Karta Marketing Hub Sales Enablement
An internal tool that unified Karta's marketing materials for sales and partners in 4 markets and 3 languages: PDFs, A4, emails, brand kit and landings.
Karta's sales and partnership team sells a premium U.S. credit card across four markets in three languages: the U.S. and Brazil first, then Mexico and Argentina.
Every one pager, brochure, guide and email used to be rebuilt by hand in Figma. In 30 days, step by step, we turned all of it into one internal tool: we standardised the brochure first, then the rest of the materials, until everything lived in one source of truth that the whole team trusts and compliance can audit.
Two weeks per piece, and one version for every partner, alliance and market.
Every piece was rebuilt by hand in Figma, once per language, and reaching a final version took up to two weeks. Then came the variants for each partner, alliance and market: 20–30 MB PDFs that had to be compressed and kept piling up in Drive. Tracking who had which version, and where it was sent, got harder with every one.
I want to scale my sales teamResults
- One hub for 8–10 people across 4 markets.
- 144 PDFs in English, Spanish and Portuguese, always current.
- Access by company email + one-time code, every download logged.
The team
- 1 Head of Product Design by Comandos
- Sales & Partnerships team
- Compliance
From a Drive full of versions to one source of truth.
- 01
Manual by design
Every language and every partner meant another hand-built Figma file.
- 02
Heavy files
20–30 MB exports that had to be compressed before anyone could send them.
- 03
No traceability
With a version per partner, alliance and market, there was no record of who had which file or where it went.
A page per piece, per card network, per partner.
Every new partner, alliance or market opened another Figma page, and inside it another set of frames to keep in sync by hand.
Every piece became a page, and the PDF its mirror.
It started with the brochure: instead of drawing each version, we built it once as a web page and generated the PDF from that page. It worked, so one pager, guides and the rest followed the same path. A change to the copy now updates every language and format at once, and the files come out light enough to share anywhere.
One piece, three languages: the Rewards guide in English, Spanish and Brazilian Portuguese, from the same source.
Digital to share, A4 to print.
Each piece comes in two formats: a continuous page to share on screen and a paginated, numbered A4 for print. Co-branded versions for partner banks live under the same piece, so a partner never receives an off-brand copy.
Organised the way the team sells: by product, then by audience.
A product menu switches between Consumer, Corporate and Global Account; inside each one, the pieces are grouped for financial advisors, for clients and for partners. Every piece shows when it was last updated, taken from its version history.
Everything the commercial team shares, in one place
Beyond the PDFs, the hub brings together the transactional emails, the brand kit, the public landings for partners and the print pieces for events. Each has its own mode, behind the same sign-in.
From the phone, mid-conversation
When a client or partner asks for something specific on WhatsApp, the seller opens the hub on their phone, picks the language and sends the current PDF or its link. No laptop, no Drive, no asking design for the latest version.
- 01
Company email + one-time code
Only Karta addresses can create an account, and without the code sent to that inbox nobody gets in.
- 02
Every download, on record
We know who downloaded which piece, in which language and when.
- 03
Custom, within the standard
A request for a specific partner or deal becomes a co-branded variant of the approved piece, not a parallel file with its own promises.
- 04
Nothing to chase
No attachments with stale versions; the team shares the current piece or its link.
One message, every market
- 1
- value proposition in 4 markets 8–10 sellers and partners in the U.S., Brazil, Mexico and Argentina explain Karta the same way, so leads hear one story in their language.
- Minutes
- to answer a client or partner, not two weeks From up to two weeks to get a final piece to sending the current version from a phone, mid-conversation.
- SOC 2
- access and audit controls Access only with a Karta email and a one-time code. Every download is logged.
