New Client Process

Rules of Information Flow

There is one point of contact for the client and everything runs through them: delivering design packages, invoices, day-to-day communication etc.

The Process

1—Client reaches out to work with us

2— Client to complete whichever Intake forms apply:

3— GW Completes Pitch Document and quotes on work that needs to be completed

  • Create Folder in Drive with the following naming conventions:

  1. Folders: ALL CAPS *yes, as if you were yelling

  2. Organization: Client Name (main title) > Client Name_Function (secondary titles) > Documents (use as much description as you feel necessary)

  • Create the following Folders

    • Google Drive Main Folder

    • Google Drive Secondary Folders:

      • CLIENT_ PITCH

      • CLIENT_ LOGISTICS (Contract, Budget)

4— Client loves it all and approves

5— Complete the following for internal logistics *BG will create within 2 days and get back to you to send:

6— Meet as a team to determine who will handle what portion of the project

7— Create  the Market Strategy Doc (Tabs should include: Plan, Content Calendar (if needed), Logins) ** Every client should have an Overall Marketing Plan in their folder

8— Create additional folders in Drive, may include:

  • CLIENT_DESIGN

  • CLIENT_SOCIAL MEDIA

9— Create Project in Asana:

  • Add Sections that correspond with the secondary folders you made in Drive

  • Create Task lists (based on the marketing plan, assign tasks with dates)

10— Once each task is complete it will go to the Project Manager to send to the client. The project manager will also be responsible to complete Invoice Requests monthly.

Logo/Branding Process

* this can be communicated to clients

Our Branding Process: Our approach to branding is the same as our approach to… well everything. We believe in asking a lot of questions (in case you missed that) upfront and sticking to a process.

  1. We present logo options in black and white - you have to love your logo in the most simple form

  2. We present colour options

  3. We present options of everything working together

  4. We create business cards and any other required design elements

  5. We create a brand guide that includes: logo, colors, typeface and logo use *this is always the last step after all of your design elements, website etc. is complete

Note: if at any phase we need to present more options, we do! We want you to love it and will present options until we get there. Another Note: we usually get it right the first time.

Website Process

* this can be communicated to clients

Our Website Process: Our approach to creating your website is the same as our approach to… well everything. We believe in asking a lot of questions (in case you missed that) upfront and sticking to a process.

  1. We create an outline for your website and send to you to fill in all missing information

  2. We gather all existing assets we need from you

  3. We have a photoshoot to create website content for you *when necessary

  4. We create the first draft of the website using the exact content from the outline we created together

  5. You give your feedback on the site

  6. We make adjustments and get your final approval to GO LIVE!


Social Media Process

* this can be communicated to clients

Our Social Media Process: Our approach to updating or launching your social media is the same as our approach to… well everything. We believe in asking a lot of questions (in case you missed that) upfront and sticking to a process.


  1. We create your Social Media Strategy

  2. We go through this with you and schedule a photoshoot

  3. We create assets based on the aforementioned strategy

  4. We program the launch of these for you in the best programs/platform

  5. Training Time- you (or the appropriate person) will receive a 2- hour training for how you can maintain your social channels