Client Asset and Brand Kit Intake (Onboarding)
A checklist with 6 steps: Collect the client's logo files, brand fonts, and hex codes before any template is opened.
By InnovaAI ResearchPublished
What are the steps?
Client Asset and Brand Kit Intake (Onboarding)
- 01
Collect the client's logo files, brand fonts, and hex codes before any template is opened
Request vector logo files plus a one-page brand sheet. Template libraries ship with placeholder palettes, and swapping them after assembly doubles edit time on a 30-second social cut.
- 02
Confirm usage rights for every supplied photo, clip, and music track in writing
Ask the client to name the source and license tier for each asset. Screen-recording-to-video workflows often pull in third-party footage that the client assumed was cleared.
- 03
Capture the client's spoken pronunciation guide for brand names, product names, and people
Voiceover synthesis mispronounces invented product names on the first pass. A written phonetic list prevents a full re-render cycle on every deliverable.
- 04
Agree on aspect ratio and runtime targets per channel before scripting begins
A 60-second horizontal explainer and a 15-second vertical cut are different scripts, not different exports. Locking ratios at intake stops the scope argument at delivery.
- 05
Document who holds final approval and how many revision rounds the retainer covers
Name the single approver, not a committee. Agencies that accept feedback from three stakeholders burn revision rounds that were priced for one.
- 06
Store the approved kit in one shared folder the delivery team can reach without asking
Version drift starts when the account lead keeps a local copy. One canonical folder, dated on intake, removes the most common rework trigger.