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Graphic Design

Project intake, brand intake, and revision approval forms for graphic designers

Client Brand Master File


This is the standing record for your brand — one copy that the studio and you both keep current. It is not tied to any single project. Amend it whenever the brand moves on: a new logo lockup, a colour change, a font licence renewal, a new approver. Every job we take on starts by reading this file.

Section 1 — Account & Contacts

Brand / trading name:
Registered legal entity (if different):
Day-to-day contact:
Contact email:
Contact phone:
Billing contact and invoice email:
Purchase-order or reference required on invoices:
Client since:

Section 2 — Approvals & Sign-off

Who signs off on what. Keep this accurate — it is the difference between one review round and four.
Name
Role
Approves
Contact












Final approver — one name, the person whose yes ends a review round:

Section 3 — Live Brand Snapshot

The current, in-force brand. Supersede the old values here rather than adding a second set — this section must never contain two competing answers.
Current logo version in force:
Approved on:
Lockups that exist and when each is used (primary, stacked, horizontal, icon-only, reversed, monochrome):
Minimum clear space and minimum reproduction size:

Colour palette
Role
HEX
CMYK / Pantone
Where used
Primary



Secondary



Accent



Neutral / background




Typefaces & licences
Typeface & weights
Used for
Licence type & holder
Renews












Next font licence renewal to watch:

Section 4 — Source Files & Storage

Shared drive / cloud folder for this brand:
Master source files live in:
Client-side asset library or DAM:
File naming convention in force (with a worked example):
Access notes — who has edit rights, who has view-only, how new people are added:

Section 5 — Print & Production Notes

Regular print vendor:
Vendor contact:
Standing print specifications — stock, finish, bleed, colour profile, spot colours, house sizes:
Known production quirks to remember next time (colour drift, trim tolerance, lead times):

Section 6 — Delivered Work Log

Every finished piece, newest at the top. This is how we find last year's artwork without a search party.
Delivered
Project
Formats handed over
File location





















Section 7 — Standing Preferences & No-go Rules

Always do — house habits we apply without being asked:
Never do — stretched logos, unapproved colours, stock photography, competitor lookalikes, anything previously rejected:
Preferred way to give feedback, and usual turnaround the client can commit to:

Section 8 — Amendment Log

Dated entries whenever the brand changes — a repositioning, a palette revision, a new approver, a licence renewed. Newest at the top.
Last reviewed together on:

Keep this file current — it is the single source of truth every piece of work is measured against.

Templates in this pack

The Graphic Design pack includes 6 ready-to-use templates. Each one is a structured, fully editable form you can share with clients to collect information, documents, and signatures in one place.

Frequently asked questions

What's included in the Graphic Design templates?
The Graphic Design pack contains 6 templates: Client Brand Master File, Graphic Design Brief & Project Intake, Brand Guidelines & Asset Intake, Design Services Agreement, Revision Request & Approval, Design Services & Working Guide. Each is ready to use and fully editable.
Can I customize these templates?
Yes. Every Pocper template is fully editable — add or remove fields, change the wording, and adapt each form to your workflow before sharing it with clients.
How do I use the Graphic Design templates?
Import the pack into your Pocper workspace, open a template, tailor it to your needs, then share a link so clients can fill it out and upload documents in real time.