Rebranding Project Initiation Form

Streamline Your Rebranding Journey with Paperform

Rebranding is one of the most transformative projects a business can undertake—and one of the most complex. From auditing your current brand to rolling out new assets across every touchpoint, a successful rebrand requires clear alignment between stakeholders, designers, marketing teams and leadership.

This Rebranding Project Initiation Form is built for marketing teams, agencies and brand managers who need a single, structured document to kick off a rebrand with clarity and confidence. Instead of chasing down feedback across email threads, spreadsheets and meeting notes, this form brings together brand audit findings, stakeholder interview summaries, visual identity preferences, messaging frameworks, rollout timelines and asset migration plans in one place.

Designed for agencies, in-house teams and consultants

Whether you're an agency onboarding a new rebranding client, an in-house marketing team leading a refresh, or a brand consultant guiding the process, this form helps you:

• Capture the full context of why the rebrand is happening and what success looks like
• Document stakeholder perspectives in a structured, comparable way
• Align on visual direction early with mood boards, color preferences and design inspiration
• Define the messaging framework that will guide all future communications
• Plan the rollout and migration so nothing gets missed when launch day arrives

By starting your rebrand with this detailed brief, you set clear expectations, reduce back-and-forth revisions and create a reference document that keeps everyone aligned as the project evolves.

Go beyond the brief with Stepper workflows

Once your rebranding brief is submitted, Paperform integrates seamlessly with Stepper to automate what happens next. You can trigger workflows that:

• Route the brief to creative, strategy and project management teams
• Create tasks in Asana, Monday or ClickUp based on the rollout timeline
• Send stakeholder summaries to leadership for approval
• Notify designers when visual identity preferences are ready for review
• Update your CRM or project hub with all the key details

This means your rebranding project moves from "idea submitted" to "work in progress" without manual handoffs or missed steps.

Built for SMBs who care about brand experience

Paperform's doc-style editor lets you customize this template to match your agency's voice or your brand's style. Embed it on your site, send it as a link, or white-label it under your own domain. Add conditional logic to show or hide sections based on rebrand scope (full rebrand vs. refresh), and use multi-page layouts or Guided Mode to make the experience feel less overwhelming for busy stakeholders.

Because rebrands touch every part of a business—from websites and social media to packaging, collateral and internal comms—this form is designed to be thorough without feeling like a chore to fill out.

Trusted by marketing teams, creative agencies and brand consultants worldwide, Paperform is SOC2 Type II compliant and offers thousands of customizable templates to support your client work and internal projects. Start your next rebrand with clarity, alignment and a plan that actually gets followed.