Substance & Form

SUBSTANCE & FORM / EXECUTIVE CONTENT PARTNER

Structure. Story. Design.

You bring the expertise.
We make it client-ready.

Your knowledge.
Our craft.

We turn research, notes and rough drafts into proposals, presentations, reports and learning materials your clients can use.

For independent consultants and specialist firms.

FROM EXPERTISE TO DELIVERYPLAY THE FILM

From rough material to a client-ready deliverable.

Read the transcript

Your expertise is what clients come to you for.

But turning it into a clear proposal, presentation or report takes time. Notes accumulate. Slides lose their thread. And deadlines keep moving closer.

Substance & Form helps turn that material into work your client can understand and use.

We organise the information, shape the narrative, refine the language and design the deliverable—while you stay focused on the expertise.

Content already complete? We polish it.

Research and rough notes? We help build the story.

Recurring requirements? We partner with you across projects.

You receive the agreed final and editable files, ready for your client.

You bring the expertise. We make it client-ready.

Tell us what you’re working on.

Editable final filesWhite-label deliveryNDA-supported engagements

01 / SELECTED WORK

PX01 · Fictional portfolio demonstration

Complex material.
Clear thinking, on the page.

A risk advisor’s notes and programme ideas, shaped into a 12-page executive proposal.

Executive proposal / Financial services

THE DECISION

Lead with what
matters.

Audience responsibilities. A clear programme. Visible outcomes.

PX / 01
STRUCTURENARRATIVEVISUAL COMMUNICATION
Explore the full transformation ↗

PX01 is a reconstructed, fictional portfolio demonstration, not a real client engagement or a claim of measured results. S&F’s role here is proposal development and communication, rather than delivery of the training programme.

WAYS TO WORK TOGETHER

One partner for structure, writing, design and quality.

The support your
material needs.

X1

POLISH

Your thinking is complete. We make it presentation-ready.

Ideal when the content already exists but needs stronger structure, language, visual hierarchy and professional execution.

A typical starting point
A completed proposal that needs clearer hierarchy, tighter wording and consistent design.

Includes:
  • Content hierarchy and restructuring
  • Light copy refinement
  • Professional layout and design
  • Charts and diagrams from supplied information
  • Brand alignment
  • Editorial and visual QA
  • Final PDF and editable files
  • Two structured revision rounds

Projects start from US$900

POLISH MY CONTENT
X2

BUILD

FLAGSHIP SERVICE

You have the material. We help shape the story.

For consultants who have research, notes and source material but need help turning them into a coherent executive deliverable.

A typical starting point
Research, meeting notes and a programme outline shaped into a coherent executive proposal.

Includes everything in X1, plus:
  • Source-material analysis
  • Information architecture
  • Narrative development
  • Copywriting and substantive rewriting
  • Executive summary development
  • Selective desk research
  • Custom frameworks and diagrams
  • Data storytelling
  • Content rationalisation
  • Final executive QA

Projects start from US$1,800

BUILD MY DELIVERABLE
X3

PARTNER

Senior content capacity without adding internal headcount.

For consultants and specialist firms with recurring client-facing production requirements.

A typical starting point
A planned sequence of proposals, presentations and learning materials, scoped around your delivery calendar.

Potential support includes:
  • Proposals
  • Executive presentations
  • Reports
  • Training materials
  • Workshop materials
  • Participant workbooks
  • Supporting client documents
  • White-label delivery
  • Priority production capacity
  • Version management
  • NDA-supported engagements

Projects start from US$3,500

Recurring partnerships available by scope.

DISCUSS A PARTNERSHIP

Starting prices are in US dollars, per project. Final investment and timing depend on source volume, complexity, deliverable length and deadline. Recurring partnerships are quoted separately by scope. Two consolidated revision rounds apply to each agreed deliverable; new requirements are scoped separately.

ABOUT SUBSTANCE & FORM

Good thinking deserves
to be understood.

Substance & Form is an executive content studio for independent experts and specialist firms.

We work in the space between knowing your subject and putting a clear, credible deliverable in front of your client. That means working on the substance—the argument, structure and language—as carefully as the form.

Our focus is practical: understand the audience, make the important decisions visible and produce work you can confidently use and continue to edit.

For independent consultants, boutique training companies and specialist consultancies, that creates content capacity without building an internal production team.

01 / CLARITY

Make the argument work.

Structure and narrative come before decoration. Every page should help the reader understand or decide.

02 / OWNERSHIP

Keep the expertise yours.

You bring subject knowledge and technical sign-off. We bring structure, writing, visual communication and editorial care.

03 / DISCRETION

Work behind your brand.

White-label delivery and NDA-supported arrangements keep the focus on your client relationship.

FROM INPUT TO OUTPUT

A clear path from your
material to the final file.

YOU BRING

Expertise & material

Notes, research, Word, PowerPoint, PDFs, spreadsheets and brand guidelines.

WE SHAPE

Story & structure

Information architecture, writing, editing and visual communication.

YOU RECEIVE

A client-ready deliverable

Agreed final and editable formats, with editorial and visual quality checks.

  1. 01

    Brief & scope

    Tell us the audience, purpose, material and deadline. We agree deliverables, timing and investment in writing. Most projects can be scoped without a meeting.

  2. 02

    Shape & produce

    We develop the narrative and produce the agreed work. You review the key content decisions and provide specialist sign-off.

  3. 03

    Review & hand over

    Two consolidated revision rounds, then delivery in the agreed editable and final formats.

BEFORE WE BEGIN

A few practical details.

How is this different from design-only support?

Design-only support can be a good fit when the content is settled. S&F also works on the information itself: what belongs, how the argument develops and what the reader needs to understand. Structure, writing and visual communication sit within one agreed scope.

How do I choose between POLISH and BUILD?

Choose POLISH when the thinking and core content are complete. BUILD suits material that still needs selection, a narrative or substantial writing. If you are unsure, send a short description and we will recommend a scope.

What affects the price and turnaround?

Source volume, the level of rewriting, deliverable length, visual complexity and deadline. Timing is confirmed after reviewing the material; starting prices are not fixed quotes for every project.

What counts as a revision round?

One consolidated set of feedback on the agreed deliverable. Two rounds are included in the agreed scope. A new audience, new deliverable or substantial new source material may require a revised scope.

Which files will I receive?

Final PDFs and the agreed editable source files, such as PowerPoint or Word. Formats, charts and any specialist editing requirements are confirmed before production begins.

Can you work confidentially and under my brand?

Yes. NDA-supported and white-label engagements are available. Handling arrangements are agreed before sensitive material is shared. Client work is not published without permission.

How does AI fit into the work?

AI-assisted production can support the workflow. Editorial judgement, source checking and review remain part of the work. Any restrictions on AI tools or sensitive material should be agreed in the scope before files are shared.

Who checks specialist accuracy?

You retain responsibility for subject-matter accuracy and final technical sign-off. S&F handles structure, writing, design and editorial quality. Technical validation, legal review, primary research and financial modelling need a separately agreed scope.

How are payments arranged?

The current project arrangement is 50% to start, with the balance due before editable files are released. Partnership schedules and any different terms are agreed in the written scope.

START A PROJECT

Something sitting unfinished on your desktop?

Tell us what you have and what it needs to become. A few details are enough to begin shaping the right next step.

hello@substanceandform.studio

Please leave confidential source files out of the initial enquiry. We’ll agree how to share them.

Prefer Word? Download the brief

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