Brand Kit Setup Guide: Onboard Clients in Under 30 Minutes

Why a Brand Kit Is Your Agency’s Safety Net

A solid brand kit turns “guess the shade” into “select from the palette” – instantly cutting back‑and‑forth by 70 %.

Collect Assets in 5 Minutes Using a Structured Brief

Send a one‑page intake form that asks for logo files, primary/secondary colors (HEX or Pantone), font families, and 3‑5 reference posts the client loves.

1. Logo: .png (transparent) and .svg for scalability
2. Colors: HEX codes plus an optional CMYK conversion
3. Typography: Google Font links or .ttf/.otf files
4. Voice: 2‑3 adjectives (e.g., bold, friendly, professional)

Organize the Kit for Instant Team Access

Create a shared folder in Google Drive or Dropbox with a fixed naming convention: ClientName_BrandKit_v1.0.

• 00_Logo – all formats
• 01_Colors – a PDF swatch sheet
• 02_Fonts – font files and usage guide
• 03_Assets – icons, illustration packs, photo style

Transform Raw Assets into Editable Templates

Open a new file in Figma, Canva, or Adobe Express and replace placeholder layers with the client’s actual logo, colors, and fonts. Save the file as a master template.

• Carousel template – 5 slides, locked logo position
• Story template – top‑and‑bottom safe zones
• Quote card – dynamic text box with brand font
• Ad creative – ready for export to Meta or Google

When the template is truly locked, designers spend 90 % of their time on copy, not on style tweaks.

Plug the Kit Into an AI‑Native Design Engine

DesignLumo reads your brand kit and generates layered, fully editable files on demand. Where Canva templates hit their limit, DesignLumo creates fresh designs from plain text while preserving your brand rules.

• Upload the brand‑kit folder to DesignLumo
• Select the content type – carousel, story, ad, etc.
• Enter a short prompt (e.g., “Launch promo for summer sale”)
• Download a PSD/Figma file that already uses the client’s colors and fonts

Scale Approvals with Version Control

Link each template to a shared Google Slides deck where the client can comment directly on the design. Once approved, duplicate the slide, rename it with the publish date, and push it to Later or Hootsuite.

1. Designer updates the master template
2. Export a PNG/JPEG for client review
3. Client adds comments → designer iterates in the same file
4. Final file drops into the scheduling tool

30‑Minute Onboarding Checklist

1. Send intake brief and collect assets (5 min)
2. Create shared BrandKit folder with naming convention (3 min)
3. Upload assets to DesignLumo and generate first template (7 min)
4. Lock layers, save as master, and share the link with the team (5 min)
5. Add the master to the client’s approval deck and schedule the first post (10 min)

Follow this checklist once per client and you’ll be producing on‑brand content at scale without ever chasing a missing logo again.