+ for

A joint proposal

Your plan will change.
Your scope should too.

The brand, the pricing, the app and the site are all moving at once. A fixed scope written in August is a bet on what you need in November. One retainer covers the strategy, the design and the build, so the effort goes to whatever is actually blocking you that month. Step Change leads it. Adapt Studio builds it.

Prepared for
Olivia Piper
Head of Marketing, Emsee
Prepared by
Step Change
with Adapt Studio
Date
August 2026
Version 1
Reference
01

The recommendation

Six months on one Step Change retainer that covers both teams, committed three months at a time with a full review at each. It delivers the brand refresh and the Emsee website re-skin on fixed dates, and carries the pricing model, the documentation, the app design and the rebrand campaign alongside them.

Four things are moving at once

The brand is decided but not yet moved. The pricing is a working draft waiting on research. The app and free tier are still being settled. The site still wears the old identity. All four land in the same six months, and they depend on each other.

A fixed scope can't follow that

Anything we write into a project scope in August is a bet on what you'll need in November. When the pricing research lands, or the app direction settles, a project turns that into a variation and a new start date, and you are renegotiating it in two places.

A retainer moves with you

Same two projects, same deadlines, but the effort behind them shifts month to month to whatever is actually blocking you. Strategy effort can become design effort, or the other way around, without a variation and without you renegotiating with anyone. Six months from now the brand is finished, the site is live on it, and the pricing has somewhere to land.

The advice doesn't wait for a scope

You called about pricing recently, asking whether to go and rebuild it. The advice was to fix the small things you can fix now, get them into practice, and do the full rebuild once the research lands. That conversation doesn't appear on any scope and it isn't a deliverable, but it changed what happened next.

Over six months there will be a lot of those. The pricing model, the free tier boundary, the app direction, what to say to a pharmacy partner, whether an idea is worth the effort. A retainer means the people who already hold your strategy are on the phone that afternoon, instead of a stranger who needs briefing first.

02

Where this sits in your plan

Every dollar you spend on marketing right now lands on a brand you have already decided to change. That is the cost of an unfinished move, and it runs every month until the move is finished.

Step Change leads

The decision is made. The move isn't.

You've settled on consolidating to Emsee Menopause Centre. Until that actually lands in market, your SEO, your content, the app naming and every co-branded conversation are all aiming at something that hasn't stopped moving. Deciding it and finishing it are two different jobs.

The brand refresh, and everywhere the refresh has to reach

Adapt leads

The site is where the move becomes real

The Emsee site holds the traffic and the search equity, and it's still wearing the old identity. It's the largest surface the brand has, and the one every woman, GP and pharmacist lands on. Re-skinning it is what turns a decision into something a customer can actually see.

The re-skin, on the URL that already earns

Finishing it is more than a logo

A refreshed identity that stops at a guideline leaves the move half-made. What has to change is everything a woman, a GP or a pharmacist actually touches. The site, the app, the patient documents, the clinical letters, the referral collateral, the way price is presented, and the story that reaches your subscribers and referrers before they see a different logo.

Three things from the two days also still have nowhere to live. One journey, five programs is a website structure before it's a pricing decision. The four value pillars appear nowhere a customer can see them. And the Smart Choice Checklists came with their own instruction: next to price on all collateral, in the discussion guide, on the website. Right now the site talks to women only, and you named four audiences.

03

What we deliver

Two committed projects with fixed deadlines, and continuous support running alongside them. The projects are what you can hold. The support is what makes them land.

Committed, with dates

Step Change leads, with Adapt

Brand refresh

An evolution of what's there, taken to premium. Carried on from the mood boarding already underway into a refined logo suite and lockups, a distinctive brand asset, colour and type system, photography direction, and a guideline your team can use without ringing us. Then the working assets: social templates, document and presentation templates, email templates. Adapt work to this direction from the start, and your team is in the direction calls rather than only the sign-offs.

Weeks 2 to 8 · Direction locked week 5

Adapt leads

Emsee website re-skin

Eight to ten templates on the live URL under the refreshed brand, with serious UX and UI consideration on each rather than a straight colour swap. Structure, hierarchy and the mobile view, then high-fidelity UI, the design system and the build. The URL and the search equity stay exactly where they are.

Weeks 3 to 12 design · Build follows

Running alongside, called at the WIPs

Step Change and Emsee

The pricing model

What the rungs are, what sits on each one, and what each step visibly buys. Then how it is presented, and the same numbers everywhere they appear. We work the model with you, not just the artwork. This is not one we can do without your team.

Step Change and Emsee

Documentation and collateral

Patient-facing and clinical documents rebuilt on the new brand, so what she receives after signing up matches what convinced her in the first place.

All three of us

The pricing page

Where the model meets a real customer. We settle what has to be on it and how the value is argued, with Adapt on whether it holds up for each audience, then they design and build it into the template set.

All three of us

App design support

We're in the conversation as the free tier and the app come together, then scope the design work at a WIP once the product direction settles, rather than quoting blind today.

Step Change and Emsee

Rebrand campaign

One of the golds from the room, and the one people forget. Every subscriber, and every GP, pharmacist and allied health partner who sends you patients, hears the story from you before they see a different logo.

Whoever it needs

The things nobody has named yet

Six months in a category moving this fast will throw up work that isn't on anyone's list today. The capacity for it already exists in a retainer. It doesn't exist in a project.

The faster we work together, the further it goes

A retainer buys capacity, not a fixed list. If we get through the committed work quickly, with tight briefs and small rounds of feedback, what's left doesn't evaporate. It moves to the next thing: a deeper asset suite, an extended icon and illustration set, more templates, earlier campaign work. It's earned rather than guaranteed, which is why it sits here as upside and not as a line item.

04

How this works

Step Change leads the engagement and brings Adapt Studio to it. You get one point of contact across two agencies, and one team in the room, including your own.

Lead agency
Step Change

Holds the strategy, sets the direction and runs the workflow across both teams. We are the single point of comms, so the joins between strategy, brand and build are ours to smooth rather than yours.

Our design and build partner
Adapt Studio

A studio we rate and have chosen to bring to this. They own the digital craft: the Emsee website re-skin, UX and UI, all the design work and the build. They sit inside the brand work from the start rather than receiving it at the end, so it translates to screen properly.

In the work, not on the end of it
Emsee

Your team is a partner in most of this, not a recipient of it. The pricing model, the app, the audience calls and the sign-offs all need you in the room. None of it gets built at you.

You brief once

One brief, one plan, one timeline. We take it into both teams so you are never repeating yourself, and the two halves of the work stay in step.

One team, not two suppliers

We and Adapt have already worked out how we work together. The brand thinking and the digital craft move as one piece rather than getting handed across a fence.

Talk to either of us

Go straight to Adapt whenever it is useful. We are not a filter. What we do is keep it joined up, so nothing arrives twice or contradicts itself.

Adapt come into the WIPs when the work needs them and skip them when it doesn't, so you are never sitting through a build conversation to get to a brand decision. The exact ways of working we settle together at kickoff rather than imposing them on you now.

05

Six months, reviewed at three

Both committed projects are designed inside the first twelve weeks. At the month three review you hold a completed brand and a build-ready design system, and you decide then whether to commit to the next three. That second block is where the build, the campaign and the rest of it land.

Months 1 to 3 Brand and site design
Wks 1–3 4–6 7–9 10–12
Kickoff and discoveryOne session, everyone in it
Brand refreshDirection locked week 5
Website UXStructure, hierarchy, mobile
Website UI and design system8 to 10 templates
Pricing modelRungs, inclusions, presentation
Support alongsideAdvice on demand, and whatever's blocking
Month three reviewBrand delivered, site build-ready
Review, then commit to the next three months
Months 4 to 6 Into market
Wks 13–15 16–18 19–21 22–24
Website buildAdapt build and QA
Rebrand campaignLands before the site switch
Documentation, pricing, appSequenced as your decisions settle
Step Change leads Adapt leads Led by us, built with Adapt Called at the WIPs

Indicative and locks on kickoff. The brand and the site design run concurrently rather than back to back, which is what gets both to a finished state inside twelve weeks. The build follows in the second half.

06

Your team

Step Change leads, with Adapt alongside. The people who ran your two days already hold the strategy, so month one is production rather than immersion.

Lead agency
Step Change
Design and build partner
Adapt Studio
Rebecca Coote

Rebecca Coote

Creative Services Director

Leads the engagement, owns the brand and design direction, and works hand in hand with Adapt. She ran your session design and both days in the room, so nothing about your strategy needs explaining twice.

a.

Kieren Black

Owner

On the project across the Emsee website re-skin. Owns the digital craft with Kristy, from UX and UI through to the build. Works hand in hand with Rebecca, in the same WIP as everyone.

Ashton Bishop

Ashton Bishop

Strategy

On the strategy calls where a decision needs the thinking behind it rather than a design opinion. The pricing model, the value argument and the go-to-market sequencing all run past him.

a.

Kristy Black

Owner

On the project alongside Kieren, working with us on how the brand translates to screen and on what the template set has to do for each audience.

The bench you're drawing from

Twenty in-house across strategy, creative, design, production, digital and client success, plus hundreds more specialists across the Step Change network whenever a job needs them. Named allocation confirms at kickoff.

The studio behind the build

The Adelaide studio we have partnered with on this. Six disciplines under one roof, which is why the brand work and the build do not have to be handed between two different suppliers. They describe themselves as an embedded partner rather than an outside vendor, which is exactly how this partnership works.

The team under Kieren and Kristy confirms at kickoff, the same way the Step Change team does.

07

Why us

Two track records you can go and check. Strategy tested on hard categories, and digital craft with the brands to show for it.

Lead agency
Step Change
139
Five-star Google reviews
300+
Companies we have built strategies for
Who we have worked for
  • Sony Pictures
  • Commonwealth Bank
  • ANZ
  • Network Ten
  • TEDx Sydney
  • HP
  • 3M
  • Mercer
  • AGL
  • Sanitarium
  • Pizza Hut
  • Minelab
In their words
Kim Overall
So far beyond any consultant I have worked with.
Kim OverallSVP Global, Sony Pictures Home Entertainment
Jack McCartney
We now have a value proposition the team can identify with.
Jack McCartneyGM Business Wealth Management, Commonwealth Bank
Kylie Rogers
They have helped galvanise the team on our umbrella mission.
Kylie RogersNational Sales Director, Network Ten
Andrew Walker
I now use them regularly when I have a marketing challenge.
Andrew WalkerManaging Director, 3wks
Design and build partner
Adapt Studio
Internal note · remove before this goes to Emsee

Kieren, Kristy, over to you

This section is thin on your side because we built it from what is public on your site, and you do not publish much. You are a partner on this, not a supplier, so your half should be as strong as ours.

Send us whatever you have and we will build it in:

  • Client quotes or testimonials, ideally two or three with a name, role and company.
  • Your Google review count and rating, or whatever review platform you use.
  • Logo files for Virgin, TEDx and any other clients you are happy to show.
  • Headshots for the two of you, and the team under you once it is set.
  • Your brand guideline, or at minimum the correct hex values and fonts.
  • Any numbers from a project you can point at. Traffic, conversion, launch outcome.
  • Two or three pieces of work you would most want a health client to see.

Anything you cannot share, tell us and we will leave it out rather than guess. Nothing in this document is invented, and we want to keep it that way.

Who they have built for
  • Virgin
  • TEDx
  • Experience Melrose
  • Paradigm Shift Sports
  • Better Session
  • The Motorcycle Society
  • Orbit and Co
  • Resvu
  • V2E
  • AASC
What they do

Six disciplines under one roof out of Adelaide: branding, UI and UX, web design, software design, e-commerce and print.

Research, design, usability, reach. The four steps they run on every project, which is the same order we work in.

08

Investment

Both are real options and we'll honour either. You are not committing to six months. You are committing to three, and at three you hold a finished brand and a build-ready site whether you continue or not.

Option A
Two defined projects
Option B · recommended
One retainer, one team
What you get
Brand refresh and the Emsee website re-skin. Fixed scope, fixed price, fixed deliverable.
The same two projects on the same deadlines, plus the pricing model, the documentation, the app design and the rebrand campaign, with Adapt alongside us.
Priorities shift
A variation. New scope, new approval, new start date, in two places.
A conversation at a WIP. We move the effort across both teams, with no variation and no new start date.
Unspent effort
There isn't any. You bought a deliverable, not capacity.
Rolls forward into the next month. Move fast on approvals and it buys you more, not less.
Everything else
Pricing, documentation, app and campaign are each a separate quote, with their own set-up and their own place in the queue.
Already inside it. Nothing waits for a quote, and nothing waits its turn behind a project that has to finish first.
Advice
Outside the scope. It becomes a variation, or it waits for the next project.
Pick up the phone. We work the problem with you and it comes out of the same capacity.
Managing it
Two suppliers, two scopes, two timelines. The join between them is yours to chair.
One plan, one set of WIPs, one invoice. Step Change leads and coordinates both teams, so you brief once.
Investment
To be confirmedBrand refresh and the Emsee website re-skin, priced as two defined projects.
To be confirmedOne monthly figure to Step Change, covering both teams. Committed three months at a time, reviewed at each, with three months’ notice.

How the retainer buys more than the projects do

The retainer is bought in units of effort rather than a fixed list of deliverables, and the tier we are recommending carries a bonus on those units. That is the mechanism: the same money buys more work on a retainer than it does as two fixed projects, and anything unspent rolls into the next month instead of disappearing. The unit maths sits against the final figures and comes to you with them.

Set against Option A, the first part of the retainer buys the same two projects. The rest buys the pricing model, the rebrand campaign, the documentation and the app design support. Bought as projects those are four more scopes, four more approvals and four more start dates, and none of them can be reprioritised once signed.

How the retainer works

  • A fixed monthly amount, bought as units rather than a fixed task list.
  • You spend them on whichever work matters most that month.
  • Rates rise with seniority, so the units go where the work needs them.
  • Your client success lead helps you aim them at what counts.

Every month, included

  • WIPs weekly or fortnightly, set to how you need to work, with Adapt in them when the work needs them.
  • A quarterly Pulse Check against the plan.
  • Your own Monday.com board, visible to your team.
  • Monthly reporting on where the units actually went.

All figures AUD, excluding GST. Media spend, licences, hosting, print and production are additional and pass through at cost. Project bands are indicative and are fixed once the work is briefed.

09

Next steps

The strategy is finished and the brand is decided. The only open question left is whether the next six months get spent building it or scoping it.

01

The decision

One retainer with Step Change covering both teams. Or the two projects, defined and priced separately.

02

On agreement

Contract and NDA, brand and web assets shared, and the first WIP in the diary with both teams in it.

03

Week one

Kickoff with everyone in it, your Monday board live and the brand audit underway.

Rebecca Coote Creative Services Director, Step Change
rebecca@hellostepchange.com
hellostepchange.com
Adapt Studio Our partner on design and build
info@adaptstudio.co
adaptstudio.co