A clear breakdown of your selected service, deliverables, and expectations. This document keeps our scope aligned throughout the project.

Example Agreement

An overview of your project schedule, including milestone deadlines, session dates, and delivery windows. Updated as we progress.

Example Timeline

Project Start Date: August 12, 2025
Estimated Completion Date: September 13, 2025

Phase 1: Discovery & Strategy

• Project Proposal Received: August 5, 2025

• Statement of Work Signed: August 10, 2025

• Brand Discovery Session: August 14, 2025

• Strategy Notes Delivered: August 16, 2025

Phase 2: Design & Development

• Initial Mockups Delivered: August 28, 2025

• Feedback Due: September 1, 2025

• Revisions Completed: September 5, 2025

Phase 3: Finalization & Delivery

• Final Files Prepared: September 10, 2025

• Final Review + Approval: September 12, 2025

• Project Closeout + Feedback Form: September 13, 2025

A running record of key insights, decisions, and next steps from our consults and strategy sessions. Use this space to revisit core ideas or clarify direction.

Example Notes

Brand Discovery Session
We clarified your brand voice, audience focus, and core content pillars for Q4.

Content Strategy Consult
Mapped out a 3-month content calendar with weekly themes and two new series concepts.

Canva Pro 1-on-1
Reviewed brand kit setup, post resizing, and file organization for smoother content creation.

Visual Systems Review
Refined logo usage and visual hierarchy for better brand consistency across platforms.

Your branded assets and drafts live here. Files are organized by stage — whether they’re being finalized, reviewed, or ready to download.

Example Deliverables
Files would be linked.

In Progress
• Instagram Carousel Templates (concept stage)
• Service One-Pager (awaiting first draft)

In Review
• Brand Style Guide (v1 submitted – feedback due 08/25)
• Welcome Slide Deck (pending final revisions)

Finalized
• Logo Suite (primary, secondary, and submark)
• Social Highlight Covers
• Color Palette & Font Pairing Reference

Helping us move from draft to final with clarity, confidence, and collaboration.

 1: View in Full Context

• Open the file on a laptop or desktop, not your phone.

• Review each slide/page individually.

• Zoom in to catch design details (spacing, alignment, font size).

Step 2: Review with Strategy in Mind

• Ask yourself:

  • Does this align with our brand voice and values?

  • Will this resonate with our target audience?

  • Is the message clear, focused, and intentional?

Step 3: Give Clear, Constructive Feedback

• Be specific: ("Can we try the dark green from our palette here?")

• Use section references: ("Slide 3 – try a more minimal icon.")

• Avoid vague phrases like “make it pop” or “more fun.”

• Feel free to provide visual examples if needed.

Track what’s been revised, what’s in review, and how many edits remain in your package. This keeps our process smooth, timely, and transparent.

Example Tracker
Included Revisions: 1 revision included (per deliverable)
Used: 1
Remaining: 0

Once everything is approved, your polished files will be organized here for easy access. Download anytime — no expiration.

Example Archive
Download ZIP
(YourName_BrandHandbook.zip)

What’s Inside:
• Logo Suite (PNG, JPG, and SVG — primary, secondary, submark)
• Brand Style Guide (PDF)
• Canva Template Link: [Custom IG Carousel Templates]
• Social Highlight Covers (5 PNGs)
• Pitch Deck (PDF + Canva edit link)
• Final Color Palette + Font Pairing Reference (PNG & HEX codes)

Your final step. This form gives you space to reflect on your experience, offer feedback, and share a testimonial if you’d like. It helps me improve — and wrap up with intention.

Feedback Form

Looking to expand or start something new? This form is your space to outline additional scope, propose a new project, or request continued support. It helps me plan next steps with clarity and keeps us aligned on your evolving brand needs.

Submit New Project Proposal