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Project

Trusted Advisors Group - Nor Cal

Develop the experience design and web interface for Northern California’s elite trusted advisors association.

Intro

Creating a professional advisors platform focused on creating synergies through serving needs, deals and wants of its members.

TAG Nor-Cal’s vision is to make a signficant difference for local business owners, fellow members, and the community at large including the support and presence within local business organizations. Through exlcusive membership and focus on the power of small groups, TAG hosts and facilitates monthly meetings, presentations, panels and breakout sessions to  achieve its mission.

Each month, TAG members gather to connect with each other, exchange information, view presentations, learn and collaborate.

During the monthly meetings, they offer presentations and panels on a range of subjects based on the expertise and needs of members.

Trios – A meeting of three. At the end of each monthly meeting, our members schedule smaller break out meetings with two other members, to deepen their relationships and learn more about each other. These meetings are required to be scheduled between each monthly event and members are required to attend.

TAG is built on the Know, Like, Trust & Refer model. Heroik served at the founding and development of the association and its initial digital platform design.

Details

ACTIVE | CLASSIFIED | MEMBERS ONLY

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Challenge

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Solution

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Key Principles Discovered

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Core Application Areas

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Project Applications

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Attendance

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FEATURED ELEMENTS

Hustle & Ground Game

Integrated Digital Presence Design

INTEGRATED MARKETING & SOCIAL MEDIA MARKETING

CONTENT MARKETING