Brand strategy quotation

Preparation guide

Separate advisory time from final outputs so additional meetings or a broader report can be identified.

Deliverables and line items

Brand discovery interviews, Brand positioning, Brand messaging framework: specify the planned quantity and delivery scope for each item.

Assignment and inputs

Identify the subject, source versions, and the inputs the client will supply with their due dates.

Time and completion basis

State the hourly or fixed-fee basis, meeting allowance, output format and review rounds.

Scope to agree

Set the interview count, positioning comparison scope and approver of the final messaging document.

• Check whether meeting preparation and follow-up revisions are included in the fee.
• Name the person who can approve additional research or a change in scope.
• Check quote validity, the customer approval method and payment milestones.

1. Confirm scope and quantities

   Example: start with "Brand discovery interviews", confirm the required quantity and client inputs, then agree completion criteria for each item.

2. Review and approve the quotation

   Confirm acceptance evidence for "Brand messaging framework", all line quantities, exclusions and quote validity with the customer, and retain the approved version.

3. Deliver and prepare billing

   Hand over the final report or activity record with the versions of the inputs reviewed. When the agreed milestone is complete, prepare an invoice using actual quantities and approved changes.

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