Sell sheets

BHG Financial — Company Overview

📌 Project Goal

Create a high-impact, single-page sell sheet to capture attention from Bank CEOs and decision-makers, positioning BHG Financial as a proven, stable, and compliant partner in the financial industry.

🎯 Target Audience

  • Bank CEOs & Presidents

  • Board Members & Executive Leadership

  • Cold and prospective banking partners

💡 Strategic Challenge

Financial executives receive countless pitches — the real obstacle was standing out instantly while conveying trust, stability, and long-term performance in seconds.

The message:
We aren't a new fintech — we’re an established financial partner with a proven track record.

🖥️ Execution

Format: 8.5x11 sell sheets (print & digital)
Tools: Figma + Adobe Suite
Deliverables:

  • Executive-ready sales collateral

  • Modular stat blocks

  • Simplified partner success narrative

🧠 Creative Strategy

Tone & Personality:
Stable. Proven. Executive-grade. Credibility first.

Design Priorities:
✔ Clean, structured hierarchy
✔ Fast-read metrics and timeline
✔ Authority-driven typography and minimal palette
✔ Trust signals & regulatory credibility
✔ Strong mission + value-driven language

sellsheet-mock.jpg

Bank Partnerships

📌 Project Overview

Developed a three-piece sellsheet series designed to educate prospective bank partners on the value of partnering with BHG Financial. Each piece highlights a key pillar of the partnership narrative — why BHG, business loan benefits, and the long-term value delivered to partner banks.

🎯 Goals

  • Clearly articulate the value and ROI of BHG bank partnerships

  • Break down BHG’s offering into digestible executive-friendly messages

  • Support cold outreach and warm pipeline nurturing with modular collateral

  • Reinforce brand trust and partnership longevity

💡 Strategic Approach

Three-sheet content system structured for rapid absorption:

  1. Why Partner With BHG — credibility, experience, network success

  2. Loan Features — business lending product clarity + differentiators

  3. Value Delivered — partner growth outcomes + ongoing support

Each piece focuses on quick-scan stats, value pillars, and benefit-driven messaging to align with the pace and priorities of banking executives.

✏️ Design Approach

  • Clean, balanced layouts built in Canva

  • Strategic hero/stock imagery to add visual breathing room and elevate tone

  • Trust-focused messaging hierarchy with key proof points and highlights

  • Consistent visual system across all three sheets to unify the series

🤩 Outcome

A cohesive sellsheet toolkit that simplifies BHG’s partnership story, presents business lending strengths with clarity, and positions BHG as a trusted, long-term financial ally — empowering bank relationship teams to confidently pitch and convert prospects.

3-ss-mockup.jpg

Purchasing Guide — BHG Loan Hub

📌 Objective

Provide a simple, transparent breakdown of purchase options on the Loan Hub

  1. Support bank partners in navigating the platform with confidence and clarity

  2. Reinforce BHG’s long-standing loan volume and marketplace credibility

  3. Reduce friction in the buying process and encourage platform adoption

🎯 Target Audience

  • Current and prospective BHG Bank Network partners

  • Bank executives, lending teams, and portfolio managers

  • Users exploring Loan Hub for the first time or scaling purchasing activity

💡 Design Approach

Clean, minimal layout allowing the content to lead

  1. Light visual support, with emphasis on readability and hierarchy

  2. Large stat highlight visual to balance text density and elevate platform scale

  3. Structured modular content to support scanning and reference usage

  4. Created in Canva for fast iteration and internal team accessibility

sellsheet_mock5.jpg