Intake Brand Care

Brand Care Onboarding — My Branding Strategist

Auto-Saving Brand Care Onboarding

Start

Assets

III

Cadence

Priorities

Guardrails

Review

§ I

Welcome to Brand Care.

This onboarding establishes the rhythm of our monthly work together. The answers here become the operating brief for your retainer.

Your full name *

Email address *

Business name *

Which Brand Care tier did you select? *

The Startup ($1,100/mo)4 deliverables/month, rolling monthly, no minimum

The CEO ($2,400/mo)10 deliverables/month, 3-month minimum, quarterly strategy review

The Icon ($4,500/mo)20 deliverables/month, 6-month minimum, full brand governance

Primary point of contact (if different from you)

Who handles day-to-day requests and approvals? Leave blank if that's you.

Team size (how many people work on your brand internally?)

§ II

Existing Assets.

What brand system exists today? The clearer the picture, the faster we work.

Do you have documented brand guidelines? *

Yes — complete brand guideLogo usage, colors, typography, voice documented

Yes — but incomplete or datedSome documentation exists, gaps or inconsistencies remain

No — nothing formal existsMBS will establish baseline during first month

Link to existing brand assets

Google Drive, Dropbox, or cloud folder where logos, fonts, guidelines, templates live.

How organized are your current brand files? *

ExcellentClean folder structure, easy to find anything

DecentMost things findable but could use tidying

ChaoticFiles scattered, versions unclear — asset audit needed

What's missing that you wish you had?

Templates, guidelines, asset variations — things you keep needing but don't have.

§ III

Monthly Cadence.

How we work together month-to-month. Setting expectations here prevents friction later.

A note on retainer scope Brand Care is scoped by output cadence — specific number of deliverables per month — not unlimited requests. This keeps quality high and pacing sustainable for both of us.

Who sends requests on your side? *

Only meAll requests come through a single point of contact

A small, defined team2–3 named people with approval authority

Multiple departmentsRequests route through a traffic manager or project lead

Who approves final work? *

The person whose sign-off means deliverable is done. Being clear prevents revision loops.

Expected response time from MBS *

This is set by your tier but confirming so expectations are aligned.

Within 48 hours (Startup tier)

Within 24 hours (CEO tier)

Same-day response (Icon tier)

Preferred communication channel *

Email onlyAll requests and responses via email

Dubsado client portalCentralized in the portal for tracking

Both email + portalEmail for conversation, portal for formal requests and files

Do you have predictable monthly cycles?

Campaigns that repeat monthly, launches, events, seasonal content. Helps us plan ahead.

§ V

Guardrails & Reporting.

What's always on-brand, what's never on-brand, and how you want to see our work each month.

What's always on-brand for you? *

Voice, visual elements, tone, phrases that are reliably "you." The things we should default to.

What's never on-brand? *

Visual choices, voice, words, approaches you actively avoid. Knowing this prevents us from ever going there.

How would you like monthly work reported? *

Monthly email summaryWritten recap of work delivered, assets produced, next month's plan

Dashboard viewVisual dashboard with delivered work, hours used, upcoming requests

Async Loom walkthroughMonthly video recap of work done, shown on screen (CEO + Icon tiers)

Minimal — just the workDeliver assets, no formal reporting needed

Rest-of-year quiet periods?

Times when your team is quiet (holidays, team retreats, seasonal slowdowns). We'll plan accordingly.

Anything else we should know to start well?

Historic patterns, past vendor frustrations, unique constraints, things not covered above.

§ VI

Review & Submit.

Confirm everything below. These answers become your retainer operating brief.

✓

Onboarding Complete

We're ready.

Your Brand Care onboarding is complete. The retainer rhythm begins with your first month, and Jessica will be in touch within 2 business days to confirm your first request.

What happens next

You'll receive a confirmation email with your retainer terms and first-month kickoff details. Jessica will share a Dubsado portal invitation if not already received. First requests can be submitted as soon as you're ready — the first deliverables typically arrive within 5–7 days.

— MBS Studio

Welcome to Brand Care.

Existing Assets.

Monthly Cadence.

Priority Areas.

Guardrails & Reporting.

Review & Submit.

We're ready.

Custom A-Frame Signs

Custom Banners

Custom Leather Keychains

Stainless Tumbler

Custom Floor Graphics

Custom Printed Mugs

Sticker/Label Design

Luxury Stretched Canvas Prints

Custom Stand-Up Pouch

17oz Stainless Steel Bottle

Luxury Custom Puzzles

Double Sided Feather Flags

Brochure

Classic Standard Business Cards

11oz Ceramic Mug

Custom Mailer Box (Design + Print)

Thank You Cards

Gold Foil Business Cards

Backdrop

Hangtags

Table Cloth

Retractable Banner

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