welcome | Charisma Digital

1 The basics

The basics

So I know who I am working with.

Business name *

Package we agreed *

Full name *

Role

Best email *

Phone

Who else is involved in this project, what their role is, and their email address

2 Brand basics

Brand basics

The written detail. Your files come later, up on the Drive link at the end.

Brand colours Hex, RGB or CMYK are all fine. If they are in your brand guide, just say so.

Fonts you use If they are listed in your brand guide, just say yes and I will find them there.

3 Voice and content history

Voice and content history

How you sound, and what already exists.

Three pieces of content that sound most like you Paste links to your website, blog posts or social. Links work better than descriptions.

One piece that got away from your voice, and what was wrong with it

Words or phrases you always use

Words or phrases you never want to see

Canva links to brand assets or templates Paste view links from Canva if your assets or templates live there.

5 The docs

The docs

What is written down already. Links here, files on the Drive at the end.

Links to any strategy or foundation documents stored online Marketing plan, brand strategy, audience docs, past audits. Paste links.

What design tool do your templates live in

6 Working together

Working together

How we run things once we start.

Who signs off on work before it goes out Name and email.

How fast can you usually turn approvals around

Same day A couple of days A week Depends

Anything about how you like to work that I should know

Anything you are worried about

Your files

Upload the following to your Google Drive folder

Use the link below. Do not worry if you do not have all of these. Upload what you do have and we can work through the rest.

Brand assets, your logos and brand guidelines
Font files, if you use custom ones
Your best branding imagery
Strategy and foundation documents
Existing templates, or a Canva link you can email me
Anything about your existing content, like a content calendar

Upload your files here

Your answers come straight to me so I can read them before we talk. Nothing is sent until you hit the button.

Let's get you set up.