A discovery call is the first step in crafting a strong, strategic brand identity. To make the most of this conversation, it’s important to come prepared with a clear understanding of your brand and its needs. Use this checklist to ensure you’re ready to discuss your vision, goals, and expectations.
Clearly articulate what your brand stands for and why it exists.
Understand who your ideal customers are, their pain points, and how your brand serves them.
List the core principles that guide your brand’s decisions and interactions.
Determine the tone and style that best represent your brand (e.g., playful, professional, minimalistic).
Have insights into your market and how your brand differentiates itself from competitors.
Collect examples of branding styles, color palettes, and imagery that resonate with you.
Define what makes your brand different and why customers should choose you.
Detail your products or services and their key benefits.
Identify how your brand communicates through messaging and tone of voice.
Outline any existing elements, such as logos, fonts, and colors, or ideas you want to explore.
Decide what you want to achieve with your branding (e.g., increased recognition, a website refresh, new packaging design).
Think about what you need help with and any concerns you may have.
Assess what’s working and what needs improvement.
Have an idea of your investment range for branding services.
Know when you need the branding process to be completed.
Identify where your brand will appear (e.g., website, social media, packaging, print materials).
Decide on non-negotiables, such as color schemes or typography preferences.
Ensure your branding aligns with your long-term business objectives.
Map out how customers interact with your brand from discovery to purchase.
Be ready to collaborate and trust the expertise of your branding specialist.
By preparing thoroughly for your discovery call, you’ll set the stage for a productive conversation and a successful branding process. This checklist ensures that you’re equipped to discuss your brand’s vision with confidence and clarity. Ready to take your brand to the next level? Let’s make it happen!
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