The Onboarding Process
Every project starts with an onboarding process to collect the information I need to bring your brand to life. During this process, you’ll receive a comprehensive package, including a form to complete, that will help me understand your business, goals, and vision.
Work begins once your form is complete and the proposal and contract are signed. Delays in submission may affect project timelines.
INTRODUCTORY CALL
The process begins with a conversation to help me understand your brand, goals, and challenges.
During this call, we discuss the packages that best suit your situation, your vision for growth, and what you hope to achieve. This is also an opportunity for you to ask any clarifying questions about the program.
PROPOSAL & AGREEMENT
After this call, we will send you our detailed proposal of the program path, timeline, and expectations. I’ll also go over the Policy Agreement. Once you sign the Policy Agreement, you will receive the retainer invoice that will secure your discovery call.
Pay the retainer, sign the contract, and accept the proposal, and you’re ready for brand discovery and audit.
DISCOVERY & AUDIT
After you accept the proposal and pay the retainer, we’ll conduct a comprehensive audit of your current brand (if you have one) or plan your brand from start to finish, offering advice on how to proceed with brand strategy. Once you’re okay with the strategy, you pay the rest of the Initial Deposit.
We’ll then move into timelines, review cycles, and communication preferences. This ensures that the project stays on schedule and feedback is integrated efficiently.
CONCEPTUALIZATION
Once the Initial Deposit is paid, we’ll move straight into collaboration and communication to draft your brand’s concept. Once we’ve finished with this area, we’ll let you know.
You’ll be given a draft document of everything discussed. The Review Deposit allows reviews of the draft document and also secures the brand concept presentation.
DELIVERY & SIGN-OFF
Once you agree with the brand presentation, I will begin packaging up the final files for you. When the final files are ready, I’ll send you the invoice for the remaining balance along with a checklist of all the final documents you’ll receive.
Pay off the balance, receive your final files, and enjoy your brand. If you booked the Brand Engineering Blueprint, then I’ll also send you the Transition & Proposal Document for the next phase.
