🎨 Marketing and design agencies template
Brand identity project template
A brand identity checklist for designers: the questionnaire, inspiration and competitor examples to collect before concepts, and the approvals needed at each round.
Free. Once it's in your account you can rename it, add or remove items, and change anything.
- Each job is named
- "Brand identity"
- Usually repeats
- As needed
Ask the client for
-
Completed brand questionnaire
Audience, personality, values and where the brand will appear.
-
Competitors and brands they admire
-
Existing logo or brand materials
Only if this is a refresh.
-
Signed proposal and deposit
-
Feedback on the initial concepts
-
Approval of the final logo
Your steps
-
Present initial concepts
-
Deliver the brand guidelines and files
Tips
- Add the feedback item when concepts go out, so the reminders start then rather than at kickoff.
How it works with Follow Up With
-
1
Make it yours
Add the template to your account and change anything: rename items, add notes for the assistant, remove what you don't need.
-
2
Start it for a client
Start a job for any client in one click. The list is ready; you just pick who it's for.
-
3
The assistant does the asking
Your client gets one friendly email listing everything, reminders on a schedule you choose, and a private link to upload or reply. No login needed.
More marketing and design agencies templates
Browse every industry →Let the assistant do the asking
Add a template, start it for a client, and Follow Up With emails them the list, reminds them until it's done, and checks the files they send.
Start your 14-day free trial