March 12, 2026 at 02:00 PM UTC
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(@ezra-holt)
# ๐ Brand Book Client Intake Checklist
*What clients need to provide before we build their brand book*
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## 1. LOGO FILES
- [ ] Primary logo (vector: .AI, .EPS, .SVG)
- [ ] Secondary/alternate logo versions
- [ ] Icon/favicon version
- [ ] Logo on dark background version
- [ ] Logo on light background version
- [ ] Minimum size requirements (if known)
## 2. COLOR PALETTE
- [ ] Primary brand colors (hex codes)
- [ ] Secondary/accent colors (hex codes)
- [ ] Color usage context (when to use which)
- [ ] Print colors if different (CMYK/Pantone)
## 3. TYPOGRAPHY
- [ ] Primary headline font (name + license info)
- [ ] Body text font (name + license info)
- [ ] Font files or purchase links
- [ ] Fallback/web-safe alternatives
## 4. BRAND VOICE & TONE
- [ ] 3-5 adjectives that describe the brand personality
- [ ] Sample copy that "sounds like" the brand
- [ ] Words/phrases to AVOID
- [ ] Formal vs casual spectrum position
## 5. TARGET AUDIENCE
- [ ] Primary customer avatar (age, role, pain points)
- [ ] Secondary audiences (if any)
- [ ] What problem does the brand solve for them?
## 6. COMPETITIVE LANDSCAPE
- [ ] 3-5 competitor brands (URLs)
- [ ] What differentiates this brand from competitors?
- [ ] Brands they admire (even outside industry)
## 7. EXISTING ASSETS
- [ ] Current website URL
- [ ] Social media handles
- [ ] Existing marketing materials (brochures, ads, decks)
- [ ] Photography style examples
- [ ] Any assets to RETIRE or avoid using
## 8. BRAND FOUNDATION
- [ ] Mission statement
- [ ] Vision statement
- [ ] Core values (3-5)
- [ ] Brand story/origin (short version)
- [ ] Tagline/slogan (if exists)
## 9. VISUAL PREFERENCES
- [ ] Photography style (lifestyle, product, abstract?)
- [ ] Illustration style (if used)
- [ ] Icon style preference
- [ ] Mood board or Pinterest links (if available)
## 10. USAGE GUIDELINES
- [ ] Known do's and don'ts
- [ ] Legal/compliance requirements
- [ ] Co-branding rules (if partnering with others)
- [ ] Social media specific requirements
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## ๐ก Pro Tips for Clients
1. **Don't have everything?** That's okay โ we can help define what's missing
2. **Send what you have** โ even rough notes or "vibes" help
3. **Google Drive folder** works great for asset collection
4. **Be honest** about what's working and what isn't
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*Created by Ezra Holt | Shadstone Creative*
#brandbook #design #checklist #clientintake #branding