Client Brand Kit Intake for Resold Decks (Onboarding)

Client Brand Kit Intake for Resold Decks (Onboarding)

1. 01

   Collect the client's brand assets before any template work begins

   Gather logos, color hex codes, font files, and approved iconography in a single shared folder, and confirm the client's brand guidelines are the latest version.

2. 02

   Define the deck's purpose and audience with the client

   Ask whether the deck is a pitch, a quarterly review, or a sales enablement piece, and identify who will present it so the tone and data density match the room.

3. 03

   Map the client's brand rules to the platform's template constraints

   Check whether the chosen white-label tool, such as Design Huddle, supports custom fonts and exact color values, and note any template elements that will need manual override.

4. 04

   Set a delivery timeline with a built-in revision buffer

   Agree on a first-draft date and a final deadline that leaves at least two business days for client feedback, since most decks go through at least one revision cycle.

5. 05

   Document the client's approval chain and sign-off authority

   Identify who can approve the deck and who only provides input, so you do not stall on feedback from a stakeholder who lacks decision rights.

6. 06

   Establish a naming convention for files and versions

   Use a pattern like client-deck-v1-YYYY-MM-DD so both your team and the client can track changes without confusion, especially when multiple people edit the file.