Case Study 02 — TruStage

Two years of trying to say everything.

A lending business unit with products in market, a story stuck in committee, and two years of nobody able to break the deadlock.

TruStage
Year
2025
Role
Creative Execution Lead
Scope
Lending business unit
Audience
Internal, credit unions, lenders

01The situation

The products work. The business believes in them. And for two years, nobody could agree on how to describe any of it.

Not one product. A business unit.

Credit insurance. Debt protection. Payment Guard. A pipeline of things not launched yet. The story had to hold for all of them at once, and it had to hold in four directions: inside the company, out to credit unions, out to lenders, and eventually down to the borrower.

A known sore spot

A VP called it exactly that. A senior manager put it plainer: people had been asking for a lending story for years, and nobody had been able to nail it.

The competition had figured this out a long time ago.

While we argued about how to describe ourselves, they were making headway doing the actual work of selling.

02The complication

Every attempt had built one document that covered everything. Each one stalled.

The draft I inherited ran six pages under four competing section headers, with a dozen people in the margins.

Tracked changes across a marked-up draft: struck-through sentences, highlighted rewrites, and competing edits
One draft. A dozen reviewers. Every sentence contested.

One instruction repeated throughout, in four different places: these are proof points that can be pulled forward as helpful.

Nobody had decided which ones mattered. And the newest comment asked for more.

03The diagnosis

This was never a writing problem. Everyone already knew what the products did. Three things were wrong at the same time.

Nobody had decided

Each group cared about a different part of it, and nobody had ever made them choose. Every review cycle added. No review cycle subtracted.

Somebody deleted a period, and it got tracked.

It didn't sound like a person

Jargon, compound sentences, needless complexity, and inside-baseball shorthand that only worked if you already knew the answer. All of it had to get steamrolled.

The test I set was an elevator pitch. A long elevator ride, sure. But you still have to get there before the doors open.

It had no visual form

You cannot judge a story in a Word document. There's no sense of how it will actually present, so it sprawls, and your eyes go blurry trying to take in everything at once.

A story is only as good as the way it's told. Eyes, ears, brain. It all has to work in concert.

04The work

I sat in the room with the VP and collected every piece of feedback the project had accumulated. Then I organized it instead of adding to it.

The strategy was to simplify the ask rather than build for every scenario at once. One narrative. Three pillars. One page.

Accessible digital solutions

Easy for your team. Seamless for your members.

Member-centered approach

Built around what real members want.

Proven results

Not a pilot. Not a promise. A proven solution.

Then it got a visual form, because that's the half everyone skips. Three columns, one headline, and enough white space that a reader knows where to start and when they're done.

The finished one-page lending protection piece, three columns under a single headline
Six pages became one.

05What changed

Validated by the VP of Marketing Strategy and the CMO. Sales rolled it out at 100% engagement.

Then it started producing things. A framework earns its keep when other people can build on it without asking permission.

First page of the lending solutions sell sheet built on the framework
First sales collateral written on the framework.
Second page of the sell sheet showing the product line and capabilities grid
Same three pillars, extended across the product line.
The closing

When something has been stuck a long time, the work is rarely hard.

It's stuck because nobody has made a decision, and every additional round of input makes the decision harder to make.

The fix was subtraction. Two years of trying to say everything, and nobody had tried saying less.

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