To create a completely customized portfolio, we want to get to know our clients as best as possible. At this stage, we share a fifty-six question “Client Persona Questionnaire” to gather insights into our clients’ personal philosophies, backgrounds, and creative and academic goals. During this step, J&B develops a baseline knowledge of our clients’ unique characteristics and perspectives, which we use throughout the project. 

Once the questionnaire is completed, J&B creates a “Client Persona.” The “Client Persona” is an evidence-based method J&B uses to conceptualize who a client is, drawing from the “Client Persona Questionnaire” and any additional details we learn from communications with clients. The goal of the “Client Persona” is to help J&B and the client objectively view their unique attributes/skills/challenges, or their "persona," by utilizing as much evidence-based research as possible. The “Client Persona” visually diagrams and elaborates on the following categories:

● General (Goals and Life Philosophy)
● Personal (Values and Family)
● Personality
● Academic

As we complete our “Client Persona,” we conduct a thorough analysis of our clients, implementing a synthesis of assessment and evaluation.

To effectively recommend the perfect portfolio project for each client, we utilize our custom “Hues & Logic Formula” to identify which specific areas of the humanities and sciences would best suit their needs. At J&B, we believe in the importance of combining creativity and logic to capture the depth needed for a truly unique portfolio. 

Our formula works like this: Our clients are allotted the following points from two categories: 

“Hues” Category:

Religion

Arts

History 

“Logic” Category:

Philosophy

Anthropology

Psychology

With a total maximum score of 3, clients can have no more than 2 points from the same category.

Our formula is designed to create a “Persona Match,” or match each client’s unique creative talent(s) with (a) logic-based interest(s). The “Hues & Logic Formula” is specially designed to evaluate each client’s criteria and calculate their ideal balance between creativity and logic. 

For instance, a Persona Match e.g. = Arts (1) + Anthropology (1) + Psychology (1) 

Once we fully understand our clients’ needs, J&B presents a “Persona Portfolio,” or three project suggestions that creatively incorporate our understanding of who our clients are, what they excel at, and how we think they could best showcase their talents. During this step, we include visual examples of each project suggestion to help our clients envision what their ideal portfolio looks like. At this point, we are confident that our clients are offered a unique consulting experience that will directly result in an exceptional outcome.

For a Persona Match = Arts (1) + Anthropology (1) + Psychology (1), we may suggest a “Graphic Novel” project with a Psychology theme, or a Personal Portfolio that includes that following visual examples: