Template Library Intake (Onboarding)

Template Library Intake (Onboarding)

1. 01

   Inventory every deck the client has shipped in the last 12 months

   Pull final PDFs and source files from shared drives, email threads, and the client's own sales team. Count how many distinct visual systems appear; more than three usually means no one owns brand consistency.

2. 02

   Separate brand-locked elements from campaign-specific ones

   Logos, type scales, color tokens, and legal footers belong in a locked layer. Promo badges, seasonal imagery, and one-off charts stay editable so the client's marketing team can swap them without a design ticket.

3. 03

   Map each recurring slide type to a named template slot

   Title, agenda, case study, pricing table, and closing slides should each exist as a single master. If a client has four versions of a pricing slide, pick one and archive the rest before build starts.

4. 04

   Confirm export formats against the client's actual delivery channels

   Agencies routinely build for PowerPoint when the client only presents in Google Slides or exports to PDF for board packets. Verify the format list with the account lead, not the design brief.

5. 05

   Test the template set inside the chosen builder before committing the library

   Platforms differ on font embedding, chart rendering, and animation support. Run one real deck end to end in a tool such as Design Huddle or SlideX and note every element that breaks or reflows.

6. 06

   Document the editable zones and lock rules in a one-page client-facing guide

   State which fields the client can change, which require an agency request, and the expected turnaround for each. This becomes the reference point when scope questions surface mid-quarter.

7. 07

   Set a review date 30 days out to audit template usage and drift

   Track how many decks were built from the library versus from scratch. Low adoption signals the templates are too rigid or the client team was never trained on them.