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Case Study Canva Infrastructure

Goosehead insurance

CLIENT

Goosehead Insurance

SCOPE

Brand Redesign, Brand Strategy, Canva Enterprise Implementation,

INDUSTRY

Insure Tech, Financial Services

SERVICES

Account Audit, Brand Infrastructure,
Brand Kit System, Template Design & Deployment

50%

PRODUCTION TIME CUT

Existing designs
reviewed

40+

ADOPTION RATE

User roles
mapped

500

ACTIVE USERS

Designs
prioritized

24 HR

APPROVAL PROCESS

Brand kits
built

before canva

The brand had been a DIY free-for-all for 14 years, resulting in countless costs, compliance, legal, and reputational risks

challenges

•

Goosehead lacked guidelines and tools for franchisees, corporate employees and partners resulting in a poor client experience.

•

Every agency owner had their own interpretation of what the brand represented resulting in client confusion and mistrust.

•

Agency owners turned to hiring their own marketing teams resulting in higher costs less time focused on sales and further brand fragmentation.

The solution

Transforming brand execution

The solution wasn’t just design; it was strategy, systems, and execution.
I developed a streamlined brand asset hub that gave every franchisee, employee, and partner access to on-brand materials, making execution seamless.

Before anything could be built, the foundation had to be right.

Folders organized by function. Restructured around how the team actually works — not a generic cleanup, but an architecture built specifically for Vital Body's business and day-to-day needs.

User permissions configured by role: The right people have access to the right templates. Sales sees sales. Social sees social. No overlap, no confusion.