure prevented her from taking on the heavy logistics and burnout of launching outdoor hikes and group trips right away. Instead, we designed a simple, manageable online coaching offer that she can easily run on her own schedule while building her client base.

Clear Market Positioning: Instead of confusing potential clients by launching three completely different types of services all at once, the website now tells a single, clear story. It speaks directly to her two distinct user groups—those who need direction and those who need accountability—making sure everyone feels seen and understood.

A Built-in Client Pipeline: The initial online coaching packages serve as the perfect stepping stone for her business. By working with clients online first, Rita can build deep trust and a loyal community. These clients will then become the perfect target audience for her future nature hikes and travel trips when she is ready to launch them.

Confidence to Move Forward: Mapping everything out completely removed Rita's second-guessing and decision paralysis. It proved to her that starting with a smaller, focused offer didn't mean abandoning her bigger dreams—it just meant giving them a smart, sustainable timeline to grow into.

Learnings

Define the service before designing the brand
While the brand work and service definition ran in parallel in this project, the website phase revealed that a clearer service structure earlier would have made the entire process smoother. In future projects with clients who are early in building their offer, establishing a basic service framework upfront (even a rough one) would give the brand and website work a more solid foundation to build on.

Service design tools as project management tools
The service sequencing matrix was originally developed to help Rita visualise her broader service ecosystem. But in practice it also served as a realignment tool, helping Rita see the bigger picture at a moment when she was second guessing decisions already made. Service design artifacts can do double duty: they structure thinking and, when needed, they re-anchor a project that seems to be drifting.

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