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Okehampton Business Improvement District
Background
From fragmented communications to a connected ecosystem
When Okehampton’s Business Improvement District approached us, the brief wasn’t ‘marketing.’ It was something deeper. The Board needed confidence that levy funds were being used effectively, and the BID Manager needed systems that reduced pressure, not added to it. Levy payers needed to see visible, consistent value, so the challenge wasn’t visibility; it was structure.
Strategic Foundations
Building operational credibility before external promotion
The first phase focused on infrastructure — because without structure, communication becomes noise.
EspoCRM Setup & Configuration
Before implementation, member data lived across spreadsheets and inboxes. That creates risk for any organisation.
We configured an open-source CRM to centralise:
- Levy payer data
- Contact history
- Communication logs
- Segmentation for targeted messaging
Value to the Board:
Improved data governance, reporting visibility and accountability.
Value to the BID Manager:
One system. One source of truth. Reduced admin duplication.
Value to Levy Payers:
More relevant, better-timed communication instead of blanket messaging.
Brand Development
Alongside systems, we addressed identity.
The BID had inherited a green brand from the original ballot period. It no longer reflected the ambition or energy required to engage levy payers.
We advised a reset.
Through a structured brand workshop, we clarified:
Purpose, Mission, Vision Workshop: Two sessions where Okehampton BIDs’ identity evolved naturally into a more vibrant, authentic brand direction.
Persona Development: Two detailed personas built from research to capture customer needs and behaviours.
- The independent retail shopkeeper
- The industrial estate service business
- Brand Identity: A new visual direction with a fresh logo marque and type with a thought-through brand identity
From there, we built a strategic Message House to ensure consistency across digital, print, events, and internal communication.
Persona journeys are currently being mapped to strengthen how the BID communicates value at each stage of the levy relationship.
Creative Output
With foundations in place, creative execution became sharper and more coherent.
Tactical delivery included:
- Event branding for Edwardian Evening
- Event branding for Okehampton Business Sessions
- Ongoing social media design support
- Newsletter design and structured communication cadence
- Video storyboarding and art direction for third parties
- Talking head video production
We now provide ongoing communications support, including:
- Fortnightly newsletters (plus ad hoc campaigns)
- Event communications and surveys
- Copywriting support
- Advisory input and reporting
Creative output is no longer reactive. It is system-led.
The Impact
The BID now operates with:
- Structured member data
- Clear communication workflows
- Brand consistency
- Measurable engagement
- Reduced manual admin
- Greater strategic confidence
Most importantly, the organisation can articulate its value to levy payers with clarity and cohesion.
For community-led organisations, credibility is operational.
This project demonstrates what happens when digital infrastructure, brand clarity, and ongoing communications align.
Not noise.
Not activity.
Structure.
Brief
Okehampton BID required a connected communications system that would strengthen governance, improve operational efficiency, and clearly demonstrate value to levy payers. The objective was to replace fragmented tools and inherited branding with a scalable, measurable framework that supported both day-to-day delivery and long-term strategy.
The result: A structured, brand-led communications ecosystem that increased clarity, accountability, and visible value for the Board, BID Manager, and levy payers alike.
website
visitokehampton.co.uk/okehampton-bid/