Free Branding Service Proposal Template
A branding service proposal covers the brand audit scope, identity deliverables, pricing, payment terms, timeline, and what happens when the client signs.
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A growing firm needs a branding service proposal that keeps the work grounded in what customers already trust, not a glossy reinvention that feels like theatre. The hard part is putting clear rules on the page, so the result isn’t “a new logo” with no usable guidance for vans, signage, datasheets, and the website. This proposal carries that wording, under Zilla Slab headings on a purple-leaning blue layout with a red-oxide call to action.
The proposal opens with Summary, then explains who the studio is, who’s on the team, and what recent projects looked like in real-world use. The middle pages spell out what gets delivered, including Brand audit summary and Brand guidelines (pdf), so the client can see the difference between the audit findings, the identity system, and the rules their team will follow. Pricing sits under Pricing as one priced line item, and the later sections answer the questions that usually stall a rebranding decision, including “We were worried it would feel like an agency costume. It didn’t.”
- Summary Frames what’s changing and what stays recognisable, then explains how the audit and redesign get tested on day-to-day applications before handover.
- Recent projects Shows examples of rebranding and brand identity design work where the identity had to hold up on documents, signage, and packaging, not just slides.
- Pricing Lists Brand audit and redesign as the single priced item, so you replace the template amount with your own price before sending.
- Next steps Carries the signature and fee summary, and turns acceptance into a booked project with the first workshop scheduled after signing.
Once the wording and numbers are right, you send the proposal and the client accepts online, choosing the required priced item and signing in Next steps. The signature and fee summary sit together, so the acceptance reads as a clear go-ahead before the work gets booked.
We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.
What to include in a branding service proposal
| Part | What it covers |
|---|---|
Summary | Explains what the branding work aims to change and what it needs to preserve, then outlines the audit-first approach and what the price covers. |
Who you are working with | Introduces the studio and the way the identity decisions get tested on real materials like vehicles, datasheets, and tender PDFs. |
The team | States who the client deals with through workshops, design, and handover. |
Recent projects | Gives a short run of project examples focused on identities that had to work in everyday use. |
Industrial parts rebrand | Describes a refresh that kept recognition while tightening layouts across operational documents. |
B2b service firm identity | Covers an identity update applied across proposals, web pages, and signage so the brand stays consistent. |
Manufacturer product launch | Explains a parent brand and product line system, with a client quote about avoiding an “agency costume” feel. |
Brand audit summary | Details what stays, what changes, and where the current identity breaks, then lists the logo files and the visual identity system that follow. |
Brand guidelines (pdf) | Describes the guidelines content and the day-to-day assets included, like stationery artwork and key website page designs. |
Pricing | Holds a priced items table with one option, so you swap in your own price for the listed work. |
Next steps | Brings together the signature and fee summary, then states what happens after acceptance and what files the client sends before the workshop. |
Can you keep what people already recognise? | Answers how recognition gets identified and preserved, and clarifies what deliverables arrive beyond a logo. |
How many routes and revision rounds are included? | States the number of logo routes and revision rounds, and explains how changes get gathered each round. |
Payment | Spells out the deposit and instalments, invoice due period, what the client provides, what’s included in revisions, and how scope changes get priced. |
Timeline and pauses | Gives the typical project duration, what triggers a rebooking after pauses, file formats on delivery, usage rights after final payment, and third-party costs. |
Who it is for
Brand identity studios and freelancers sending a rebranding proposal to founder-led B2B firms that need practical rules for real-world applications, not just a logo.
The proposal in full
Summary
You’ll have a brand that still feels like your business, but reads clearly at a glance, prints cleanly, and stays consistent across sales, site, and ops without anyone guessing.
We’ll review what’s working, redesign what isn’t, and leave you with rules your team can use on vans, signage, datasheets, and the site. This covers the scope, how we work, and what it costs.
We start by pressure-testing what you have now: where it’s inconsistent, where it breaks in the real world, and where competitors are pulling ahead. Then we design a tighter system around what already has credibility, test it on your everyday applications, and hand it over as a set of files and rules your team can run with.
Who you are working with
We’re a three-person studio doing brand identity and rebranding for growing firms. Most of our work starts the same way: the business has moved on, but the logo, the documents, and the website still look like ten years ago. We like the unglamorous parts of branding, the parts that have to work on a van door, a datasheet header, and a tender PDF.
People pick us when they want decisions and evidence, not theatre. We show options in context, at real sizes, on the stuff you actually use, because that’s where identities either hold up or fall apart. We also build guidelines that a non-designer can follow, so the brand stays intact after we hand it over.
The team
You’ll deal with the same three people from the first workshop through to the final files and handover.
Recent projects
A few recent brand jobs where the work had to stand up to real-world use, not just a neat slide deck.
Industrial parts rebrand
Refreshed a long-standing mark without losing recognition, then built a stronger layout system for datasheets and tender PDFs so documents looked like one company again.
B2b service firm identity
Redesigned the logo and type system for a growing team, then applied it across proposals, site pages, and signage so the brand stopped changing depending on who made it.
Manufacturer product launch
Created a parent brand system and a new product line look that could live on packaging, spec sheets, and the homepage without competing or drifting apart.
“We were worried it would feel like an agency costume. It didn’t. The new identity still feels like us, and now everyone uses it the same way.”
Managing director, a founder-led B2B firm
Brand audit summary
A clear write-up of what stays, what changes, and where the current identity breaks in use, with notes from the competitor review and the priorities we’ll design around.
LOGO REDESIGN FILES
Final logo files for print and screen, supplied in the formats your suppliers actually ask for, with versions that stay legible on vehicles, signage, and small documents.
VISUAL IDENTITY SYSTEM
A working set of type, colour, layout, and graphic elements, with examples that show how the system behaves across headings, tables, diagrams, and marketing pages.
Brand guidelines (pdf)
A guidelines document your team can follow without translating design jargon, covering logo use, spacing, colours, type rules, and layout patterns for everyday materials.
STATIONERY ARTWORK
Print-ready artwork for core stationery, including business card and letterhead layouts, set up so a printer can run it without rebuilding files or guessing at colours.
KEY WEBSITE PAGE DESIGNS
Designs for the homepage and key pages, showing the identity in action on screen, including type scale, spacing, and layout rules that can be built by your web team.
Pricing
Pick the level that matches how much needs rebuilding. Each option includes the audit, the identity system, and a clear set of rules you can use day to day.
Priced items
Next steps
If the scope and pricing below fit what you need, signing turns this into a booked project and we’ll schedule the first workshop.
1. Sign the proposal and choose your pricing option. 2. Send any existing brand files, templates, and a link to key competitors. 3. Book the discovery workshop and kick off the audit.
Signature
Fee summary
Can you keep what people already recognise?
Yes, and we start by finding exactly what that is. Sometimes it’s the mark, sometimes it’s a shape, a colour, or the way your name sits. We’ll show what we’re keeping and why before we push the redesign forward.
WHAT DO WE ACTUALLY GET AT THE END, BESIDES A LOGO?
You get the full identity system and the rules to use it: final logo files, type and colour choices, layout patterns, guidelines in a PDF, and artwork for the places the brand needs to work day to day.
How many routes and revision rounds are included?
We present three distinct logo routes, then refine the chosen direction across two revision rounds. Each round is a set of changes gathered into one clear list, so progress stays visible and the schedule holds.
CAN YOU MAKE IT WORK ON VANS, PPE, AND SIGNAGE?
Yes. We test the identity on the awkward stuff early, not at the end. That means checking legibility at distance, simple colour builds, and layouts that still work when a supplier has limited materials or print methods.
Payment
We take 50% to book the work, 25% when you approve the logo route, and 25% on delivery of the final files. Invoices are due within 14 days.
What we need from you. Before the workshop, we’ll ask for any existing logo files, sales decks, datasheets, and a short list of competitors. During the project, we need feedback gathered and sent in one response each round.
Routes and revisions. We’ll show 3 logo routes, then we’ll refine 1 chosen route. The fee includes up to 2 refinement rounds on the chosen route and 1 round on the guidelines and stationery artwork.
Changes to scope. If you want to add items or switch direction after approval, we’ll price it before we do the extra work. We’ll always confirm the cost and timing in writing first.
Timeline and pauses
A typical project runs 6 to 10 weeks, depending on feedback speed and how many applications we’re designing. If feedback pauses for more than 10 working days, we’ll rebook the remaining time.
File delivery. You’ll receive the logo and assets as print-ready PDF/EPS and web SVG/PNG, plus working files where needed, and the brand guidelines as a PDF. We’ll also supply packaged fonts where licensing allows.
Using the work. Once the final invoice is paid, you own the final approved logo and brand assets for unlimited use. We keep the right to show the work in our portfolio and on our website, unless you ask for a delay.
Third party costs. Font licences, stock images, and any specialist print or signage artwork outside the agreed stationery set are billed separately if needed. We’ll get your approval before we purchase anything.
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Questions about this proposal template
What should a branding service proposal include?
A branding service proposal usually covers the scope of the audit and design work, the deliverables the client receives, pricing, payment terms, and a timeline. This one also covers revision rounds, what files get delivered, and what happens if feedback pauses.
What deliverables should I list for a rebrand besides a logo?
Common deliverables include final logo files, a visual identity system (type, colour, layout elements), and brand guidelines that explain how to use them. This proposal also includes stationery artwork and key website page designs.
How many logo concepts and revisions should a proposal include?
The right number depends on the process you can support and the decision-makers involved, but the proposal should state the numbers clearly. This template specifies three logo routes, two refinement rounds on the chosen route, and one round on guidelines and stationery artwork.
Can a proposal cover using the brand on vehicles, PPE, and signage?
Yes, and it helps to say how the identity will be tested in those contexts so the client doesn’t picture a design that only works on a screen. This proposal explicitly commits to testing legibility, colour builds, and supplier constraints early.
How do branding projects usually structure payments?
Branding work often uses a deposit to book the project and staged payments tied to approvals or delivery. This template uses 50% upfront, 25% on approval of the logo route, and 25% on delivery, with invoices due within 14 days.
What happens if a client pauses feedback during a rebrand?
A proposal can define what counts as a pause and what happens to scheduling so neither side guesses. This template says the project gets rebooked if feedback pauses for more than 10 working days.
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