Identification should also work in the usual offer, presentation and signature of the message. It is worth preparing templates that the team can use without any help of the designer.
Select the most commonly used materials
Before expanding the brand set, check out what the company actually prepares each week. It can be an offer in PDF, presentation, short description of implementation or a message to the customer. These materials often have more contact with recipients than an occasional impressive brochure.
The team from Warsaw cooperating with customers can use mainly screen documents. Another will also need printouts for meetings. Selection of formats should result from such practice, not from the finished list of items sold to each company.
Design a template for editing, not just for viewing
The layout should provide for a longer title, a larger table and no picture. If after each change the text goes beyond the frame, the material is not suitable for independent work. You also need to select a tool that the team knows and can legally use.
- Separate the fixed elements from the places to be changed.
- Prepare a few necessary systems instead of one overloaded.
- Set rules for adding tables, photos and new pages.
- Check the export and the appearance of the finished document at the recipient.
Take a short rehearsal with the employee
Ask the person preparing the offer to recreate the real material in the new template. Watch which actions need clarification. This attempt is more meaningful than the document preview itself with a perfectly matched text.
Make sure you have access to the current version
Place the templates in an agreed place and clearly indicate the archive files. When changing company data or mark update the materials used by the entire team. It is not worth leaving a few parallel “final versions”. brand file managementIdentification becomes permanent when daily work helps keep its rules, instead of forcing employees to constantly improvise.
