All posts
Branding

Brand Identity Checklist: Everything You Should Get From a Branding Project

A brand identity checklist of every deliverable a branding project should include, from positioning to logo files, plus how to use it to compare agency quotes.

By Mehdi Hassan8 min read

The short answer

A brand identity checklist should cover four groups of deliverables: strategy (positioning, audience, personality), verbal identity (messaging, voice), visual identity (logo files, color values, typography, imagery rules) and applications (website, deck and social examples, plus guidelines and source files). Use it line by line to compare quotes, because labels like 'full branding package' mean different things.

Key takeaways

  • Check four groups: strategy, verbal identity, visual identity, and applications with handover.
  • Logo deliverables should include every lockup in color, black and white, as SVG, PNG and PDF.
  • The applications group is where cheap quotes differ most from good ones.
  • Compare quotes line by line; 'full branding package' means something different at every studio.
  • Confirm you'll own editable source files, font licenses and usage rights at handover.

What deliverables should a brand identity project include?

A brand identity project should deliver four things: a written strategy, a verbal identity, a visual identity with all its files, and real applications with guidelines. What varies between providers is how much of each you get. A logo-focused project may cover only the visual group; a strategy-led one should cover all four.

Use this checklist two ways. Before you hire, mark which items each quote includes, so you can compare scope instead of labels. At handover, tick off what you've actually received. If you're new to the terms, our guide to what brand identity is explains the strategy, verbal and visual layers. The checklist below assumes a startup at roughly seed stage; skip items your stage doesn't need, using our ranking of brand identity elements by stage.

Brand identity checklist: strategy deliverables

Strategy deliverables are the written decisions every later choice depends on. They're often missing from cheaper quotes, which assume you'll supply them. If you can't produce them yourself, make sure they're in scope.

  1. Positioning statement: who you're for, the alternatives they consider, and why you're different, on one page.
  2. Audience description: the primary buyer and user, described by situation and problem.
  3. Competitor audit: how three to five competitors present themselves, with what's crowded and what's open.
  4. Brand personality: three or four traits written as contrasts.
  5. Research summary, if research is in scope: who was interviewed and what was learned.

Which verbal identity deliverables should you get?

Verbal identity deliverables turn the strategy into words people read: the name, the description, the messaging and the voice. This is the group most often left out of design-only projects, and the one your homepage depends on most.

  1. Name, if naming is in scope, with domain and basic trademark checks noted.
  2. One-line description: what you do in a sentence a stranger understands.
  3. Messaging hierarchy: the main claim and three supporting messages, each with proof.
  4. Homepage headline and subhead, written, not just designed around placeholder copy.
  5. Voice guide: traits with do and don't sentence pairs, plus a short word list.
  6. Boilerplate: a 50 to 100 word 'About' paragraph for press and partners.

If a proposal shows beautiful homepage designs filled with placeholder text, ask who writes the real copy. Often the answer is you.

Which visual identity files should a branding project deliver?

A branding project should deliver every logo version in every format you'll need, exact color values, typography with licenses, and imagery rules. Missing files are a frequent handover problem, and they surface months later, when someone needs the white logo for a dark slide.

Deliverable

What to check for

Formats

Logo lockups

Full, horizontal and symbol versions

SVG, PNG (transparent), PDF or EPS

Logo colorways

Color, black and white for each lockup

Same as above

Small-size assets

Favicon, app icon, social avatar

SVG, PNG, ICO where needed

Color palette

HEX, RGB, CMYK or Pantone if you print; contrast-safe pairs

In guide and design file

Typography

Typefaces, weights, type scale, web and slide fallbacks

Font files or links, license details

Imagery direction

Photo, illustration or screenshot rules with examples

In guide; sample assets

Graphic elements

Icons, patterns or shapes if part of the system

SVG and source file

Shopify's guide to logo file formats is a useful reference for which format suits which use. The short version: SVG for web and anything that scales, PNG for documents and slides, PDF or EPS for print vendors.

Which applications and guidelines should be included?

Applications show the identity working on real surfaces, and guidelines explain how to keep it working. This group is where the gap between a cheap quote and a good one is widest. A logo sheet tells you very little; a homepage, a deck slide and a social post built from the new identity tell you whether it actually works.

  1. Website direction: at least a homepage hero and a key section designed in the new identity.
  2. Product or app screens, if you have a product: a few screens showing the brand in UI.
  3. Pitch or sales deck: a title slide and two or three content layouts, ideally as a usable template.
  4. Social templates: post and profile assets for your main channels.
  5. Brand guidelines: a short guide covering logo, color, type, voice, imagery and applications.
  6. Source files: the editable design file, organized, with styles or variables set up.

How do you use the checklist to compare branding quotes?

Turn the checklist into a comparison grid: one row per deliverable, one column per quote, and mark each item included, partial or missing. Then compare price against the grid, not against the proposal's headline. Two 'full branding packages' can differ by half the items on this list.

Checklist group

Quote A

Quote B

Quote C

Strategy (5 items)

Included / partial / missing

...

...

Verbal identity (6 items)

Included / partial / missing

...

...

Visual files (7 items)

Included / partial / missing

...

...

Applications and guide (6 items)

Included / partial / missing

...

...

Directions shown and revision rounds

Number

...

...

Ownership and licenses

Confirmed / unclear

...

...

Price

$

$

$

Published agency pricing guides show typical ranges from about $500 to $5,000 for a starter identity and about $5,000 to $25,000 for a full system, varying widely by provider. One of them, from ManyPixels, suggests budgeting 20 to 40 percent more for rollout. The grid shows what you'd actually be buying at each price. For more on what each tier tends to include, read brand identity design pricing, and for the trade-offs between provider types, see branding agency vs brand designer.

For example, suppose three quotes for a seed-stage startup

For example, suppose a founder gets three quotes. Quote A is lowest and covers the visual files only: logo, palette, type. Quote B is mid-range and covers visual files, a short guide and a homepage concept, but assumes the founder writes positioning and copy. Quote C is highest and covers all four groups, including messaging and a deck template.

If the founder already has sharp positioning and a copywriter, Quote B may be the best value. If they don't, Quote A and B both leave the most important work undone, and the real comparison is between Quote C and doing the strategy work first themselves.

What should you own at the end of a branding project?

At handover you should own the final logo and identity outright, the editable source files, and clear licenses for any fonts or images. Ownership terms are easy to overlook and hard to fix later, especially if the relationship with the designer ends.

  • Intellectual property: written transfer of rights to the final logo and identity on full payment.
  • Source files: editable design files, not only exports, so another designer can work from them.
  • Font licenses: who holds them and whether they cover web, app and desktop use.
  • Image rights: licenses for any photography or illustration used in the system.
  • File organization: a folder structure someone else can navigate, with clear filenames.

The same principle applies to websites. Our website handover checklist covers what you should own when a site is delivered.

Frequently asked questions

How many logo concepts should a branding project include?
It varies by provider, but most show a small number of distinct directions, then choose and refine one. More concepts aren't always better: a long list of logo options can mean the designer is guessing rather than working from strategy. What matters more is that each direction is shown applied to real surfaces, such as your homepage and a deck, so you can judge it in context.
Should brand guidelines be included in a branding project?
A short guide should be, because without it nobody else can apply the identity correctly. It doesn't need to be long: around 10 pages covering logo, color, type, voice, imagery and applications is enough for most startups. If a quote includes only a logo sheet, ask whether guidelines are extra and what they would cover.
What's the difference between a brand identity package and a logo package?
A logo package gives you the logo in a few formats and sometimes basic colors. A brand identity package should add typography, a full palette, imagery direction, applications and guidelines, and ideally strategy and messaging. The price difference reflects that scope, so compare deliverables rather than the package name before deciding which you need.
How many revision rounds should a branding project include?
Most projects include a small, fixed number of rounds on the chosen direction, so get the number in writing. Check how a round is defined, whether it covers changes to the whole system or only the logo, and what happens if you want a new direction partway through. Clear revision terms protect both sides and matter more than the exact number of rounds.

· CEO & Design Director

Copywriter, designer and developer, and founder of Designify Studio. Over five years, 60+ projects across 14+ industries, for startups that have raised $300M+.

Want this done for you? Brand & design sprint, $3,000.

A brand refresh or redesign, plus design explorations for your website and product. $3,000, one-time, fixed price. Book a free 30-minute call to see if it fits.

Schedule Call