How to Prepare for a Branding or Design Project

If you’re getting ready to start a branding or design project, there are a few things you can do to set yourself (and your designer!) up for success. The more we can organize up front, the smoother the process feels — and the more confident you’ll be in every decision along the way.

Here’s what I recommend gathering and thinking through before we dive in.

1. Know Your Goals

Before we start talking colors and fonts, think about why you’re doing this project.

  • Are you rebranding to better reflect your growth?

  • Launching a new business?

  • Refreshing an outdated logo or website?

Even just a few bullet points about your goals helps me make creative choices that actually serve your business — not just look nice.

2. Gather Inspiration

You don’t have to have everything figured out — but visuals are a great place to start. Create a Pinterest board or a quick folder with logos, color palettes, websites, or even packaging that speaks to you. We’ll use these as references to find the right creative direction.

Tip: If something “feels right” but you can’t explain why, save it anyway. I can usually spot the common threads for you.

3. Collect Existing Materials

If you already have a logo, photography, copy, or any brand assets (like packaging or marketing materials), go ahead and upload them to a Google Drive folder.

I always establish a Google Drive folder that will become our project hub — where we’ll keep:

  • Logos and brand photography

  • Fonts and color references

  • Website copy or bios

  • Any important files, documents, or ideas

If you don’t have everything yet, no worries! We’ll build it together as we go.

4. Organize Your Logins

If we’re working on a website or digital assets, I’ll eventually need access to things like your domain, hosting, or email accounts. Gathering those logins now saves us a ton of back-and-forth later.

Common examples: Squarespace, Shopify, Wix, Google Workspace, or social media accounts.

5. Clarify Your Audience

Who are we trying to connect with? Your target audience doesn’t have to be rigid or overly specific, but a general idea helps shape your messaging and design decisions.

  • Who are your current or dream customers? (Do you have competitors?)

  • What problems do you solve for them?

  • What do you want them to feel when they interact with your brand?

6. Be Ready to Collaborate

Every design project is a partnership. I’ll bring strategy, structure, and design expertise — but your insight into your business is what makes the outcome unique. Come ready to share feedback, ask questions, and brainstorm together.

I will meet you where you are and make the vision come alive.

7. Set Expectations for Timing & Communication

Branding projects move smoothly when we’re both clear about how and when we’ll communicate. I typically reply to emails within 1–2 business days, and standard turnaround time for revisions is 7–10 business days (though I often get back faster).

Let me know what communication style works best for you — whether that’s detailed emails, shared notes, or quick check-ins.

A little prep goes a long way.

By gathering your ideas, inspiration, and assets ahead of time, you’ll make space for the creative part to flow naturally — and that’s when the magic really happens.

When in doubt, don’t stress — I’ll guide you through every step and help you stay organized along the way.

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