Before we begin crafting your elevated, story-driven brand, a little prep on your end goes a long way. When you come in clear, organized, and inspired, I can build a visual identity that feels unmistakably you—and positions your business for real growth.
1. Get Clear on Your Offers
To design strategically, I need to understand what you’re selling and where your business is headed. Before we start, take a moment to outline:
- Your core offers or products
- Your signature service (if you have one!)
- What you want to promote most in the next 6–12 months
This helps me shape a brand that aligns with your goals—not just your aesthetics.
2. Define Your Dream Client
Your brand is built to attract and convert the people you want most. When working together, I’ll ask you to describe:
- Who your ideal client is (values, lifestyle, pain points)
- What they need help with
- How you want them to feel when they interact with your brand
This lets me create visuals and messaging suggestions that speak directly to them.
3. Clarify Your Brand Personality
I craft every brand with intention, tone, and feeling—so understanding your personality is key. Before we dive in, gather:
- 3–5 words that describe your brand vibe (e.g., refined, bold, warm, minimal)
- Any language or tones you want to avoid
- Examples of content that “feels like you”
This ensures your visuals match your voice and energy.
4. Gather Visual Inspiration
This is where the magic really begins. Pull together anything that inspires you:
- Pinterest boards (colors, fonts, interiors, packaging, photography)
- Instagram saves
- Real-life textures, signage, storefronts, magazines
Looking at your inspiration helps me see patterns, preferences, and direction—so I can translate them into a cohesive brand identity.
5. Collect Brand Photography (If You Have It)
If you already have brand photos—headshots, lifestyle images, product shots—add them to our shared folder. I’ll use these in moodboarding, mockups, and website design.
No photos yet? No problem. Start a simple shot list and inspiration board. I’ll happily guide you on what shots will best support your visual identity.
6. Audit Your Existing Assets
Before we build your new identity, it helps to understand what currently exists. Gather:
- Your old logo files (even if you don’t like them)
- Any color palettes or fonts you’ve been using
- Templates, packaging, or marketing pieces
This gives me a full picture of where you’re at—and what we’re evolving away from.
7. Organize Everything in One Place
To keep our workflow smooth, please upload all materials to one shared location. My clients typically use:
- Google Drive: Best for assets, inspiration, photography, and documents
- Notion: Great for brand strategy notes and project hubs
- Pinterest: Perfect for collecting visual direction
Keeping things tidy helps me move through my creative process efficiently, so you get faster, more aligned results.
8. Set Goals for Your New Brand
When I know what you want your brand to do for you, I can make smart design decisions that support your next chapter. Ask yourself:
- What do I want my new brand to help me achieve?
- Do I want to attract higher-level clients?
- Increase trust?
- Raise my prices?
- Expand into new offers?
Share these goals with me—I’ll keep them in mind during the entire design process.
Helpful Prep Resources
- Pinterest: Moodboards & visual inspiration – pinterest.com
- Notion: Organize notes, offers, client avatars – notion.so
- Google Drive: Store all your assets for our project – drive.google.com
- Canva: Temporary asset storage or quick inspo – canva.com
- Loom: Record a simple video explaining your vision – loom.com
Why This Prep Matters
When you show up organized and clear, I can pour my energy into the deep creative work—crafting a brand that’s aligned, strategic, and built to evolve with you. Prep isn’t about perfection—it’s about giving me the strongest foundation to design something powerful and timeless for your business.