Client Intake — My Branding Strategist

Welcome

Let's begin.

You've chosen to work with MBS — thank you. This is where we capture what we need to start the work properly. Choose the intake that matches your engagement below.

Before You Begin

Each intake takes 15–30 minutes depending on your engagement. The more specific you can be, the better the work will be — this is the foundation we build on.

Intake I

Brand Discovery.

Strategy + Visual Identity engagements

For Brand Strategy (any tier) and Visual Identity (any tier) engagements. Captures positioning, voice, audience, competitive landscape, and visual direction. Adapts based on your specific engagement.

20–30 Minutes
Intake II

Web Design.

Website + Shopify build engagements

For all Web Design tiers (Startup, CEO, Icon). Captures site structure, per-page content briefs, copy status, image inventory, integrations, and technical requirements. The most content-heavy intake.

25–40 Minutes
Intake III

Brand Care.

Monthly retainer onboarding

For Brand Care retainer clients (Startup, CEO, Icon tiers). Captures existing brand assets, monthly deliverable expectations, priority areas, brand guardrails, and reporting preferences.

15–20 Minutes
Intake IV

VIP Day Prep.

Pre-day preparation for Brand or Website Days

For clients who've booked a VIP Day (Brand or Website). Captures the single most important outcome, decision-ready materials, reference assets, and post-day expectations.

15–25 Minutes
Intake V

Print Custom Order.

Custom print runs outside the catalog

For Print Haus custom orders — letterpress, foil-stamped, specialty papers, or products outside standard catalog templates. Captures specs, quantity, timeline, and design direction.

10–15 Minutes
Intake VI

The Commission.

Custom and bespoke design requests

For one-off design work outside standard engagements — Brand Suites, single logos, social media templates, book covers, packaging, pitch decks, illustration, landing pages, email templates, stationery, editorial layouts, and more. Tell us what you need and we'll quote it.

8–15 Minutes

Not Sure Where to Start?

If none of these fit — reach out.

If you're unsure which intake applies, or if your engagement spans multiple, reach out directly and we'll route you to the right form.

hello@mybrandingstrategist.com