Rebate: Brand and Positioning Reset.

Design System, Website Build, Visual Design, Marketing, Brand Guide

What is Rebate?

Rebate helps businesses find and claim federal and state tax credits. Their services include estimated savings to claim, all tax credit documentation prepared, filing instructions and manual, audit protection for up to $1 million, and a guarantee on money your business wouldn’t have otherwise had.

CHALLENGE

Rebates is a startup that needed help in repositioning their brand to hit the right target audience. This included a Brand Guide and Design System that would govern their collateral moving forward.

RESULTS

  • Brand new Marketing site.

  • Increased and Improved lead generation.

  • Consistency of design elements and communication plan leading to credibility.

My Role

UX, UI, Visual Designer – Led the rebrand as well as efforts on expanding and merging design systems and visual language.

Team

Creative team, Copywriters, System Designers, Internal Stakeholders

Tools Used

Figma, Google Slides

Timeline

3-4 Months


  • Conducted an audit of existing materials and existing Figma system.

  • Developed a new sitemap and homepage concepts.

  • Created a fully interactive prototype for investors and stakeholders.

  • Delivered a Marketing Design System.

The Approach

  1. Create an Accessible site following WCAG standards

  2. Create a consistent brand style that spans from Marketing Assets into the Customer Portal Experience.

  3. Handoff assets and functionality to development team.

  4. Hit Investor timelines.

Objectives


  • Marketing Designs

  • Portal Designs

  • Design System

  • Visual Designs

  • Brand Guide

  • Marketing Social Assets

  • Animation Notes

  • Mood Boards and Concepts

Deliverables


Mood Boards


Homepage Concepts


Brand Guide


Animation Notes


Marketing Assets


Design System


Marketing Designs


Portal Designs


Reflection

Based on budget constraints, there was only time and effort for the allotted, in hindsight I would have done more user testing upfront to validate the efforts taken.