Brand identity is a whole vibe. Let us demystify the scoping process for you.

Welcome to Scope Smarter, Not Harder, a series from Wethos highlighting our services and scope of work templates. In this installment, we’re highlighting our top brand identity scope of work template!

Wethos users have access to over 60 scope of work templates and 700 services ranging from brand strategy to social media and design. Our scope of work tools streamline your proposal process so you can skip the freelance pricing mistakes and get to work.

Here’s our breakdown for a brand identity campaign scope of work so you know how to charge for that next project!

Please note that our pricing suggestions are relational and the numbers inputted by users inform the recommendations over time. If you have feedback on the pricing below, please let us know! We always want our system to become smarter with your help.

Brand identity scope of work

Phase 1: Pre-Work

Oftentimes, before even embarking on a project, it’s important for the client to share in detail what they’re looking for, what progress they’ve made so far, and where your efforts will best support them. Get this pre-work done with a questionnaire exploring their current brand details, audience, and competitors.

Phase 2: Discovery

Description: “Understanding the audience for the project, along with any relevant topics & history that should be considered. Seeing what competitors are doing and finding some opportunity areas.” During the Discovery phase, it’s important to perform an audit of competitors in order to see where your client stands out or where there are new opportunities to strengthen the brand identity. This is also a great time to look into the client’s target audience so the brand work speaks to those communities.

Phase 3: Define

Description: “Using the learnings from the "Discovery" phase, we can now define the brand strategy & visual direction.” Roll up your sleeves! This phase includes a brand definition workshop, where you’ll get to the heart of brand positioning, roles, or message points. Now’s also the time to get deep into color palettes, mood boards, and typefaces.

Phase 4: Design

Description: “Keeping the brand strategy and visual direction in mind, we can now step into the ‘Design’ phase, where we see the branding come to life.” Once the groundwork is done, you’re well on your way to a strong brand identity. If you’re more of a brand strategist, this may be a good time to tap into the Wethos Discovery page to find designers in our network for help on logos, typefaces, and stylescapes!

Phase 5: Develop

Description: You’ll want to leave your client with a brand style guide so all your team’s work gets documented into usable resources for the client. Creating a set of standards for formatting of any type of asset will ensure that your work continues on even when you’ve ended the project.

Phase 6: Deliver

Description: This is all about off-boarding the client. Make sure you tie up all the loose ends by handing over any necessary files and holding a retrospective call to review the process and strategy you’ve put in place for the client.