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Proposal

Vaultwise Financial

Content Marketing

Prepared by Narrative Labs

Sample generated by Wintura

Executive Summary

Vaultwise Financial has built a genuinely innovative product — automated treasury management for mid-market companies. The problem is that nobody outside your existing network knows it exists. Your blog has 3 posts from 8 months ago, your LinkedIn generates zero inbound leads, and your competitors are publishing weekly.

Narrative Labs specializes in content marketing for B2B fintech companies. We propose a 6-month engagement to build Vaultwise's content engine from scratch — strategy, production, distribution, and measurement. The goal: establish Vaultwise as the go-to voice on treasury automation and generate 15+ qualified inbound leads per month by Month 6.

Understanding Your Goals

What you're trying to achieve:

  • Build awareness in a category you're helping to create (automated treasury management)
  • Generate inbound leads — currently 100% of pipeline comes from outbound sales
  • Establish thought leadership — your CEO and CTO have deep domain expertise that isn't being captured
  • Support the sales team with content assets they can share during the sales cycle

Current gaps we identified:

  • No content strategy or editorial calendar
  • 3 blog posts total — generic product announcements, not educational content
  • No gated content (whitepapers, reports) for lead capture
  • No email newsletter
  • Competitors (Kyriba, GTreasury) publish 4-8x per month

Our Approach

Month 1 is strategy. Months 2-6 are production and distribution.

Strategy Phase (Month 1):

  • Audience persona development (CFO, Treasurer, VP Finance)
  • Content pillar identification (3-4 themes that connect product to pain points)
  • Keyword research for each pillar (informational + commercial intent)
  • Editorial calendar for Months 2-6
  • Distribution channel strategy (blog, LinkedIn, email, guest posts)

Production Phase (Months 2-6):

  • 6 content assets per month (see Deliverables)
  • Monthly email newsletter
  • LinkedIn ghostwriting for CEO (3 posts/week)
  • 1 gated asset per quarter (whitepaper or industry report)

We write content that sounds like your team, not like an agency. Every piece goes through a subject matter expert review to ensure technical accuracy.

Content Strategy

Proposed content pillars:

  1. Treasury Automation 101 — Educational content for finance teams evaluating automation for the first time
  2. Cash Flow Intelligence — Data-driven insights on cash management, forecasting, and working capital optimization
  3. CFO Playbook — Strategic content for senior finance leaders on modernizing treasury operations
  4. Vaultwise Product — Product-led content (use cases, comparisons, customer stories) targeting bottom-of-funnel

Distribution strategy:

  • All blog content published on vaultwise.com/blog with SEO optimization
  • Key posts repurposed for LinkedIn (CEO ghostwriting)
  • Monthly newsletter to subscriber list
  • Guest posts on fintech publications (Treasury & Risk, CFO Dive) — 1 per quarter
  • Gated whitepapers promoted via LinkedIn ads (client manages ad spend)

Deliverables & Timeline

Monthly deliverables (Months 2-6):

Asset Quantity Specs
Long-form blog posts 4/month 1,500-2,500 words, SEO-optimized
Short-form posts 2/month 500-800 words, supporting topics
LinkedIn posts (CEO ghostwriting) 12/month 150-300 words each
Email newsletter 1/month Curated + original content
Gated whitepaper 1/quarter 3,000-5,000 words, designed PDF

Month 1 deliverables:

  • Audience persona document
  • Content pillar strategy
  • Keyword research (30+ keywords mapped)
  • Editorial calendar (Months 2-6)
  • Brand voice guide for content

Monthly reporting includes:

  • Blog traffic by post
  • Lead generation (gated content downloads, newsletter signups)
  • LinkedIn engagement metrics
  • Keyword ranking movement
  • Content pipeline status

Investment

Monthly Retainer: $6,500/month

Service Monthly
Content strategy and editorial planning $800
Blog production (6 posts) $3,000
LinkedIn ghostwriting (12 posts) $1,200
Email newsletter $500
Reporting and analytics $500
Account management $500
Total $6,500/mo

Additional costs (billed separately):

  • Quarterly whitepaper: $2,500 per report (includes design)
  • Guest post placement fees: $0 (earned media, no pay-to-play)

6-month minimum commitment. Content marketing requires time to compound — you won't see meaningful SEO or lead gen results before Month 4. We're upfront about that.

6-month total: $39,000 (retainer) + $5,000 (2 whitepapers) = $44,000

Why Us

Narrative Labs works exclusively with B2B fintech companies. We write about payments, banking infrastructure, treasury, and financial operations — not "technology" in general.

  • 11 fintech clients in our current portfolio
  • We have domain expertise — our writers have backgrounds in finance and can interview your team without needing a glossary
  • Average client sees first inbound lead from content by Month 3, meaningful pipeline contribution by Month 5
  • Transparent attribution — we track every lead back to the content piece that generated it

Next Steps

  1. Approve this proposal and sign the engagement letter
  2. Strategy kickoff (2 hours) — we interview your CEO, CTO, and head of sales to extract domain expertise and define the content voice
  3. Persona and pillar deck delivered within 10 days
  4. Editorial calendar for Months 2-6 delivered for approval
  5. Production begins — first 2 blog posts drafted within Week 1 of Month 2

Vaultwise has a product that solves a real problem. Let's make sure the market knows about it.

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