Challenge 

Cadi Kiosk needed to get their brand heard to build a strong national crowdfunding campaign. Cadi, golf’s first autonomous, omnichannel, try-before-you-buy concept—an unprecedented innovation. To support the launch, the brand required a dynamic PR campaign in conjunction with its national crowdfunding initiative. 

Solution 

Pinnacle’s approach involved first using the power of local media in the most well-known golf markets in the United States, including on the East Coast, Florida, Arizona, and California. From there, we leveraged regional, golf, business, and national media outlets for interviews and articles placements.

Results 

Major golf markets in Boca Raton, Tucson, Phoenix, the Carolinas, Texas, Seattle, and across California began covering the story. Momentum continued to build, and multiple national outlets also covered the story. All efforts helped result in two successful national crowdfunding campaigns as well as private investment.

Challenge 

Launching not one, but two brands simultaneously posed an ambitious challenge. Pinnacle needed to carve out distinct yet complementary identities for Duncan Financial Solutions and Duncan Wealth Management, making each brand resonate with specific audience segments. This required a comprehensive strategy and flawless execution across both ventures. 

Some key hurdles included:

• Establishing a Strong Brand Identity: Crafting unique brand stories that reflected Duncan’s expertise while appealing to the diverse personas of his ideal customers. 
• Comprehensive Strategic Planning: Developing a strategic foundation that detailed the full customer lifecycle—from initial engagement to long-term trust building. 
• Developing a Full Suite of Brand Assets: Creating cohesive visual and messaging materials, including logos, style guides, and digital assets, to ensure the brands launched with clarity and impact. 
• Executing a Strong Market Introduction: Successfully launching both brands with targeted PR, media outreach, and a polished digital presence to make a memorable first impression.

Solution 

To meet these challenges, Duncan partnered with Pinnacle, leveraging the agency’s expertise in comprehensive brand development and go-to-market strategies.

Brand Development Strategy 

The engagement began with an intensive discovery process to systematically shape the foundations of both brands. 

• Persona Development: Pinnacle identified key customer archetypes for both brands, focusing on crafting messaging that would deeply resonate with their goals and pain points. 
• Customer Journey Mapping: A detailed map outlining each touchpoint in the customer lifecycle ensured that Duncan’s brands could seamlessly guide users from awareness to satisfaction. 
• Key Message Development: Pinnacle crafted powerful narratives that communicated each brand’s value proposition while highlighting Duncan Welch’s extensive industry experience. 
• Channel Development: Pinnacle determined the best communication channels to maximize reach and engagement for Duncan’s core audience. 
• Blueprint for Launch Strategy: The strategy session culminated in a tailored step-by-step plan to drive both immediate visibility and long-term growth.

Execution 

With the strategy in place, Pinnacle moved swiftly into the execution phase, producing a suite of high-quality assets and promotional efforts for both brands. 

• Brand Style Guides and Logos: Bold, distinctive visual identities were created, ensuring each brand complemented the other while maintaining a unique identity. 
• Graphics and Social Media Channels: Custom graphics and new social media profiles were professionally designed to capture attention and communicate authority. 
• Landing Page Development: Clean, compelling landing pages were created to establish a strong online presence and convert visitors into leads. 
• Public Relations and Media Outreach: Pinnacle developed a targeted Public Relations strategy, creating and distributing a press release while coordinating media outreach to amplify launch visibility. 

Results 

The collaboration between Duncan Financial, Duncan Wealth, and Pinnacle led to the seamless launches, each equipped with a polished and professional foundation. Key highlights of the project include:

A robust launch strategy that laid the groundwork for consistent, long-term growth across both brands.

A cohesive dual-brand identity that successfully differentiates the two offerings while showcasing Duncan Welch’s leadership and expertise. 

Positive coverage and awareness generated through a targeted Public Relations campaign, which positioned both brands competitively in the financial services market.