Example Web/Branding Portal

E Komo Mai!

This is an example client portal for branding and website projects. This shows you our process and what you can expect working with us. It's where you can find all the necessary details about what's in-progress and what's planned so you can stay up-to-date on the status of your project. Please take a look around.

You'll have full access to this area throughout our partnership. For temporary projects, you'll retain access for 6 months after completion; however, all of your files will still live on in your project folder.

Since this is completely customized for each of our clients, the modules on your actual portal may be slightly different.

DiscoveryCurrent Phase

Brand IdentityNext Phase

Estimated Completion Date

Phase 1 Discovery & Onboarding

Intake questionnaire This is a questionnaire for new clients to tell us all out about their business. If you're ready to put us to work for you, please feel free to fill this out & we'll get back to you ASAP.

Getting started A quick intro to help you make the most of this project.

Our process A handy chart to keep track of our progress.

Customer avatar worksheet The customer avatar is a representation of your ideal customer, constructed from what you know about your current customers as well as other, potential customers you would like to attract.

Brand style worksheet Let’s get into the nitty-gritty of how your brand should look and feel.

Feature-benefit matrix People have no interest in things they have no interest in. ----- This exercise will help figure out what we want to say on your website/landing pages, ad copy & other marketing materials.

Creative brief The brief summarizes all your inputs from questionnaires, worksheets and other exercises to ensure we're all on the same page early-on. It will serve as a primary reference throughout the remainder of the project.

Phase 2 Brand Identity

Moodboards A set of mood boards to help define your brand style.

Logos Draft revisions and final logos, icons and favicons.

Brand Guidelines Click here for an example Brand Style Guide from an actual client. Of course, we got their permission to use it. :) This provides guidance for anyone who might be involved with sales, marketing, advertising or otherwise showcasing your business in or outside the organization.

Brand cheat sheet A quick and easy reference for your new brand.

Photography guidelines Guidelines to help you choose and use photography in your brand.

Phase 3 Website

Draft Site Here's a link to preview your site. Once it's published, this will be where you'll be able to access the site to make edits.

Landing Page Landing pages are specialized web pages that are usually associated with digital advertising and are inaccessible from the main navigation of your website.

Mahalo Page A mahalo (thank you) page is a type of landing page where users are sent after they complete some action on your website such as filling out a form or making a purchase.

Phase 4 Assets

Proposal & Contracts The initial proposal and quote for your project along with all signed agreements for your reference.

Media Library Here's where we'll put all the stock media, pictures, graphics, video, music and other imagery and audio files that you have approved for use on your website and advertising. Please feel free to add content.

End of Project Questionnaire The project may be over but we’d love to hear about how we did, what’s next for your business and how we might be able to help.