Additional Steps

The intake process for a brand strategy involves three key steps:

STEP 2:
2. Submit Pertinent Forms: Once the client form is completed, clients are required to submit any relevant documents, such as existing brand materials (logos, color schemes), market research, competitor data, and marketing materials. These resources are vital for us to conduct an in-depth analysis of the current brand position.

STEP 3:
3. Prepare for a Revitalized Brand Strategy: After gathering all the necessary information, we begin crafting a tailored brand strategy. This step includes brand positioning, messaging, visual identity, and long-term growth strategies, all designed to refresh and elevate the brand.

With these steps, we ensure a thorough understanding of the business and create a strategic approach to help the brand reach its full potential.

Client Documents

For the intake of a brand strategy client, the following documents are typically required:

1. Client Brief/Questionnaire: should have been completed on the previous page
2. Existing Brand Materials: Any logos, color palettes, typography, or other visual assets currently in use.
3. Competitor Analysis: Data or research on competitors to understand the client's market position.
4. Brand Audit (if applicable): A review of the client's current brand identity and performance.
5. Legal Contracts/Agreements: – Service agreements, non-disclosure agreements (NDAs), and terms and conditions.
6. Marketing Materials (if applicable): – Current advertisements, social media presence, and website for analysis.
7. Target Audience Information: – Demographic data or customer personas that define the intended audience.
8. Vision Statement or Business Plan: – The client’s mission, vision, and long-term goals for the brand.

NOTE: These documents help set a clear foundation for the brand strategy process.

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