My brand design process has evolved substantially since I started my design business in 2018. Over the past couple years, I’ve continued to invest in education and resources in order to create better work, more efficiently. Although there’s always room for refinement, I’ve reached a stage where I feel very at home with my brand design process and the results it’s capable of producing for my clients.
But don’t just take it from me; here are a few words of praise from recent branding clients:
“Stephanie was such a pleasure to work with! Amazing vision, perfectly outlined the strategy ahead of starting work. Her final branding was so perfect. I loved it right away, will massively help my business!” – Ester Fried
“Stephanie skillfully lead me through a rebranding process that was easy for me, yet magically produced the perfect logo, brand and color scheme for me. I’m so proud to share my new logo and brand now.” – Lidera Consulting
How have I been able to cut down on design revisions and present concepts that perfectly align with my clients’ vision? It’s all about the process. Whether you’re a fellow brand designer or a small business owner curious about the brand design process, this post is for you. Let’s dive in and explore my tried-and-true, step-by-step process.
My 7-step brand design process
Keep reading to discover how I create beautiful and strategic brand identities for my clients.
Step 1: The discovery call
The very first step every client takes before we start working together is booking a discovery call. This free and casual 30-minute chat gives each of us an opportunity to get to know each other a bit and see if we’re a good fit to work together. It’s a two-way conversation; not only does the client need to hear about my process and experience, I also need to learn about the client’s vision and goals and make sure that I can give them the support they need. If it’s not a great fit, I try to at least point the client in the right direction so that the conversation isn’t a total loss. And if it is a good fit, I’ll present one or two supportive options for how we can work together.
Related post: How to choose the right graphic designer for your brand
Step 2: Onboarding
If the client is interested in moving forward after our discovery call, one of two things will happen. Either I’ll send over the contract and invoice for the deposit right away; or if the client needs more time to weigh their options, I’ll first provide a proposal that lays out the options we discussed. Once the contract is signed, the onboarding process officially begins. I’ll send over a welcome email with a few important logistical details, such as the project timeline and project management info. I currently manage all my projects in Asana*, a free and intuitive online project management software. I always offer to provide a tutorial on using Asana in case the client is unfamiliar with it.
*Check out my resources page to discover all the tools and programs I use to run my business!
Step 3: Branding questionnaire
During the onboarding process, the client receives a copy of my branding questionnaire. The questionnaire is an easy and effective way to gather information about the client’s brand. It helps me understand their mission, goals, values, target audience, brand personality, and more. Many of my clients have told me that they enjoyed filling out the questionnaire because it helped them uncover some of the underdeveloped aspects of their brand. It also helps me start to shift into alignment with the client’s vision for their brand.
Step 4: Kick-off call
With the completed questionnaire in hand, I then hop onto a kick-off call with the client. The length of this call can vary anywhere from 15 minutes to an hour or more. Typically, the more developed the client’s brand strategy is upfront, the shorter the call. Some of my clients require a bit of guidance to hash out some of the intricacies of their brand identity, which I’m more than happy to support them with. During this call, we’ll also look at the client’s top competitors and review other brands for inspiration.
Step 5: Creative brief + mood board
By the end of the kick-off call, I’ve typically started to form a vision for the creative direction that the brand needs to take. To further develop this vision and make sure client and I are on the same page, I’ll prepare a creative brief and mood board. The creative brief neatly summarizes all the most important aspects of the brand identity in clear, accessible language. The mood board establishes the creative direction for the visual brand elements, such as the logos, colors, and typography.
This is one of the most crucial steps in the brand design process. It’s essential that the client approves of the creative direction before I move into the design phase. Sometimes it takes one or two rounds of refinement in order to get it right. But the more aligned we are at this stage, the fewer revisions we’ll need to make later on in the process.
Related post: What’s a mood board and why do you need one?
Step 6: Brand design
Step six of the brand design process is the longest phase of the project and where the magic happens. I like to present the full visual brand identity all at once so that the client can really visualize how all the different elements–logos, colors, fonts–come together. This process only works with the one logo concept method. In the past, I used to present multiple different logo options for the client to choose from. But while this sounds appealing, I found that most clients were overwhelmed by the options and didn’t know how to choose the best logo for their brand. The one concept method eliminates the overwhelm and analysis paralysis. Although I create and experiment with many different concepts behind the scenes, I only present what I believe is the strongest concept that will best serve the brand.
Of course, the first concept I present isn’t always a direct hit. The client provides feedback, and I make any necessary adjustments according to their feedback. In addition to the primary logo concept, I also present multiple logo variations (click here to read about logo variations and why they’re important). The brand design presentation also includes a color palette, font pairing, a few mockups, and a written explanation of my thought process. All of these elements are presented on a private page on my website.
Step 7: File delivery + launch
Once the visual brand identity is approved, I package up all the files in labeled folders. Also included are a single-page brand board and multi-page brand guidelines. The guidelines contain detailed instructions on how to use all the different brand elements (as well as what not to do with them). The files are delivered as a zip file via Asana. Finally, I’ll ask the client to provide a testimonial and offer to support them with any future design needs.
And that wraps up my 7-step brand design process!
I hope this post helped shine some light on what goes into the branding process. In my business, branding is typically a 4-6 week process, depending on the client’s availability, scope of work, and number of revisions needed.
If you’re looking for support in bringing your brand vision to life, I invite you to book a free discovery call to start the process. I can’t wait to learn about your goals and vision for your brand!
