
Workflows 8 min read
The client brand handoff checklist for designers and studios
A brand handoff checklist for designers and studios: every file to send, how to explain each one to a client, and how to stop the logo emails.
For agencies and studios
BrandTab keeps each client’s logos, colors, fonts, voice and approved copy in its own space, so your team pulls the right files in seconds and every client leaves with a brand they can actually use.



Fern & Field is a small botanical studio growing seasonal flowers for weddings, gatherings and quiet Tuesdays.
Sub-brands Field Workshops · Field Notes Journal
Many brands
Keep each client’s brands and sub-brands apart: a second location, a product line, a podcast. Switch between them in one click, so nobody pastes last month’s client into this month’s deck.
Studio has no limit on brands, and clients never take a seat.
For example A designer switches between two client brands and pulls the right assets for each, without wading through unrelated project folders.
Client handoff
At the end of a project, send one link instead of a zip of mystery files. A share page or brand package gives the client every logo, color and font, with a Download everything button they can forward to any printer.
The same details become press, podcast guest, speaker, partnership, sponsorship, investor and general media kits, so the next request is already answered.
Onboarding
Give Tabitha the client’s website and she suggests their logo, palette, fonts and copy for you to review.
Or drop in the folder they sent: she groups the logo versions, picks the newest and sharpest of each, and builds the palette from the logos.
The plan that fits
$39 a month for 2 seats and unlimited brands. Extra seats are $15 a month, clients are free, and a team of 4 pays $69 a month. Founding price: $29 a month for anyone who subscribes in the first 3 months.
See every planUnlimited on Studio. Creative holds 20, counting sub-brands.
No. On Studio, clients get free view-and-copy access to their brands, and anyone can open a share page without an account.
Today you can send a share page or brand package with every file, and give the client view-and-copy access. Handing the brand to the client’s own BrandTab account, files and all, is coming soon.
Quick copy (⌘K on Mac, Ctrl+K on Windows) and the free Mac menu bar app copy any color, word, link or logo into any app. Windows is coming soon.
Weighing it up against what you use now? See how BrandTab compares with Canva, Notion, Google Drive and guideline tools.
Your brand’s next chapter
Logos, colors, fonts, voice and copy for every brand you look after, with share pages and media kits built from the details you saved once.
Your first brand is free.
Download BrandTab for MacFree with every plan. macOS 11 or later. Windows is coming soon.