Process - How Form Works


Here is an overview of the four main types of services offered by Form Marketing & Design:

The following section outlines how a typical project proceeds in these four categories. Of course, every project is different and if you don’t see exactly what you are looking for here, we can discuss how to tailor a solution for your business.


THE FORM STRATEGIC PLANNING PROCESS

From start to finish a strategic marketing or communications planning process takes 90-100 business days. Initial conversations help to determine the scope of the planning effort.  All time estimates are dependent upon the individual project, number/complexity of revisions, client response timeliness, and Form Marketing & Design’s current project schedule.

1. THE CONSULT

After our initial contact, we will set up a meeting, phone call, Skype, or Google Hangout session. We will start by discussing what is working for your business and what is not. We will discuss goals, staffing, customers and key challenges. I will work with you to determine the most helpful course of action.  This will also be your opportunity to ask me any questions and determine if I am a good fit for your organization’s needs.

2. BOOKING

Assuming we decide to work together, I will write a formal proposal for our project together and send it your way. If everything prepared is approved by you, please sign, scan, and send the proposal back to me and keep a copy for yourself. You will also kindly send the first payment* as noted in the contract to commence work with Form Marketing & Design. * please note this payment is nonrefundable

3. DISCOVERY

The first phase of the project involves finding out as much as possible about your business. This phase involves interviews (in-person or phone) with key stakeholders. This usually includes several people from inside the organization and 4-6 people outside of the organization such as clients, investors or donors. These interviews yield a great deal of data related to your organization’s unique position. A full inventory of the existing marketing effort is gathered along with corresponding results. Form Marketing & Design synthesizes this information and presents a comprehensive report of the current situation and key insights into what needs to happen to build the business to map to the goals. Recommendations will be presented at this time for discussion.

4. DEVELOPING THE PLAN

The second phase the of the project involves using the information from the Discovery phase and crafting a marketing plan that works to meet your organization’s goals. Typically, a 12-18 month plan will include on- and off-line marketing components. The plan will be written for easy implementation, if you prefer to execute the programs in-house.

5. EXECUTING THE PLAN

The third phase is dependent on your ability and/or desire to take on the work involved in managing the marketing programs outlined in the plan. Form Marketing & Design will work with you to determine the best strategy to make sure the plan is employed to its greatest effect.

 


 THE FORM BRANDING PROCESS

Each brand design project takes approximately 25 to 30 business days.  Full brand projects (brand/print/web) typically take anywhere from 3 to 4+ months.  All time estimates are dependent upon the individual project, number/complexity of revisions, client response timeliness, and Form Marketing & Design’s current project schedule.

1. THE CONSULT

The first step is happening now – you have found Form. Next step – contact Form and we will set up a meeting, phone call, Skype, or Google Hangout session. I will ask you some questions regarding your business, vision and goals for your brand development and you get the chance to ask me any question that comes to mind. This step will give us both a chance to get to know one another and make sure we are going to make an awesome team.

2. BOOKING

If we hit it off and find that we are the perfect match, I will put together a formal proposal for our project together and send it your way. If everything prepared is approved by you, please sign, scan, and send the proposal back to me and keep a copy for yourself. You will also kindly send first payment* to hold your spot in the Form Marketing & Design queue at this time. * please note this payment is nonrefundable

3. HOMEWORK

Next, I give you a little homework to prepare for our upcoming project.  I will send you a link to my branding questionnaire so can go through and answer some important questions to insure we are on the same page prior to your project start date.  This questionnaire will provide valuable information for me as I move throughout your brand design process.

4. INSPIRE

So your project start date is here and now it’s time to make the branding magic happen.  The first step of the branding process is the creation of an inspiration board.  I will study your questionnaire and create a color palette along with style inspiration that will set the overall tone of your new brand.  Within 10 business days of your start date, you will receive your first deliverable and have a chance to review and request up to 2 rounds of revisions until you are in love with the direction.

5. CREATE

Once we have established and finalized your inspiration board, I will then get to work on creating the cornerstone of your new brand. The logo design process can take approximately 10 to 15 business days to complete. During this phase you will receive your second deliverable which will consist of 3 unique logo designs in a one color pdf format. Once received, you will have the opportunity to review and request up to 2 rounds of revisions until your are perfectly excited about your new logo design.

6. POLISH & DELIVER

It’s now time to put it all together and create your final deliverable: your new brand style guide! We will pull in your lovely new logo, color palette and inspiration photos then add in your sub mark, logo variations, social icons, patterns, fonts and any elements into a full branding guide format. You will have a chance to review and request up to 2 rounds of revisions on the final board. Once your approval is received and your final payment is made, I will package up your files and send them to you via a convenient dropbox link for download.

 


FULL BRAND & WEB DEVELOPMENT PROCESS

1. PRINT & SOCIAL BRANDING

We now take your newly designed brand* and continue it throughout your print material and social media design (business card, business letterhead/notecard and envelopes, stamp, hangtag, stickers, Facebook and Twitter page designs, etc.) to complete your seamless new look.  Your files are delivered in print ready pdf form or you can choose to have Form Marketing & Design manage the print process for you.

*You already have a visual id? We can utilize that to create a great website and/or marketing materials.

2.  WEBSITE DESIGN

While we finish up your additional branding material and place the appropriate print orders, it’s now time to get started on your new website design.  By this time, you will have completed your website questionnaire and be working on completing all of your content for each page. All site photography and content is due prior to website mockup completion and before we go to the development stages (all files shared by dropbox folder).  During this step, the final mockup of the home page and all interior pages are completed and approved by you before moving onto the development phase.  Any delays in content may delay your project and bump it back in the pipeline.  If any changes are requested by client after mockup approval, they will billed separately.

3. WEBSITE DEVELOPMENT

Once you have signed off on the design, your site is built.  Depending upon the complexity of the design and functionality, we may need more information from you, but typically, you are not highly involved in this stage.  Please allow approximately 2-4 weeks for development phase.  At the end of this step, you will be delivered a test site link for review.

4. LAUNCH

Once your site is complete, your new custom developed theme will be uploaded onto your server.  We will also hold our tutorial at this time to show you how to make updates to your site from the backend (if that is something you want to do).  Once our final checklist is complete and all systems are a go, we will launch your new site to the world.

 


FORM MARKETING PROGRAM MANAGEMENT

Form Marketing & Design also offers marketing program management. This includes most activities under the marketing umbrella such as advertising and media planning, direct marketing campaigns, promotional video creation, event management and corporate communications. We work with partners who are experts in the areas of public relations and search engine optimization(SEO). If you are wondering if Form can do what you need, just contact us