Operating ProcedureExecution layer

Brand Compliance Gate Before Client Delivery (QA)

A checklist with 7 steps: Freeze the asset set 48 hours before the client review call.

By InnovaAI ResearchPublished

What are the steps?

checklist

Brand Compliance Gate Before Client Delivery (QA)

  1. 01

    Freeze the asset set 48 hours before the client review call

    Lock the folder so no new files enter the review batch. Late additions are the single most common cause of a version mismatch reaching a client deck.

  2. 02

    Verify every logo file against the current brand guide revision number

    Pull the revision from the client's guidelines document and confirm the file name carries the same number. A logo that predates the last refresh is the most visible compliance failure an agency can ship.

  3. 03

    Confirm color values in exported files match the approved hex or Pantone list

    Screenshot exports and design tool previews render color differently. Check the exported file, not the canvas.

  4. 04

    Check that no asset carries an expired usage window or territory restriction

    Rights terms often expire on a calendar date rather than a campaign end. Flag anything within 30 days of expiry before it goes into a deliverable.

  5. 05

    Run a duplicate scan across the delivery folder and the master library

    Two files with near-identical names usually mean one is a stale draft. Keep the version with the higher revision number and archive the other.

  6. 06

    Have a second team member open the final package on a machine that is not the creator's

    Font substitution and linked-file breaks only surface on a clean machine. This catches the failures that the original designer cannot see.

  7. 07

    Log the approved asset IDs and revision numbers in the client's delivery record

    When a client asks six months later which logo version ran, the record answers it in seconds instead of a re-export.