Brand Kit Setup Guide: Onboard Clients in Under 30 Minutes
Learn how email marketing agencies can collect, organize, and apply client brand assets in under 30 minutes, eliminating header bottlenecks and speeding up campaigns.
Every time a copywriter asks for a hero image, a designer scrambles through old folders. The delay adds 2–3 hours per campaign and inflates client invoices.
The hidden cost of a missing brand kit
A solid brand kit turns “I need a header” into “Here’s the file, ready to edit.”
Step 1 – Pull the essentials in 5 minutes
- Primary, secondary, and accent hex codes
- Web‑safe logo files (SVG, PNG with transparent background)
- Font families and fallback stack
- Standard CTA button styles (radius, border, shadow)
- Typical image dimensions for hero, banner, and product cards
Ask the client for a single ZIP file or a shared Google Drive folder. Use a checklist in your briefing form to guarantee nothing is missed.
Step 2 – Build a living Brand Kit in DesignLumo
Upload the assets to DesignLumo’s Brand Kit screen. The platform auto‑detects colors, registers fonts, and creates reusable style tokens.
Because the kit lives in the cloud, any designer on your team can pull the exact same styles without re‑creating them.
Step 3 – Connect the kit to Figma, Canva, and your ESP
- Install the DesignLumo Figma plugin – one‑click sync of colors and logos
- Generate a shared Canva brand folder via the DesignLumo integration
- Export ready‑to‑use header templates as PNG or JPEG and drop them into Klaviyo or Mailchimp
Keep the connection live: any change in the kit updates the linked files automatically, removing version‑control headaches.
Step 4 – Generate on‑brand email headers instantly
When a new campaign brief lands, type a short prompt like “Spring sale – 30% off, pastel background, product hero” into the Email Header Maker.
DesignLumo returns a fully editable Figma file with layers you can tweak in seconds, eliminating the static‑image bottleneck.
30‑minute onboarding checklist
- Collect assets (5 min)
- Upload to DesignLumo Brand Kit (5 min)
- Sync to Figma/Canva (5 min)
- Create a master header template (5 min)
- Test one live email in Klaviyo or Mailchimp (5 min)
- Document the process in your SOP (5 min)
Run through the list once per new client. After the first run, future onboarding will shrink to under 15 minutes.
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