Client Tools

New Client Survey

We ask all new digital and branding clients to complete this survey. You'll need the following things for it:

  • Contact details for key team members, for public use, and for billing and shipping purposes.

  • All required legal text including disclaimers and state-specific fundraising limits, if applicable.

  • Login details for third-party digital tools and social media accounts. All data is sent and stored securely.

  • Examples of brands you like and dislike, colors to use or avoid, and your ideas on the general message.

  • Visual assets you want us to use (logos, photos, writing, etc). You can upload these or provide links.

You should budget 30 minutes with these materials to complete the survey, which helps us ensure an efficient creative process and a smooth project launch.