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Client onboarding checklist for graphic designers

Every designer knows the pain: final files due Friday, but the client hasn't sent the logo source files or the actual copy. This checklist collects everything up front โ€” sizes, formats, print specs and references โ€” so revisions are about design, not missing inputs.

  1. Company name and contact person
  2. Logo source files (AI, EPS, SVG or PNG)
  3. Brand guidelines or existing style references
  4. Exact deliverables list with sizes and formats
  5. Text copy for each deliverable (final, proofread)
  6. Images / photos to use (or stock budget)
  7. Examples of designs you like and dislike
  8. Where the designs will be used: print, web, social
  9. Print specs: bleed, color profile, printer requirements
  10. Brand do's and don'ts
  11. Deadline for first draft and final delivery
  12. Number of revision rounds included
  13. Who gives feedback and approves finals
  14. Invoice details and payment terms
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