Branding proposals, contracts & client trackers
You sell brand identity. Your own paperwork should prove it.
Pitch identity projects with a proposal as considered as your work, run discovery through a real questionnaire, and walk clients through phased delivery on a live status page.
Includes the Branding kit: ready-made proposal, agreement, intake survey, emails, and tracker plan. Full product free trial, no card.
The irony of selling brand identity is that your own sales materials have to be flawless. A brand studio pitching from a Word-export PDF is a contradiction the client feels immediately. And identity projects carry their own admin gravity: discovery questionnaires chased over email, subjective feedback loops, and revision rounds that quietly double the scope.
Then there's the phase problem. Concepts get approved verbally, refinement starts, and three weeks later the client asks "wait, which round are we in?" because the phases lived in your head, not somewhere both sides could see.
The Branding kit: never start from zero
The Branding kit is built for identity projects: discovery questionnaires and phased delivery are the skeleton, not an afterthought:
- An identity-project proposal and quote with phased scope, deliverables, and investment, ready for your own brand treatment.
- A branding services agreement with signer roles pre-set: revision rounds, approval gates, and IP handover defined up front.
- A discovery questionnaire survey covering audience, positioning, and taste references, answered by the client at their own pace and stored where the whole project can see it.
- Email templates and a follow-up sequence for pitches, phase kickoffs, and presentation follow-ups.
- A phased delivery tracker plan for discovery, concepts, refinement, and delivery, plus an invoice and saved AI prompts.
Adopt the whole kit in one click from the Starters by Waco3 gallery (a kit built for your niche) and make it yours: everything is editable, and anything you improve can be saved back as your own template.
Built for phased creative projects
The engagement runs on phases, and Waco3 keeps them visible. The proposal sells the phases; the signed agreement fixes revision rounds and approval gates; the discovery survey replaces the email-archaeology version of onboarding.
Delivery happens on a tracker whose milestones mirror your phases, and your client watches progress on a live, read-only status page carrying your studio's brand. "Which round are we in?" has a URL now.
Know what happens after you hit send
See when the founder opens your identity proposal and whether the deep read went to your process section or straight to the investment page. Follow up on what they actually studied, not on silence.
Every share is a trackable link with per-section read verdicts (Skimmed, Brief, Engaged, Deep read) and a 0-100 Signal score per recipient. Privacy-respecting by design: no raw IPs stored, your own views excluded.
Start with the Branding kit today
Open a free account, adopt the Branding kit, and send your next proposal from it this week. Every new account starts with the full product (every feature, 50,000 AI credits, no credit card) and lands softly on the Free plan afterward. Nothing gets deleted.
Common Questions