

Defining the Brand Story for Success Index
Swiss Professionals helped a UK EdTech startup turn experience and empathy into a clear, trustworthy brand story for parents, tutors, and investors.
- PROJECT TYPEBrand Essence Workshop & Deck
The platform connects parents with trusted tutors, mock exams, and resources – all in one place.
- CLIENT LOCATIONEdTech
The platform connects parents with trusted tutors, mock exams, and resources – all in one place.
- IndustryUnited Kingdom
Success index is providing services in the UK; expansion strategy includes France and Switzerland
- DURATION1 week
We started with a Brand Essence Workshop and made a Brand Essence Deck based on the workshop’s insights.
The Client
Success Index is a UK-based startup helping families navigate the complex school entrance exam journey. The platform connects parents with trusted tutors, mock exams, and resources – all in one place.
The Challenge
Despite a strong vision and deep expertise, the founders faced a familiar early-stage challenge – articulating their story with clarity and emotion. Their website and materials explained what they do, but not why it matters. The tone felt functional rather than empathetic, leaving an opportunity to better connect with parents seeking reassurance and trust.
They needed to:
- Define a sharper brand story rooted in empathy and purpose
- Craft a clear vision and mission
- Create consistent messaging for parents, tutors, and investors
- Build a trustworthy tone of voice suited for the UK education market
Our Approach
We started with a Brand Essence Workshop – a focused, two-hour session designed to uncover the heart of the Success Index brand. Together with the founders, we explored:
- Their intent, values, and long-term vision
- The real pain points of parents and tutors
- The tone of voice that feels natural, credible, and reassuring
Deliverables
From these insights, we developed a comprehensive Brand Essence Deck, giving the team a structured foundation for storytelling, marketing, and growth. It included:
- A brand story that captures the emotional essence of the company
- Refined vision and mission statements
- Core values and a “We Believe” statement
- Defined brand personality and tone of voice
- Key messages tailored to parents, tutors, and investors
- A Messaging House for communication consistency
- Practical copy examples for the website, social media, and campaigns
Patricia Briggs
Co-Founder at Success Index
“We were very fortunate to have Swiss Professionals recommended to us.
Their work was excellent and they were able to meet our criteria. David and the team knew exactly what we required as a startup, and their advice and work have helped us progress quickly.
We look forward to future work with David and the team.”


